Year-to-Date (YTD) and Prior-Year YTD with SUMIFS and EDATE
This lesson is part of the course
In this lesson
You 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.
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Lessons in this course
- Month Keys with EOMONTH: Group Any Date into Its Month Locked
- Month-to-Date (MTD): SUMIFS Between the Month Start and the Report Date Locked
- Year-to-Date (YTD) and Prior-Year YTD with SUMIFS and EDATE Locked
- Year-over-Year (YoY): Variance, Growth % and the "New" Case Locked
- Rolling 12 Months: Moving Totals, Averages and a Trend Chart Locked
- Fiscal Years Starting in April: FY, Fiscal Quarter and Fiscal YTD Locked
- Like-for-Like (Same-Store) Growth with COUNTIFS Flags Locked
- Capstone: KPI Tiles (Month, YTD, YoY, R12) and a Current vs Prior Year Chart Locked