5 Ways Excel Running Total

Introduction to Excel Running Total

In Excel, a running total is a cumulative sum of values that is updated as new data is added. It’s a powerful tool for tracking changes in data over time, and it can be used in a variety of applications, from finance to inventory management. In this article, we’ll explore five ways to create a running total in Excel, including using formulas, pivot tables, and more.

Method 1: Using Formulas

One of the simplest ways to create a running total in Excel is to use a formula. Here’s how:

• Enter your data in a column, say A1:A10
• In cell B1, enter the formula: =A1
• In cell B2, enter the formula: =B1+A2
• Copy the formula down to the rest of the cells in column B

This will give you a running total of the values in column A.

Method 2: Using Pivot Tables

Pivot tables are a powerful tool in Excel, and they can be used to create a running total with ease. Here’s how:

• Enter your data in a table, say A1:B10
• Go to the “Insert” tab and click on “PivotTable”
• Choose a cell to place the pivot table and click “OK”
• Drag the field you want to sum to the “Values” area
• Right-click on the field and choose “Value Field Settings”
• Check the box next to “Running Total” and click “OK”

This will give you a running total of the values in your pivot table.

Method 3: Using the SUMIFS Function

The SUMIFS function is a powerful tool in Excel that allows you to sum values based on multiple criteria. Here’s how to use it to create a running total:

• Enter your data in a table, say A1:B10
• In cell C1, enter the formula: =SUMIFS(B:B, A:A, “<=”&A1)
• Copy the formula down to the rest of the cells in column C

This will give you a running total of the values in column B.

Method 4: Using Power Query

Power Query is a powerful tool in Excel that allows you to manipulate and analyze data with ease. Here’s how to use it to create a running total:

• Enter your data in a table, say A1:B10
• Go to the “Data” tab and click on “From Table/Range”
• Choose the table and click “OK”
• Go to the “Add Column” tab and click on “Index Column”
• Go to the “Add Column” tab and click on “Custom Column”
• Enter the formula: = List.Sum(List.FirstN(#“Index”[Value], [Index]))
• Click “OK” and load the data into a new table

This will give you a running total of the values in your table.

Method 5: Using VBA Macro

VBA macros are a powerful tool in Excel that allow you to automate tasks with ease. Here’s how to use a VBA macro to create a running total:

• Enter your data in a table, say A1:B10
• Press “Alt + F11” to open the VBA editor
• In the editor, click on “Insert” and choose “Module”
• Paste the following code: Sub RunningTotal() Dim i As Integer For i = 1 To 10 Cells(i, 3).Value = Application.WorksheetFunction.Sum(Range(Cells(1, 2), Cells(i, 2))) Next i End Sub
• Click “Run” to run the macro

This will give you a running total of the values in column B.

💡 Note: Before running a VBA macro, make sure to enable macros in your Excel settings.

In summary, there are many ways to create a running total in Excel, including using formulas, pivot tables, the SUMIFS function, Power Query, and VBA macros. Each method has its own advantages and disadvantages, and the best method for you will depend on your specific needs and preferences.