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My inventory changes monthly so reports are hard to work with. Please help!

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    Angry My inventory changes monthly so reports are hard to work with. Please help!

    Hi all,

    I'm new here & new to excel.

    In brief, my pos system produces great reports but I have to export each month individually and trying to chart sales data is a pain as new inventory items are added regularly meaning each export has some items but not others. Is there an easy way to produce a report listing each item and the sales by month. At the moment, I have to highlight each item on each worksheet (I have a separate sheet in the workbook for each month and each has 3 columns, SKU, description & number) and then work with the data. This is very time consuming and also makes the data tough to work with.

    Any help at all greatly appreciated.

    Nick

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    Re: My inventory changes monthly so reports are hard to work with. Please help!

    Hi Nick,

    try to use Macro. This will automate your report generation.

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    Re: My inventory changes monthly so reports are hard to work with. Please help!

    Hi Nick,

    try to use Macro. This will automate your report generation.

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    Re: My inventory changes monthly so reports are hard to work with. Please help!

    Hi Nick, and welcome to the forum.

    The first thing I'd urge you to do is keep all your data on the same sheet and add an extra column for the Month if it's not already present in your data. i.e. Don't have separate sheets for each month.

    With all data on the same sheet it makes any subsequent analysis much much easier. So once you have this the next step would be to apply a dynamic name to this data so that as new data is added you don't need to worry about adjusting the range. Typically I use the name 'Data' and set the range name to be

    Formula: copy to clipboard
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    Now create on a second sheet a single row of the labels from the data that you want to see extracted each month. Name this range "DataOut"
    Also on this sheet add one or maybe two criteria cells say A1:B2 which contain the label(s) for the month column. Whether you use just A1:A2 or A1:B2 as the criteria will depend on what your month column contains. Name this A1:B2 range "crit".

    Now you can use an Advanced Data Filter to Extract records from your data sheet to your DataOut range. Either do this manually or probably with the following simple macro
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    Finally create a dynamic range name for your filtered data in a similar way to the dynamic name for the data. e.g. i.e. "MonthData"
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    Finally use the range name MonthData as the source range for your chart.
    Richard Buttrey

    RIP - d. 06/10/2022

    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

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    Re: My inventory changes monthly so reports are hard to work with. Please help!

    Thanks for the advice so far. The issue is that I can't just add the data month by month as they don't match in position due to additional stock items having been added or deleted so for example, the SKU list for jean might go
    001
    002
    005
    007

    And the list for February might be
    001
    002
    003
    008

    This results in relative mismatches, and as the list is several hundred items long, manually sorting is killing me lol.

    If I can sort this issue I can deal with the rest fairly easily bit I can't find a way to get excel to reorder the data to match and simply enter a zero or blank where there is no match.

    Thanks again.

    Nick.

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