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QTD Monthly Calculation

teamlkc

New Member
I am struggling with what I am sure is an easy answer: I have monthly values that I would like to total for a QTD amount. For example, May QTD would only add April and May values. See attached

Thanks in advance - first post....
 

Attachments

  • QTD Formula.xlsx
    10.3 KB · Views: 6
Thanks for taking a look at this. Only problem is that it doesn't work for July or Oct. Both of those months are the first in the quarter and should only be that single month. Works for April though.....
 
teamlkc
Yes ... modified ...
And other thing is that QTD gives begin of quarter to date ...
which You use 1st of Month.
 

Attachments

  • QTD Formula.xlsx
    10.2 KB · Views: 34
perhaps with this little correction in Q3:
=SUMIFS(B3:M3,B2:M2,">="&DATE(YEAR(Q1),MONTH(Q1),1),B2:M2,"<="&Q1)

EDIT: sorry, @vletm, previous message were not loaded yet...
 
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