How to Calculate YTD (Year to Date) Values in Google Sheets


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

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

Dataset 1: A dataset that only includes one unique year.

Dataset 2: 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:

Google Sheets calculate YTD

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

For example:

  • The total sales year-to-date by 1/4/2023 was 25.
  • The total sales year-to-date by 1/5/2023 was 38.
  • The total sales year-to-date by 4/15/2023 was 46.

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 Google Sheets:

Google Sheets: How to Use VLOOKUP with COUNTIF
Google Sheets: How to Use Case Sensitive COUNTIF
Google Sheets: COUNTIF Greater Than But Less Than Some Number

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