Download Files:
Start File:
https://excelisfun.net/files/EMT1396-97.xlsx
https://excelisfun.net/files/EMT1397%20Part%2002.xlsx
https://excelisfun.net/files/EMT1397%20Part%2003.xlsx
See how to create running total formulas and chart for Monthly Revenue:
1. (00:13) Introduction.
2. (00:55) Excel Table Formula Nomenclature (Structured References)
3. (01:55) Create formulas for Lower and Upper Limits for month. See EOMONTH Function.
4. (03:07) SUMIFS function to calculate Total Revenue for each month
5. (03:46)Trick to enter Columns of Data to formulas quickly
6. (06:25) Two Step Formula for Running Total (good for large data sets)
7. (07:31) % Running Total Formula
8. (08:33) Ogive Chart using a Line Chart. % Running Total or % Cumulative Total Chart. % of Total Revenue Earned by Month. Learn about Custom Number Formatting.
9. (11:36) Summary
Reference Videos:
Excel Magic Trick 1396: PivotTable Show Values As: Running Total and % of Running Total (2 Examples)
Excel Magic Trick 1397: Excel Count Formulas for Running Total and % of Running Total & Ogive Chart
Excel Magic Trick 1397 Part 3: % Frequency Running Total Formula w Irregular Increments & X-Y Scatter
Excel Magic Trick 1398: DAX Formulas for Running Total and % of Running Total & other DAX Tricks