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Getting month to date and run-rate figures

  1. #1
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    Getting month to date and run-rate figures

    Hi all,

    I am trying to get the MTD and run-rates figures by using a normal sum function and then re-adjusting the formulas.

    For MTD, i use the sum function from the 1st of the month to yesterday's date.
    The run rates compare the sum of the last 7 days with the sum of the same days 4 weeks prior.

    Is there an easier way how to do obtain the figures? Should I use the OFFSET function, and if so, how?

    Thanks
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    Last edited by excelab; 02-06-2020 at 09:02 AM.

  2. #2
    Forum Guru Pepe Le Mokko's Avatar
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    Re: MTD function and run-rates

    Hi
    is the MTD function Excel or DAX?

  3. #3
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    Re: MTD function and run-rates

    Hi Pepe,

    I am currently obtaining the month-to-date values by simply using the sum function of the cell from the first date of the month selected down to yesterday's cell values.

    I am not using any inbuilt excel functions apart from SUM. As far as I know, there is MTD in-built function in Excel but I stand to be corrected.

    Apologies for not being clear enough in my original post.

  4. #4
    Forum Guru Pepe Le Mokko's Avatar
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    Re: MTD function and run-rates

    So that all our members can understand your thread title should be : " Getting month to date and run-rate figures"?

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    Re: MTD function and run-rates

    Correct! Title has been edited

  6. #6
    Forum Moderator AliGW's Avatar
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    Re: Getting month to date and run-rate figures

    Yes - click on EDIT under your first post, edit the title and save.
    Ali


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  7. #7
    Forum Guru Pepe Le Mokko's Avatar
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    Re: Getting month to date and run-rate figures

    You just did. Thanks

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