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Excel Intermediate

Excel Time Intelligence: MTD, YTD, YoY, Rolling 12 Months & Fiscal Years

Build the time comparisons every management report needs with plain Excel formulas: month keys with EOMONTH, MTD and YTD windows with SUMIFS, prior-year YTD with EDATE, YoY growth, rolling 12 months, April fiscal years and quarters, like-for-like store growth and a KPI page with a current vs prior year chart, in 8 hands-on labs checked cell by cell.

8 lessons 8 labs 2.5 h Certificate

  • One-time payment
  • 14-day money-back guarantee
  • Secure checkout with Stripe

What you'll build

What you will be able to do

Each lab ends with a concrete result that you build yourself and the checker confirms, cell by cell.

  • Turn Larkspur Coffee Co.'s order dates into month keys and month starts, then total sales and count orders per month with SUMIFS and COUNTIFS.
  • Build an MTD block for Larkspur: month start, MTD sales up to the report date, the same days of last month and a simple full-month run-rate.
  • Calculate Larkspur's YTD sales up to the last closed month and the comparable prior-year YTD, using a year start, EDATE(…,-12) and SUMIFS windows.
  • Compare Larkspur's 2026 months with 2025: absolute variance, YoY growth per month, the correct YTD growth and growth by category with a guard for a new category.
  • Calculate Larkspur's rolling 12-month (R12, also called LTM or TTM) totals and averages, the R12 for any report month with a SUMIFS window, and chart the smoothed trend.
  • Map every month to Larkspur's fiscal year and fiscal quarter (year starting 1 April), then calculate fiscal YTD and the sales of a chosen fiscal quarter.
  • Flag which of Larkspur's stores are comparable with COUNTIFS on a closure log and the opening dates, then compare like-for-like growth with total growth.
  • Build Larkspur's time-intelligence tiles from one report-month cell: YTD 2026, YoY growth of YTD and the rolling 12 months, then a line chart of 2026 against 2025.

About this course

Management reports ask the same questions every month: how are we doing this month, this year, and compared with last year? You build the formulas behind those answers. Month keys created with EOMONTH group any date into its month, month-to-date totals sum between the month start and the report date, and year-to-date and prior-year year-to-date use SUMIFS with EDATE. Year-over-year variance and growth handle the case where last year had no sales. Rolling 12-month totals and averages smooth seasonality in a trend chart, fiscal years starting in April get their own year, quarter and YTD, and like-for-like growth compares only stores open in both years. The capstone delivers KPI tiles and a current-versus-prior-year chart. For controllers and analysts.

Curriculum

Course content

8 lessons · 8 labs · 2.5 h · final exam

  1. Month Keys with EOMONTH: Group Any Date into Its MonthLab16 min4 checked tasks
    Unlocked when you buy the course
  2. Month-to-Date (MTD): SUMIFS Between the Month Start and the Report DateLab18 min4 checked tasks
    Unlocked when you buy the course
  3. Year-to-Date (YTD) and Prior-Year YTD with SUMIFS and EDATELab18 min4 checked tasks
    Unlocked when you buy the course
  4. Year-over-Year (YoY): Variance, Growth % and the "New" CaseLab16 min4 checked tasks
    Unlocked when you buy the course
  5. Rolling 12 Months: Moving Totals, Averages and a Trend ChartLab20 min4 checked tasks
    Unlocked when you buy the course
  6. Fiscal Years Starting in April: FY, Fiscal Quarter and Fiscal YTDLab20 min4 checked tasks
    Unlocked when you buy the course
  7. Like-for-Like (Same-Store) Growth with COUNTIFS FlagsLab22 min4 checked tasks
    Unlocked when you buy the course
  8. Capstone: KPI Tiles (Month, YTD, YoY, R12) and a Current vs Prior Year ChartLab22 min4 checked tasks
    Unlocked when you buy the course
  9. Final exam12 questions, 75% to pass, unlimited retries.

Certificate

Finish with a certificate you can verify

Complete every lesson and pass the final exam to receive a certificate of completion for this course, with a unique credential ID and a public verification page.

  • Names the course, your score and the date of issue
  • A verification link for your CV or LinkedIn profile
  • 12 questions, 75% to pass, unlimited retries.

A Tutorvo certificate confirms that you completed a course. It is not an official or professional qualification.

Illustration. Your certificate shows your own name, course and credential ID.

Before you buy

Questions about this course

Is this a subscription?

No. You pay $9.99 once for this course. There is no subscription and nothing renews automatically. Prices are in US dollars; taxes may be added where required.

What exactly do I get?

All lessons and labs of this course, the final exam and the certificate, including later updates to the course, for as long as Tutorvo offers it. Access is personal and tied to your account.

Can I get a refund?

Yes. If you are not satisfied, email hello@tutorvo.com within 14 days of buying and we refund the course in full via Stripe. The guarantee does not apply once a certificate for the course has been issued to you, or where there are signs of abuse.

When can I start?

Right after payment. Access starts immediately at your request; for consumers in the EU/EEA the statutory right of withdrawal therefore ends once access has begun, while our 14-day money-back guarantee applies regardless.

Do I need Excel or other software?

No. The labs run in a spreadsheet inside your browser on a laptop, tablet or phone. Function names and syntax follow Excel.

Is the certificate an official qualification?

No. It confirms that you completed all lessons of the course and passed its final exam. It is not an official, state-recognised or professional qualification. The name is taken from your profile when the certificate is issued.

Full details are in our Terms · hello@tutorvo.com

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