Excel cumulative sum by date

This page teaches you how to create a running total (cumulative sum) in Excel. A running total changes each time new data is added to a list.

Use the SUM function

First, let's use the SUM function to create a running total in Excel.

1.

For example, select cell B9 below and enter a simple SUM function.

2.

Excel cumulative sum based on criteria

Next, select cell C2 and enter the SUM function shown below.

Explanation: the first cell ($B$2) in the range reference is an absolute reference. We locked the reference to cell B2 by adding a $ symbol in front of the column letter and row number.

The second cell (B2) in the range reference is a normal relative reference.

3. Select cell C2, click on the lower right corner of cell C2 and drag it down to cell C7.

Explanation: when we drag the formula down, the absolute reference ($B$2) stays the same, while the relative reference (B2) changes to B3, B4, B5, etc.

4.

Running total excel

For example, take a look at the formula in cell C3.

5. For example, take a look at the formula in cell C4.

6. At step 2, add the IF function as shown below (and drag it down

how to make cumulative total in excel

how to calculate cumulative total return in excel