YTD Figures

  • Hi Experts


    I have almost finished a project I am working on, but now need a little help, please.


    I am preparing a budget by month for 3 different centres.


    I have 2 reporting sheets, 1) By Centre and Month & 2) Consoildated and Month


    I am stuck for the YTD for both Centre and Consolidated. I need the YTD to show figure from Jan - Nov (If chosen month is Nov).


    I have attached a sample worksheet (of a much larger one).


    I appreiciate I may not have set out the data as efficiently as I might, but I could not think of another way.


    I look forward to hearing possible solutions.


    Thanks

  • Re: YTD Figures


    Good job on finding a solution on your own - always feels great to figure things out. Thanks, too, for posting your solution for the benefit of others on the forum.


    It seems you could use a Pivot Table to get the results you are looking for - have you tried using a PT?
    You could convert the data range into an Excel Table, which Excel will treat as a dynamic named range. Use the new Table as the data source for the Pivot Table then just refresh the PT whenever data are changed.

  • Re: YTD Figures


    Quote

    Use the new Table as the data source for the Pivot Table then just refresh the PT whenever data are changed.

    That's why I don't use pivot tables. Formula solutions update automatically.

    Ali :)


    Enthusiastic self-taught user of MS Excel who's always learning!
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