Table of Contents
To calculate a cumulative sum by date in Excel, you can use the SUMIF or SUMIFS function, along with the DATE function. First, organize your data in columns with the dates in one column and the values in another. Then, use the SUMIF or SUMIFS function to sum the values based on the date criteria. Finally, use the DATE function to create a series of dates and use the cumulative sum formula to calculate the cumulative sum for each date. This will give you a running total of the values by date in your Excel spreadsheet.
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:
Cite this article
stats writer (2024). How can I calculate a cumulative sum by date in Excel?. PSYCHOLOGICAL SCALES. Retrieved from https://scales.arabpsychology.com/stats/how-can-i-calculate-a-cumulative-sum-by-date-in-excel/
stats writer. "How can I calculate a cumulative sum by date in Excel?." PSYCHOLOGICAL SCALES, 1 Jul. 2024, https://scales.arabpsychology.com/stats/how-can-i-calculate-a-cumulative-sum-by-date-in-excel/.
stats writer. "How can I calculate a cumulative sum by date in Excel?." PSYCHOLOGICAL SCALES, 2024. https://scales.arabpsychology.com/stats/how-can-i-calculate-a-cumulative-sum-by-date-in-excel/.
stats writer (2024) 'How can I calculate a cumulative sum by date in Excel?', PSYCHOLOGICAL SCALES. Available at: https://scales.arabpsychology.com/stats/how-can-i-calculate-a-cumulative-sum-by-date-in-excel/.
[1] stats writer, "How can I calculate a cumulative sum by date in Excel?," PSYCHOLOGICAL SCALES, vol. X, no. Y, ص Z-Z, July, 2024.
stats writer. How can I calculate a cumulative sum by date in Excel?. PSYCHOLOGICAL SCALES. 2024;vol(issue):pages.
