Meals with different components

[chrisgeorge]

Hello, I have a very specific issue. My company works with meals and when we pack meals, each meal contains different components that need to be put in a box for delivery. We work with Shipstation. When I export from Shipstation, I get customers' names, orders numbers, and specific meals but what I want is to create a pivot table where meals' components will be automatically added to each order based on preset components. Let's say we have a meal called creamy lemon chicken. That meal has 1x chicken, 1x sliced lemon and 1x creamy sauce as its components. This meal will not appear every day and in every order, but when it does, it needs to add these components to the order so my team can easily track whether they've packed all the necessary stuff. Hope this makes sense. Thank you so much for your help!

[#2]

@chrisgeorge 

To achieve your goal of automatically adding meal components to each order in a pivot table based on preset components, you can follow these steps:

Step 1: Set up your data

• Create a table in Excel with columns for customer name, order number, meal name, and quantity.
• Add a separate table that lists all meal names and their corresponding components (e.g., Meal Name, Component, Quantity).

Step 2: Create a Pivot Table

• Select your data range.
• Go to the "Insert" tab on the Excel ribbon and click "PivotTable."
• In the Create PivotTable dialog box, choose where you want the PivotTable to be placed and click "OK."
• Drag the customer name and order number fields to the rows area, and the meal name field to the columns area.

Step 3: Add components to the PivotTable

• Click on any cell within the PivotTable.
• Go to the "Analyse" tab on the Excel ribbon (or "Options" if you're using an older version of Excel).
• Click on "Fields, Items & Sets" and select "Calculated Field."
• In the Insert Calculated Field dialog box, enter a name for the calculated field (e.g., "Component").
• In the Formula box, enter a formula to calculate the component quantity based on the meal name. For example, if the meal name is "creamy lemon chicken" and it has 1x chicken, 1x sliced lemon, and 1x creamy sauce, you can use a formula like:

=IF([Meal Name]="creamy lemon chicken", 1, 0)

• Click "OK" to add the calculated field to the PivotTable.
• Repeat this process for each component, adjusting the formula as needed.

Step 4: Review and format the PivotTable

• Review the PivotTable to ensure that the components are correctly added to each order.
• Format the PivotTable as desired for better readability.

Step 5: Update data as needed

• Whenever you receive new orders or meal information, update your data accordingly and refresh the PivotTable to reflect the changes.

By following these steps, you'll be able to create a PivotTable that automatically adds meal components to each order based on preset components. This will help your team easily track whether they've packed all the necessary items for each order. The text was created with the help of AI.

Here link to templates: Microsoft Templates

Hope this will help you.

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