How to create a column with «cumulative values» over date in Excel?

Using Microsoft Excel, it is possible to generate a Account record listInvoices and Qualifications, the simplest, but also with complexities and many more possible features; thus, this program has become one of the main options in the field of labor and finance.

You can download Excel from its page along with the full Microsoft Office package, its mobile version is also available, and even Microsoft Office 365, the web version of all this software. Today we will teach you how to generate columns with accumulated values ​​for your data in Excel.

How do I create a total cumulative value in my Excel worksheet?

A cumulative value is a series or sequence of numbers where one value is the result of the sum of the previous two, e.g. in the style of the Fibonacci sequence.The values ​​can be made with any kind of numbers, even plus or minus a few cumulative percentages; yes Cumulative value column It can be done on all records, taking into account a condition or even several possible criteria, and perform more refined calculations.

on Windows

Open your Microsoft Excel program on your PC and make a new spreadsheet, You must pre-register all data You will need and create the necessary lists for them. It is important that everything is sorted correctly, then you will create a separate column where the accumulated values ​​will be generated:

1. Standing on the first cell of the column, enter function =SUM, which is the function we will use.
2. Open the brackets and select the first cell of the value you want to add the accumulated value to, then «colon» and automatically Excel will copy the same cell you selected; it will look like this: B4:B4; here is an example.
3. Now on the first coordinate of the cell, the one before the colon, and press F4 until it looks like «$B$4».
4. This will make the sum not scroll in the table, but stay, close the bracket and press «Enter».
5. The first value in the cell will appear, for the rest of the boxes you can just double-click on the bottom right corner of the cell or click and scroll down.

With this, you’ve done your Cumulative value columnthe formula looks like this =SUM($B$4:B4), keep in mind that the coordinates are just an example as it depends on where you put your data.

with a mic

The procedure in MacOS is similar to that in Windows, since Excel is also used here as main spreadsheet program. In Excel, you can also use the formula =CONVERT() to convert feet to inches.

The steps to follow are the same as explained in the previous section. However, we will explain to you two variants that can be very useful in specific situations:

1. =SUM.IF(): If in your list you have to consider some specific conditions, this variant performs the sum with one criterion (or condition) in mind.
2. =SUM.IF.SET(): Like the previous one, it also adds consideration conditions, but this one can take into account as many conditions as possible in the list. For example, accumulating values, but starting from a specific date and starting over.

To use either of these formulas it is important to put the conditions in separate cells as they will be Important data the formula will ask for and you have to enter them.

What is the benefit of using a calculated column to take cumulative values ​​out of Excel?

The accumulated value is taken from some other established value, whether it is a «random» number or one also produced by other calculations; in other words, you cannot Get a column of cumulative valuesIf you don’t have its previous data.

How do I create a list of consecutive dates in my Excel workbook?

If you need to customize or identify your work more easily, you can also change the name of the spreadsheet in Excel in case you have multiple sheets open in the same file in the program.

If you want to generate consecutive dates, first it matters Placement Conditions (or Criteriais the same) in this case it matters, depends on how many criteria you have, if you have one you have to use =SUMAR.IF() or on the other hand if you have more than one you use = SUMAR.IF.CONDITIONS().

Then, the steps to follow are actually the same as those described in the previous section, but you have to add additional cells that represent criteria so that you can Create a cumulative value cell But with consecutive dates.