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Home Software Tutorial Office Software How to do a running total in Excel (Cumulative Sum formula)

How to do a running total in Excel (Cumulative Sum formula)

Apr 21, 2025 am 11:16 AM

This 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.

How to do a running total in Excel (Cumulative Sum formula)

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)

How to do a running total in Excel (Cumulative Sum formula)

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.

How to do a running total in Excel (Cumulative Sum formula)

Creating a Cumulative Chart

Once the running total is calculated:

  1. Select your data (including the running total column).
  2. Insert a 2-D clustered column chart (via the Insert tab).
  3. Select the running total data series.
  4. Right-click and choose "Change Series Chart Type...".
  5. Select "Combo" chart type and choose a line chart for the running total series (e.g., "Line with Markers").
  6. Click "OK". Add data labels (optional) by right-clicking the line and selecting "Add Data Labels".

How to do a running total in Excel (Cumulative Sum formula)

Customize chart titles, legends, and styles as needed. This creates a visual representation of your cumulative data.

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