Bill of materials is possible in Excel? - excel

I use Excel to store information about purchased products and invoices (according ID, Item!, Quantity, Price(per), Date etc.). Every time I have to put the new information about orders into table. For example: I have an order. First I create new rows in table for each order. Then I purchase them and after delivery I can fill the rows. But sometimes I order the same item, but with different price and quantity or I should to order more, since last time was not enough.
Therefore, I want to create a "program" in Excel to organize them and to check the order status, whether task already done or not.
The problem is that I can't use the same cell for different prices. And reorder can be also not sufficient.
Any kind of help is welcome!
P.S.
I can do it in MS Excel?
Do I have to learn maybe MS Access?
Is there any freeware relevant for my purpose?

Related

Excel sheets with scores by same ID of person (Kahoot) - How to extract and summarize scores from several quizzes?

I've used Kahoot in the classroom and have several excel files with scores from quizzes.
Students attended quizzes by using unique IDs. In each file, scores are visible for each ID (but ordered by success on each quiz). There are also some students missing or stating wrong IDs (I'll ignore it).
Now I would like to accumulate all scores for all student IDs in one sheet and summarize them by Student ID.
How can I do that most efficiently?
Any pointer or advice is appreciated.
Thanks,
B.
Here's a high level guide to getting what you want along with a sample in this file.
Step 1 - Combine Files to Sheet with Unified Columns
Objective
The goal here is to:
Combine all of your data from other files to single sheet
Merge the data to be in a single column for each field (i.e. Column A has ID, Column B has score).
No breaks in rows.
No formulas.
To illustrate, I made this fake list based loosely on your
description.
Method
You probably can do this manually, but a macro could also be used. If you expect to do this year over year, you might look into vba to open close files in a folder. However, since that wasn't part of question, you can do copy-paste (better yet make a kid do it!). Just make sure there's only one header for each column, and all of the data records align. Probably should do copy paste value if you have any formulas.
Step 2 - Show Summation
There's a couple ways this could be done. A pivot table is probably the most sensible because you could include each quiz as a column to see the total. You could also use a pivot table to do averages by student etc.
TO make a pivot table, I would recommend going on YouTube and they will do a better job of explaining than me.
On that same file I made as an example, I included some tabs to illustrate the power of pivot tables and a couple graphs.
Hope that helps. If you have specific technical questions on this, you might consider asking separately.

Excel XP for inventory management Simple in theory but can't achieve it

I need to create a simple and easy to use inventory management sheet or database.
It may be better to use access as I see it, but people is more familiar using excel.
Imagine a warehouse where we store goods. Goods are often delivered so I have to reduce the stock cound for a particular item. Then if the warehouse is short in some goods, more of these are bought.
The thing is I need to store a history of delivers we make but also store per item the actual count.
I thought having a column for initial items count, then add ins and subtract outs.
I tried using db functions, dynamic tables etc, but the problem is that when I add new registries for new item outs and ins, the dynamic table wont resize it's source and the same for range for functions.
What would be the best way to achieve what I want?
The thing is that we do everything manually, counting, summing and subtracting each time we have ins and outs.
I didn't want to make something overcomplicated to use, but rather save time by automatinc the ins and outs calculations and making it easier to search for particular registries.
You can do this with an Excel Table and a pivot table (or some formulas). The columns should include date, item code, transaction type (coming in or going out), number of units. You can add columns with more information.
Next, enter a starting stock for each item code. Then enter new lines for each transaction. If you have bought new stock, put a positive number into Units. If you have sold or delivered stock, put a negative number.
Then you can build a pivot table that calculates the totals per item code (or use formulas). You can build other pivot tables to calculate values per month or using other data you may want to include in the data entry table.
An Excel Table will automatically adjust formulas and formatting to new rows. If you base the pivot table on the Excel Table, you only need to refresh the pivot table after you have entered new data. If you prefer formulas, you can use Sumifs(), but you need to keep the list of items for the stock totals list up to date manually.

Sharepoint 2013 - Refresh List Item with Data from a Different List

In Sharepoint 2013 I have 2 (simplified) lists:
Suppliers
Supplier Number
Buyer Name
Buyers
Supplier Number
Buyer Name
In the Suppliers list, I need to periodically update the Buyer Name for all rows in the list. The buyer assignments are periodically changing.
I don't think I can use a lookup field in the Suppliers list because the data is being exported to the list from an Access 2003 database. The Supplier Number is not being manually entered into the list.
What is the best way to create a routine that will get the value in Suppliers.Supplier Number, look it up in the Buyers list, then update Suppliers.Buyer Name with that value, assuming one is found?
I just need to be pointed in the right direction, I think.
Thanks
Mike Thomas
What you are trying to achieve is feasible with the use of SharePoint Timer Job. Where you can write a logic about reading a one list(Suppliers) and settings its value in the another list(Buyers). You can also set its running time as Daily, Monthly , Yearly or even every minutes
Refrence:
https://sharepoint.stackexchange.com/questions/43965/copy-an-item-from-one-list-to-another-list-using-custom-timer-job-creation

Looking up values from different tables including newly found values

I have several documents which contain statistical data of performance of companies. There are about 60 different excel sheets representing different months and I want to collect data into one big table. Original tables looks something like this, but are bigger:
Each company takes two rows which represent their profit from the sales of the product and cost to manufacture the product.I need both of these numbers.
As I said, there are ~60 these tables and I want to extract information about Product2. I want to put everything into one table where columns would represent months and rows - profit and costs of each company. It could be easily done (I think) with INDEX function as all sheets are named similarly. The problem I faced is that at some periods of time other companies enter the market:
Some of them stay, some of them fail. I would like to collect information on all companies that exist today or ever existed, but newly found companies distort the list (in second picture we see, that company BA is in 4th row, not BB). As row of a company changes from time to time, using INDEX becomes problematic, because in some cases results of different companies get into one row. Adjusting them one by one seems very painful.
Maybe there is some quick and efficient method to solve such problem?
Any help or ideas would be appreciated.
One think you may want to try is linking the Excel spreadsheets as tables in Access. From there you can create a query that ties the tables together. As data changes in the spreadsheets, the query will reflect those changes.

How do I create report-like data tables in Excel?

In the past I have created websites that extract data from a database and format it using tables.
Now, I am trying to do the same thing but with Excel, and I'm lost. I am used to using SQL commands to extract data from given fields and then sort/manipulate it.
Currently, I am able to print a report that provides me with an Excel spreadsheet full of raw data, but I would like to make my life easier and organize it into a report.
The column that I would like to reference contains duplicates, but the data in the adjacent columns is different.
To give an example, assume I had a spreadsheet of sales transactions. One column would be the Customer ID, and the adjacent columns would contain the quantity, the cost per unit, total cost, order ID, etc.
What I would want to do in this case would be to select all the transactions with the same Customer ID and add them together based on their Order ID. Then, I would want to print the result to a second sheet.
I realize that I can use built-in functions to accomplish this, but I would also like to format this report evenually using VBA. Also, since I will have a variable number of rows that differ from one report to the next, I haven't encountered a fucnction that will allow you to add rows.
I'm assuming this must be done with VBA.
Well you can do it manually, but it would take ages. So VBA would be good, particularly as you would be able to generate future reports quickly.
My interpretation of what your saying is that each row in your report will be the total for one customer ID. If it's something else, I imagine the below will still be mostly relevant.
I think it would be a bit much to give you the full answer, particularly as you haven't provided full detail but to take a stab at what you'd do:
Create your empty report page, whether it be a new worksheet or a new workbook
Loop through the table (probably using While next is not empty)
a. Identifying if a row is for a customer ID you haven't covered yet
i. If so then add a new entry in your report
ii. Else add it to the existing customer ID record (loop through until you find it)
Format your report so it looks pretty, e.g:
a. Fill the background in white
b. Throw in some filled bars
c. Put in good titles and totals etc.
For part 1, it might be better building an array first and then dumping the contents into the report. It depends how process intensive it will be - if very intense, an array should shave off time.

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