Need to Have MTD and YTD Calculations at the same time in a Single Pivot Table

all4excel

Active Member
Joined
Feb 15, 2008
Messages
435
Dear Forum,

I have a report where I need to show the Sales Performance in the MTD as well as YTD format. MTD- Month TO Date and YTD- Year To Date Numbers in the same report.
I have a certain number of Files for a period beginning from 1-Jan-17 till 31-Mar-19. In India we refer the business from 1-Apr-XX to 31-Mar-XX+1 where XX can be any Year.
So I just need to select any month for MTD i.e Mar-19 so I get the No of Files done in the month of March-19 only as well as I need in YTD Total Files starting from 1-Apr-18 till 31-Mar-19.

My Pivot Table has Month - MTD i.e Mar-19 selected to be interpreted as 31-Mar-19 and in the Rows - Have the Branch Names - Mumbai, Delhi, Bangalore etc. and in the Data Field I have the Sum of FIles Nos. I am getting the MTD - No of FIles but unable to get YTD FIles.

Need your help.

Thanks in advance
 

Excel Facts

Round to nearest half hour?
Use =MROUND(A2,"0:30") to round to nearest half hour. Use =CEILING(A2,"0:30") to round to next half hour.

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