How to create running total using Excel table structured references?

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栀梦
栀梦 2021-02-12 16:35

I\'m looking for a way to create a running total (total of the current row and above) using Excel table structured references.

I know how to do it using the old row/colu

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  • 2021-02-12 16:46
    =SUM(OFFSET([WTaskUnits],0,0,ROW()-ROW([[#Headers],[Running Total]])))
    

    The table has two columns [WTaskUnits] and [Running Total]. The formula above sums the range of cells as requested.

    The first arguments of the OFFSET function define the starting point of the sum. The fourth term,

    ROW()-ROW([[#Headers],[Running Total]]
    

    is a useful idiom for the number of the current row in the table.

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  • 2021-02-12 16:50

    I realize this is an old thread, but I finally have a solution I would like to offer.

    =IF(ISNUMBER(OFFSET([@Balance],-1,0)),OFFSET([@Balance],-1,0)+[@Amount],[@Amount])
    

    In the instance of the first data row, the offset points to the header, which is not a number, therefore the result is only the Amount column.

    The remaining rows give you the previous Balance from the OFFSET plus the current row Amount.

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  • 2021-02-12 16:55

    Actually, I did just figure out one way of doing it using INDEX, but feel like there should be a more structured reference way. Still, for others looking to do this here is what I came up with:
    =SUM(INDEX([WTaskUnits],1):[[#This Row],[WTaskUnits]])

    I use INDEX to get the first cell of the column (equivalent of $A$2 in my row/column example) and use [#This Row] normally to get the cell in current row (equivalent of A2 in my row/column example).

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