I Need A 12 Month Rolling Total Formula

[cpalmer72]

I need to create a 12 month total formula in the table on the right based on the data in the table on the left. I want it to update the sales total per customer for the past 12 months on the right when I add to the list on the left. I'm sure it's fairly simple but I just haven't had to do it before. Thanks!

Temp Financials Example.xlsx

[6StringJazzer]

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Put in H2 and copy down.

You must use the line break in Customer Number in the formula because that's how you entered it in the column heading (I discourage this in Tables for this reason).

[cpalmer72]

It's not working. For instance, the result I'm getting for customer #1 is 95,167.78 when it should actually be 102,905.60.

[6StringJazzer]

Why should it be 102,905.60? When the current month is May, what do you consider the start date for 12 months back? (always good to give a sample result)

[cpalmer72]

Because I grabbed a couple of numbers from customer #2 as well. Oops! Sorry about that. Thanks!

[6StringJazzer]

You're welcome!