YTD Sum

[ryansm05]

Firstly, apologies for no dropbox/image - both methods are banned on my company server.

Criteria
- Columns B4:B11 with Project 1, Project 2, Project 3...Project 8
- (Actuals) Columns C3:N3 (Apr 20 through to Mar 21)
- (Budget) Columns O3:Z3 (Apr 20 through to Mar 21)
- Current month (Jul 20) = B3

FORMULAS
Actual YTD Formula: Project 7
Look down B4:B11 for Project 7
Look across C3:N3 for everything that is =< Jul 20
Sum everything for Project 7 in those months

Budget YTD Formula: Project 3
Look down B4:B11 for Project 7
Look across O3:Z3 for everything that is =< Jul 20
Sum everything for Project 3

FYI - the numbers in the month/project fields do not matter, they can be completely arbitrary.

If anyone can help, it would be much appreciated.

Thanks
Ryan

 

[Fluff]

Are the value in B3, C3:N3 & O3:Z3 text values like Jul 20 or are they dates like 01/07/2020 formatted to show Jul 20

 

[Marcelo Branco]

Maybe

Project 7 Actual YTD
=SUMIFS(INDEX($C$4:$O$11,MATCH(B14,B$4:B$11,0),0),C$3:O$3,"<="&B$3)
where B14 = Project 7

Project 3 Budget YTD
=SUMIFS(INDEX($P$4:$Z$11,MATCH(B15,B$4:B$11,0),0),P$3:Z$3,"<="&B$3)
where B15 = Project 3

Hope this helps

M.