Month to Date and Year to Date spending

edited 12/09/19 in Formulas and Functions

I have a sheet which contains date and amount spent, among other things.  I want to show a MTD and a YTD metric on a dashboard.  I am assuming I need to make a new sheet with a formula pulling data from the original sheet.  I would like this to be ongoing as the original sheet is updated and then at the start of a new month/year have the count start over.  Basically trying to have my department be able to look at the dashboard to track overall spending.  I am a complete newbie to Smartsheet and have no excel experience, so keep it as low level as possible please.  I appreciate the help.


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