XL: Formula for Cumulative Category Total

ID: Q150362

The information in this article applies to:

Microsoft Excel for the Macintosh, versions 5.0, 5.0a
Microsoft Excel 98 Macintosh Edition
Microsoft Excel for Windows, versions 5.0, 5.0c
Microsoft Excel for Windows 95, version 7.0
Microsoft Excel 97 for Windows

SUMMARY

In Microsoft Excel versions 5.0 and later, if you have a column of categories and a column of values, you can calculate a running category total in a third column.

MORE INFORMATION

If you have a column of categories and a column of values, then you can create a running category total, as in the following example:


   Categories      Values   Running category total
   -----------------------------------------------
   1               $4.00                     $4.00
   2               $8.00                     $8.00
   1               $5.00                     $9.00
   2               $7.00                    $15.00
   1               $5.00                    $14.00
   3               $4.00                     $4.00
   4               $3.00                     $3.00
   2               $5.00                    $20.00
   1               $7.00                    $21.00
   1               $7.00                    $28.00
   4               $5.00                     $8.00
   3               $5.00                     $9.00
   2               $5.00                    $25.00
   2               $6.00                    $31.00
   3               $5.00                    $14.00
   4               $6.00                    $14.00
   4               $7.00                    $21.00
   3               $4.00                    $18.00
   2               $6.00                    $37.00
   2               $7.00                    $44.00
   1               $6.00                    $34.00
   1               $6.00                    $40.00
   1               $4.00                    $44.00
   1               $6.00                    $50.00
   4               $5.00                    $26.00
   4               $5.00                    $31.00
   2               $6.00                    $50.00
   1               $6.00                    $56.00
   2               $3.00                    $53.00

Assuming that the category column is in column A, and the values column is in column B, and the headers are on row 1, the running category total formula at the top row would be:


   =SUMIF(INDIRECT("A2:A"&ROW()),"="&A2,INDIRECT("B2:B"&ROW()))

Copy the formula down for all rows used.

For more information about the SUMIF formula, click the Search button in Help and type

SUMIF function

For more information about the INDIRECT formula, click the Search button in Help and type

INDIRECT function

Additional query words: 5.00a 5.00c 5.0 running total

Keywords : kbprg
Version : MACINTOSH:5.0,5.0a,98; WINDOWS:5.0,5.0c,7.0,97
Platform : MACINTOSH WINDOWS
Issue type : kbhowto