How to compute YTD numbers in MS Excel? | 3 ways to get Year to Date Sales in MS Excel

[agapheputrasusilo]

bro straight to the point and do not waste any second

[Reyesnes]

Wow, this video is great. Thank you very much Teacher for this great solution.

Is it too much to ask if you can make another video about YTD calculation, but adding more complexity with conditionals. Something like this:

Maybe you have that same table with the months horizontally but with a large list of KPIs or products vertically (a matrix table).

But then you have another "summary sheet" where the YTD calculations for each of the KPIs must be performed as follows:
- YTD LY vs YTD CY summary comparison.
- Then a YoY based on both YTD.

Additionally, in this same "summary sheet" there is a drop-down list in a cell with the "month-year" which indicates up to where you want to perform the YTD calculation for each KPI.

The calculations must then be conditioned by:
- a search based on the KPI name (you must search for a match of the KPI name from the summary sheet vs. the KPI name in the main table)
- And conditioned according to the drop-down list where you select the range of the year to evaluate.

Example:
In the dropdown you have set the value "Aug-2023". This means that:
- for YTD CY you have to calculate the equivalent sum from Jan-2023 to Aug-2023.
- for YTD LY you have to calculate the equivalent sum from Jan-2022 to Aug-2022.
- and the YoY % would be based on the difference of both YTD calculations.

[_lit_yuh_yuh_yuh_yuh_yuh_yuh]

You’re a god. Thank you, saving a new intern’s life rn

[ProfectusLearning]

If you practice, use the file in this link: