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Old 04-22-2015, 01:38 PM
sleake sleake is offline How to calculate a rolling year-to-date percentage by quarter as the year progresses Windows XP How to calculate a rolling year-to-date percentage by quarter as the year progresses Office 2007
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How to calculate a rolling year-to-date percentage by quarter as the year progresses
 
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Default How to calculate a rolling year-to-date percentage by quarter as the year progresses

I need to calculate a rolling year-to-date percentage by quarter. I’m not sure how to correctly write the formula, but I think the logic would go something like this.
The first quarter (US federal fiscal year) is easy:
YTD=((SUM(October!F2,November!F2,December!F2)/_


SUM(October!D2,November!D2,December!D2)))
The second quarter should be something like:
If (system date > March 31),
(SUM(October!F2,November!F2,December!F2, January!F2,February!F2,March!F2)/_
SUM(October!D2,November!D2,December!D2, January!F2,February!F2,March!F2)))
If (system date > June 30 etc. (October through July)
If (system date > October 31 etc. (October through September)

This is pretty rough, but I will appreciate any help you can give me.
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Old 04-23-2015, 03:15 AM
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Pecoflyer Pecoflyer is offline How to calculate a rolling year-to-date percentage by quarter as the year progresses Windows 7 64bit How to calculate a rolling year-to-date percentage by quarter as the year progresses Office 2010 64bit
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Hi
perhaps post a sample workbook showing BEFORE and AFTER ?

Does it have to be in VBA ?
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Old 04-23-2015, 11:51 AM
sleake sleake is offline How to calculate a rolling year-to-date percentage by quarter as the year progresses Windows XP How to calculate a rolling year-to-date percentage by quarter as the year progresses Office 2007
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How to calculate a rolling year-to-date percentage by quarter as the year progresses
 
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Default

First, I cannot post a sample spreadsheet as it contains confidential company information. Second, sorry I don't really understand your question about before and after. Third, I am constructing a formula for a cell, not using VBA.

I will post back with a clearer explanation of my question.
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