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poje12's avatar
poje12
Copper Contributor
Jan 17, 2025

File for work. please help!

Hi all,

i have a file that i use for work. Right now there are 2 different pages.

  1. a list of the items with their code and an info about their situation. For Example if they are out, lost, etc.
  2. a list of numbers that i send next to the date. if they come back they are yellow, if not they are red.

i do all of this manually every day, but when i am not in the office no one does that because it's long, boring and probably very confusing.

Ideally i need something that keeps track of what goes out and what comes back and the dates.

i attached the two pages.

any help, advice, would be highly appreciated!! Many thanks!

 

  • peiyezhu's avatar
    peiyezhu
    Bronze Contributor

    Re:Ideally i need something that keeps track of what goes out and what comes back and the dates.

    I am confused too.

    which sheet is your source data?

     and show your expected result.

    Can.you explain sheet2 clearly?

    • poje12's avatar
      poje12
      Copper Contributor

      hi, i posted the proper sheet. the second is the list of the code of the items that i send in a specific date. so i know exactly what went out and when and what came back

    • peiyezhu's avatar
      peiyezhu
      Bronze Contributor

      If track stock,three columns journal/ledger will be a method.

      e.g.

      date item debt credit

      • poje12's avatar
        poje12
        Copper Contributor

        hi peiyezhu, sorry i miss this reply.

        how can i do that?

  • peiyezhu's avatar
    peiyezhu
    Bronze Contributor

    https://club.excelhome.net/forum.php?mod=viewthread&tid=1710163&fromguid=hot&extra=&mobile

  • mathetes's avatar
    mathetes
    Silver Contributor

    First, you have only attached images, not the actual pages, the actual workbook. Contrary to the saying that "an image is worth a thousand words," in the situation where you're seeking help on an Excel workbook, the actual workbook is worth a thousand images.

    poje12 wrote:

    Ideally i need something that keeps track of what goes out and what comes back and the dates.

    But it's that sentence quote above--"I need something that keeps track of [all the activity.]"--that points to what probably is the biggest reason nobody has answered with a solution. The whole setting here is puzzling--who enters those status updates in the first place? Where/how/when do those entries get made? What is the business in the first place (i.e., what kinds of items are we talking about)?

    It could well be--I strongly suspect is the case--that an altogether different approach is called for. Something like a transactional database that separates the activity from the reporting of current status.  

    But we need a description of the work itself. Are you tracking inventory, library books, tractors, .....? 

    And please attach an actual workbook. If the real one is all confidential info, then a mockup that accurately represents the real. And please include a more complete description of the business context.

    • poje12's avatar
      poje12
      Copper Contributor

      Hi Mathetes,

      Thank you for your reply. Sorry I'm not very good with it. I attached the file. I work in a hospital and i have a list of items that we use for dental reason that we have to sterilise after every use.

      In the first page there is the list of items, I check every morning what is dirty and need to be send to the sterilisation. Since it's an external company that does that, I have to keep track of what i send and when. They often lost items, or didn't send them back on time. The turn around should be 24 hours but sometimes I have to send out new items even if the others are not back.

      When i send the items i change their status (out/off), then i select the items that have that status and i copy them on the other page, next to the date.

      When they come back i change their status back and highlights them on the page with the date.

      I do this almost every morning, manually. 

      My problem is that since it's a long process, when i'm off no one does that. I would like to make it more automatic. 

      Hope you can help! thanks

      • mathetes's avatar
        mathetes
        Silver Contributor

        Let me add a couple questions for you to answer that would help in the design.

        1. Is each item uniquely identified by a unique code? (it appears to be the case, but please confirm).
        2. Would it be possible (or feasible) to use a serial number, assuming they're unique? As it is, you appear to just be appending "-1" or "-2" (and so forth) when you have a set of the same design with more than one. For a good database and tracking system, you'd want truly unique codes.
        3. Is the stock of items a finite stock? Maybe multiples of any given mirror type or whatever, but basically a total of 108 items (I think that's the count).
        4. If/when a new "Mirror Small" were to be acquired and added to the database, I'm suggesting you'd give it a truly unique identifier, not just the same number that had been used for the lost one it's replacing. Is that possible?

         

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