# How to Calculate YTD (Year to Date) Values in Excel

Often you may want to calculate year-to-date values in Excel.

The following examples show how to do so with two different datasets:

• A dataset that only includes one unique year.
• A dataset that includes multiple years.

Let’s jump in!

## Example 1: Calculate YTD Values for Dataset with One Unique Year

Suppose we have the following dataset that contains information about sales made on various dates during one unique year:

Suppose we would like to create a new column that contains YTD (year-to-date) sales values.

We can type the following formula into cell C2 to do so:

```=SUM(\$B\$2:B2)
```

We can then click and drag this formula down to each remaining cell in column C:

The new YTD Sales column contains the year-to-date sales values.

For example:

• The total sales year-to-date by 1/14/2022 was 82.
• The total sales year-to-date by 4/10/2022 was 115.
• The total sales year-to-date by 5/1/2022 was 164.

And so on.

## Example 2: Calculate YTD Values for Dataset with Multiple Years

Suppose we have the following dataset that contains information about sales made on various dates during multiple years:

Suppose we would like to create a new column that contains YTD (year-to-date) sales values.

First, we must type the following formula into cell C2 to extract the year from the date:

```=YEAR(A2)
```

We can then click and drag this formula down to each remaining cell in column C:

Next, we can type the following formula  into cell D2 to calculate the YTD sales values:

`=SUMIF(C\$2:C2,C2,B\$2:B2)`

We can then click and drag this formula down to each remaining cell in column C:

The new YTD Sales column now contains the year-to-date total sales values and it automatically restarts when it detects a new year.

## Additional Resources

The following tutorials explain how to perform other common operations in Excel: