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The four-column Table is named Commission, and the two-column Table is named RunningTotals.įigure A You can create a simple expression to return a running total for the Amount and Commission values. The Table to the right shows a running total for the Amount and Commission columns. The dataįigure A shows a simple sheet of commissions for six employees over a three-month period.

Technically, a running total is a cumulative sum that includes previous transactions as well as the current, within a given period.Įxcel expressions can be used to return a running total in an Excel sheet, but Excel’s PivotTable might be quicker than expressions because you don’t have to know the math-the PivotTable has a running total option. Money goes in and money goes out, and each transaction contributes to the account’s balance, or in this case, the running total on any given day. What’s a running total?Ī running total is similar to your checking account. If you’d like to learn how to generate a conditional running total at the sheet level, read How to calculate conditional running totals in an Excel revenue sheet. If you’re not familiar with PivotTable objects yet, consider reading How to use Excel’s PivotTable tool to turn data into meaningful information. For your convenience, you can download the. Excel for the web supports PivotTable objects. I’m using Microsoft 365 on a Windows 10 64-bit system, but you can use earlier versions of the. Support for these Microsoft enterprise products ends in 2023 SEE: Software Installation Policy (TechRepublic) More about SoftwareĦ Best Free Alternatives to Microsoft Word (2023 Update)Ħ best free alternatives to Microsoft Excel in 2023 Once you have a simple running total in a PivotTable, a conditional running total is a simple matter of grouping the right fields. In this article, I’ll show you how to calculate a conditional running total using an Excel PivotTable without any expressions at all. The expressions aren’t difficult and don’t require a lot of specialized knowledge, but they can be more work than necessary, especially if you’re reporting the results.

A conditional running total takes more work. Image: Ahmad/Adobe StockĪn expression to return a simple running total in Excel is easy - a few references and you’re done. How to calculate a conditional running total using a PivotTable in ExcelĪt the sheet level, conditional running totals require focused expressions, but an Excel PivotTable requires only a few field swaps.