a cummulative or to-date total based on time and metrics

D

dreamkeeper

example:
A B C D
E F
JAN FEB MARCH Q1
TOTAL YEAR-TO-DATE

1
PLAN 100 200 300 600
2 FORECAST 120 210 330

3 ACTUAL 120 200
320


It is currently feb 20th and I am forecasting feb only and have actuals
for feb only...not march but i have my plan locked in for the year.
I want to be able to calculate plan-to-date in the year to date column
which would be jan and feb only so I can see the relationship between
actual, forecast and plan-to-date. I am looking for a formula that
will give me a "to-date" total based on current point in time and
exclude future months.

so year-to-date plan should come out to 300 and exclude march if it is
currently still february.
Does this make sense? I have tried if, then arguements but have bene
unsucessful. I am stuck.

any help on this would be greatly appreciated.
 

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