Inventory Summary Sheet

amyylouise

New Member
Joined
Sep 3, 2013
Messages
22
I have a table 'InventoryTracking' which contains all my data for inventory coming in and out.

I would like to create a summary sheet showing what items I currently have in stock.
If the "Date Sold" column is blank, the item is still in stock.

Example of my InventoryTracking table:
[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD]Purchase Date[/TD]
[TD]Item Name[/TD]
[TD]Date Sold[/TD]
[/TR]
[TR]
[TD]11-Nov-2017[/TD]
[TD]ItemA[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]11-Nov-2017[/TD]
[TD]ItemA[/TD]
[TD]2-Dec-2017[/TD]
[/TR]
[TR]
[TD]11-Nov-2017[/TD]
[TD]ItemA[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]25-Nov-2017[/TD]
[TD]ItemB[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]25-Nov-2017[/TD]
[TD]ItemB[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]25-Nov-2017[/TD]
[TD]ItemB[/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]

Example of Summary table:
[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD]Item Name[/TD]
[TD]Qty[/TD]
[/TR]
[TR]
[TD]ItemA[/TD]
[TD]2[/TD]
[/TR]
[TR]
[TD]ItemB[/TD]
[TD]3[/TD]
[/TR]
</tbody>[/TABLE]

I have no idea where to even start to create a summary table like this. Help please!

TIA!
 

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amyylouise, Good evening.

It's a very different inventory control worksheet.

Assuming the columns with data are A, B, and C, try this formula:

example of Summary table:
[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD][/TD]
[TD="align: center"]D[/TD]
[TD="align: center"]E[/TD]
[/TR]
[TR]
[TD]8[/TD]
[TD]Item Name[/TD]
[TD]Qty[/TD]
[/TR]
[TR]
[TD]9[/TD]
[TD]ItemA[/TD]
[TD]=formula[/TD]
[/TR]
[TR]
[TD]10[/TD]
[TD]ItemB[/TD]
[TD]=formula[/TD]
[/TR]
</tbody>[/TABLE]

E9 --> =COUNTIFS(B1:B6, D9, C1:C6, "")

Adapt the reference to cells to your reality.

Please tell us if this is what you needed.
I hope I've helped.
 
Upvote 0
amyylouise, Good evening.

It's a very different inventory control worksheet.

Assuming the columns with data are A, B, and C, try this formula:

example of Summary table:
[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD][/TD]
[TD="align: center"]D[/TD]
[TD="align: center"]E[/TD]
[/TR]
[TR]
[TD]8[/TD]
[TD]Item Name[/TD]
[TD]Qty[/TD]
[/TR]
[TR]
[TD]9[/TD]
[TD]ItemA[/TD]
[TD]=formula[/TD]
[/TR]
[TR]
[TD]10[/TD]
[TD]ItemB[/TD]
[TD]=formula[/TD]
[/TR]
</tbody>[/TABLE]

E9 --> =COUNTIFS(B1:B6, D9, C1:C6, "")

Adapt the reference to cells to your reality.

Please tell us if this is what you needed.
I hope I've helped.

Thanks Marcílio
I would like the summary sheet to automatically pull the item names from the InventoryTracking table and it doesn't look like your method does this.
 
Upvote 0
amyylouise, Good evening.

"...I would like the summary sheet to automatically pull the item names from the InventoryTracking table and it doesn't look like your method does this..."
You didn't ask for this in your initial message.

Scenario:

InventoryTracking Table: A2:C20

Summary Table: F2:G20

Try to use:

Summary Table
F2 -->
=IFERROR(INDEX($B$2:$B$20,MATCH(0,INDEX(COUNTIF($F$1:F1,$B$2:$B$20),),)),"")

G2 -->
=IF(F2="","",COUNTIFS(B2:B20, F2, C2:C20, ""))

Copy the formulas down.

I've set an example for you:
https://www.sendspace.com/file/41sger

Take a look at it and tell us if it's what you desire.
I hope it helps.
 
Upvote 0
amyylouise, Good evening.

"...I would like the summary sheet to automatically pull the item names from the InventoryTracking table and it doesn't look like your method does this..."
You didn't ask for this in your initial message.

Scenario:

InventoryTracking Table: A2:C20

Summary Table: F2:G20

Try to use:

Summary Table
F2 -->
=IFERROR(INDEX($B$2:$B$20,MATCH(0,INDEX(COUNTIF($F$1:F1,$B$2:$B$20),),)),"")

G2 -->
=IF(F2="","",COUNTIFS(B2:B20, F2, C2:C20, ""))

Copy the formulas down.

I've set an example for you:
https://www.sendspace.com/file/41sger

Take a look at it and tell us if it's what you desire.
I hope it helps.

Thanks Marcílio! That works!
Now, I tried to sort the item names in the summary table in ascending order, but it doesn't work. Is there any way to sort the names alphabetically?

Amy
 
Upvote 0

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