Rolling Total for Each Warehouse Inventory

petrodude

New Member
Joined
Mar 8, 2024
Messages
11
Office Version
  1. 365
Platform
  1. Windows
  2. Web
Help! I'm stuck.

I am trying to create a rolling total for each of my 13 warehouses' on hand inventory at the end of each month in Column I

The idea is that if, for a row,

Item = Item

Month – 1 = Month
(Month "0" is the starting inventory at the beginning of the year, Month "1" is January, etc)

Whs = Whs

Then, SUM Net Inventory Cells

Else, ‘’


Here are some screenshots of sample data:
Data filtered for Whs "300" and Item
1709911642688.png


Data Filtered just for Item
1709911879540.png


Thank you in advance!
 
One more try

Excel Formula:
=IFS(B2=0,"",True,SUMIFS($G$1:G2,$B$1:B2,"<="&(B2-1),$C$1:C2,C2,$D$1:D2,D2))
 
Upvote 0

Excel Facts

Difference between two dates
Secret function! Use =DATEDIF(A2,B2,"Y")&" years"&=DATEDIF(A2,B2,"YM")&" months"&=DATEDIF(A2,B2,"MD")&" days"
It is still behind by 1 month
My mistake

Check this -

Book1
ABCDEFGH
1YearMonthWhsItemInOutMonthNet
220230300156169 
3202313001561108-10762
Sheet1
Cell Formulas
RangeFormula
H2:H3H2=IFS(B2=0,"",TRUE,SUMIFS($G$1:G2,$B$1:B2,"<="&B2,$C$1:C2,C2,$D$1:D2,D2))
 
Upvote 1
My mistake

Check this -

Book1
ABCDEFGH
1YearMonthWhsItemInOutMonthNet
220230300156169 
3202313001561108-10762
Sheet1
Cell Formulas
RangeFormula
H2:H3H2=IFS(B2=0,"",TRUE,SUMIFS($G$1:G2,$B$1:B2,"<="&B2,$C$1:C2,C2,$D$1:D2,D2))
Eureka! It appears to be working now.

This is amazing. Thank you so so much!
 
Upvote 0
Finally after a series of Trial and Error on my part :unsure: :p

Glad to help you and thanks for the feedback.
 
Upvote 0

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