YTD Calculations by User/Month

[DBB1]

I'm having problems trying to calculate YTD values for monthly employee data. My data is structured similar to this and spans several years.

Each Employee has individual values for any given month/year. The list of employees change as folks come and go, making it difficult to use Offset (this is a pretty large workbook with several pivots, slicers, data cube and VBA - it's already slow enough):

I'm trying to come up with a formula that would allow me to calculate YTD for the MonthTotal values for each employee. I've attached a screenshot of similarly structured data - (I apologize, but my organization will not allow me to install the XL2BB application).

Note that every employee has a monthly entry, resulting in several rows of duplicated "Period" values for each month-year. This has tripped me up when trying to use some of the other YTD calculations I've found, but I'm guessing I need to combine with some sort of Match on the Employee name. I've been pulling my hair out for weeks and have posted on other forums, but have had no takers.

Any ideas how to go about calculating the YTD for each employee? Any and all help is greatly appreciated:

 

[DBB1]

It was just that the table you had posted was displaying as html code on the forum page. It seems to render properly with a subsequent login.

 

[DBB1]

So, no way of getting that YTD info in the YTD column, per my original post? I need to add it to the underlying data model from there.

 

[FormR]

So, no way of getting that YTD info in the YTD column, per my original post?

Hi, perhaps like this. If this isn't what you're looking for then it would be helpful if you reposted your sample data including the expected results for that column.

Book4
	A	B	C	D	E	F
1	Period	Employee	District1	District2	MonthTotal	YTD
2	01/09/2022	Jessica	102	1023	1125	1125
3	01/09/2022	Mark	65	6458	6523	6523
4	01/09/2022	Heather	652	2408	3060	3060
5	01/09/2022	Jason	694	475	1169	1169
6	01/10/2022	Jessica	566	684	1250	2375
7	01/10/2022	Mark	654	2581	3235	9758
8	01/10/2022	Heather	981	6425	7406	10466
9	01/11/2022	Jessica	735	1257	1992	4367
10	01/11/2022	Mark	483	4541	5024	14782
11	01/11/2022	Heather	575	7125	7700	18166
12	01/12/2022	Jessica	588	3212	3800	8167
13	01/12/2022	Mark	208	9614	9822	24604
14	01/12/2022	Terri	175	696	871	871
15	01/12/2022	Heather	345	2573	2918	21084
16	01/01/2023	Terri	357	542	899	899
17	01/01/2023	Jessica	24	4236	4260	4260
18	01/01/2023	Mark	325	5427	5752	5752
19	01/01/2023	Heather	417	8124	8541	8541
20	01/02/2023	Jessica	671	5461	6132	10392
21	01/02/2023	Terry	845	2560	3405	3405
22	01/02/2023	Mark	521	5692	6213	11965
23	01/02/2023	Heather	239	5854	6093	14634
Sheet1

Cell Formulas
Range	Formula
F2:F23	F2	=SUMIFS($E$2:$E$23,$A$2:$A$23,">="&DATE(YEAR(A2),1,1),$A$2:$A$23,"<="&A2,$B$2:$B$23,B2)

 

[DBB1]

That did it!

Thanks to both of you for responding (and saving my neck)!