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Horizontal Is there a way to dynamically summarize a row of data ($$) under a row of dates to include each new month. In other words can I create a YTD number at the end of the row, without having to re-create my data to ad each new month to the previous. Exampe 2007: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTDTotal 100 200 300 400 500 100 100 200 300 200 400 300 I want to create a YTD column at the end of the second row showing: 1500 YTD Total. Then for June include June dynamically (1600) etc.... Thanks! Phil

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Not sure if I get your problem. Do you mean the SUM() formula with the row does not work?
That is the simplest solution if you are entering the monthly numbers per month.

If you have all these values and need to sum them up based on the current month, you need to use the MONTH() with the NOW() formulas to get a month offset and use a relative reference for the SUM() formula.

Posted on Jun 24, 2008

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Hi,
Cool problem I use this to track stocks for the latest 5 days, 15 days and so on.

First I have a sheet that is titled "DataRecord" this has my individual data in columns and the days recorded in rows. This is a complete record or all recorded stock activity. This is where all the entrys are made in rows. I freeze window to make the column headings and the left most column(the date) always visible to prevent errors.

Next I have a sheet that is titled "L5DaysData' I have sevreral rows of data like avg, & what ever. and the latest 5 days data starts on line say 6. a typ. cell ='DataRecord'!B970
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My Graphs are built on these individual "L5 or 15 or 60 or90 day" sheets of data.

Next I make a macro that translates the last line of data down one row and deletes the row just above the earliest that I want to save on "L5DaysData" so it always shows only the latest 5 days of information.

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You can also use a formula to adjust the date column by adding a value of one to a specfic dated cell untill you reach Sat or Sun and add 3 or 2 to that date cell and translate that down a column and use a work sheet that records only the latest 3Mo. with macros that updates the information when you want it to.
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This from the Word Help files - search for Embed.

You can simply select an area in Excel copy it and paste it into your word document, but embedding allows the data in your Word document to be automatically updated as you change the figures in the Excel Worksheet.

From the Help pages:

You can insert objects (object: A table, chart, graphic, equation, or other form of information. Objects created in one application, for example spreadsheets, and linked or embedded in another application are OLE objects.) into a Microsoft Word document when you want to include information from files created in other Microsoft Office programs or in any program that supports linked objects (linked object: An object that is created in a source file and inserted into a destination file, while maintaining a connection between the two files. The linked object in the destination file can be updated when the source file is updated.) and embedded objects (embedded object: Information (object) contained in a source file and inserted into a destination file. Once embedded, the object becomes part of the destination file. Changes you make to the embedded object are reflected in the destination file.).
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default.aspx?assetid=za060474661033 Linked object
default.aspx?assetid=za060474671033 Source file
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1 Answer

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Dear Madiha35,

 

I would recommend the use of the Table Function in Excel.

 

Here are the steps in Excel 2007, if this does not work for your version please add comment for me to reply to.

 

Conversely, If you would like the softcopy of the screenshots, I would be happy to email them to you.

 

Excel 2007 had a budget format workbook

New workbook, Select Budgets in the last hand navigation, Select Personal Budget.

 

Step 1:  Enter your data into the worksheet.

 

Step 2:  Create Table

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Step 3:  Verify Table range is correct, Click OK

 

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