So I am intern and I have been tasked to do up a new inventory system on excel. I am not particularly good at excel so I sourced a inventory template online and just made minor adjustments.
My current issue is that I have 2 sheets. An input sheet that allows new entries whenever a raw material is added to our warehouse or if a raw material is used we can subtract from the total. The second sheet is the inventory sheet that displays the current amount of all the raw materials.
So the process flow is essentially:
Operator uses a raw material and enters the amount used in the input sheet. The formula used for all cells
For inputs (usage is the same, just different cell for BXX and CXX)
=IF(BXX="","",SUMIFS(Inputs!E$8:E$1000,Inputs!D$8:D$1000,CXX))
Inventory sheet automatically tracks the amount used/added and with a sum function.
However, it is planned to do a clean up of the inputs sheet on a yearly basis, so all old inputs that do not require tracking will be deleted. Obviously this would affect the inventory sheet as the quantity will be affected due to the dependency of the formula. Is there any simple way(without vba) to adjust the inventory formula such that if old entries are deleted, the value is not affected.
This is how the inventory sheet looks like with the raw material input formula
This is how the inventory sheet formula for total amount available looks like
Is there a way to edit the inventory sheet formula for total amount available ignore entries that have been deleted to keep the value intact?
Related
I have an inventory worksheet (Excel) with tens of columns (product's features) and few hundred rows (products). First few columns are Sticker number (each product has it's own Sticker number), Status, Arrival Date and so on.
To be able to check easily the Status of multiple products at the same time, I have made another sheet using VLOOKUP. On that sheet I can give a Sticker number and it searches and shows this product's Status using a basic VLOOKUP function. By inputting more Sticker numbers I can see more Statuses. Usually these Statuses vary quite a lot.
Problem comes when I want to change all these listed Statuses to a new certain Status, which I could enter f.e. to cell B2. I mean updating the Status only for the products I have listed on this VLOOKUP sheet. How can I do this?
A lookup formula only looks up values. If you want to process the results that are returned then you would need VBA to loop through the results, find their respective counterpart on the source sheet and make the changes.
An alternative could be to go to the source sheet and use filters to show only the desired rows. Then you can quickly select all visible cells, enter a new value, confirm with Ctrl-Enter to change them all at the same time.
I have two separate workbooks that I am trying to link: Register and Budget.
The Register file is the source of data and contains only 1 table with columns Date, Category, Credit, Debit. The Budget file is the destination file and has 12 sheets named for each month of the year. Each sheet contains multiple tables named for the Categories. Each table contains columns in which I want to automatically populate from Register one at a time.
So basically, as I manually populate the Register workbook with values in Date, Category, Credit, Debit, I want the Budget workbook to automatically update itself based on these values. The main problem I have is how do I get the Date entered as 01/01/2016 in Register to be recognized as the January sheet in Budget workbook? In addition, I want the correct Category to be recognized in Register as each table's name in Budget. I have changed the table names in Budget based on the category. Finally, I would like the amounts Credit or Debit to be copied from Register into columns in each table of Budget after finding the correct sheet and table in Budget.
Register,
Budget
I looked into Vlookup and it works except for the fact I would have to manually change the formula each time the category or date changes. Sum and Count don't work because I don't want to sum columns nor count data. I simply want to copy and paste from columns Credit or Debit in Register into each table's columns in Budget. I have a feeling I'd have to go into VBA coding to achieve this daunting task which I'm not familiar with.
There are many ways of getting information from other workbooks / sheets etc.
It depends on what you want to do with that information and how it's laid out.
Have a look into VLOOKUP / MATCH / SUMIF / SUMIFS / COUNTIF / COUNTIFS
Which you use will depend on how you want it to work.
If you edit your question to include specifics then I / others can advise further.
I've got a (Excel) sheet with running totals of income and expenses. The data from each day is fed into a weekly running total. I also have monthly expenses that I would like to include into the weekly total expense count/profit count but don't want to put each category of monthly expenses into each day's or week's input fields.
I would like to keep the monthly expenses in it's own input field but add the data to the corresponding week the bills were paid.
I've been at this for weeks but can only find solutions that end with circular references. Bonus challanges: I'm pretty happy with the size of each input field and don't want to add any more fields nor do I want to do macros or any VBA. I really just want a formula to take care of it.
Is there a way to have Excel stop adding to a total after a certain day?
Link to the sheet. https://drive.google.com/file/d/0B5qCnQJhT_vkNHZlaEpnTGRtUjQ/view?usp=sharing
it seems like you are entering your expense directly into your "dashboard" am I right? E.g. the rent 875 in cell H13. If this is the case, without a date, then you can't get Excel to intelligently place the expense to the correct week report in your dashboard.
try creating an input table and all your dashboard figures should come from the input table, utilizing functions like SUMIFS and SUMIF.
Example
Then in your dashboard
formula in H13 would be =SUMIFS(E:E,C:C,"Rent",D:D,"Check")
formula in G4, =SUMIFS(E:E,C:C,"Food",D:D,"Cash")
formula in D23, =SUMIFS(E:E,B:B,51,C:C,"Rent",D:D,"Cash")
We sell our product via a number of different retailers. These shops send us reports of what they have sold and we need to import this into our new stock management system as a master file.
The stores do not and will not provide the data in a uniform way based on our desired template.
I therefore need a way of consolidating ranges of data that without having a unique ID for each line, with minimal manual formatting from the data importer to help save time.
http://s14.postimg.org/arslbnnxt/excelconsolidation.jpg
As you can see in the 2 examples above, nothing is in the same order and some of the supplied fields haven't been used. The column headers are static, only the data is actually pasted.
I've tried using the Excel Data consolidation tool but the SUM function just wants to add everything up or simply reports a single value, I've played with Vlookup but I then need to dedicate a number of rows to each store which results in lots of empty rows.
If you can point me in the right direction I'm more than happy to research the tool or function I need, web searches keep bringing me back to the consolidation tool.
Many thanks,
Since you say that column headers are static, you actually do have a unique ID.
The task can be accomplished by using HLOOKUP with Column headers as lookup value.
However, the formula will depend on how you organize or store input sheets from different stores.
Here I have tested a setup where each store input is pasted in consecutive sheets starting from 'Sheet1'. i.e. Store1 in Sheet1, store2 in Sheet2 ... with row 1 containing header.
Then in consolidated sheet using helper columns for identifying sheet and row number, the formulas look like this
in A2 =IFERROR(HLOOKUP(A$1,INDIRECT("Sheet"&$H2&"!A:O"),$I2,0),"")
in H3 =IFERROR(IF(INDIRECT("Sheet"&H2&"!A"&I2+1)="",H2+1,H2),"") (if no more records, increment sheet number)
in I3 =IFERROR(IF((H3-H2)=0,I2+1,2),"") (if sheet number changed, reset row number to 2)
Initial value for H2 = 1 , I2 = 2
Test file: Storefile
I have thirteen spreadsheets in my workbook, the first spreadsheet is my master schedule that contains a table with the column headers: "Location", "Equipment", "Make/Model", "Serial #" and "Calibration Due Date". My twelve other spreadsheets have tables with these same column headers, with each one corresponding to the different months.
When I enter data into a row in the master schedule, I want that data to be automatically entered into one of the twelve other spreadsheets based on the "Calibration Due Date". For example, if I enter a row of data in my master schedule that contains a Calibration Due Date of 01/16/15, I want that row of data to ONLY be inserted into the table in the January spreadsheet.
I wrote a formula in each of the monthly spreadsheets that causes the data entered into the master schedule to be automatically entered into that spreadsheet, I then set the filter for the 'Calibration Due Date" column to only January for the January spreadsheet and I did the same for the rest of the months, however, when new data is added to the master schedule, that row of data is entered into every spreadsheet instead of a single spreadsheet corresponding to the date, the filters on the spreadsheets don't work on new data that gets added.
How can a row of data entered into the master schedule be automatically entered into only one other spreadsheet based on the "Calibration Due Date" month?
The approach you seem to be aiming for may require something like VBA, though your question is not tagged that way (and if it were and you don't post code you risk downvotes and close votes). However an alternative would be to create the subsidiary sheets on demand by drilling down from a PivotTable. This though would effectively require that any data added directly into the subsidiary sheets be considered disposable.