MTD/YTD FUNCTION

[Michael C]

Say you have a spread sheet where you have have entered weekly data. column
a contains the date the week ended and column b contains the weekly results
column c is the MTD column that adds previous weeks and column d is the YTD.
You use this worksheet to prepare a summary report of your
weekly/monthly/activities. I have created the summary that uses a vlookup
function to populate the summary information but I do not know how to create
the MTD. How do I have a MTD column on the summary page that referes back to
the input worksheet?

 

[Don Guillett]

If desired, send your file to my address below. I will only look if:
1. You send a copy of this message on an inserted sheet
2. You give me the newsgroup and the subject line
3. You send a clear explanation of what you want
4. You send before/after examples and expected results.

 

[zvkmpw]

Say you have a spread sheet where you have have entered weekly data.  column

a contains the date the week ended and column b contains the weekly results
column c is the MTD column that adds previous weeks and column d is the YTD...  
How do I have a MTD column ...

To fill in column C, try putting
in C1: =B1
in C2: =IF(A2="","",IF(MONTH(A2)=MONTH(A1),C1+B2,B2))
then copy C2 downward as far as needed.

This assumes that results for a week are counted toward the month that
contains the last day of the week. Otherwise, there doesn't seem to be
enough information in the spreadsheet to calculate the desired result
-- we'd need daily data.