Hi - Dave here.

Happy Friday!

A classic problem in Excel is how to calculate a running total with a formula, sometimes called a cumulative sum.

The classic solution is to use what is called an expanding reference — a range that expands to include more cells as the formula is copied down a column.

This is the solution seen in the workbook below. As the formula is copied down, the range expands to include each new row:

Calculating a running total with an expanding range

[download the workbook and read the full explanation]

Another approach is to use the SUM function to add the previous total to the current amount. The article explains both approaches and includes the worksheet. I also added a solution based on the SCAN function, a new function in Excel 365 designed to calculate running totals and counts with dynamic arrays. Download the workbook and try it out yourself. 

Excel formulas

We maintain a large list of working formulas here.

If you need more structure, we also offer video training.

Have a nice weekend!

Dave

 

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