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YTD Calculation based on Data validation List

  1. #1
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    YTD Calculation based on Data validation List

    I am trying to setup a summary document for our executives, and I cannot for the life of me figure out how to put a YTD calculation & a PYTD Calculation in based on a Data Validation of the month and year.Executive Production Summary.xlsx

    The information I'm trying to summarize is on the data tab...

    Help...Please...

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    Re: YTD Calculation based on Data validation List

    I would advise you change your "MONTH" data to Excel dates rather text dates: if you only interested in the month (not days of month) then set January to 01/01/2023., February to 02/01/2023 (US dates).

    The YTD could be based on this month date e.g. B3 = 01/01/2023 rather than "January" so you summarises the data where date is less than or equal to this value (YTD) or equal for current month.
    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED.

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