Running Total (Sum, Average, Median, etc)

Okay - so I’m almost there - CORECTION - it worked!

Requirements:

  1. you have your table sorted
  2. you’re adding new row at the top or in the middle of the table
  3. you need a running balance
  4. the running balance column needs to sum from bottom to top

Current Solution:

  1. using rank - create a Visual Position column (link to thread)
  2. Using filter - create your running balance column
  3. be sure the running balance column accounts for the first row with a zero & an if statement
  4. be sure you have a first row that has a zero dollar amount

Formulas in the screenshots

2 Likes