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Formula Based on Running total with built in reset points

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    Formula Based on Running total with built in reset points

    I have several formulas that are based on a running total in one column, but that total needs to reset for each month. As it stands, I am manually dividing up rows and starting a new running SUM for each month. Is there some way of using an IF statement using the MONTH function, potentially? I'm trying to automate this process as much as possible.

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    Re: Formula Based on Running total with built in reset points

    Hello and welcome to the forum.

    I recommend uploading a small representative sample of your data along with the desired results (which you can enter manually) based on that data.

    To upload an Excel workbook, follow these steps:
    1) Click on "Go Advanced"
    2) Click on "Manage Attachments"
    3) Click on "Choose File"
    4) Choose your file and click on "Open"
    5) Click on "Upload"
    6) Click on "Close this window"

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    Re: Formula Based on Running total with built in reset points

    Hope this helps.
    Attached Files Attached Files

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    Forum Expert 63falcondude's Avatar
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    Re: Formula Based on Running total with built in reset points

    Try this in E11:

    =SUMIFS(C$11:C11,A$11:A11,">"&EOMONTH(A11,-1),A$11:A11,"<="&EOMONTH(A11,0))

    Drag the formula down.

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    Re: Formula Based on Running total with built in reset points

    You're a lifesaver! I was playing around with SUMIFS, but I wasn't able to get it to output properly.

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