SOLVED

Formula Required for Managing Stock

Copper Contributor

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

GRNGRNSheet1Sheet1

5 Replies
best response confirmed by Mrs_Sweet (Copper Contributor)
Solution

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?

Think my brain turned into porridge, the above resolution... of course!!!! Thank you - works perfectly. Thank you so very much x

@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.

How nifty! Thank you (only recently learned Pivot tables) so I appreciate your help, really appreciated!

@Mrs_Sweet You're welcome, always glad to help smart people

BTW, at the bottom of each reply you get here there's a Mark as answer link. Clicking it helps people who Search for existing solutions - Thanks

1 best response

Accepted Solutions
best response confirmed by Mrs_Sweet (Copper Contributor)
Solution

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?

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