YTD Data

[neeraj2050]

Hi,

I have a plan for 12 months. But every month I have to take only YTD data i.e in the May month YTD May, in the June month YTD June.
I have attached the requirement

Could you please suggest

Regards
Neeraj Kumar Agarwal

 

[GraH - Guido]

in C4 enter =N(B4)+C3, drag across.

 

[neeraj2050]

Actually, every month I shall have only one month data at the end of every month into actual file. Beside that I have to mention Monthly budget and YTD Budget. For example, in March month, I shall have March actual, March Budget, March YTD Budget

 

[GraH - Guido]

Maybe =SUM(OFFSET(C3,,,,MATCH(RIGHT(C9,3),C2:N2,0))) if you ensure your month references are always 3 characters long.

 

[neeraj2050]

Thanks!! It worked. But if I want monthly budget also then what would be the formula i.e for May month(May budget), Into next month June Budget

Also would you mind explaining offset formula logic which is used

 

[GraH - Guido]

Do-able with a simple HLOOKUP. Please refer to Excel inner help for both formula and how they work.
Or from the hand of the master himself: https://chandoo.org/wp/offset-formula-explained/

 

[neeraj2050]

Thanks but in may data March19, March20, March21 with multiple line items

File attached for reference

 

[GraH - Guido]

Hi,
Please consider for new threads to upload a sample that truly represents your case. Otherwise it is an continuous story with ever changing requirements. Not the most efficient approach.