Jul 22 2020 03:44 AM
Hi All -
I have NO idea how to do what I want - but I shall try and explain and ask if anyone might be able to give me "an idiot guide" on how to do it ?
I need to create a spreadsheet that allows me to record both sales and stock levels per day over a 13 day period? It runs over weekdays and weekends and they are different to each other -
I have created templates for both weekdays and weekends as different sheets of the spreadsheet and have put in all the formulae I need on each template sheet -
I need each sheet to represent a day in order -
How do I easily "add another day template (with the formulae intact"" to my starting workbook ?
And can I then perform calculations using data in cells from different sheets ?
Any help would be MOST Welcome !!?
Kind Regards
Derek
Jul 23 2020 05:24 AM
Two questions for you:
Jul 23 2020 06:50 AM
Thanks for the response !
Jul 23 2020 09:23 AM
Solution
Well, here's a start at showing how Excel might handle that with a single table to handle sales and returns...and then using Pivot Table to report on the volume of related transactions by hour per day. I've not tried to deal with stock or inventory levels....because that requires more definition. Even this is a situation where I've kind of "guessed" at what might be relevant. It's meant primarily to demonstrate a way to think about the task.
So there are three new spreadsheets in this workbook:
What I want you to see is that instead of beginning with what is basically an "output" sheet into which you enter hourly data, already (in effect) summarizing raw data but doing so "manually," Excel really is good doing that kind of summary for you. Just capture each transaction as it happens.....let Excel do the "heavy lifting."
(As an aside: It probably would have been more discreet to leave the name "Costco" off your workbook--as a Costco member, I find it kind of surprising that Costco is asking an employee who is not in IT to create a spreadsheet to track sales and inventory. Have you checked to see whether something doesn't already exist along these lines? Hard to believe it doesn't, given Costco's fame at tracking all of this kind of stuff.)
Jul 23 2020 09:32 AM
HaHa -
NOT a Costco employee - Costco have asked us to run a series of 13 day "Roadshows" of our products in their stores !
Thank you so much for the info so far - I will digest it and mess around with it and see how far I get ?
Should be fun trying ?!
Derek
Jul 23 2020 02:21 PM
Feel free to come back and ask more questions. There are others here who can offer other perspectives.
Jul 23 2020 09:23 AM
Solution
Well, here's a start at showing how Excel might handle that with a single table to handle sales and returns...and then using Pivot Table to report on the volume of related transactions by hour per day. I've not tried to deal with stock or inventory levels....because that requires more definition. Even this is a situation where I've kind of "guessed" at what might be relevant. It's meant primarily to demonstrate a way to think about the task.
So there are three new spreadsheets in this workbook:
What I want you to see is that instead of beginning with what is basically an "output" sheet into which you enter hourly data, already (in effect) summarizing raw data but doing so "manually," Excel really is good doing that kind of summary for you. Just capture each transaction as it happens.....let Excel do the "heavy lifting."
(As an aside: It probably would have been more discreet to leave the name "Costco" off your workbook--as a Costco member, I find it kind of surprising that Costco is asking an employee who is not in IT to create a spreadsheet to track sales and inventory. Have you checked to see whether something doesn't already exist along these lines? Hard to believe it doesn't, given Costco's fame at tracking all of this kind of stuff.)