How to Calculate a Cumulative Sum by Date in Excel


This tutorial explains how to calculate a cumulative sum grouped by date in Excel.

Step 1: Create the Data

First, let’s create a dataset that shows the total sales of some store by date:

Step 2: Calculate Overall Cumulative Sum

Next, we can create a column that displays the overall cumulative sum of sales.

First, type =B2 in cell C2.

Then, type the following formula in cell C3: 

=SUM($B$2:B3)

Then drag this formula down to every remaining cell in column C:

Step 3: Calculate Cumulative Sum by Date

Next, we can create a column that displays the cumulative sum of sales by date.

First, type =B2 in cell D2.

Then, type the following formula in cell D3: 

=IF(A3=A2, B3+D2, B3)

Then drag this formula down to every remaining cell in column D:

The result is a column that displays the cumulative sales grouped by each date.

For example:

  • The cumulative sales for 1/1/2022 is: 5, 8, 15, 27
  • The cumulative sales for 1/2/2022 is: 7, 12, 2
  • The cumulative sales for 1/3/2022 is: 15
  • The cumulative sales for 1/4/2022 is: 3, 10, 19, 29

Notice that the values in the cumulative sum column restart for each new date.

Additional Resources

The following tutorials explain how to perform other common operations in Excel:

How to Calculate the Sum by Group in Excel
How to Calculate Relative Frequency in Excel
How to Calculate Cumulative Frequency in Excel

Leave a Reply

Your email address will not be published.