Excel Rolling Total Solution
January 24, 2017
Solution to the Excel rolling total challenge, and more, in this week's Excel news. Visit my Excel website for many more tips, tutorials and videos -- let me know if you're looking for something and can't find it there.
While experimenting with macros last week, I accidentally cleared all the buttons from my Quick Access Toolbar. D'oh! It took a while to rebuild it -- the hard part was remembering which commands used to be there.
I use those QAT commands all day long, and don't want to go through that rebuild process again. Fortunately, you can export your Ribbon customizations, and import them later, if you need them.
And if you'd like to learn how to create custom tabs for the Ribbon, there's an introduction on my website.
Thanks for participating in last week's Rolling Total challenge. The goal was to calculate a rolling total for up to 12 prior months, using the same formula in 24 columns of data.
As always, it's fun to see the many different approaches to an Excel problem. My solution uses the SUM and OFFSET functions, to create a range of 12 cells (start 12 or fewer cells to the left, include up to 12 cells), and get a total. It's a bit clunky, but it works!
Other people had better solutions, and you can see them in the workbook. The shortest formula was this one, from ScottH: =SUMIF(A$3:$B3,">="&EOMONTH(A3,-11),A$7:$B7)
Here are a couple of recent Excel articles that you might find useful.
Power BI - If you're getting started in Power BI, Matt Allington explains how to do time-based comparisons, such as year to date, or rolling 12 months. (Level - Intermediate/Advanced)
Excel Contest - Mike Alexander is running a fun contest, the Excel 5 Minute Challenge. How would you pull together a quick report in Excel? Even if you're not entering, you can vote for your favourites in the contest playlist on YouTube. (Level - All)
Excel Events - See a list of upcoming Excel courses and free webinars on my Events page
We've had lots of rain recently, which is better than snow, and much better than freezing rain. I took this photo at a stop light (from the passenger seat), while the rain was pouring down, and the windshield wipers could barely keep up. There are no filters or special effects on the photo, just raindrops. I'm glad we didn't have too much further to drive!
That's it for this week! If there are topics that you'd like to see covered in future emails,
please let me know.
ddalgleish @ contextures.com
Note: I am an affiliate for some of the products mentioned in this email, and earn a commission on the sales.
Last updated: March 15, 2017 11:56 AM