YTD Dynamic Summing

[cpadilla0024]

Hi,

I worked on this in the morning and could not land on something. Hoping for some guidance. I need to be able to select from a drop down menu and the YTD total to only sum through the month selected. Our fiscal year is July-June. Example attached.

Thanks for any help you can provide.

 

[Peter Bartholomew]

Can you live with 'datevalues' as headers? In which case
=SUMIFS(C3:N3, C2:N2, "<="&C9)
would do it. Using defined names (including a relative reference) this would be
= SUMIFS(itemSales, monthHdr, "<="&monthReport)
If you want to stick with text headers and use Excel 365, a different approach is possible
= SUM( XLOOKUP(startFY, monthHdr, itemSales) : XLOOKUP(monthReport, monthHdr, itemSales) )
by looking up the first and last cells of the range to sum.

 

[pecoflyer]

See attached

 

[cpadilla0024]

Thank you!