Tanjima Hossain
You can calculate the running total using various ways with different formulas but admittedly Quick Analysis Tool for calculating the running total in Excel is the easiest one.
So, let’s start our main article to know the ways of using this tool for calculating the running total.
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4 Ways to Calculate Running Total in Excel with the Help of Quick Analysis Tool
Running total is the cumulative sum of the range from the starting value to the corresponding cell value. Here, we have the sales records for 12 months for the products Orange, Apple, and Cherry. We will try to show the ways of calculating the running total for a single product and multiple products, and even we will calculate it by transposing the columns into rows also.
We have used Microsoft Excel 365 version here, you can use any other versions according to your convenience.
Method-1: Calculation of the Running Total for a Single Column Using Quick Analysis Tool
Here, we have the sales records for 12 months for a product Orange, and using the Quick Analysis Tool we will calculate the running total for this product for different months in a new column Running Total.
Steps:
➤ Select the range, and then, you will see the Quick Analysis symbol on the bottom right corner of the range. Click on this symbol or you can press CTRL+Q also.
Then, you will have different options under the Quick Analysis Tool.
➤ Click on the Totals option.
Now, you will see different types of totals here for calculating.
➤ Click on the indicated symbol on the right side to explore more options.
Finally, you will have the rest of the options for Totals.
➤ Select the Running Total option with a symbol having a yellow highlighted color from here because it will give the results in a new column at the end of each row.
After that, you will get the running totals in the Running Total column for each month. For checking the correctness of the results you can see that the running total for December contains the sales records from January to December.
You can see that the running total is calculated by the SUM function, you can do that manually, but the Quick Analysis Tool does this automatically for you. That’s an advantage.
Read More: How to Calculate Horizontal Running Total in Excel (3 Ways)
Method-2: Getting the Results of the Running Totals at the End of Each Column
In this section, we have transposed the columns of the previous section into rows up to May to have the running totals at the end of each column with a new row Running Total for these totals.
Steps:
➤ Select the range, and then, click on the Quick Analysis symbol on the bottom right corner of the range.
After that, you will see different options under the Quick Analysis Tool.
➤ Click on the Totals option.
Then, different types of totals will appear here for calculation.
➤ Select the Running Total option from other alternatives.
Afterward, the running totals will appear for each column, and to check the authenticity of the results we can see that the running total for May contains the summation of the sales from January to May.
Method-3: Quick Analysis Tool to Calculate Running Total for Multiple Columns
Here, we will calculate the running totals for multiple products Orange, Apple, and Cherry for different months’ sales records in the new column Running Total.
Steps:
➤ Select the range, and then, press the Quick Analysis symbol on the bottom right corner of the range.
Then, you will have different options under the Quick Analysis Tool.
➤ Click on the Totals option.
Now, you will see different types of totals here for calculating.
➤ Click on the indicated symbol on the right side to explore more options.
➤ Among various options select the Running Total option with a symbol having a yellow highlighted color from here. Because it will give the results in a new column at the end of each row.
Eventually, you will have the results in the Running Total column.
Here, we can see the first running total for January month contains the summation of the sales records for all three products for this month.
Similarly, the last running total value also contains the sales records for the three products up to December.
Method-4: Calculation of the Running Total for Multiple Rows Using Quick Analysis Tool
Here, we will calculate the running total for multiple rows by transposing the columns of the previous section into rows up to May. The results will be given in a new row Running Total at the end of each column.
Steps:
➤ Select the range, and then, click on the Quick Analysis symbol on the bottom right corner of the range.
Afterward, click on the Totals option from various choices under the Quick Analysis Tool.
Then, different types of totals will appear here for calculation.
➤ Select the Running Total option from other alternatives.
Finally, you will get the running totals at the end of each column.
As we can see, the first value is the summation of the sales records for all of the products of the first month of January.
And, the running total for May is the addition of all the sales values of the products up to this month.
Practice Section
For doing practice by yourself we have provided a Practice section like below in a sheet named Practice. Please do it by yourself.
Conclusion
In this article, we tried to show the ways of using the Quick Analysis Tool for the calculation of running total in Excel easily. Hope you will find it useful. If you have any suggestions or questions, feel free to share them in the comment section.
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