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Week to date, Month to date, Qtr to date and Year to date

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    Forum Contributor Neilesh Kumar's Avatar
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    Week to date, Month to date, Qtr to date and Year to date

    Hi Everyone,

    With the help of annexed data, Is it possible to make the dashboard on Week to date, Qtr to date , Month to date and Year to date for Sales Persons Performance wise, Region Wise and Customer wise. Can someone please help me on the same?


    Neilesh
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    Forum Expert dflak's Avatar
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    Re: Week to date, Month to date, Qtr to date and Year to date

    It's a matter of getting the start dates right then using SUMIFS. I did convert the data into a table since tables know how many rows they have.
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    Forum Contributor Neilesh Kumar's Avatar
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    Re: Week to date, Month to date, Qtr to date and Year to date

    Thanks a lot Dear for your precious and valuable contribution.

    Regards,

    Neilesh

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    Forum Contributor Neilesh Kumar's Avatar
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    Re: Week to date, Month to date, Qtr to date and Year to date

    Hello Dear,

    Based on the annexed format is it possible to prepare the Weekly Planned, Actual Cash Flow & Variance with the four different bank accounts we have and we also want to track the cash flow on weekly basis with all the different bank. Here i have prepared the format but if i will continue with the same for one week i will have to create 4 different week then the total of the week and for a month i will have to create 20 columns, which will make the report very lengthy. So can you please help me out from this or do you have any idea or formula to make it shorten and sweet by look wise.


    Thanks & Regards,


    Neilesh
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  5. #5
    Forum Expert dflak's Avatar
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    Re: Week to date, Month to date, Qtr to date and Year to date

    This is a totally different requirement and should be a separate post.

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