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-   -   MTD/YTD FUNCTION (https://www.excelbanter.com/excel-worksheet-functions/248445-mtd-ytd-function.html)

Michael C[_3_]

MTD/YTD FUNCTION
 
Say you have a spread sheet where you have have entered weekly data. column
a contains the date the week ended and column b contains the weekly results
column c is the MTD column that adds previous weeks and column d is the YTD.
You use this worksheet to prepare a summary report of your
weekly/monthly/activities. I have created the summary that uses a vlookup
function to populate the summary information but I do not know how to create
the MTD. How do I have a MTD column on the summary page that referes back to
the input worksheet?

Don Guillett

MTD/YTD FUNCTION
 
If desired, send your file to my address below. I will only look if:
1. You send a copy of this message on an inserted sheet
2. You give me the newsgroup and the subject line
3. You send a clear explanation of what you want
4. You send before/after examples and expected results.


--
Don Guillett
Microsoft MVP Excel
SalesAid Software

"Michael C" wrote in message
...
Say you have a spread sheet where you have have entered weekly data.
column
a contains the date the week ended and column b contains the weekly
results
column c is the MTD column that adds previous weeks and column d is the
YTD.
You use this worksheet to prepare a summary report of your
weekly/monthly/activities. I have created the summary that uses a vlookup
function to populate the summary information but I do not know how to
create
the MTD. How do I have a MTD column on the summary page that referes back
to
the input worksheet?



zvkmpw

MTD/YTD FUNCTION
 
Say you have a spread sheet where you have have entered weekly data. *column
a contains the date the week ended and column b contains the weekly results
column c is the MTD column that adds previous weeks and column d is the YTD... *
How do I have a MTD column ...


To fill in column C, try putting
in C1: =B1
in C2: =IF(A2="","",IF(MONTH(A2)=MONTH(A1),C1+B2,B2))
then copy C2 downward as far as needed.

This assumes that results for a week are counted toward the month that
contains the last day of the week. Otherwise, there doesn't seem to be
enough information in the spreadsheet to calculate the desired result
-- we'd need daily data.


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