How do you create YTD formulas to track sums during a specific period?

LTS_user · 12/21/22

I am having trouble creating a YTD formula to sum the total grants awarded for a given period. Any guidance would be appreciated.

Thank you

Paul Newcome · 12/21/22

You would need to use a SUMIFS along the lines of...

=SUMIFS({Amount Column}, {Date Column}, IFERROR(YEAR(@cell), 0) = 2022)

Paul Newcome · 12/21/22

Are you wanting this on the same sheet or a different sheet? Are you able to provide a screenshot of the column headers for reference?

LTS_user · 12/21/22

Hi Paul,

Sure, here are two screen shots - 1 from the smartsheet and 2-showing the dashboard I created. I would like to incorporate the YTDs on the dashboard.

Thank you!!

Paul Newcome · 12/21/22

You would need to use a SUMIFS along the lines of...

=SUMIFS({Amount Column}, {Date Column}, IFERROR(YEAR(@cell), 0) = 2022)

LTS_user · 12/21/22

Thanks, Paul; I'll give this a try.

Paul Newcome · 12/21/22

Happy to help. 👍️

Best Answer