Setting up a metric sheet to calculate the YTD sum, but not show data in future months

Ty Werven

I’m trying to set up a metrics sheet that will feed into a dashboard to show a rolling total over time, but I don’t want future months to display any data.

For example, a user will enter values in the right-hand column, and I have a formula that calculates a rolling total in the green column. The green column is what I plan to use for my dashboard charts.

Is there a way to set this up so I don’t have to manually update anything each month? Ideally, the green column would show zero or remain blank for months we haven’t reached yet.

I feel like there’s a simpler way to do this in my metrics sheet, but I’m drawing a blank.

Thanks.

ccarriger

You'd need a helper column to show either the month's number or the last date of that month to compare to today. Then you could use a SUMIF formula for your green column that looks at logic like MONTH(TODAY()) < = MONTH([Date Column]) for the if portion.