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Need help in Filtering the Current stocks holding|General Excel Questions & Answers|Excel Forum|My Online Training Hub

You are here: Home / Need help in Filtering the Current stocks holding|General Excel Questions & Answers|Excel Forum|My Online Training Hub
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Need help in Filtering the Current stocks holding
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Chaitanya Mehta

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February 21, 2023 - 9:49 pm
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Whatever I add in the Ledger is reflected in the Dashboard. But the dashboard is unable to consider the Transaction column, hence unable to consider the "Buy" and "Sell" column, and adding all the units and showing it in the Dashboard. 
For eg: Care Ratings, I bought 300 Units and sold 300 Units, so technically the dashboard shouldn't showcase the stock, but the dashboard is showcasing 'Care ratings' as showing the units as 600. 

Kindly help me with the same. 

 

Thank you!!

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Jessica Stewart
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February 22, 2023 - 2:08 am
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I'm sorry but I don't understand your explanation of the issue. Please upload an anonymized sample of your worksheet showing what the issue is and what you would like for it to show. We'll better be able to see and analyze the issue.

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Chaitanya Mehta

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February 22, 2023 - 6:26 pm
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Hi Jessica, 
I have attached a sample excel sheet. 
Step 1: Enter data in Ledger
Step 2: Put "Buy" or "Sell" in transaction column 
Step 3: If I have added 300 quantity of 'stock - Care Ratings', and then sold the 300 quantity, then ideally it shouldn't be reflected in the Dashboard. 

But my Dashboard is reflecting 'stock - Care Ratings' holding 600 quantity. (Kindly look at the Sample File to better understand the explanation. 

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Philip Treacy
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February 22, 2023 - 10:57 pm
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Nothing attached.

Did you click the Start Upload button after selecting the file and then wait for it to upload?

Regards

Phil

upload fileImage Enlarger

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Jessica Stewart
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February 23, 2023 - 2:00 am
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Without looking at your dashboard I have a couple of thoughts. First, if your dashboard is driven by formulas, a simple change to your formula may do the trick as in:

=SUMIF(A1:A200,"buy",B1:B200)-SUMIF(A1:A200,"sell",B1:B200)

Assuming of course your Buy/Sell dropdown is in column A and the quantity is in column B, this formula adds up the total quantity that you have purchased minus the total quantity sold.

If it's driven by pivot tables a simple calculated field/measure may be all that is needed. If that's something you already tried or doesn't correct your problem try uploading your worksheet again.

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Chaitanya Mehta

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February 24, 2023 - 9:13 pm
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Hi Everyone, 

Firstly thank you for amazing response. 

I have attached the file again, and have even clicked on the start button, and its showing 100% uploaded. 

Now I am submitting this response, assuming the attached file will be linked to this. Kindly let me know if we can find a solution to my problem. 

 

Thank you!

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Anders Sehlstedt
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February 26, 2023 - 2:10 am
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Hello,

No file attached. There are some limits for what is allowed to upload, check if your file is within these limits.

Image upload constraints: Size (bytes):  512000 Width (pixels):  900 Height (pixels):  unlimited
Image allowed types: jpg, jpeg, gif, png,bmp
Media upload constraints: Size (bytes):  4194304 Width (pixels):  320 Height (pixels):  240
Media allowed types: swf, dcr, mov, qt, mpg, mp3, mp4, mpeg, avi, wmv, wm, asf, asx, wmx, wvx, rm, ra, ram
File upload constraints: Size (bytes):  1024000
File allowed types: txt, rtf, doc, pdf,zip,xls,xlsx,xlsm,docx,docm,csv,xlsb,xlst,rar,7z,frm,mdb,bas,pbix
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