Accumulated budget summarize

[birten]

Hi,

I am allergic to manual work, and would like to know if anyone out there have an idea of how to accumulate the budget each month without having to change the formula each month.

This is what I do:
Lets say I look at May accumulated actuals vs budget. I withdraw the data from BI, but the budget is (for now) not in the system and I only have it in a excel sheet.
So i sum up January-May, to get the accumulated budget using =sum(d1:d5). Is there any other way I can automate this? In example: In the header I write "may" and then the budget for may isolated uses index to pick out "earnings" in "may". I would love to use this for the accumulated cell as well. Any tips?

 

[Peter_SSs]

Welcome to the MrExcel board!

Pretty hard to give much advice without knowing details of your layout and data. Could you give us a small set of sample data and explain exactly what result(s) you expect and where that would be?
MrExcel has a tool called “XL2BB” that lets you post samples of your data that will allow us to copy/paste it to our Excel spreadsheets, so we can work with the same copy of data that you are. Instructions on using this tool can be found here: XL2BB Add-in

Note that there is also a "Test Here” forum on this board. This is a place where you can test using this tool (or any other posting techniques that you want to test) before trying to use those tools in your actual posts.