Year to Date (YTD) Analysis in

In this video, you will learn the meaning of YTD analysis and the period it covers, the difference between YTD and YoY and how to sum a dynamic range with Index/Match and Xlookup.
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Content
00:03 Intro
00:26 Meaning of YTD analysis
00:54 The period YTD covers
01:43 Difference between YTD and YoY
02:36 Presentation of YTD analysis
03:19 Basic sum of range
04:19 Sum a dynamic range with Index/Match
06:51 Sum a dynamic range with Xlookup
08:20 Conclusion
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🎬Check these videos:
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[@TheUnknowns90637]

You explained it very good. Thanks so much.

[@AdolfoLeonSepulveda]

Extraordinarily concise.
many thanks!
using Excel 365 insider:
=LET(
unpiv, LAMBDA(arr,
LET(
_col, COLUMNS(arr)-1,
_fil, ROWS(arr)-1,
_reg, SEQUENCE(_fil*_col),
arrFils, INDEX(DROP(CHOOSECOLS(arr,1),1),ROUNDUP(_reg/_col,0)),
arrCols, INDEX(DROP(CHOOSEROWS(arr,1),,1),MOD(_reg-1,_col)+1),
arrDatos, TOCOL(DROP(DROP(arr,1),,1)),
arrkey, HSTACK(SEQUENCE(ROWS(CHOOSECOLS(arr,1))),CHOOSECOLS(arr,1)),
arrMesesKey, HSTACK(SEQUENCE(12),{"Jan","Feb","Mar","Apr","May","Jun","Jul","Aug","Sep","Oct","Nov","Dec"}),
res, HSTACK(arrFils,arrCols,arrDatos),
x, HSTACK(XLOOKUP(CHOOSECOLS(res,1),CHOOSECOLS(arrkey,2),CHOOSECOLS(arrkey,1)),
CHOOSECOLS(res,1),
XLOOKUP(CHOOSECOLS(res,2),CHOOSECOLS(arrMesesKey,2), CHOOSECOLS(arrMesesKey,1)),
CHOOSECOLS(res,2,3)
),
x)
),
mth, 5,
y_a, unpiv('2021'!A3:M16),
y_b, unpiv('2020'!A3:M16),
grp_a, GROUPBY(CHOOSECOLS(y_a,1,2),CHOOSECOLS(y_a,5),SUM,0,0,,CHOOSECOLS(y_a,3)

[@theprogressigramviewTV]

Thanks for sharing this. Very much needed as we are heading towards the end of year financials🙌🏼🙌🏼🙌🏼

[@YouExcelTutorials]

Thanks for watching sis! Glad you found it useful.

[@venkateshbabu9803]

Thank You! Very much needed video content 👍👌

[@YouExcelTutorials]

I'm glad you found it useful. Thanks Vankatesh!

[@faridzahediniaki973]

Excellent video. Very well explained and broken-down. Thank you :)

[@YouExcelTutorials]

Thanks for your kind feedback Farid!

[@chandnisheth2713]

Thanks for sharing. It is very helpful

[@YouExcelTutorials]

I'm glad you found it helpful. Thanks Chandni!

[@syedaneesdurez7197]

Great explanation very clear.

[@mon_rich5366]

best

[@scottthompson7984]

very helpful. where do i find the file?

[@YouExcelTutorials]

docs.google.com/spreadsheets/u/3/d/10F3_z2oAecasIho1RJGdT-mdG5LeoCqQ/htmlview

[@ubaidillahmuhammad20]

nice job, sir. where is dwnload the file here ?

[@YouExcelTutorials]

Thanks Ubaidillah. The link has been added.