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YTD Calculation Example: SUM, SUMPRODUCT & OFFSET
1. Get YTD volume so that you only need to write it in column B and drag it all the way to the end
2. Get YTD prices (volume weighted) so that you can drag the first formula all the way across to the end

Jan Feb Mar Apr May Jun Jul


Volume 100 122 137 153 171 192 215
Price 2.0 3.0 2.0 3.0 3.0 2.0 3.0
Helper: Volume * Price 200 366 273 459 514 384 645

YTD Volume - not optimal method 100 222 359 512 683 875 1090
YTD Price (VWAP) - not optimal
method 2.0 2.5 2.3 2.5 2.7 2.5 2.6

YTD Volume - Dynamic Formula Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502
YTD Price (VWAP) - Dynamic
Formula Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502

Note: In case your months start from October instead of January

1 2 3 4 5 6 7
Oct Nov Dec Jan Feb Mar Apr
100 122 137 153 171 192 215

YTD with helper columns Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502
YTD Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502

Solution from Lester Potts (Xel Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502
Aug Sep Oct Nov Dec Jan Feb Mar Apr May
241 270 302 338 379 120 100 130 142 154
2.0 3.0 2.0 3.0 2.0 5.0 4.0 6.0 5.0 5.5
482 809 604 1015 758 600 400 780 709 849

1331 1601 1903 2241 2620 120 220 350 492 646

2.5 2.6 2.5 2.6 2.5 5.0 4.5 5.1 5.1 5.2

Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502

Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502

8 9 10 11 12 1 2 3 4 5
May Jun Jul Aug Sep Oct Nov Dec Jan Feb
241 270 302 338 379 120 100 130 142 154

Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502
Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502

Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502
Jun Jul Aug Sep Oct Nov Dec Jan
168 184 200 218 238 259 282 200
5.7 5.9 6.1 6.3 6.5 6.7 6.9 2.0
960 1083 1220 1374 1545 1736 1948 400

815 998 1198 1416 1654 1913 2195 200

5.3 5.4 5.5 5.6 5.8 5.9 6.0 2.0

Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502

Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502

6 7 8 9 10 11 12
Mar Apr May Jun Jul Aug Sep Oct
168 184 200 218 238 259 282 200

Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502


Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502

Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502

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