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Microsoft Excel - How to create Running Total

This document teaches users how to create a running total in Excel. A running total changes each time new data is added to a list.

To create a running head complete the following steps:

Step 1:

Select cell B9 and enter a simple SUM function.

passphrase select sum b9

Step 2:

Select cell C2 and enter the SUM function shown below.

passphrase select total

Note: the first cell (B$2) in the range reference is a mixed reference. We fixed the reference to row 2 by adding $ symbol in front of the row number. The second cell (B2) in the range reference is a normal relative reference.

Step 3:

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

passphrase select cell c2

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

Step 4:

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

passphrase take a look at formula in cell c3

Step 5:

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

passphrase look at cell c4

Step 6:

At step 2, enter the IF function shown below (and drag it down to cell C7) to only display a cumulative sum if data has been entered.

passphrase enter IF funtion

Note: if cell B3 is not empty (<>means not equal to), the IF function in the cell C2 displays a cumulative sum else it displays an empty string.

Step 7: 

Enter the sales in April.

passphrase enter sales in April

Keywords:Excel, Running total, Cumulative sum,   Doc ID:94623
Owner:Ahmed D.Group:New Mexico State University
Created:2019-09-23 10:28 MDTUpdated:2019-09-25 12:17 MDT
Sites:New Mexico State University
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