How to do a running total in Excel (Cumulative Sum formula)
Apr 21, 2025 am 11:16 AMThis concise guide demonstrates how to efficiently calculate running totals (cumulative sums) in Excel using a SUM formula with strategically placed absolute and relative cell references. A running total displays the accumulated sum of a dataset as it grows, updating with each new addition. This is useful for tracking scores, sales, bank balances, and more.
Calculating Running Totals in Excel
To calculate a running total for values in column B, starting from B2, enter this formula in C2 and copy it down:
=SUM($B$2:B2)
The $B$2
portion (absolute reference) remains constant, always referencing cell B2. The B2
(relative reference) adjusts as the formula is copied, expanding the summation range. Thus, in C3, the formula becomes =SUM($B$2:B3)
, and so on.
This method also works for tracking bank balances (positive for deposits, negative for withdrawals). Enter values in column C, and use this formula in column D:
=SUM($C$2:C2)
Handling Blank Cells
To prevent displaying the last calculated total in rows below the last data entry, use this improved formula:
=IF(C2="","",SUM($C$2:C2))
This checks if C2 is empty; if so, it returns a blank cell; otherwise, it calculates the running total.
Creating a Cumulative Chart
Once the running total is calculated:
- Select your data (including the running total column).
- Insert a 2-D clustered column chart (via the Insert tab).
- Select the running total data series.
- Right-click and choose "Change Series Chart Type...".
- Select "Combo" chart type and choose a line chart for the running total series (e.g., "Line with Markers").
- Click "OK". Add data labels (optional) by right-clicking the line and selecting "Add Data Labels".
Customize chart titles, legends, and styles as needed. This creates a visual representation of your cumulative data.
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