Rolling Sums question

gray67

New Member
Joined
Mar 17, 2009
Messages
6
Hi - this is my first post after having watched the video podcasts for a bit. Here's my situation.

I have a number of territories that represent a selling team. Each territory has 24 months of sales data associated with it. I need to build a formula that will allow me to dynamically calculate a Rolling 3 or Rolling 6 or Rolling 12 month sum or average. The raw data is arranged like so:

TERR 1 MONTH 24 SALES
TERR 1 MONTH 23 SALES
.
.
.
TERR 1 MONTH 1 SALES
TERR 2 MONTH 24 SALES
.
.
.

Month 24 is the oldest month while month 1 is the most recent month. Ideally, the formula would create rolling sums (or averages) of the required period and would automatically know when the territory ID changes so I can just copy/paste the thing down my spreadsheet.

I've tried to do this via pivot tables to minimal success. I figure I need to pivot it regardless just because any given territory may not have any sales in a particular month, and thus I would not have a row for that terr/month combination.

Any ideas? Thanks in advance.
 

Excel Facts

Waterfall charts in Excel?
Office 365 customers have access to Waterfall charts since late 2016. They were added to Excel 2019.
To further clarify - the net result of the formula for any given territory would be to take the 24 months of individual data and spit out 22 months of rolling data.
 
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