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YTD Sum of Multiple Years

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    Post YTD Sum of Multiple Years

    Hello out there,

    New to this site so excuse any lack of knowledge of accepted posting standards. I'm having trouble doing a year to date sum. Referencing the attached workbook, I want to be able to write a formula that can look at a month of the year, use it as a base, and sum up everything above that cell within a range. I would like to do this without using individual month dates if at all possible. Thank you.
    Attached Files Attached Files

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    Forum Expert daffodil11's Avatar
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    Re: YTD Sum of Multiple Years

    First time poster with a good thread title, well articulated issue, and an attached example. You're off to a good start.

    I5: =SUM(INDIRECT("F4:F" & 3 + MATCH($H5,$C$4:$C$15,0)))
    J5: =SUM(INDIRECT("E4:E" & 3 + MATCH($H5,$C$4:$C$15,0)))
    K5: =SUM(INDIRECT("D4:D" & 3 + MATCH($H5,$C$4:$C$15,0)))

    and copy downwards

    INDIRECT is used to target a string, which is then evaluated as a range, which means =INDIRECT("A" & 100 - 99) will still target A1.

    Using this we can build dynamic expressions. The first formula is summing F4:F ??? where ??? equals 3 + where it finds a match to the date. The first formula evaluates to F4:F7 and the August's becomes F4:F11. The rest follow this pattern.
    Last edited by daffodil11; 03-13-2014 at 06:52 PM.
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    Re: YTD Sum of Multiple Years

    Thank you, I'm not sure how to hit "solved" for this but i did figure out how to give you reputation. Thanks again!

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    Forum Expert daffodil11's Avatar
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    Re: YTD Sum of Multiple Years

    Glad I could help out.

    At the top under Thread Options, click that dropdown menu and choose Mark as Solved.

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