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Herbert Seidenberg Herbert Seidenberg is offline
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Default sum a range based on current financial year and client id

Excel 2007 PivotTable
YTD for selected clients.
Adjusted for financial (fiscal) (accounting) year.
No formulas, no code.
http://www.mediafire.com/file/mzzzzjfzm1t/07_04_09.xlsx
Excel 2003? You're out of luck.