Excel How To Create Dynamic Month List for Reports or KPIs
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 Published On Jan 24, 2024

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This video shows how to use several functions to create a dynamic list of months for reporting purposes. The first exercise uses a formula that dynamically returns the last X number of rows from a table. That way, when new data is added the formula updates its resulting accordingly.

Next, we write a formula that returns the specified number of months, starting at the specified date. That way, we can use a lookup function to retrieve the corresponding table data.

Specifically, we use these functions in our formulas:
- TAKE
- EOMONTH
- SEQUENCE
- XLOOKUP

Note: the functions presented in this video are NOT available in all Excel versions.

Chapters in this video:
00:00 - Introduction
00:14 - TAKE
01:11 - EOMONTH SEQUENCE
01:59 - XLOOKUP


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