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Use of Index/Match functions for verifying Stock with Job needs

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    Use of Index/Match functions for verifying Stock with Job needs

    Hello Sir,

    Herewith, attached is a file concerning stock and distribution to users according to their needs, while verifying the conditions on either side for the available balances on both sides.....
    In Column C, required formula for the quantity to automatically refresh whenever a stock entry comes from outside sources, indicating the current total of the item since the start of the inventory, also in Column F, become automated when the item is issued to site needs, at the same time the stock could confirm the quantity left available for distribution....

    In the site needs table, Column M gets automated whenever the requester enter a item and its required quantity as per needs, the qty gets summed and requester know whats is current total sum he is requesting for items needed to site, while referencing stock data and utilizing Index/match functions. Columns O, P, and Q are not retrieving the precise data from the stock data table; the necessary data to be shown is noted in the Site issue table highlighted in orange color.

    Please assist me.

    JD
    Attached Files Attached Files

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    Re: Use of Index/Match functions for verifying Stock with Job needs

    Administrative note
    Is your forum profile showing the Excel PRODUCT that you need this request to work with?

    The best solutions often rely on knowing WHICH Office PRODUCT (Excel, NOT Windows) that you have. Please check that your forum profile is up-to-date. If you aren't sure, in Excel go to File/Account and report what it says below the MS logo at the top of that page. If your version is for Mac, please also state this.

    The three most recent Excel PRODUCTS are Excel 2019, Excel 2021 and MS365 - if you are using MS365, please give this name along with the Version number in your profile (e.g. MS365 (PC) Version 2211). The version number is in the About Excel section further down the Account page.

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    Re: Use of Index/Match functions for verifying Stock with Job needs

    Thank you, sir. The version has now been updated in the profile.....

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    Re: Use of Index/Match functions for verifying Stock with Job needs

    Try the following:
    Paste the following into cell I3 and copy down to cell I15: =SUMIFS(F$3:F3,A$3:A3,A3)
    THEN:
    For column O:
    Formula: copy to clipboard
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    For column P:
    Formula: copy to clipboard
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    For column Q:
    Formula: copy to clipboard
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    Let us know if you have any questions.
    Last edited by JeteMc; 07-02-2025 at 01:33 PM. Reason: Added formula for column I
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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    Re: Use of Index/Match functions for verifying Stock with Job needs

    Taking a second look the formula in column I should be: =SUMIFS(B$3:B3,A$3:A3,A3)
    For column C: =SUMIFS(B$3:B3,A$3:A3,A3)&"/"&SUMIFS(B$3:B$15,A$3:A$15,K3)
    For column F: =SUMIFS(L$3:L$25,K$3:K$25,A3,Q$3:Q$25,G3)
    For column M: =SUMIFS(L$3:L3,K$3:K3,K3)&"/"&SUMIFS(B$3:B$15,A$3:A$15,K3)
    Let us know if you have any questions.

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    Re: Use of Index/Match functions for verifying Stock with Job needs

    Dear Sir,
    Thank you for this excellent advice. Following the receipt of your previous message, I have been constantly working these days on Columns C, F, and M, seeking ways to automate these columns. However, your last message was brilliant and its picking the details as per the requirements, and now the requester can ably compare the stock he is seeking for from the stock area….

    I think the formula would still select the correct reference if I raised the numbers in Column L, .i.e, to increase in site request quantities as the requester could simply increase the quantities in Column L instead of typing the same number repeatedly...!!

    Also, when the site is requested, if the item is available in the yard, the DO appears in Column O, allowing the requester to see the stock item they are requesting without needing to check with the stockkeeper, and demand for the materials….

    Thanks again sir
    "SOLVED"

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