+ Reply to Thread
Results 1 to 4 of 4

Managing / Organizing / Viewing Summary of data

  1. #1
    Registered User
    Join Date
    07-06-2012
    Location
    Mumbai
    MS-Off Ver
    MS Office Home & Student 2019
    Posts
    7

    Managing / Organizing / Viewing Summary of data

    Dear All,

    I have just joined this forum. I find Excel very interesting and have been working with Excel 2003 for few years now - but just basic worksheets and formula's. I run a small manufacturing business and cannot afford to invest in special softwares but I want to know whether it is possible to computerize all my paper ledgers into excel worksheets with automatic analysis / snapshot / overview. Below is my business details:

    We manufacture small components for several customers. Each customer has a list of items.

    So there are several raw material types, different customers, different products.

    Basically, I want to use excel to know the finished or in-production status of different components.

    Raw Material (Metal in diff. sizes): For eg. AL 18 items + MS 28 items + CU 6 items + BR 7 Items + SS 3 Items. Total 62 items and this could change by 5%. In our Paper register, for each item variety we keep a page and following are the columns:
    (a) Date (b) Details (c) Receipt (d) Issue (e) Balance

    Next the Raw Material conversion into products starts. Say Raw Material 'X' into Product A but there are 1/2/3 interim processes depending on the product. Each Raw Material type gets converted into 4-5 product types (on an average) i.e. approx. 300 product types which can change by 5-10%
    So next for each product and process, another tracking sheet with same columns as above i.e.
    (a) Date (b) Details (c) Receipt (d) Issue (e) Balance


    Now my problem is as follows:
    1. Do I have to create separate excel sheets (like existing Paper Ledger sheet) for each Raw Material type?
    2. Again do I have to create separate excel sheets for each Product / Process type?

    Actually all the Raw Material / Product Processes do not have daily entries but if I have to create different worksheets / workbooks for each item, how do I summarize?

    My target is that in 1 excel sheet, I get to see a summary of my entire inventory (in which ever stage - Raw Material, Product - Process1, Process2, Process3) and also keep control if there are any gaps in the process.

    Next at the end of Process, I have Finished Product which again will have same entries
    (a) Date (b) Details (c) Receipt (d) Issue (e) Balance

    For this I was reading some excel tutorials where it is stated that it is possible to link different excel sheets / files. But before I venture into this experiment, I seek honest guidance from Excel Experts like you.

    PLEASE NOTE THAT DAILY THERE ARE MAX. 25 ENTRIES TO BE MADE. but then I will have to search from the 60 + (300x3) = Total approx. 1000 excel worksheets / files. Whether this is the right approach? Or what should be done?

    Thanks in advance for your patience in reading the above and also helping me.
    Last edited by DKOAKL; 07-06-2012 at 08:01 AM.

  2. #2
    Forum Expert Pepe Le Mokko's Avatar
    Join Date
    05-14-2009
    Location
    Belgium
    MS-Off Ver
    O365 v 2402
    Posts
    13,446

    Re: Can excel help my business need?

    Can you show us what you achieved so far?

  3. #3
    Registered User
    Join Date
    07-06-2012
    Location
    Mumbai
    MS-Off Ver
    MS Office Home & Student 2019
    Posts
    7

    Re: Managing / Organizing / Viewing Summary of data

    Please find the Raw Material and Finished Product excel files. Each Raw Material and Product data has to be entered in similar way.
    Attached Files Attached Files

  4. #4
    Registered User
    Join Date
    07-06-2012
    Location
    Mumbai
    MS-Off Ver
    MS Office Home & Student 2019
    Posts
    7

    Re: Managing / Organizing / Viewing Summary of data

    As required, have uploaded 2 excel files. Looking forward to your comments. Thanks.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1