ytd

  1. J

    Creating an average code for all sheets?

    Hi guys, I am trying to come up with a macro that will automatically average the data in M3 from all the sheets and place the answer in N3. And I am trying to get a macro that will do this automatically when I create a new sheet. Right now I am tracking the weekly average of employee hours...
  2. J

    Need help with some type of sum formula

    Hi All, New to the forum and hoping that you all can help. Started working on something yesterday that I thought would be simple but has proven tricky. I need to sum the YTD total for a given line in an excel sheet. I am able to reference the condition and month number, but would need it to sum...
  3. A

    Cumulated (Balance Sheet) amounts based on transactional data

    Hi Everybody, I'm new to Power BI/DAX programming. I have 3 years of transactional data (from my ERP system) - each line shows Date, AccountNumber, Dollar Amount ... . The data is relatively small - ~50,000 lines. For Balance Sheet Accounts I want to calculate Cumulated Balances to be presented...
  4. W

    Year-to-Date (YTD) Formula Help

    Can anyone please help me figure out a formula to calculate YTD?? What I am trying to achieve: Sum all months <= current month, ONLY IF months fall within the same year CY (Calendar Year) as the current month As you can see on the screenshot below, Cell B5 indicates the current month. The...
  5. H

    Cumulative value based on row and column lookup

    <tbody> The sheet "Summary P&L" is my report format. I used the formula below to find the Mth Actual result. The cell $G$3 contains the month of the report & $N7 contains value "Grants". I know I can use a work around by creating another sheet containing the cumulative result from the monthly...
  6. M

    MTD and YTD in a running total

    As stated in a previous thread I am creating a KPI dashboard for my company. In this dashboard there are 24 data sheets that connect to the dashboard that can be viewed by the week of MTD or YTD. One of the data sheets is for a client count which is a running total. Which obviously doesn't work...
  7. A

    Calculating a YTD value based on last filled row of data

    Hello, I'm attempting to put a dynamic calculation within an workbook that will calculate the year to date change (in percentage or nominal, either or), in the data set that changes as new data is appended to the end of the column. I have found some formulas that will return the value of the...
  8. S

    Filtering Pivottables to show data that is equal of before target date

    Hi everyone, I'm using vba to filter a series of Pivottables on different worksheets within the same workbook. Most of these Pt's don't really form a problem. However for my reports i want to be able to set the YTD months (in reportfilter) to the same month i'm defining in NewCat 1, 2 or 3...
  9. D

    Need help with YTD formula - 2 Part Question for simple Spread Sheet

    Hi Everyone, It would be awesome, if someone can help me with a two part excel question: I have a simple spreadsheet showing budget/actual numbers in columns for January through December per individual line items in column A (Data Tab). Each month, actual /budget numbers will be entered for...
  10. K

    Automate YTD Calculation

    Hi, I have the table below and I am trying to automate the YTD calculation. Does anyone have a suggestion for doing this? Thank you!!! Kt111 <TBODY> Jan 1 Feb 1 Mar 1 Qtr 1 3 Apr 1 May 1 Jun 1 Qtr 2 3 Jul 1 Aug 1 Sep 1 Qtr 3 3 Oct 1 Nov 1...
  11. ccofmars

    Help with macro to sum two rows for YTD

    HI, I am trying to create a macro to sum numbers to YTD cells. So I am tryind to do the following: let say in A1:F1, i have the following value: A1 B1 C1 D1 E1 F1 1 2 3 4 5 6 my YTD row has the following numbers: A5 B5 C5 D5 E5 F5 6 5...
  12. G

    How do I change my sum formula based on the value in another cell?

    I'm trying to create a formula the totals up my year to date (YTD) numbers. In cell DK10, I have the date. In this case, it is 7/1/2013 displayed as "Jul-13." In cell DL14, I have =SUM(CW14:DC14) which adds up the monthly number for January, Feb, March, and so on through July. What I'm...
  13. C

    Calculate YTD except "this" month across multiple tabs.

    Hello, I was hoping someone could help with this challenge (at least for me!): I am trying to run YTD counts for "all months prior to this one". For example, in February I only want to count January; in March I only want to count Jan and Feb and so forth. Each month is in its own sheet/tab...
  14. G

    YTD average

    I am trying to have the YTD Total update every month when I add a new month, I am changing the formula every month. This data is being copied from a pivot table and paste link to this page. I am wanting to either find a way to have a formula update YTD total on this page or add the funtion on...
  15. W

    Access Query to Extract In Month Figures from Monthly YTD Tables

    I get medical reports through each month and some are in YTD format when I actually need to report the given months data. I need to find a way to subtract the M4 YTD report from the M5 YTD report to reveal the M5 in month movement and so on. I'm looking for ideas on how to achieve this. I...
  16. M

    Calculating #of Months YTD within a date range

    Hi, I am trying to calculate the number of months in the current year that have passed within a specific date range. I would like this formula to work regardless of the current year (i.e., I don't want to hardcode 2010). Example: The date range is Dec 2009 - Nov 2010, the current year is...
  17. W

    Query Design Help - YTD Monthly Comparisons/Budget Statement

    I desperately need help with query design and any pointers would be greatly appreciated. <?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p></o:p> <o:p> </o:p> I currently have multiple monthly databases storing YTD medical expense data – expenditure by purchaser...
  18. M

    Calculate a rolling YTD/YTD that is dynamic?

    I have a series of monthly dates formatted as 01/01/2006, 02/01/2006, etc. to the most recent data point in column A. In column B I have data. In column C I would like to calculate a rolling YTD number that is the sum of the YTD data from this year (based on the latest data point/date that is...
  19. M

    Estimating Remaining Sales Given a Target (dynamic chart)

    Hello, I would be grateful if someone could help me create formulas to determine how much sales must happen going forward (for the month, or for the quarter or for the year) based on YTD, Week-to-date or Quarter-to-date actual sales and a target for the year, the month, and the quarter (simple...

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