Thank you very much for your response! I was having a few issues getting the year to track properly, but worked out a solution. Here's my final formula: =SUMIFS(C:C,A:A,">="&DATE(YEAR(TODAY()),1,1),A:A,"<="&TODAY(),C:C,">0")
It works great - thanks again for your feedback!
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Thank you very much for your response! I was having a few issues getting the year to track properly, but worked out a solution. Here's my final formula: =SUMIFS(C:C,A:A,">="&DATE(YEAR(TODAY()),1,1),A:A,"<="&TODAY(),C:C,">0")
It works great - thanks again for your feedback!
Hi Evan,
Thank you for reaching out. My name is Furkaan, a user just like you. I’d be happy to help you with your concerns. I Absolutely, here's the formula you can use in Excel to calculate your YTD gross income, considering only positive values from your income/expense column:
Formula:
Excel =SUMIFS(C:C,A:A,"<="&TODAY(),C:C,">0") Use code with caution. content_copy Explanation:
SUMIFS: This function allows you to sum cells based on multiple criteria. C:C: This refers to the range containing your income/expense data (adjust if your data is in a different column). A:A: This refers to the range containing your dates (adjust if your dates are in a different column). <=" &="" today():="" this="" part="" checks="" if="" the="" dates="" in="" column="" a="" are="" less="" than="" or="" equal="" to="" today's="" date.="" this="" ensures="" the="" ytd="" calculation="" considers="" only="" income="" up="" to="" today.="" c:c,="" "="">0": This part checks if the values in the income/expense column (column C) are greater than 0. This ensures only positive values (income) are included in the sum. How to use the formula:
In your spreadsheet, enter this formula in cell E2 (assuming your dates start in A2 and income/expense data starts in C2). Copy the formula down to the remaining cells in column E where you want to see the YTD gross income for each date. Notes:
This formula assumes your year starts on January 1st. If your fiscal year starts on a different date, you'll need to adjust the date comparison in the formula accordingly. You can drag this formula down to other cells in column E to automatically calculate the YTD gross income for each corresponding date. This formula will automatically update as you enter new income data throughout the year, keeping you on top of your YTD gross income.
If you have any additional questions or concerns, please don’t hesitate to reach out. Give back to the Community. Help the next person who has this issue by indicating if this reply solved your problem. Click Yes or No below. Best Regards, Furkaan
Using Excel formulas (no-VBA), you can couple the SUM, OFFSET, and COUNT functions to calculate the variance. In the simplified formula below, Row 1 is fully populated across all 12 months. Row 2 is only populated for 2 months. Using the COUNT formula across the range, the OFFSET will expand the width based on the number of populated rows.
Let me know if you have any problems adapting it.
=SUM(OFFSET($A$2,0,0,1,COUNT($A$2:$L$2)))/SUM(OFFSET($A$1,0,0,1,COUNT($A$2:$L$2)))
=Month(Today())
will return the current month (integer, 1-12) in the spreadsheet.
Month(Now)
will do the same thing in VBA code.
I'd use a formula in the 3rd table along the lines of
=if(Month(Today())<=Month(*date-of-column-header*), *Computed-Variance*, 0)
That way, you simply have zero show up in the cells where the comparison makes no sense, and your sum of the numbers in the row is unaffected.