Pull YTD and MTD from Table

Sully38

Board Regular
Joined
Mar 9, 2004
Messages
167
I have a table that contains currency data in monthly rows. I need to generate a query that will select just the current Month and sum it as MTD and also sum the previous months up to the current month as YTD.
Example Feb MTD would be Feb and Feb YTD would be Jan + Jeb. Is this possible within a query? or is this something that needs some VBA Coding.
 

Excel Facts

How to fill five years of quarters?
Type 1Q-2023 in a cell. Grab the fill handle and drag down or right. After 4Q-2023, Excel will jump to 1Q-2024. Dash can be any character.

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