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Sum the values with criteria and cumulative of previous periods|General Excel Questions & Answers|Excel Forum|My Online Training Hub

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sp_CrumbsHome HomeExcel ForumGeneral Excel Questions & Answe…Sum the values with criteria and cu…
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Sum the values with criteria and cumulative of previous periods
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Revathi S
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November 9, 2020 - 6:30 pm
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Hi Team,

Could you please help me to understand the formula to get the cumulative total of each period

i have data in period wise , each period the  classes will repeat with difference values, and in Period 01 the values should sum the total of Period 01 and in Period 2 the values should sum the total of P01 & P02 (cumulatively).

 

Please refer the column F & G in sheet 2, Column F is normal Sumifs formula it brings each period sum of given criteria.

Please help me to get the result as per Column G with cumulative value.

 

CoCd Period Classes Concat Transfers help require for cumulative value Comments
0201 01 1904005 0201011904005 119,717.40 119,717.40  
0201 02 1904005 0201021904005 249,485.46 369,202.86 in period 02 , the result bring cumulative balance of 01 & 02
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Anders Sehlstedt
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November 10, 2020 - 7:54 am
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Hello,

Based on your sample data in Sheet2 you can use this formula to create a running total based on column C (the data needs to be sorted in correct period order).

=SUMIF($C$4:C4,C4,$F$4:F4)

Br,
Anders

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Revathi S
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November 10, 2020 - 5:46 pm
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Hi Anders, 

 

Thank you for the above formula, but the requirement is based on two criteria, column D & F from sheet1. The required result have shown in the same sheet

If it period 1 should pick from p01 and if its Period 2 it should take P01 & P02 values based on the criteria without changing formula month on month .

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Anders Sehlstedt
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November 11, 2020 - 7:21 am
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Hello,

So you intend not to have column F as shown in your sample file Sheet2? Do you intend to have Sheet2 at all?

In order to keep the formula simple, by that I mean avoid nested IF formulas, I do suggest you use a helper column as you have in Sheet2 column F.

Br,
Anders

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