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SUMPRODUCT formula to calculate YTD numbers

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    Talking SUMPRODUCT formula to calculate YTD numbers

    I am trying to create a formula that will calculate YTD revenues based upon a month selected for a specific customer. The data range (array) covers a 3 year period (2019, 2020, and 2021) .The result should calculate the YTD value for the specific year selected as well.

    The fiscal year period for my company actually starts in April so if I select June 2020, the YTD values I would need would be April 2020 - June 2020.

    I have tried everything ; nesting various SUMIFS with INDEX (Matches) along with SUmproducts and I am not getting an answer

    =SUMPRODUCT(('Combined Data'!$C$3:$C$3127=M9)*(MONTH('Combined Data'!$E$2:$AB$2)<=MONTH($Q$8))*'Combined Data'!$E$3:$AB$3127)

    However, this formula is not yielding the correct numbers.

    Please see attached:

    I have highlighted the cells in the tab labeled "Top Customers" that I need to add the formula to ( COlumn Q )

    The source data comes from tab labeled "Combined Data "
    Attached Files Attached Files

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    Re: SUMPRODUCT formula to calculate YTD numbers

    You have stored your months in row 2 as text (e.g. 'Apr-19) rather than as formatted dates. Save them as a date (e.g. 1-Apr-2019) and format the cells as mmm-yy.

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    Re: SUMPRODUCT formula to calculate YTD numbers

    Hi Corbett!

    Thanks for your help. I actually tried updating as you suggested and I'm still getting no results . Not an error, but just blank cells.

    See attached. For example, the date I've selected that I want YTD information for is May 2020 (cell Q8 in Tab labeled "Top Customers"), so I need the formula to pull revenues for January 2020 - May 2020.

    For Google, I am expecting this value to be $18.5M

    Please see attached. THANK YOU So much for your help.

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    Re: SUMPRODUCT formula to calculate YTD numbers

    I'm a bit confused (that could be a permanent state on my part) about whether you are calculating on the basis of financial year (starting in April) or calendar year (starting January).
    Anyway I have updated your spreadsheet on the basis of financial year since that is the messier option.

    I have introduced a FY and a FM (Financial year and financial month) row to both the Combined Data and Top Customers sheets since that makes the other formulae simpler.

    You can change the formulae for FY and FM to just use the calendar month and year which will give you 18M for Google.

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    Re: SUMPRODUCT formula to calculate YTD numbers

    Top Customers


    Q9=SUMPRODUCT(('Combined Data'!$C$3:$C$3127='Top Customers'!$M9)*(MONTH('Combined Data'!$E$2:$AB$2)<=MONTH($Q$8))*('Combined Data'!$E$3:$AB$3127)*(YEAR('Combined Data'!$E$2:$AB$2)=YEAR($Q$8)))

    Copy down
    Last edited by CARACALLA; 05-11-2021 at 03:49 PM.

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