Excel - How to Calculate Month to Date or MTD in an Excel Pivot Table - Duel 181 - Episode 2081

Microsoft Excel Tutorial: Month to Date in a Pivot Table in Excel.

Welcome back to another exciting episode of the Dueling Excel Podcast! In this episode, Bill Jelen from MrExcel and Mike Girvin from ExcelIsFun tackle the challenge of calculating Month-to-Date (MTD) figures in a Pivot Table. MTD calculations can be tricky, especially when dealing with date ranges and dynamic updates.

Bill starts by showing how to create a helper column using the TODAY and AND functions to determine if a date is part of the MTD period. He then demonstrates how to insert a slicer based on MTD, group the Pivot Table by years, and handle the challenges of calculated fields in grouped Pivot Tables.

Mike Girvin takes a different approach, showing how to calculate MTD with a formula. Using the SUMIFS function and an Excel table, Mike constructs a formula that considers various conditions, such as date ranges, years, categories, and days.

Both approaches provide valuable insights into MTD calculations in Excel, offering viewers different methods to choose from. Join us for this informative episode as Bill and Mike explore these techniques in detail.

If you've ever wondered how to calculate MTD values in Excel, this episode has you covered. Whether you prefer Pivot Tables or formulas, you'll find the answers you need to work with MTD data effectively. Don't miss out on this fantastic Excel tutorial!

If you found this episode helpful, be sure to like, share, and subscribe for more valuable Excel tips and tricks. Leave your comments below and let us know your thoughts or any specific Excel challenges you'd like us to address in future episodes.

Stay tuned for more exciting duels between Bill Jelen and Mike Girvin, helping you master Excel one episode at a time. Thanks for watching, and we'll see you in the next Dueling Excel Podcast!"

Table of Contents
(00:00) Dueling Excel: Month-to-Date Pivot Table
(00:47) Helper Column for Include in MTD
(01:27) Updates automatically due to TODAY
(02:24) Group pivot table by Years
(02:54) % Change outside of pivot table
(03:51) Mike's Formula Solution
(04:41) SUMIFS Function
(05:32) DATE Function
(07:19) Copy Formulas Sideways in a Table
(07:53) Percentage Change Formula
(08:34) TEXT Function
(11:13) Duel Recap
(12:00) Clicking Like really helps the algorithm

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How to calculate a Month-to-Date report using formulas or a pivot table. Bill's method
Add a helper cell with a MTD formula
=AND(MONTH(TODAY())=MONTH(A2),DAY(A2)LessThan=DAY(TODAY()))
Add that field as a Slicer where = True
Bonus tip: Group Daily Dates up to Years
Add a calculation outside of the pivot table while avoiding GetPivotData

Mike's approach:
Turn the data into a table using Ctrl+T. This allows more data to be added to the table and the formulas update.
SUMIFS with DATE, MONTH, DAY functions
Pressing F4 three times locks a reference to just the column.
Watch out - if you drag a Table formula sideways, the columns change. Copy & Paste - no problems
Using TEXT(date,format. Nice trick with \1 to insert the number 1 in the text

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