sum 'Year To Date' forecast based on row and date criteria.

[oshodibo]

Morning People,

I am stuck yet again, but I really need help. I have a forecast monthly trial balance sheet and an Income Statement Analysis sheet. I am analyzing the Year to Date performance for Dec-2013. I need a formula that will match the income statement line i.e revenues, accounting expenses etc. and then sum horizontally from Jan-2013 to Dec 2013 ( if YTD month' Dec-2013' is greater than or equal to date range then sum horizontally the corresponding income statement lines up to the reporting month).


Antony Ngoe,

[FDibbins]

Do the values on IS sheet relate in any way to the data on FC sheet?

[oshodibo]

Yes, they do.

The forecast data should be pulled to the IS Analysis tab to provide budget ( forecast) vs. Actual performance analysis.


Best,