Forum Discussion
Best way to get rolling 12-month totals
You would go a long way toward helping us help you by posting a copy of an anonymized version of your actual workbook, containing several years of data. Verbal descriptions are good to a point, pictures are better, but in the case of Excel workbooks, the actual (or a mockup) is far and away the best.
mathetes​ I've produced this very slimmed down example.
Can you access it https://1drv.ms/f/c/63f5269daec16288/EnLi31YsZAlBqa8tu4pOLYQBlYyUR9kePeoDYsL3Mje5Lw?e=64ahBm
Thank you for your help.
- mathetesSep 29, 2025Silver Contributor
Yes, thank you. We can access it, which will go a long way, as I said, toward getting your answer.
I'll look at it further, but my first impression is that you're making this far more complicated than it needs to be.
My guess is that a couple of the others who've already offered more sophisticated suggestions than mine will now be able to see this example and jump in.