Cumulative Total By Month
Apr 25, 2008
I have a list of daily sales which I would like to have a cumulative total by month. Once the next month is encountered, the cumulative total will reset for that month again.
E.g. (please see attached file)
Column C is my cumulative total. The cumulative sum will reset when the month changes from Jan to Feb.
I can achieve the results using VBA but I need to distribute my report to parties whose VBA environment is disabled. So, I need to work around this with a formula.
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Feb 22, 2008
After about 3 hours of online research, and maybe an hour or so of experimenting with the IF command, my mind is blown and I, essentially, have given up!
I have a spreasheet with each column representing a month, then four more colums to represent quarterly values, and one other for a summary of the entire year.
I don't want a cumulative running total. For example, if I enter a value for January, that value should appear in the 1st quarter column, and yearly summary colum.
Now, if I enter in a February value, the 1st quarter column should display the February value. I need the 1st quarter column to "update" for each of the three months within the quarter. Likewise for the yearly column except, obviously, I need it to update for each of the 12 months.
I started toying with the IF function, with limited success, but there MUST be an easier way?
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Aug 21, 2009
D17 is a cumulative dollar total (year-to-date) of the monthly changing dollar amount in D5. Each month I manually add the D5 figure to D17. Is there a formula that will automatically update the D17 cumulative total with the everchanging D5 monthly figure?
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Jan 19, 2007
in my worksheet i have different kind of items with its cost. in my case which is not in order, that is, the order of items can be AABAACCBA. I want to calculate Cumulated Total on each row. but i am not sure how to achieve this by conditional formula? the values in my sheet looks like the following,
Date ITEM TYPE AMOUNT Cumulated Total
10-Jan-07 BookA1010 -value(Book)
11-Jan-07PenA515 -value(Book+Pen)
12-Jan-07TableB1515 -value(Table)
13-Jan-07PencilA2035 -value(Book+Pen+Pencil)
14-Jan-07ChairB2540 -value(Table+Chair)
15-Jan-07SofaB3575 :
16-Jan-07RoseC2020 :
17-Jan-07Calc...A3065 :
18-Jan-07JasminC1030 -value(Rose+Jasmin)
find the attachment for reference. How to achieve this using conditional statement or lookups or someother? and i try to avoid macro.
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May 18, 2012
Basically, all I need to do is have a cumulative total in one cell that adds the same figure each fortnight. ie, adding 100 each fortnight would give me 500 after five fortnights.
Im assuming it needs to run off the date on my pc, and I've managed to figure that out with =TODAY(). What I cant figure out is how I would set a start date and then set my fortnightly figure to be added. Presumably then the formula would state "if today is 14 days (or divisibly by 14 days) greater than start date, add an extra increment".
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Feb 19, 2008
I have a table representing the usage of several thousand product in a market. Each row represents a product and one column indicates the frequency of use. I'd like to find out how many products represent the Nth percentage of the whole, when ranked from most used to least.
Shorter, if I want to know the Top 25%, how many products equate to the top 25% of all product frequency? ....
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Aug 27, 2009
I would like to be able to enter a number in a single column, and then Excel adds this number to a total column each time it is updated.
This is for entering via a PDA, so I need a simple entry method, ie to enter a figure, and then keep a running total every time a new figure is entered. This would only use the one column and overwrite the number each time, rather than adding up individual columns.
The attachment shows the items listed in column A, column C3 - C10 would be where I would like the number of items entered, and as I go round, I would just update the last figure. I would like the figures from C3 - C10 to be added to the Total column D3 - D10 for each item.
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Jun 22, 2014
i am trying to create a spreadsheet that will automatically plan a days work in manufacturing based on the items the factory is making, the different items obviously have different hourly production targets and id lke to create a spread sheet that knows how many we want to create what the targets are and how long it will take. i also want it to be able to know when it has reached the needed total and automatically plot the targets for the next product, so what i need is a way to change part of the formula when the column reaches a set culmative total
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Apr 21, 2009
I have a column called "Weekly Working Hours" which totals the number of hours worked per week. The cell is filled in every Saturday.
In the next column I have "Average Weekly Working Hours per Month" which needs to calculate the average number of weekly hours every four weeks, filled in every Saturday.
Please see attached file. I am referring to columns J and K ....
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May 12, 2009
I have a variable list of items in date order, there could be one, more than one, or, no items for any one date Each item has it's own line. I need a formula in a separate column (column F) to total each day's items. Column A includes the Date. Column F is a cumulative total (as in Column C) for items on the same date. Column C=D+E. I am looking for a formula which will add up items in column C if they have the same date in column A, and put the answer in the last cell in column F for that date. Example........................
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Jan 7, 2010
I have a report which has a list of customers, each customer has 24 columns which represent the payment history over 24 months. If a payment has been made for that month the date and time (formatted correctly) will be populated in this cell.
Each customer has a product name attached to it so a product can appear several times. I need is a formula that shows the total payments recieved for a particular month for a particular product. For example.
I have managed to create the following flag which works a treat, it picks up a date an account was set up but looks at 1 column.
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Jan 21, 2010
I have a spreadsheet for monthly supplies. In row 1 is Jan – Dec and in the row 2 below are empty cells where there will be a total for that month’s purchases. I want a conditional format formula to automatically bold and highlight the current month’s total and month name.
Also, when I enter February totals next month and that number is input into February’s total, I want that month and total to bold and highlight BUT I also want the previous month’s bold and highlight to vanish at the same time. Is this possible?
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Aug 14, 2012
I have a range of dates in c1:c285. I have a range of liters sold on those days in e1:e285. I want to total the liters sold per month for the 2 year period.
I was trying to use =SUM(IF(MONTH(c1:c285)=1,e1:e18,0))
However this just returns a "value" comment. I think even if this worked it would add the months together for the 2 years so both June figures would be returned as one figure.
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Dec 17, 2009
In attached sheet, I am trying to find total cost by month only for year 2009. Currently formula I have in Cell c24, is {=SUM(IF(MONTH(B2:B9)=1,D2:D9,0))} But this calculates for all years, not just 2009. How do I modify above formula, so for each month, it shows total cost but only for 2009?
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Aug 20, 2013
Basically, I'm doing a recorded macro for work where I take an export and manipulate the data to show differences between sales from last year and this year. Also comparing this months projected sales to avg of last 6 months and also against last years this month.
The problem I'm running into is in automating the this month sales for mid-month exports. I can do it individually but I can't find a formula that will do it. Data is in one cell per month, so ex. 130 sales this month so far. I need to have it convert that to projected sales for total month based on what day it currently is.
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Jan 14, 2013
I got individual dates in Column A. The format is 01/04/2012, 02/04/2012, 03/04/2012 and so on.
The person enters sales everyday. Now I want to make a new sheet which should sum up the sales month wise.
So in the new sheet I will have
Column A- Products
Column B- Sum of days in April 2012
Column C- Sum of Days in May 2012
Column D- Sum of Days June 2012
And so on
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May 26, 2007
I need to total how many '1's or '2's in column A by each month ( Date Format 01.04.07) in column B.
Have tried to use the following formula to count all the '1's in May, but I cannot get it to work.
=SUMPRODUCT(MONTH(A1:A100)=05)*(B1:B100=1))
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Jun 19, 2014
I am trying to create a simple dash board using only Excel. What I am trying to do is I want to create sum of shift total of whole month.
Output
Total
Total "A"
Total "B"
Total "C"
from Below table
DateShiftJob DescriptionProd AProd BProd C
1-Jul A
1-Jul B
1-Jul C
2-Jul A
2-Jul B
2-Jul C
TILL...End of month
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Nov 4, 2009
Please see the attached example.
I am working with Office 97 and I know that if I had Office 2007 this question could be easily answered with the "SUMIFS" function. But since Office 97 doesn't have that formula I need to find another way to accomplish what i am trying to do.
In the gray boxes I need a formula that will sum the amounts for each customer for each month. For example, the total amount that shipped to customer A in October is 180.4.
I will be applying this to a much larger amount of data, so please do not provide a formula that only works for the data supplied in this example. I will be continuously adding more info to my list over time and I want the count to automaticaly include the data when I enter it.
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Apr 11, 2008
the total consecutive days at the end of the month that a particular person appears?
Here's the sample:
April 1: A
April 1: B
April 1: C
April 2: A
April 2: D
April 2: E
April 3: A
April 3: C
April 3: E
Based on the sample above, the result should be 5 (as A=3 and E=2).
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Oct 29, 2008
i have a list of employess who i need to count each month. i need a way i can say count if >0 for month = Oct. each employee has a summary of there work for a month in a list going down.
example
___John
Jan__0
Feb__19
Mar__50
___Bob
Jan__4
Feb__56
Mar__12
Right now i have a way i am summing up the total work for all the employees
"=SUMPRODUCT(B21:B512,--(A21:A512=A4))" <------'A4=Jan in the formula'
How could i change this to reflect count the employees and not sum the total? The idea is a need to know how many employees had a number greater then 0 for the month of Oct.
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Jan 22, 2009
I'm trying to figure out what is wrong with this formula. =(SUMIF(Q14:Q4995, "<="&EOMONTH(TODAY(),0),W14:W4995))-(SUMIF(Q14:Q4995, "<="&EOMONTH(TODAY(),-1)+1,W14:W4995)). I've got a cell that adds Total hours worked which pulls from the same column of entered data as the formula above and that cell works. My hours for the month however just shows up as zero. If I try and edit the formula or even just highlight it to copy it and then tab out of the cell this shows up...
1/0/00
If I undo the highlight and tab it will go back to showing zero. I've checked my dates that I entered and they are correct. I'm at a loss as to how to fix this formula.
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Apr 9, 2014
I have been a long time lurker of MrExcel, but have always been able to find the answer to my question within the forums. However, I am stumped. I am trying to create a pivot table that will show incremental goals by week, when I have a set goal for the month already. However, I don't want to do a straight average across all the weeks in a month. I would like to see it continually grow during the month. How can i mathmatically do that in Excel?
For example:
Jim had 191 sales leads in the last week of the month in December. Of those 191, he closed 29 of them, for a 15.2% close rate. I want to see him raise that by 6% by next December, so (6%/12 (# months) = .5%). He will need to increase his close rate to 15.7% by the end of January. So, for the month of January, we expect 955 sales leads (5*191) and 149.935 (15.7% of 955) closed. However, I don't want to say Week 1, 2, 3, 4, and 5 in January should all have 29.987 closes, I would like to be able to say week 1 = 25, week 2 = 27 week 3 = 30 week 4 = 32 and week 5 = 34, but have that incremental increase to total 149.935.
There is (sadly) no changing the percents, or the closed leads number. These have already been submitted and aproved. I just have to be able to let people see the goals by week now, but if they want to see the monthly goal, it must equal what has been approved.
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Jul 4, 2008
is there a formula that will say how many days there are in a month ?
B9 contains the a refrence to the first day of the month eg 1/7/2008 I want the cell above it (B8) to return 31. If the date reference is 1/6/2008 I want (B8) to return 30.
I'm using it to pro rata by the number of days in a month.
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Jun 12, 2014
I have a base of workers which log each day their activities in hours (D01-D11). I would like a macro to sum total hours of each project (project numbers are from 320-516) and put it into the table on the left.
For example: For PERSON 1, I want that the cell I60 writes 10, and cell I74 = 6. For worker 2 (PERSON 2) would be AK60 = 3,5; AK67 = 8 and AK74 = 8.
In total where would have been 10 workers.
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Jun 6, 2014
I have a base of workers which log each day their activities in hours (D01-D11). I would like a macro to sum total hours of each project (project numbers are from 320-1500) and put it into the table on the left.
For example: For PERSON 1, I want that the cell I60 writes 10, and cell I74 = 6. For worker 2 (PERSON 2) would be AK60 = 3,5; AK67 = 8 and AK74 = 8.
In total where would have been 10 workers.
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Jul 3, 2006
I have the same data (but not necessarily on the same cell for everyday) for everyday of the month. Now I need to calculate what is the total for an individual for the whole month. Example,I need to total John's data for the month of January from the individual sheet for Region 1, Region 2 and region 3. I tried the sumif function as below but it does not seem to work. =SUMIF('Jan 1:Jan 3'!B5:B7,"John",'Jan 1:Jan 3'!C5:C7). I have simplified the file as an attachment below.Appreciate need as the original file is for 6 months and I need a way to compute the data.
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Jun 7, 2014
Every week, in row 3 i enter the number of boards cut. In row 9 i want a running total, but until this weeks total is entered, i dont want anything to show. This is the data for a bar chart which i print off every week. Next week is week 3 and i will enter the data in cell d3. When i do i want cell d9 to show the new total of B3,C3,D3. And so on each week.
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Aug 10, 2009
I have a simple VBS script that puts the username & current time in columns. When the user saves that time is also placed into a column.
I would like to be able to calculate the amount of time a user has spent on the spreadsheet for the current month & if possible the total time all users have spent on the spreadsheet this months.
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Jul 3, 2014
I have a set of data with values and dates (call the dates 'raw dates'). I have added 3 columns with formulae in them as follows:
Year =YEAR('raw date')
Month =TEXT('raw date',"mmm")
Day ='raw date', formatted as "d".
I have a pivot chart with three Axis Fields. In order they are: Year, Month and Day. This is so that the chart itself has three layers of x-axis names (year, month and day) rather than a whole load of dates which looks messy.
I would like to show the values as a running total "in" the raw dates of the data.
When I show the values as "Running Total in" 'raw dates', I get a load of #NAs in the pivot table because the raw dates are not in the Axis Fields. If I select Running totals "in" the Days (which is included in the pivot table setup), I get running totals over each month, starting at zero on the first date in each month. I need to have the running total run over the course of the whole data set, not mini running totals in each month.
When I choose only the 'raw dates' in the axis fields (i.e. taking out Year, Month and Day), running total works fine. The only thing is that I lose the nice looking x-axis. Adding the raw dates to the other 3 Axis Fields also doesn't work - it doesn't even try to give a running total at all, just the original values.
how to achieve a running total without sacrificing the x-axis?
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