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Dynamic Inventory Management in Excel

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    Dynamic Inventory Management in Excel

    Hello,

    I'm looking for some guidance on how to build a dynamic inventory system. What I have is a workbook with 5 sheets that represent different contracts. Each sheet has the inventory for each contract as a table. These item types overlap between contracts and have internal part numbers that link them but they also all have different serial numbers and property numbers so each item it tracked individually per contract.

    What I'm looking to now build is a master list on a different sheet that can compile a list of all the different items from all the contracts and tell me how of each single item I have in stock. I would like this master list to be able to dynamically change has I add or subtract items from each individual contract.

    I feel like this should be possible given the nature of tables but I'm just not familiar enough with Vlookup or other Table related functions to pull this together and I'm just spinning my wheels. I've tried using pivot tables but because my data overlaps in each contract it's hard to link it all so it looks right.

    I attached a very simple version of what I'm working on. Hope someone out here has a good way to handle this.

    Thanks
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    Last edited by Sakana_78; 12-19-2018 at 02:10 PM.

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    Re: Dynamic Inventory Management in Excel

    You were so close! I took your original tables and added one more column to them: Contract. Then I consolidated the tables to the Master List.

    I put a put a slicer on this so you can see the individual contracts and make it easier to update.

    I also made a pivot table from the data and put slicers on it too. The two slicers are independent of each other.

    On the dashboard, you can look at the individual contracts. Or you can filter on parts in use. Or if you want to see how much of a part is in use, filter for that part number. It might be easier to see this information in one place, so there is another sheet with pivot tables on the Summary sheet. The Contract Slicer for the dashboard also controls the pivot table on these sheets.
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    One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.

    A picture is worth a thousand words, but a sample spreadsheet is more likely to be worked on.

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    Re: Dynamic Inventory Management in Excel

    dflak,

    Thanks so much for the reply and help. First I'd like to know if there is any good place to go to read up or watch a tutorial on slicers. These are new to me and am not sure really how to use or set them up.

    Secondly I feel I may not have described very well what my hopeful vision was for this master list. Or maybe I did but what I see in my head isn't really possible given my data sets.

    What I was hopping for was a way to essentially count how many of a particular item is in each table and use that as my inventory quantity. How you set this up with the pivot table on the summery sheet, the field being used from the other sheets for the sum of quantity is actually another unique ID number, so the quantity value represented is just the sum of those tag ID's, not a real quantity in stock value. I don't have any quantity values because each item (even if they are the same part) are unique per contract. I was really hopping for a more dynamic way to essentially count each part from each sheet and get that to be the quantity. Maybe even go a step farther and dynamically check if it is in use and subtract those from the in stock total (but this isn't necessary, as once we deliver we can just remove from inventory anyway).

    What I really was hopping for was the master list to just show each item only once but with the counted total of items available. Maybe this really isn't possible with the kind of tables and data I have and my vision is all for not. I just need someone to tell me that, and that what you produced is about as close as I could get. I don't even need to be able to see per contract on the master page (although I could see that feature being handy).

    Anyway, again thanks for the help. I need to increase my knowledge of pivot tables and slicers. If you have any other thoughts given the new information I'd gladly take it, even if it is that what I see can't happen.

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    Re: Dynamic Inventory Management in Excel

    Slicers are really easy. They are fancy filters but they also allow you to control multiple pivot tables at once.

    The really are quite intuitive. Select a field in the pivot table and then on the INSERT ribbon select Slicer. You can almost follow the prompts from there. When you right click on the slicer you can look at options and properties. I am sure a web search can provide a more detailed explanation than I just did.

    As for the rest, I will have to re-read what you just posted and digest it. Take a look at the Summary sheet. With all contracts selected, that is a list of each item only once and its total.

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    Re: Dynamic Inventory Management in Excel

    So here's a question then. Maybe I had an idea on how I could work this out.

    Can you make pivot tables out of pivot tables in any way? Maybe I can create a slicer or pivot table on each contract sheet that shows what I want then combine that sliced information onto a Dashboard or master list sheet?

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    Re: Dynamic Inventory Management in Excel

    Another question to go with the last one. Is there a way to combine tables from different sheets into a master sheet that keeps the combined data dynamic. So if I add to one of the smaller tables the full master also get's the new entry. Preferably without using any kind of pivot table. I just want a huge dynamic list.

    I feel what I'm asking for above isn't something that can be fully realized so I'll try and take a step back.

    Is there a function or combination of functions that can look at columns and return the number of duplicated entries. Or one step farther return the name of the entry and how many there were of it.

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    Re: Dynamic Inventory Management in Excel

    In answer to the first question, you can overlay the results of a pivot table with a named dynamic range and use it as the source data for the secondary pivot table. Here is some information to get you started: http://www.utteraccess.com/wiki/Offs...Dynamic_Ranges.

    In answer to the second question, there is PowerPivot. I've played with it a little but am by no means an expert. I suggest doing a web search on it, take it as far as you can and if you still need help then re-post the question with the new sample workbook.

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