Forum Discussion
Formula Required for Managing Stock
Good day,
Could I kindly have some assistance. I have a live pivot table spreadsheet from our work server showing specific products that have been receipted for a specific month. I would like to pull the sum total of that specific product into another sheet - so the formula should find only that one specific product (that is mentioned several times) and offer the sum total of quantity received - only for that month. This is simply to manage my stock. Secondly, is this possible to collect this data even after I refresh the live sheet, and if so, will it pull all info of that product through? I hope I made some sense. Many thanks in advance!
Below are two tabs in one worksheet: GRN and Sheet1
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?
- LorenzoSilver Contributor
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?
- Mrs_SweetCopper ContributorThink my brain turned into porridge, the above resolution... of course!!!! Thank you - works perfectly. Thank you so very much x
- LorenzoSilver 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.