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Calculating Rolling Sum based on quarters & years

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    Calculating Rolling Sum based on quarters & years

    Hi guys,

    I am trying to make a rolling sum calculation based on quarters and years - for example I want to calculate automatically the 2018 Q1 rolling as a Q2 2017 + Q3 2017 + Q4 2017 + Q1 2018 (3 previous quarters plus the current one) vs the same for the last year (2017 Q1 rolling) in a relatively big database that has data points as per below (three columns --> One for the year, one for the quarter and one for the values.

    I would like to insert a formula that calculates the rolling quarters automatically for the entire dataset (which is sorted by year and quarter).

    Could anybody help me on this?

    Many thanks in advance!!

    Stathis

    2014 Q1 38296.32305
    2014 Q2 36256.39538
    2014 Q3 236454.7516
    2014 Q4 176535.5231
    2015 Q1 330038.5454
    2015 Q2 122090.511
    2015 Q3 62256.79726
    2015 Q4 24985.23098
    2016 Q1 171957.0598
    2016 Q2 45976.90839
    2016 Q3 109547.2096
    2016 Q4 49663.2218
    2017 Q1 121398.9867
    2017 Q2 67666.01569
    2017 Q3 87793.55059
    2017 Q4 97230.40709
    2018 Q1 46852.26083

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    Re: Calculating Rolling Sum based on quarters & years

    If you have dates for beginning of each quarter for each year e.g for 2014, Q1 is 01/01/2014, Q2 is 01/04/2014 etc then it will be easier to create a formula.

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    Re: Calculating Rolling Sum based on quarters & years

    Unfortunately I have no dates for it just the quarter and the corresponding year

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    Re: Calculating Rolling Sum based on quarters & years

    If data starts in C2

    in D5

    =sum(C2:C5)

    copy down

    will calculate rolling 4 quarters
    Attached Files Attached Files
    Last edited by JohnTopley; 06-04-2018 at 10:59 AM.

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