12 month rolling total - Help!

Hi there,

So I am not the best when it comes to Excel. I need to calculate what the total income is for the past twelve months for VAT purposes.

Please can some one explain how I can do this...or provide a formula? I am so confused by it.

Basically we want the spreadsheet to run for a few years but only calculate the previous twelve months. So when a new month starts it will stop calculating the same month for the previous year and calculate from todays date. (I hope I am making sense with this!) This is just a texting spreadsheet so in the working one there will be several invoices each month with all differ.

Its not letting me add an image or an attachment so I will do my best to describe it.....

Invoice Date ¦ Invoice Number ¦ Invoice Amount ¦ Due Date(Set to be auto calculated from 30days from invoice date will turn red if passed this date) ¦ Paid? (will turn green once paid) ¦ Amount Paid ¦ 12 month rolling total. They are the column heads. So I want the last one to calculate everything from Amount Paid.


https://imageshack.com/i/poOVHuKlj -(hopefully this is a link to an image showing the table I have done)

Any help is greatly appreciated!!!

Using the formula: =SUM(G2:G16) in this example ...

By the way: you can paste that formula into any location you want, it will still display the total amount of the range specified.

Hi there,

Thanks for this but unfortunately its not quite what I'm after.
I can total cells but I need them to total based on date for only the dates twelve months previous. For VAT purposes we need to make sure we don't go over the threshold in a 12 month period.

So what we need is based on the money into the business (amount paid) to know what that is total for the previous 12 months. So if it was based off today, we would want it to calculate November 2016 but not October 2015. Then in December it would only calculate the total back to December 2015.

I am not the best when it comes to this..so I hope this is a little clearer.

Hi newdoverman,

I cannot thank you enough!!

It works perfectly