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I have created an inventory excel setup whereas we have:
Central server for storing data and each location saves the files to the same server There is my computer that I will pull reports to. There are 5 locations entering current inventory (each with a wkbk) I than have a separate sheet for the backstock req'd for each inventory item I than a workbk that when all areas are saved will subtract needed backstock and current inventory and give the inventory needed for each location on a single page I than have a delivery made wkbk linked to current inventory and inventory needed for each location When deliveries are made to each location the delivery worksheet is filled and saved: Each location current inventory and inventory needed wkbks update Than the (warehouse) where the inventory is removed which is linked to the delivery wksheet...will reduce its current inventory Which I offset current inventory of the warehouse with its own deliveries. I reconcile inventory once a month on a separate wksheet as +/- current supplies...which updates the warehouse currently inventory The inventory list in column A -- "item List" heading is in A4 and the inventory items are listed below. All locations have the same inventory item list with the same style in each of the worksheets/workbooks. The dates than are listed in Row 4 with the (for example) current supplies entered by each location entered below the date, in the column. At this point I have all my count if's etc. working and the list of 19 wksheets that are linked auto populate correctly when information is entered. Introduction over: My First Problem is creating one location that will pull a report of all the information into one central wksheet where I can than create tables and graphs as in a pivot table. My Second Problem is being able to update the central wksheet when new dates are added into each location (New columns added which are currently empty) as they report in the future. I would like to be able to see each date/column and Have a sum column for a running total. I believe I can use the dates and create date range in creating my reports. I have office 2003 on my work computer though I have 2007 at home if need be. I have been searching endlessly to find what I need! I can use other programs if instructed on how to... Programs at work: Office-Access, Excel, Infopath, word, powerpoint ALL 2003 Programs at home: Office- Access, Excel, Groove, Infopath, OneNote, Outlook, Powerpoint, project professional, publisher, visio professional, word All 2007 |
#2
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When reading your requirements I would suggest you to use Ms-Access which
will fulfill all your needs and €śN€ť number of users can use a single access file without any reduction in speed. Using formulas in excel with external links and sharing the file is not a good method from my point of view. Instead of creating multiple workbooks & worksheets in excel you can create a single access file with tables / Forms as per your requirement and pull the data using queries is very much user friendly when working with Large data and more users€¦.Apart from the above the User Level Security in access is an added advantage which will let you to define permissions to the users according to their level and file usage. Hope it will be helpful to you€¦ -- Remember to Click Yes, if this post helps! -------------------- (Ms-Exl-Learner) -------------------- "doug5jmp" wrote: I have created an inventory excel setup whereas we have: Central server for storing data and each location saves the files to the same server There is my computer that I will pull reports to. There are 5 locations entering current inventory (each with a wkbk) I than have a separate sheet for the backstock req'd for each inventory item I than a workbk that when all areas are saved will subtract needed backstock and current inventory and give the inventory needed for each location on a single page I than have a delivery made wkbk linked to current inventory and inventory needed for each location When deliveries are made to each location the delivery worksheet is filled and saved: Each location current inventory and inventory needed wkbks update Than the (warehouse) where the inventory is removed which is linked to the delivery wksheet...will reduce its current inventory Which I offset current inventory of the warehouse with its own deliveries. I reconcile inventory once a month on a separate wksheet as +/- current supplies...which updates the warehouse currently inventory The inventory list in column A -- "item List" heading is in A4 and the inventory items are listed below. All locations have the same inventory item list with the same style in each of the worksheets/workbooks. The dates than are listed in Row 4 with the (for example) current supplies entered by each location entered below the date, in the column. At this point I have all my count if's etc. working and the list of 19 wksheets that are linked auto populate correctly when information is entered. Introduction over: My First Problem is creating one location that will pull a report of all the information into one central wksheet where I can than create tables and graphs as in a pivot table. My Second Problem is being able to update the central wksheet when new dates are added into each location (New columns added which are currently empty) as they report in the future. I would like to be able to see each date/column and Have a sum column for a running total. I believe I can use the dates and create date range in creating my reports. I have office 2003 on my work computer though I have 2007 at home if need be. I have been searching endlessly to find what I need! I can use other programs if instructed on how to... Programs at work: Office-Access, Excel, Infopath, word, powerpoint ALL 2003 Programs at home: Office- Access, Excel, Groove, Infopath, OneNote, Outlook, Powerpoint, project professional, publisher, visio professional, word All 2007 |
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