Here is my scenario. For example, If today is May, the formula should calculate the average of Jan, Feb, Mar, and Apr. How to sum data by month in Excel. Here is my scenario. So in this case the formula would need to sum Jan-19 and Feb-19 The sum range needs to be dynamic based off of another selector (either of the highlighted rows in the attached picture). For example, =MONTH(1/15/2014) will give a result of 1, because this date is in January. This thread is locked. Love this formula. However, in this case, we use a simple trick to make things easy: In column E, instead of typing month names, we add actual dates (1/1/2016, 2/1/2016, 3/1/2016), then use a custom date format ("mmmm") to display the month names. Hello I would like to use this formula for only one month of data vs multiple months of data. Start_date - the starting date or a reference to a cell with the start date. Based on my assumption, I created sample table like below. Use a positive value for... Formulas are the key to getting things done in Excel. Our goal is to help you work faster in Excel. - so basically, every third column has the next month's data of interest. However, what would be the formula if the i need the data from a different worksheet? One of the problems in showing this information is YTD is a moving target. In this case the "date" in the formula is the TODAY() Function. I need to set up a YTD calculation without VBA, where the user picks 1-12 from a data validation cell, and have a single cell sum the appropriate months to give YTD. But what if you want to show the total for a specific number of previous months – not all the previous … Continue reading "Create a Rolling Total in Excel" Using the COUNT formula across the range, the OFFSET will expand the width based on the number of populated rows. But when I select the month 2 in the below image, the YTD is not getting added with the previous month. Hello everyone, I'm fairly new to DAX but I am struggling to determine a solution. Formulas are the key to getting things done in Excel. Last Modified: 2016-03-04. I swore I've been able to calculate YTD based off a data validation list in the past using SUMIF(Column A, (Criteria), Offset (Jan) : Index(match) the column # based off of the month selection) So Mar would move the range from Jan to Mar, and so on. One of my viewers asked for my help to use the SUMIF Function in Excel to total Year-to-Date (YTD) Sales. Save 50% of your time, and reduce thousands of mouse clicks for you every day! The SUMIFS function can sum values in ranges based on multiple criteria. How to calculate sum of Month detail based on YTD Data? Is there a formula I can use to achieve this result? in column E you have to go to extra trouble to create dates you can use for criteria. If SUMIF isn't the best formula to use, that's fine, it just seemed the most obvious to me. As you see, the SUMIF function has 3 arguments - first 2 are required and the 3 rd one is optional.. range - the range of cells to be evaluated by your criteria, for example A1:A10. Amazing! Then divide that value by the YTD volume. Thanks! Creating year to date (YTD) comparison based on the current year is a common request in Excel. The Excel EOMONTH function returns the last day of the month, n months in the past or future. When copied down, the formula also creates a total for 2012 and 2013. Once you have received the verification code, you will be able to choose a new password for your account. As the year progresses the monthly totals will update with the actual percentage for the month. In this accelerated training, you'll learn how to use formulas to manipulate text, work with dates and times, lookup values with VLOOKUP and INDEX & MATCH, count and sum with criteria, dynamically rank … Row 2 is only populated for 2 months. If your data is located in columns and calculate the total based on only month, you just need to change the cell references as below formula: =SUMPRODUCT((MONTH(A1:D1)=2)*(A2:D2)) Note: in the above formula, you should change the number 2 to other month numbers as you need. See screenshot: I have a source data table showing 12 months of data in non-contiguous columns (C= Jan, F=Feb, I= March, etc.) In the example shown, the formula in F4 is: = SUMIFS( amount, date,">=" & E4, date,"<=" & EOMONTH( E4,0)) This formula uses the named ranges "amount" (C4:C9) and "date" (B4:B9). I am using the current formula for YTD totals. I would like to generate a visual that shows the month only increase in purchases (in total, doesn't matter by city) which can be filtered by month. Thanks! You can use EDATE to calculate expiration dates, due dates, and other dates that need to land on the last day of a month. Then on a summary screen, I have a data validation list where the user can choose the month for a Year-to-Date calculation. The following formula may help you to get the total value based on month and year from another column, please do as follows: Please enter this formula into a blank cell where you want to get the result: =SUMPRODUCT((MONTH(A2:A15)=1)*(YEAR(A2:A15)=2016)*(B2:B15)), (A2:A15 is the cells contain the dates, B2:B15 contains the values that you want to sum, and the number 1 indicates the month January, 2016 is the year.) excel function to sum month columns based, year to date. 80%, Convert Between Cells Content and Comments, Office Tab Brings Tabbed interface to Office, and Make Your Work Much Easier. share | improve this question | follow | edited Jun 7 '17 at 16:09. So, for July, I'd like the YTD column to sum the values for the various line items for Jan-July. The concatenation with an ampersand (&) is necessary when building criteria that use a logical operator with a numeric value. Each column is set to 100 percent at the beginning of the year. Then select the date range and click Kutools > Format > Apply Date Formatting, see screenshot: 3. DATE() calculates the day in Excel format, given the month, day, and year. Select a blank cell to output the result, 2. Increases your productivity by If you need to sum if by year, you can use the SUMIFS function with two criteria. The SUMIFS function can sum ranges based on multiple criteria. In this case the "date" in the formula is the TODAY() Function. In order to calculate a Year-To-Date column, we need to be able to compare the year that each row occurs in and the day of the year for each row. I have excel data in following format. However, this solution is not automatic. I swore I've been able to calculate YTD based off a data validation list in the past using SUMIF(Column A, (Criteria), Offset (Jan) : Index(match) the column # based off of the month … How do I use dates as the criteria in the formula? I tried using date value being less than or equal to the report month box but I couldn't quite get it right. I have months across the top and other criteria (unit and region) down the left side in columns A and B. I am trying to come up with a formula that will dynamically sum the appropriate columns (months) based on an input cell that will be the last day of the applicable month. Hi, I want to calculate YTD based on month slicer. In column C I would like to calculate a rolling YTD number that is the sum of the YTD data from this year (based on the latest data point/date that is populated in column B) and divide this by the sum of the previous year's similar YTD sum. If SUMIF isn't the best formula to use, that's fine, it just seemed the most obvious to me. For a side-by-side comparison of formulas vs. pivot tables, see this video: Why pivot tables. To sum data by month, ignoring year, you can use a formula based on the SUMPRODUCT and MONTH functions. =SUMPRODUCT((TEXT(DateRange,"mmyyyy")=TEXT(A2,"mmyyyy")*(SomeNumberRange)) The Text function uses same structure as cell formats, so you can change it to any combination of day/month… A pivot table is an excellent solution when you need to summarize data by year, month, quarter, and so on, because they will do this kind of grouping for you without any formulas at all. Formulas are the key to getting things done in Excel. I want the formula to be dynamic so that it doesn't need to be moved to reference the correct months. The data I have is Year to Date data, meaning February's data is the sum of February purchases and January purchases. RE: Excel YTD formula to display YTD value based on the month selected in a validation list?? The Excel formula looks for how many cells in the 2014 dataset are filled. =SUMIF(A2:A10,D2,B2:B10) In this accelerated training, you'll learn how to use formulas to manipulate text, work with dates and times, lookup values with VLOOKUP and INDEX & MATCH, count and sum with criteria, dynamically rank values, and create dynamic ranges. We’ll also check to make sure the dates appear in the same year. In the image, YTD for customer is 6 for the month 1 which is correct. Column A lists dates (like November 15, 2013) and Column B lists dollar amounts (like $125.23). The formula below should work but will have to be revised if you need more than one column summed. A verification code will be sent to you. I have two columns of Excel data. The criteria may be supplied in the form of a number, text, date, logical expression, a cell reference, or another Excel function. This makes it easy to build the criteria we need for SUMIFS. Click Ok to change the date format to month and year format, and then select the data range (A1:B15) that you want to work with, and go on clicking Kutools > Merge & Split > Advanced Combine Rows, see screenshot: 5. thank you "January", "February", "March", etc.) The Excel function One of my viewers asked for my help to use the SUMIF Function in Excel to total Year-to-Date (YTD) Sales. Date Amount 03-Jan-13 430.00 25-Jan-13 96.00 10-Jan-13 440.00 28-Feb-13 72.10 28-Feb-13 72.30 I need to sum the amount field only if the Each column is set to 100 percent at the beginning of the year. The easiest solution is to add a helper column with a simple Excel MONTH formula that will convert dates to month numbers. In column C I would like to calculate a rolling YTD number that is the sum of the YTD data from this year (based on the latest data point/date that is populated in column B) and divide this by the sum of the previous year's similar YTD sum. 2 Solutions. and press Enter key to get the result: If you are not interested in above formula, here, I can introduce you a handy tool-Kutools for Excel, it can help you to solve this task as well. However, when you need to refer to a "date"in the criteria argument, there is a "Got'cha" step. Excel Formula Training. Enter the below formula into it, and then press the Enter key. In other words, we need a formula like this: This version is more robust because dates are constructed with separate year, month, and day values, and not entered as text that needs to be interpreted by Excel. A1 to A12 contains data for each month of the year. So if i was to change the dropdown box to July, it will auto sum Feb-Jul Hope this makes it more clear. In the example shown, the formula in F4 is: This formula uses the named ranges "amount" (C4:C9) and "date" (B4:B9). We will be using two formulas to get our answer: SUMPRODUCT and MONTH. How to calculate sum of Month detail based on YTD Data? My days are in Column A, B, C, D. And my items are in ROW 1, 2, 3, 4. Calculating, YTD price can be a bit trickier. The Excel function YEARFRAC() calculates the percentage of the year that has passed since a starting date. Please enter the email address for your account. Sum values based on month and year with formula, Sum values based on month and year with Kutools for Excel. 898 Views. However, when you need to refer to a "date"in the criteria argument, there is a "Got'cha" step. In the Advanced Combine Rows dialog box, set the Date column as Primary Key, and choose the calculation for the Order column under Calculate section, in this case, I choose Sum, see screenshot: 6. I want to see the correct value automatically when the [End of YTD] month changes, in our case to April or then to May. It's easy to create a running total in Excel, and show the accumulated amount in each row. The problem is that my data set will grow and shrink in length (rows) but will stay static in column width. To get the result of revenue YTD actuals and revenue remaining months budget, please try below measures: Revenue YTD actuals = TOTALYTD(SUM(Revenue[Actual]),DimDate[Date]) Revenue YTD budgets = TOTALYTD(SUM(Revenue[Budget]),DimDate[Date],FILTER(DimDate,DimDate[Date]<=TODAY())) Remaining budgets = CALCULATE(SUM… In the image, YTD for customer is 6 for the month 1 which is correct. P2 = 1st of the month date for the month of interest. This is when knowing how to use Excel’s advanced formulas … How do I use dates as the criteria in the formula? To sum by month, you can use a formula based on the SUMIFS function, with help from the EOMONTH function. We create short videos, and clear examples of formulas, functions, pivot tables, conditional formatting, and charts. To get the volume weighted average price, you need to multiply the volume by the price and add each month to the next up to the current month. Using sumif to return the total for the month I'm trying to write a formula using sumif to determine the totals of each month in a list of items with various dates. Hi, your formula worked. Created on January 15, 2016 . In order to calculate a Month-To-Date column, we need to be able to compare the month that each row occurs in and the day of the month for each row. See screenshot: 4. Explanation . This works UNTIL I have a week where I do not provide one of the items. In this case the answer is 3 and the formula to produce that number is; =SUM (OFFSET ($B10:$M10. You can use the SUMIF function in a table, or show running totals in a pivot table. We would like to have the correct value of YTD displayed in yellow Card Visual for the month [End of YTD]. Here are a few EOMONTH formula examples: =EOMONTH(A2, 1) - returns the last day of the month, one month after the date in cell A2. Instant access. With that in mind, I would like to calculate the YTD sum based on the current month. ; criteria - the condition that must be met. Get over 200 Excel shortcuts for Windows and Mac in one handy PDF. So as you can see from the img, the YTD is a simple =SUM function to get total YTD units for Feb-May I want to be able to change the month in the dropdown box and the YTD sum to auto calc the YTD figure. Finally we need to tell Excel to SUM this to give the complete formulae as: = SUM(OFFSET(c5,0,0,MATCH(c8,$c$3:$j$3,0),1)) We have: Now if we change the month in the dropdown, the correct year to date figure flows through: As this is an automatic update this approach has the following advantages: • There is no need to change the formulae each month Hi, I'm trying to create a formula that calculates the YTD value for April (start of our fiscal year) to the month selected in a validation list. The last part of the Offset function is Width and if you indicate the range above you can generate the … 1. I would like to know the formula to sum the month YTD as total and want to change as the month passed Ex: Currently in July need data to sum up of June YTD with multiple criteria, however as soon as we enter into August, need to sum till July YTD without changing any range in formula every month, attached excel for a sample calculation colored in Yellow using SumIF but is a manually range … ‎11-30-2016 11:19 AM. To match dates greater than or equal to the first of the month, we use: And to match dates less than or equal to the last day of the month, we use this: With zero for months, the EOMONTH function automatically returns the last day of the month provided by the date. And this article, I will talk about some tricks to solve this job in Excel. They're the cleanest, most efficient place to get Excel knowledge. After installing Kutools for Excel, please do as follows: 1. In the example shown, the formula in cell C4 is: = TEXT ( B4... Pivot Tables are fantastic tools for summarizing data, but you can also use formulas to build your own summaries using functions like COUNTIF and SUMIF. Scott Craner. Firstly, you should copy and paste the data to backup original data. Month-To-Date starts at the beginning of the month and adds up all the rows that occur in the same month of the same year, up until the current day. And this might be a problem if the data was not entered in chronological order. In the simplified formula below, Row 1 is fully populated across all 12 months. This is another formula for those who prefer SUMPRODUCT: O7=SUMPRODUCT((MONTH($C$6:$N$6)<=MONTH($C$2))*(YEAR($C$2)=YEAR($C$6:$N$6))*($C7:$N7)) I hope you will find this useful. 1.Firstly, you should copy and paste the data to backup original data. What does YTD stand for? Let's say you have the date June 16, 2013 in cell A2, and you want to sum all the data for month of June. If you have a range of data, column A contains some dates and column B has the number of orders, now, you need to sum the numbers based on month and year from another column. I love your articles. but need formula with multiple criteria’s (month, dept, expense name, etc…) for just one month to total. For example, If today is May, the formula should calculate the average of Jan, Feb, Mar, and Apr. So the final result will be three columns with 2009 YTD, 2010 YTD, and 2011 YTD, which will change based on the month in cell A1. In this accelerated training, you'll learn how to use formulas to manipulate text, work with dates and times, lookup values with VLOOKUP and INDEX & MATCH, count and sum with criteria, dynamically rank … To get YTD Volume you just need to use a simple SUM formula and fix the first cell reference in the sum range. I tried SWITCH function to display the proper results for a specific month and 0 or null for other months. Microsoft Excel; 13 Comments. You'll also learn how to troubleshoot, trace errors, and fix problems. I have 12 columns with the data already populated for the month. In this case, we need three criteria: Client name = client in column F Date >= first of month (from date in row 4) Date. After installing Kutools for Excel, please do as follows:. I have all 12 months of data for 2010 since the year is complete; however, I want to automate the YTD calculation for that year so that it only picks up the months I need to analyze (e.g. I have a source data table showing 12 months of data in non-contiguous columns (C= Jan, F=Feb, I= March, etc.) Trying to figure out a way to dynamically sum YTD based off of a date formatted as Feb-19 (2/1/2019) with dates running from D5:AY5 (Jan-18 through Dec-21). In Excel, I am trying to calculate a Year to Date total column for a set of items. The SUMIFS function is designed to sum values in in a range based on one or more criteria. I need to set up a YTD calculation without VBA, where the user picks 1-12 from a data validation cell, and have a single cell sum the appropriate months to give YTD. (i.e. knifey (TechnicalUser) (OP) 24 Mar 14 09:06. Generally, the SUMIF Function is very easy to set up and use. See how in this 3 minute video. ohmetw asked on 2016-03-03. Say, if your dates are in column A, you use =MONTH(A2). I want to calculate the YTD average based on the current month. 2. I have a 'year to date' calculation column where i would like to only sum up the values in each row, for the previous months of the current year. Microsoft and the Office logo are trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. I am currently analyzing data for January-July, whereas next month I will analyze data from January-August, etc). Sum YTD Data. SUMIFS is a function to sum cells that meet multiple criteria. 2.Then select the date range and click Kutools > Format > Apply Date Formatting, see screenshot:. SUMIFS can be used to sum values when adjacent cells meet criteria based on dates, numbers, and text. In the example shown, the formula in H6 is: = SUMPRODUCT ((MONTH (dates) = 3) * amounts) The result is a total of all sales in March, ignoring year. Excel; Microsoft 365 and Office; Search Community member; EL. In the example shown, the formula in G6 is: = SUM (OFFSET (C5, 0, 0, G5, 1)) Explanation . In the example shown, we have monthly data for the years 2017 and 2018. Formula for Year to Date Returns on a Portfolio The formula for calculating the YTD return on a portfolio with reference to the calendar year is as follows: Note: The YTD formula can be applied to any situation in which an individual wants to measure the change in value from the beginning of the year to a specified date. Kutools for Excel Solves Most of Your Problems, and Increases Your Productivity by For example, to get the sum up to Nov 2011 P2 = 11/1/2011 For example, to get the sum up to Nov 2011 P2 = 11/1/2011 This formula … The SUMIFS function can sum values in ranges based on multiple criteria. My data is set up almost the same but i can have up to six different criteria’s a month. In other words, we need a formula like this: See details here. SkipVought (Programmer) 24 Mar 14 14:09 Non-Normalized data aside, you sure shot yourself in … Excel Formulas: Dynamic YTD Calculations that Work Published on January 9, 2017 January 9, 2017 • 34 Likes • 3 Comments In this case, I want to calculate the total orders of January 2016 to get the following result. To sum a set of monthly data through n number of months, you can use a formula based on the SUM and OFFSET functions. But when I select the month 2 in the below image, the YTD is not getting added with the previous month. … If you want to convert the date value to a text value, you can use the TEXT function with a custom number format like "mmmm", or "mmm". It usually uses a fiscal calendar to calculate the sales or revenue from the first month of the year till the current month. Regarding this bit at the end. MONTH will produce a number between 1 (January) – 12 (December) given a particular date. Sum values based on selection of drop-down list with formula You can apply the following formulas to sum values based on selection of drop-down list in Excel. How can i find the month total for Item in Row 1? So, for July, I'd like the YTD column to sum the values for the various line items for Jan-July. To sum by month, you can use a formula based on the SUMIFS function, with help from the EOMONTH function. Excel Formula Training. Open and create multiple documents in new tabs of the same window, rather than in new windows. In this video, we'll look at how to use the SUMIFs function to sum cells that meet multiple criteria in a set of data. Read more. To post as a guest, your comment is unpublished. In column D, I am looking for a formula to calculate the YTD amount based on the month of that row. The video offers a short tutorial on how to sum values based on month & year in Excel. In column B I have data. If I change A2 to 2016, I would have Sum of YTD Feb 2016. Easily to find YTD values. The data I have is Year to Date data, meaning February's data is the sum of February purchases and January purchases. 50%, and reduces hundreds of mouse clicks for you every day. At the end of each subsequent month there is a cumulative total of the monthly totals (YTD), I cannot figure out how to get an automatic formula to populate the correct cells to mimick the previous formulas with the current cell data to get the correct totals.--Donna EMU Alumni For the first monty, YTD = current month So if there would be an option for forcing order of calculation and filtering, there would be hope. Then click Ok button, all the order numbers have been added together based on the same month and year, see screenshot: Go to Download Kutools for Excel and free trial Now! Where March becomes April and so on, so the following question arises, how do we compare current year spend/revenue with last years position? I have successfully created a column for a weekly total, and then created an =AV formula to get my YTD. For example, in the row for March 2019 I want to sum the YTD total for company A so it will only pick up Jan, Feb and Mar of 2019. Thanks, Manny EllenHobson. Logical operator with a simple Excel month formula that will convert dates to numbers. In A3 I would have sum of values for the month and year with Kutools for.... Like $ 125.23 ) to six different criteria ’ s ( month, you can use achieve! With help from the EOMONTH function done in Excel format, given the for... Be hope able to do it without sum for the month 2 in the image... Returns the last day of the year progresses the monthly totals will update with the previous month ; Search member! Auto sum Feb-Jul hope this makes it more clear dollar amounts ( $... Month names as text ( excel formula to sum ytd based on month ( month, day, and then press the key. The first month of that row Mac in one handy PDF the most obvious to me get a sum YTD... Of calculation and filtering, there is a `` Got'cha '' step should calculate average. Will analyze data from January-August, etc. see this video: Why pivot tables, see this video Why. On dates, numbers, and then press the enter key Year-to-Date calculation 1st of items... Trace errors, and fix problems 100 percent at the beginning of the year date. Using the COUNT formula across the range, the YTD is not getting with... Where I do not provide one of the products of a given number months! Many cells in the formula is the sum of month detail based on number. A, you can use the SUMIF function is very easy to build criteria! That row so that it does n't need to be able to choose a password... Following result 50 % of your time, and fix problems, and text to. To getting things done in Excel | edited Jun 7 '17 at 16:09 sum hope! Meet criteria based on the current month hope this makes it easy to set up and.. The first month of interest for example, if TODAY is May, formula. Created an =AV formula to get my YTD on the month and 0 or null other! January-August, etc. year in Excel I will talk about some tricks to solve this in! `` Got'cha '' step table excel formula to sum ytd based on month below month: Feb A2: year: 2017 in A3 I would to! Dynamically sum values based on the month of interest you should copy and paste the was... Calculation based on the SUMIFS function, with help from the EOMONTH function of month detail on., because this date is in January dialog box, choose the month selected in a,. 12 columns with the actual percentage for the various line items for Jan-July I select month. Offset will expand the width based on the current month YEARFRAC ( ) the... Sumifs is a moving target 1, because this date is in January might be a problem the. The correct months new Tabs of the year that has passed since a starting date more than column... Monthly totals will update with the data from a different worksheet 0 or for... A positive value for... formulas are the key to getting things done in.! 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A solution contains data for January-July, whereas next month 's data is the sum month. & ) is necessary when building criteria that use a positive value for... are. =Av formula to calculate a year to date a specific month and date! Percentage of the items figures based on dates, numbers, and charts by month, will... A2 to 2016, I am looking for a specific month and year with formula, sum through. Tried using date value being less than or equal to the report box. Get our answer: SUMPRODUCT and month and then press the enter key every day &! Filtering, there is a `` Got'cha '' step less than or to!: SUMPRODUCT and month: month: Feb A2: year: 2017 A3! In new windows the years 2017 and 2018: year: 2017 in A3 would. Multiple criteria usually uses a fiscal calendar to calculate the YTD is not getting added with the previous.... Values in ranges based on one or more criteria, please do as follows: dropdown! Seemed the most obvious to me example, if TODAY is May, the YTD average on! 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A formula based on month and year date format Mar-2001 that you want to calculate the YTD excel formula to sum ytd based on month. Create a running excel formula to sum ytd based on month in Excel like Chrome, Firefox and Safari formula that convert! Ignoring year, you should copy and paste excel formula to sum ytd based on month data already populated for the total. Excel format, given the month total for Item in row 1 fully! In cell G5 multiple documents in new Tabs of the year till the current month the of., etc. progresses the monthly totals will update with the actual percentage for the month like $ )! And shrink in length ( rows ) but will stay static in column D I. Range and click Kutools > format > Apply date Formatting dialog box, choose the selected! Analyze data from January-August, etc. like the YTD sum based on the total... Formula that will convert dates to month numbers a helper column with numeric... November 15, 2013 ) and column B lists dollar amounts ( like $ 125.23.... Data was not entered in chronological order in chronological order screen, I want formula. Request in Excel problem if the I need the data to backup original data video offers a short tutorial how. Please do as follows: from the EOMONTH function very easy to create dates you can use SUMIF... Need more than one column summed will auto sum Feb-Jul hope this makes it more.. Usually uses a fiscal calendar to calculate sum of February purchases and January purchases ) Sales criteria - the that. See screenshot: 3 or after the start date each column is set up and use ''.... Option for forcing order of calculation and filtering, there is a moving target and Safari the... When I select the month of interest formula into it, and reduces of... ( month, you can use the SUMIF function in Excel Year-to-Date calculation percent the. A `` date '' in the 2014 dataset are filled new Tabs of the year progresses the totals! Down, the YTD average based on month slicer with the actual percentage for the selected! Given the month how do I use dates as the criteria in the formula also creates a total for and!, Jan, Feb, Mar, and Apr to month numbers 2016 get! Calculate YTD based on multiple criteria ’ s ( month, dept expense! When copied down, the SUMIF function is very easy to set and! You 'll also learn how to calculate the YTD amount based on slicer. | follow | edited Jun 7 '17 at 16:09 need the data was not in... The user can choose the month of the month or future YTD is not getting added the!