Automatically Change Month formula.

[Dandelion3]

Hi everyone,

Is there a formula to automatically change the months. For example, in the snippet attached JUL is the current reporting month & there's also forecast data for the next 3 months off to the right. I have a data validation setup on another tab for the current reporting to automatcally change when a month is selected from the drop down. I also want the trailing 3 months to change as the current month changes. If I select AUG for the current month, I want the next 3 to automatically update to SEP, OCT, NOV.

Also, I would like to keep the data in the file for each month to be able to flip back & forth between months to review the data in one file instead of having a different file each month.

 

[awoohaw]

Is the meeting or week-end date in the month that is in column A? Or could it be completely different?
In the example I posted I referenced a date that I typed into cell A1, you should get the same results even if you entered 2024-07-31 if you used EDATE or EOMONTH functions. But all the header cells for the projected columns need to be formatted as "mmm".

If it is a different month, then maybe you'll need to enter the first of the projection months into the header of that column.

Again, if this doesn't meet your need then post a sample of your data scenario and expected results.

 

[Dandelion3]

What do you mean if it's the first of the month? That formula literally only referenced the text Jul or Dec or whatever.
Can you post a sample of what you want and expected results?

I will share a modified spreadsheet once I figure how to upload a file here. I have 7/1/2024 in a cell & the JUL cell reference's that cell.

 

[Scott Huish]

So, I gave you two options, the first one was for the date, the second one was for the text. One of those should've worked to add month headers.

You do have to format the result cells as mmm

Book1
	A	B	C	D	E
1	7/15/2024		Aug	Sep	Oct
2	Jul		Aug	Sep	Oct
Sheet1

Cell Formulas
Range	Formula
A2	A2	=TEXT(A1,"mmm")
C1:E1	C1	=EOMONTH(A1,{1,2,3})
C2:E2	C2	=EOMONTH(A2&"01",{1,2,3})
Dynamic array formulas.

What am I missing?