# Sum By Conditions & Rolling Monthly Total

Dec 5, 2008
I have a pivot table that summarizes expenses (cash advances, cashe remitted, etc.). The issue that I'm having is the way the data is displayed on my pivot table.

When I adjust the custom calculations to "show data as Running Total in MONTH" I get the desired outcome on my row totals, but I do not get the correct figures on the actual data within the Pivot Table. When I remove this custom calculation and just "sum by value" then the data is correct, but the row totals are not.

In a perfect world I would need the values to sum by value, while the row totals are set to "show data as running total in MONTH". I'm not smart enough to figure out how to produce both.

View 8 Replies
ADVERTISEMENT
Mar 6, 2013

I have a table of yearly totals for the amount spent by x. I also have a growth rate for each month so for example in 2001 in jan the growth rate might have been 0.3% and feb 0.5% What I want to do is for each month based on the growth rate and the total produce a value for each month which sum to the total amount. It's also important to note that it restarts each year.

Link for excel file is here: [URL] ...........

View 1 Replies
View Related
Feb 19, 2012

I am wanting to calculate a rolling monthly average and a rolling weekly average.

The following cells have the headers k2 has Allan, Cell L2 has Bill, Cell M2 has Charlie, Cell N2 has Don, cell o2 has Ellen and Cell P2 has Flora

Column J3 to J14 respectivley has Jan to Dec

The balance of the cells will have the data.

I then need to plot the rolling averages for each person on a gaph as teh months data is filled.

Below is the table:

Monthly Totals 2012AllanBillCharlieDonEllenFloraJan0.0000.0000.0000.0000.0000.000

Feb0.0000.0000.0000.0000.0000.000Mar0.0000.0000.0000.0000.0000.000

Apr0.0000.0000.0000.0000.0000.000May0.0000.0000.0000.0000.0000.000

Jun0.0000.0000.0000.0000.0000.000Jul0.0000.0000.0000.0000.0000.000

Aug0.0000.0000.0000.0000.0000.000Sep0.0000.0000.0000.0000.0000.000

Oct0.0000.0000.0000.0000.0000.000Nov0.0000.0000.0000.0000.0000.000Dec0.0000.0000.0000.0000.0000.000

View 1 Replies
View Related
Jun 13, 2014

I am trying to create a very basic workbook that has 2 worksheets. one is a daily input for tonnes, that then just gets cut and pasted to a different program, and the other worksheet is the running total. i.e., it adds up every time you update it.

been trying to figure out a macro so when you press the update button it then just updates the monthly total.

Colac Production.xls

View 7 Replies
View Related
Dec 30, 2009

Is there a way to make a VBA code where everytime I run this macro it adds 1 to a cell and keeps a running total?

Example:

E17 currently = 0

Running the macro makes it display 1

Running it again makes it display 2 etc...

View 2 Replies
View Related
Aug 18, 2009

Whenever I add new data I need two cells of the old data to not be counted. This should continue until old data isn’t being counted anymore.

EXAMPLE:

New Data entered Cell C36:E36 (148, 147, 214)

Old data shouldn’t be counted anymore from Cell C67:E68 (137, 152, 156, 94, 117, 158)

Total before New data Entered: 14066

After New data Entered: 13761

This formula is required for a total of 16 weeks or until all the old data isn't being calculated anymore in my rolling total.

I only need one total the three examples are just showing what the total should be calculated.

Sheet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xamples140661376113305Excel 2007

View 9 Replies
View Related
Dec 3, 2008

I am trying to do is create a total of only the last 90 days of entries from a list of $ amounts. Attached is an example. We are going to start keeping track of our cashiers variances but at the top of the sheet we only want to know what their last 90 days of entries equal.

This would be considered a rolling 90 days, so older variances drop off after 90 days, they would still be left on screen but would not effect the main total.

View 4 Replies
View Related
May 6, 2010

I am trying to add the total values from twelve months sales together, then when i add the next months sales value (month13) it is added to the twelve months total but the first months value is deducted from the total. So basically it is a rolling twelve months total figure that both adds the latest months value and deducts the first months value automatically. i am not sure if this is possible in excel 2007.

View 5 Replies
View Related
Jul 10, 2014

I use Excel 2007.

I have a data set that tracks ingredients in chemical products. For example sake the chemical product is a mixed color, and the calculated ingredient is a primary color.

I need to calculate the quantity of two primary colors based on their percentage of the mixture.

Column A contains the mixed color names. Columns B and C contain the percentage of the primary in each mix.

I began tracking this data in January 2009. Each month I add 3 columns to the worksheet. The 1st column contains the monthly mixed color quantity used. The 2nd and 3rd columns contain the calculation of the two primary colors.

I need the formula to calculate the 12 month rolling total for each primary color. (For July 2014 I need to calculate July 2013 through June 2014)

A

B

C

E

F

G

H

I

[Code]...

View 3 Replies
View Related
Apr 4, 2014

I have a 52 week rolling forecast that I would like to have displayed in each calendar month that it corresponds to. I have come up with a solution where it does lump the data together into months but it is not a smooth lumping of the weeks as some weeks cross over from one month to the next. Is there a way to lump each week into its respective month. My current solution places in some months 4 weeks worth of data and in other months 5 weeks worth of data. Attached is the spreadsheet that I am using. The tab "Weekly Sales" is the 52 week data which has specified the exact dates on the calendar that that week represents. The "Monthly Sales" tab has the 12 week data which has specified the exact dates on the calendar that that month represents. I've tried SUMPRODUCT but that is giving me 4 weeks in some months and 5 weeks in others.

View 1 Replies
View Related
Oct 17, 2013

I have a sales level that I need to track...My rolling 12 months' sales must be $85,000 and my currently monthly sales must be $7,000. I have a sheet that tracks the $85,000 and tells me what I need to achieve that, but I haven't figured out how to include the $7,000 monthly minimum....

The chart below is what I have. So for example, this month it's telling me I only need to sell another 3016.46 to hit the $85,000 rolling 12, but I actually need to hit $4821.79 to meet the $7k minimum.

Actual Rolling 12 Goal

Sep 2012 5,367.24 73,663.30

Oct 2012 5,649.93 69,496.28

Nov 2012 14,163.38 73,451.30 [code]....

View 6 Replies
View Related
Aug 14, 2014

Find the attached excel sheet.

I have, every month data like for one Year, every day in a month we will update the sales information in to excel sheets like jan, feb, march, ...December

In the Main sheet i want total, i have bunch of data and wide range of items, how to get monthly consumption into main sheet.

excel.xls.xlsxâ€Ž

View 1 Replies
View Related
Aug 31, 2006

I have monthly a list of 2,500 people with an allowance value for each individual shown.

Problem I got is that sometimes there is more than one allowance entry for the individual in each month. I just need the total for the individual in that month. Each month is on a separate worksheet. I have been racking my head, but I can’t figure how I can look at the list of people (who have a unique number) and just total it.

View 9 Replies
View Related
Mar 26, 2014

I have a workbook with each month as a tab Jan 2014- dec 2014. I have a totals page that's has total billings( the sum is adding all the totals of each month). The totals for each month are in different cells based on the number of individual invoices I enter for each month. I have entered jan- march invoices. I would like to put in a formula on my totals sheet that gives me a ytd avg without changing it. ie: d4/3 then next month april d4/4.

View 1 Replies
View Related
Jan 26, 2014

I am trying to keep a running total of cost, here is what I am doing

A B C D E F G H I

Date Books Pencils tax Month Books Pencils Tax Total

1/2/2014 11.50 2.50 .76 January 35.85 13.50 3.44 52.79

1/5/2014 14.50 3.85 .83 February 10.95 1.50 .68 13.13

1/6/2014 9.85 7.15 1.85

2/6/2014 10.95 1.50 .68

I only used Jan and Feb as an example. So as you see on the right side I will have all 12 months for the year and I just want all the totals for each month to auto calculate. I will have between 15 and 30 entries each month.

View 5 Replies
View Related
Jun 17, 2014

My excel sheet contains a set of date-marked expenditures. It's all one running list - no starting a new column for each month or anything like that.

I'd like to include a separate column/sheet showing total expenditure for each month. I've tried multiple formulae, along the lines of "Sum the B cells but only those for which the corresponding A cell is in the right value range". Or in programming terms, "for i from 1 to infinity, if x < A(i) < y, add B(i) to sum." Since other formulae on the sheet are independent of item ordering (don't require the data to be sorted chronologically), a plus would be if the solution can be, as well.

A separate thing I'd like to do (which I'm guessing has a similar solution) is to include grand (running) totals by expenditure type. A separate column of (non-numerical) expenditure codes is next to the data.

View 5 Replies
View Related
Jan 25, 2014

I need to gather total dollar amounts from a column based on their date/month entered.

I have a sample attached, in cell L2 for example I would need to gather all the dollar amounts in Column G that were entered for that month in column B that correspond to the month in column K.

View 2 Replies
View Related
Mar 3, 2014

We have a weekly "On-Time" report that shows early, late, on time, or no data. Each week has a total percentage of early, late, on time, or no data deliveries. I now need a monthly total on a seperate worksheet, but for some reason I can not get the percentages to total correctly. I am attaching the spreadsheet.

View 3 Replies
View Related
Sep 6, 2005

This works for me when my list of values begin in Cell A1.

Put this formula in Cell B1 and copy down:

=SUMPRODUCT(SUM(INDIRECT("$A$"&MAX(--($A$1:A1=0)*ROW($A$1:A1),1)&":"&CELL("address",A1))))

"Midnight404" wrote:

> I want to keep a running total of one column but if it

> encounters a zero in the column then I want the zero to reset the total to

> zero and continue from that point.

View 9 Replies
View Related
Feb 10, 2009

below the following lists (Name, Week, Amount) I am trying to calculate a sum of the Amounts column (Column D) for two conditions: a particular week # (Column C), for a particular color (Column A).

Is there a simple formula to SUM numbers when it is based upon two conditions (color and week #)? For example, there are two separate RED amounts that should be received in Week 4 - how do I write a formula for the cell that correlates RED and WEEK 4 that states "sum the amounts for the Name: Red and Week: Week 4"?

NameWeekAmount

GreenWeek 1 5,000

RedWeek 4 13,000

BlueWeek 1 1,500

GreenWeek 3 3,500

GreenWeek 2 4,200

PurpleWeek 5 1,200

YellowWeek 4 500

GreenWeek 3 25,000

RedWeek 4 13,000

RedWeek 3 12,500

RedWeek 1 10,000

BlueWeek 5 9,000

BlueWeek 3 14,500

YellowWeek 5 3,300

GreenWeek 2 1,000

YellowWeek 4 30,000

Week 1Week 2Week 3Week 4Week 5

Red

Yellow

Green

Blue

Purple

TOTAL

View 9 Replies
View Related
Aug 3, 2009

I’m currently pulling data into two columns labeled “Monthly” & “Non-Monthly” respectively. They indicate work orders with a frequency of “Monthly” or “Non-Monthly”

The Monthly data is obtained using the following formula:....

View 9 Replies
View Related
Oct 14, 2009

I need to copy the values of a range on the weekly sales worksheet to the monthly sales worksheet. The last column is the total on the weekly sales. Part of the heading of the total column is the week ending date (e.g. 10/17/2009. On the Monthly Sales I have the months in columns by week ending (e.g. 10/17/2009).

Range I4:I28 to the monthly sales worksheet by date.

View 10 Replies
View Related
Oct 17, 2007

I would like to highlight cells is two conditions are met:Cell = 0Offset(0,-1)>0I tried the conditional format wizard and entered a formula: =IF(AND($J2=0,$I2>0)) But I keep receiving formual errors, which I understand, because it appears to be incomplete formula. But I am not sure what else I need to add to the formula in the conditional format wizard

View 2 Replies
View Related
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.

View 2 Replies
View Related
Apr 22, 2009

This may not be the best way to do this, but I don't know Macros or Pivot Tables.

I am looking for a way with formulas to do the following:

Within a workbook the 1st sheet is the data entry.

In another sheet that will total data from the data sheet is where I want to be able to total columns of data, depending on what is entered in one specific column:

Example:

Data Sheet, E2:E2999 is a unit number selcted by pull down tab entry.

G2:G2999 in the same sheet is where the data is.

Q: What formula would allow to total the data on the Total Sheet depending on what unit number is selected in column E on the Data Sheet and the data amount in column D from Data Sheet?

View 9 Replies
View Related
Mar 5, 2014

I need to set up an easy to use spread sheet for my office. It needs to be able to calculate the running total spent of fuel, as well as include any discounts we get and then calculate our total savings.So basically, total spent and total saved.

View 3 Replies
View Related
Jul 30, 2013

I have a spreadsheet which has data in the format of:

Date

Sales

Monday, 8 July 2013

191

Tuesday, 9 July 2013

180

[Code] ....

I calculate the average of the last four weekdays individually with =Average(A1,A8,A14..) in a cell above them to get a four week average.

Each time I add a new weeks worth of data, I manually adjust the formula to remove the first cell, and include the latest cell with new data.

I'm looking to find out if there is a way I can automate adjusting the formula so it always grabs the last four Mondays (for example)? Either in VBA or a formula.

View 3 Replies
View Related
Jun 5, 2007

I am working on a spread sheet and am trying to use rolling averages of the last 3 months. I am using worksheets for each month with a final worksheet containing the 3 mo. rolling average. I tried using a formula with OFFSET and it worked fine if all the data was in 1 worksheet, but did not work for multiple worksheets averaging to another worksheet in the same workbook.

View 12 Replies
View Related
Apr 19, 2009

Could you please supply a formula that will calculate a four week rolling average of column B in relation to the dates in column A? I tried using the average and offset functions but can't quite get it to calculate the correct averages.

View 9 Replies
View Related
Feb 12, 2009

I have a column of data (Column A) and I'd like to build first the Average of the first 20 data points (like in an Excel spreadsheet, cell B21 will contain the average(A2:A21), cell B22 will contain average(A3:A22), and so on... rolling).

I looked up on the internet, but I simply don't know how to start with, I mean, how to name the new array and make it rolling.

Then I will need to calculate STDEV for the same interval, and then Zscore ((Value - Average)/STDEV), but I guess it comes automatic once you made the first part.

View 9 Replies
View Related