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Create YTD for Current and Prior Year

britknip
7 - Meteor

I need to create a YTD (Jan-Apr) column for current year and prior year. I have multiple rows that need calculated. See attached.

 

Need:

Current Year YTD Actual

Current Year YTD Budget

Last Year YTD Actual


Thanks!

4 REPLIES 4
LordNeilLord
15 - Aurora

Hey @britknip

 

Something like this?

 

Sum.PNG

britknip
7 - Meteor

Thanks @LordNeilLord However, I have to have new, separate columns next to my existing data. If I do this, I believe it will override my current month to date data. I need my output to look similar to this

 

Date     FSParent     Actual     Budget     Last Year     V_Budget     V_Last Year     YTD Actual     YTD Budget     YTD LY

LordNeilLord
15 - Aurora

So more like this?

 

Sum2.PNG

britknip
7 - Meteor

Yes, exactly what I needed. Thank you!

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