Update Row cross-sheet Examples?
I am new to Smartsheets so I'm looking for a bit of help...
What I am trying to do:
I want to use a form to subtract/update the inventory on my Smartsheet. I know a form cannot do that directly. I have seen a lot of Q&A regarding updating rows from sheet to sheet and the answer is always to use VLOOKUP or INDEX/Match. But with no examples that I have found so far. So here is what I have:
I have a parts inventory sheet with a unique identifier for each row and a column "Qty on Hand"
I have a blank "inventory update sheet" with a "Qty Removed" column
And I have a form to be used to populate the inventory update sheet for the parts being removed from the inventory. The Unique ID for the part is a required field.
Can someone please show me an example of how this is done? Or point me to a good example?
Thank you!
Best Answer
-
Hey @Dan West_TX
I'd be happy to help!
You'll want one column that identifies the original quantity on hand, which I am assuming is your "Parts Inventory Sheet" with the column "Qty on Hand".
Then you can have a second column that is "Remaining Qty" where you put your cross-sheet formula. In this instance, I would use a SUMIFS statement to SUM together all the Qty that's being recorded in your Inventory Update sheet, like so:
=SUMIFS({QTY Column Update Sheet}, {Unique Identifier Update Sheet}, [Unique Identifier]@row)
Then you can subtract this SUM from the original "Qty on Hand", like so:
=[Qty on Hand]@row - SUMIFS({QTY Column Update Sheet}, {Unique Identifier Update Sheet}, [Unique Identifier]@row)
Let me know if this is what you were looking for!
Cheers,
Genevieve
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now
Answers
-
Hey @Dan West_TX
I'd be happy to help!
You'll want one column that identifies the original quantity on hand, which I am assuming is your "Parts Inventory Sheet" with the column "Qty on Hand".
Then you can have a second column that is "Remaining Qty" where you put your cross-sheet formula. In this instance, I would use a SUMIFS statement to SUM together all the Qty that's being recorded in your Inventory Update sheet, like so:
=SUMIFS({QTY Column Update Sheet}, {Unique Identifier Update Sheet}, [Unique Identifier]@row)
Then you can subtract this SUM from the original "Qty on Hand", like so:
=[Qty on Hand]@row - SUMIFS({QTY Column Update Sheet}, {Unique Identifier Update Sheet}, [Unique Identifier]@row)
Let me know if this is what you were looking for!
Cheers,
Genevieve
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.4K Get Help
- 364 Global Discussions
- 200 Industry Talk
- 429 Announcements
- 4.4K Ideas & Feature Requests
- 137 Brandfolder
- 129 Just for fun
- 128 Community Job Board
- 446 Show & Tell
- 28 Member Spotlight
- 1 SmartStories
- 284 Events
- 35 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!