If you are looking for some of the easiest ways to calculate the running total in **Excel**, then you will find this article useful. Running total means a cumulative total of a range of values. It becomes necessary to get the running total of a range of sales or these types of calculations in different business organizations. So, let’s get started with the main article. But before that, check the image below where we have shown an overview of a dataset where the calculation of the running total was performed.

**Table of Contents**hide

## 9 Ways to Calculate Running Total in Excel

I have used a data table that includes sales for some months of a company. By using the following methods you will be able to have the running total for each month. For this calculation I have used ** Microsoft Excel 365 **version, you can use any other version according to your convenience.

Now I will illustrate 9 easy and simple methods to calculate the running total of sales of this data set. Let’s explore the method one by one.

__Method-1__: Using a Formula to Calculate Running Total

You can have the running total of the sales by using a simple formula including **Addition **Operator. To have the results I have added a column named **Cumulative Sum**.

Now follow the steps below.

**Steps:**

➤First, select the output **Cell E5.**➤Then, write the following formula

`=D5`

➤Now, press **ENTER. **Then the value in **Cell D5 **will be entered into **Cell E5.**

➤Now, select the output **Cell E6**➤Then, write the following formula.

`=D6+E5`

➤Press **ENTER. **As a result, it will add up the values of the left and upper cells of **Cell E6.** That means you will get the sales of *January* and *February *together in **Cell E6.**

➤Now, drag down the Fill Handle Tool.

➤In this way, you will get the running total of the *Sales *

**Read More:** How to Calculate Running Total in One Cell in Excel

__Method-2__: Using SUM function to Calculate Running Total

If you want to have the running total of the sales, you can use **the SUM function**.

To do that, follow the steps below.

**Steps:**

➤First, select the output **Cell E5.**➤Then, type the following formula and press

**ENTER**. As a result, you will get the following result.

`=SUM(D5) `

➤Here, we can see that the value in the **D5 Cell **has been entered into **Cell E5.**

➤ Now, select the output **Cell E6 **and write the following formula, and press **ENTER.**

`=SUM(D6,E5)`

➤ Consequently, it will add up the values of the left and upper cells of **Cell E6.** So, you will get the sales of *January* and *February *together in **Cell E6.**

➤Now, drag down the **Fill Handle **Tool.

➤Afterward, you will get the running total of the *Sales.*

**Read More:** Cumulative Sum in Excel If Condition Applied

__Method-3__: Using SUM function and Mixed Reference

To calculate the running total of the sales, you can use **the SUM function **with a partially fixed range. To know more, follow the steps below.

➤Firstly, select the output **Cell E5.**➤Then, type the following formula and press

**ENTER**. Consequently, we will get the following result.

`=SUM($D$5:D5)`

➤Here, **$D$5 **has the **Absolute Reference** so that it will be fixed. **D5 **has the **Relative Reference** so that it will change with each row so that the range of **SUM** will increase with each row.

➤Now, drag down the **Fill Handle **Tool to get the cumulative sum for the rest of the cells.

__Method-4__: Calculation of Running Total Based on Criteria

If you want to have the running total only for the ** North Region **then you can use

**the SUMIF function**for using the criteria. For getting these values I have introduced the

**Cumulative Sum(North Region)**column.

Now, follow the steps below to get Cumulative Sum of North Region only.

**Steps:**

➤First, select the output **Cell E5 **and type the following formula.

`=SUMIF($B$5:B5,"North",$D$5:D5)`

➤Here, **$B$5:B5 **is the **criteria range**, **North **is the **criteria**, and **$D$5:D5 **is the **sum range**. Now press **ENTER**. As a result, you will get the following result.

➤ Now, press **ENTER.**

➤Now, drag down the **Fill Handle **Tool to get the complete result.

**Read More: **Quick Analysis Tool: Calculation of Running Total in Excel

__Method-5__: Using Power Query to Calculate Running Total

You can use the **Power Query **to calculate the running total of sales.

Now, follow the steps below.

**Steps:**

➤ First, go to the **Data **tab then select **From Table/Range **option.

➤Then the **Create Table **Dialog Box will appear.

➤Select the data range.

➤Click **My table has headers **Option.

➤Press **OK.**

➤After that, the following **Power Query Editor **will open.

➤Now, go to **Add Column **Tab>>**Index Column **Dropdown>>**From 1 **Option.

➤Then, **Index Column **will be created.

➤Now, go to **Add Column **Tab>>**Custom Column **Option.

➤After that, a **Custom Column **Wizard will appear.

➤Write **Cumulative sum **or any other name in the **New column name **Box

➤Type the following formula in the **Custom column formula **Box

`=List.Sum(List.Range(#“Added Index”[Sales],0,[Index]))`

**will give the sum of the range within it and**

➤List.Sum

➤List.Sum

**List.Range**will give the range of

*Sales*and it will change depending on the

**Index**value.

*➤Make sure that No syntax errors have been detected has been appeared*

➤Press **OK**

➤Then the **Cumulative sum column **containing the running total values will appear.

➤Select the **Index column **and Right-click on your mouse.

➤Choose the **Remove **option.

➤Afterward, the **Index column **will vanish.

➤Go to **Home **Tab>>**Close & Load **Option

➤In this way, you will get the following table containing the running total of *Sales.* You can choose the *Accounting *format for the** Sales **and **Cumulative sum **column.* *

**Read More: **How to Calculate Running Total by Group Using Excel Power Query

__Method-6__: Creating Excel Table to Calculate Cumulative Sum

You can create a *Table* to calculate the running total easily because here you just need to type the formula once and then the other cells will be filled up with the values automatically. To know more, follow the steps below.

**Steps:**

➤First, select the entire dataset and then press **CTRL+L** or **CTRL+T **to open **Create Table **dialogue box. Here, click **OK**.

➤As a result, a table will be created like this.

➤ Now, select the output **Cell E5 **and write down the following formula.

`=SUM(Table[[#Headers],[Sales]] :[@Sales])`

➤This formula uses* Structured References. *But you don’t have to write this formula, just type

`=SUM(D4:D5)`

➤Then automatically **Table[[#Headers],[Sales]] **will replace **D4, **and **[@Sales] **will replace **D5 **within the formula.

➤Press **ENTER.**

➤After that, the **Cumulative sum **column will be filled up with the running total of sales.

__Method-7__: Creating Table and Using INDEX Function

Here, I have created a *Table* and used **the INDEX function **to calculate the running total easily. To know more, follow the steps below.

**Steps:**

➤First, follow the **Steps** of **Method-6 **to create a table from the existing data set.

➤Now, select the output **Cell E5 **and write down the following formula.

`=SUM(INDEX([Sales],1):[@Sales])`

*Structured References*

**[Sales]**is the range of the

**Sales**column

And

**[@Sales]**is the corresponding cell of the

**Sales**column

Here, the

**INDEX function**will create a reference to the first cell of the

**Sales**column because

**1**is used for

**row number**

So, the range for the

**SUM function**will increase with each row.

➤Press **ENTER. **Afterward, the **Cumulative sum **column will be filled up with the running total of sales.

__Method-8__: Using Pivot Table for Calculating Running Total

You can use the *Pivot Table *option for calculating the running total of the *Sales*.

To do that, follow the steps below.

**Steps:**

➤Go to **Insert **Tab>>**Pivot Table **Option

➤Then, **PivotTable from table or range** Wizard will pop up.

➤Select the data range

➤Click the **New Worksheet **Option

➤Press **OK**

➤Then a new sheet will appear which has two portions; **PivotTable1 **and **PivotTable Fields.**

➤Drag down **Month **to the **Rows **area once

➤Drag down **Sales** to the **Values **area twice.

➤Now, click the **Sum of Sales2 **Dropdown and select the **Value Field Settings **Option.

➤ Now, choose the following in the** Value Field Settings** window.

**Custom Name****➜****Cumulative sum **(or any other name)**Summarize Values by****➜****Sum**

➤Then, select **Show Values as****➜**** Running Total In**

➤After that, select the **Base field **as **Month**➤Finally, press

**OK.**

➤As a result, you will get the running total of the *Sales* values for each month.

**Read More:** How to Use Pivot Table to Calculate Running Total by Date in Excel

__Method-9__: Using Power Pivot and DAX Measure

You can use the *Pivot Table *option and **DAX Measure** for calculating the running total of the *Sales*.

To know more, follow the steps below.

**Steps:**

➤Firstly, go to **Insert **Tab>>**Pivot Table **Option

➤After that, **PivotTable from table or range** Wizard will pop up.

➤From here, select the data range. Also, click the **New Worksheet **Option and **Add this data to the Data Model**

➤Finally, press **OK.**

➤As a result, a new sheet with PivotTable Fileds will open. From there, drag down **Month **to the **Rows **area and **Sales** to the **Values **area.

➤ As a result, you will get the following table in the new sheet.

➤ Now, right-click on the **Range **Option (which is the table name) and select **Add Measure Option.**

➤After that, the **Measure Dialogue** Box will appear.

➤Here, write **Cumulative Sum **or any other name as **Measure Name.**➤Then, type the following formula in the

**Formula**Box.

`=CALCULATE (SUM ( Range[Sales] ),FILTER (ALL (Range[Month] ),Range[Month] <= MAX (Range[Month]) ))`

Here, Range[Sales] refers to the **Sales **column of the **Range **Table and **Range[Month] **indicates the **Month **column of the **Range **Table.

➤Select the **Category **as **Currency**➤Finally, press

**OK.**

➤After that, the **Cumulative Sum **Measure will appear under the **Range **Table.

➤Now, check the **Cumulative Sum** box and, drag down the **Cumulative Sum **to the **Values **area.

➤Afterward, you will get the running total of the *Sales* values for each month.

## Practice Section

For doing practice on your own we have provided a section for this purpose in a sheet named **Practice**. Please do it by yourself.

**Download Practice Workbook**

Download this workbook to practice while you are reading this article.

## Conclusion

In this article, I have tried to explain the easiest methods to calculate the running total in Excel. Hope you will find it helpful. Please provide any further suggestions if you have any. Thank you.