Forum Discussion
Formula Required for Managing Stock
- Mar 07, 2024
Hi Mrs_Sweet
Why not building another PivotTable, from the same Data Source (what you seem to call Live Sheet), with:
- Fields [Calendar Year] & [Calendar Month] in the Filter area
- Field [StockDescription] only in the Rows area
- SUM of [Qty Received] in the Values area
that should do what you want, no?
Hi Mrs_Sweet
Why not building another PivotTable, from the same Data Source (what you seem to call Live Sheet), with:
- Fields [Calendar Year] & [Calendar Month] in the Filter area
- Field [StockDescription] only in the Rows area
- SUM of [Qty Received] in the Values area
that should do what you want, no?
- LorenzoMar 08, 2024Silver Contributor
You're welcome & Thanks for providing feedback
Just in case... Instead of having the [Calendar Year] & [Calendar Month] fields as filters on the 2 PivotTables you can insert a Timeline & connect it to 2 PivotTables (sample attached). With that your 2 Pivots always refer to the same filtered period auto.
- Mrs_SweetMar 08, 2024Copper ContributorHow nifty! Thank you (only recently learned Pivot tables) so I appreciate your help, really appreciated!