Let’s look at an example. In the screenshot below ... You can access a video demonstration of using 3D formulas in Excel at the bottom of this page. Kelly L. Williams, CPA, Ph.D., MBA, is an associate ...

Although you don't have to format your data as an Excel table, doing so will make life easier if you add more rows or columns, and Excel generally reads data formatted as a table ...

For this example, the dimensional totals only calculate Jan through May. Add 3D worksheet formulas On the YTD spreadsheet, position your cursor on B6 and enter this formula: = sum(Jan:Dec!B6) .

Excel workbooks are the next step ... You can enter the formulas for each individual spreadsheet: For example, the Overhead Expenses Totals in Row 15 (B15 through G15) for each month as needed ...