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Mrs_Sweet's avatar
Mrs_Sweet
Copper Contributor
Mar 07, 2024

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

GRNSheet1

  • 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?

  • Lorenzo's avatar
    Lorenzo
    Silver 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_Sweet's avatar
      Mrs_Sweet
      Copper Contributor
      Think my brain turned into porridge, the above resolution... of course!!!! Thank you - works perfectly. Thank you so very much x
      • Lorenzo's avatar
        Lorenzo
        Silver Contributor

        Mrs_Sweet 

         

        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.

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