Forecasting Purchasing: Setting Up A Spreadsheet That Will Allow Me To Look At Previous Orders And Forecast

Apr 11, 2007

how I would go about setting up a spreadsheet that will allow me to look at previous orders and forecast what I need to buy. He never got into trouble for ordering too much, but he did get caught on ordering too little. I am thinking something along the lines of the attached. However, if anyone is using something that looks or works better (or those who solve this little problem have done a better looking or working sheet) let me know.

There will be some Vlookups that need to bring in description and price (or some other function if there is a better way to do it). The min need and max need will be populated and brought in by vlookup. The order column should be where the forecasting happens based on previous orders. I am willing to have all the data in the same workbook. The second or third sheet can be used to store data in what ever format that is needed to be done.

I'm trying to capture a set of forecast dates in a spreadsheet. We have column 1 = forecast date, column 2 = actual date.

I also have at the top of the sheet (which I will hide when I get the forumula to work), today's date, today's date less 13 days and today's date - 27 days.

In column 3, I want a traffic light system whereby if the date in column 2 is equal to or less than (before) each of the 3 hidden dates it the cell colour will turn green, amber then red..

I have added a user form to this spreadsheet to make it a little more user friendly to edit/add/delete some information. Now the API used only needs longitude/latitude (lat/lon) to be input by the user. In this case it would be good that for each lat/lon to have a custom name added by the user.

How to link the userform, that's already made, to the information in the spreadsheet?

I was thinking it would be convenient to have the "Site Name" added to a column in the sheet named "Site List" and then have the "Fore Cast Data" pull the names from there.

I have a 52 week rolling forecast that I would like to have displayed in each calendar month that it corresponds to. I have come up with a solution where it does lump the data together into months but it is not a smooth lumping of the weeks as some weeks cross over from one month to the next. Is there a way to lump each week into its respective month. My current solution places in some months 4 weeks worth of data and in other months 5 weeks worth of data. Attached is the spreadsheet that I am using. The tab "Weekly Sales" is the 52 week data which has specified the exact dates on the calendar that that week represents. The "Monthly Sales" tab has the 12 week data which has specified the exact dates on the calendar that that month represents. I've tried SUMPRODUCT but that is giving me 4 weeks in some months and 5 weeks in others.

I am setting up a few spreadsheets for a restaurant I work at and I am stuck on an excel matter. I am trying to have an ordered number transfer to a new spreadsheet that will apply that ordered amount to a monetary value. So all my cooks would do is put the prep list on dropbox and it would take the ordered amount by the recipe cost to get an invoice for that day.

I'm have Excel 2010 and Windows XP. Each week I get 3 spreadsheets and each has data unique to it. Each spreadsheet has a week number column which is common to all three. I want to combine the three worksheets into one and make create several dynamic charts for management. How should I organize a large spreadsheet? In addition to my week number I have a host of other date fields. Some of the data I get is (1) vehicle VIN numbers (2) City/State/Country (3a) I break up the VIN to give me vehicle type (3b) year of assembly (3c) car type (3d) number of doors (4) mileage (5) complaint (7) defect code etc. etc. What are the do's and don't when setting up a large spreadsheet? I have data by week which goes back to 2006 and so my date fields go top-down. I inherited the three spreadsheets and would like everything under one roof, so to speak. One spreadsheet which I can make my charts.

I am trying to build a complex equation that has multiple parameters filled by several choices from several different dropdown menus.

For instance:

I'm building a set of 5 dropdown menus, that each lead to filling certain boxes with a number created from a formula. I've provided a small sample to explain what I'm trying to do.

My problem is, I'm unsure of how to make it so certain drop down menus affect the information inside of the next. Like, I want to have someone select "Oscar" under the characters, and have the "Lances" list come up in the Weapons column menu. I don't want the Weapons menu to be selectable in any way unless a "Character" has been selected.

If I have a database of 1000 records that are logged and counted as to which of these records are successful and unsuccessful sales,

can excel be programmed to give an accurate forecast of what will be the number/ percentage of successful sales records over the next 100, 50, 30 and 10 new record entry ranges, using the database history?, then which of the new records within each selected range are most likely to be successful sales using the database history?

If so, what components or data references are needed in a worksheet to meet these requirements to allow for creating an accurate forecasting application within excel?

I am trying to come up with the appropriate formula that can be used for possible forecasting purposes. Countif proves to be futile due to more than one criteria that needs to be met. Sumproduct seems to be more feasible but I am unable to get the correct formula or maybe I am wrong.

Here's the objective...I need to be able to plot the total number of people working on a project on a daily basis - # of people working on a Monday, Tuesday and so forth by means of referring to start and end date column..I am open to revisions so as to streamline everything.

I do forecasting for my company. We have a forecast every quarter. Any good templates (simple or complex) for presenting different quarters (or time periods) and the actual results for management?

Have to forecast/create a trend for the current year based on the data available for last two years. Below is the format of data. The current year data is kept blank as the data needs to be filled based on forecasting/ trending.

I have a base model for site openings and opening schedule. I need to build a 5 yr model which reflects the base model for each opening. I have matched the month in the model to the opening month but how do I get the base model subsequent months to follow the opening month?

see attached file. Need to find latest non blank value - in attached file it is highlighted in yellow. From there, want to summarise 26 weeks back so, in the attached file:

Row 2 would be finding 750 and summarised back 26 weeks from 30 sep 2012 Row 3 would be finding 2250 and summarised back 26 weeks from 2 dec 2012 Row 4 would be finding 5000 and summarised back 26 weeks from 4 nov 2012

I thought about using it for forecasting purposes. I might try to use it together with live data (temperature, seasonal patterns)... but if I graph it, it starts from left to right...

Forecasting using historical seasonally effected data

I organize my thoughts in numbers so it will be easier to understand.

[1] Say I have this data from January 2009 to December 2009:

1-4-7-10-13-14-15-16-18-20-22-25

As you can see, the growth is not linear.

[2] So then, I start with this data point for Janaury 2010.

26-a-b-c-d-f-g-h-i-j-k-l

[3] I now want to forecast that data point for the rest of 2009...using the growth in [1]. SO i guess that's an easy task right? Take the percentage change from Jan 08 and Feb 08...and apply that to the 26...and so on. (am i correct here at least).

[4] But lets say we have a GOAL. So, this become a forecast/plan. In December 2010, i want to grow double the amount of that in December 09. So 25 x 2 = 50. Now, the "known" data is like this:

I have historical sales for each month from the last 3 years. I would like to set up a seasonality adjustment for forecasting. I know that it won't be perfect and some may even suggest using regression, but I'd rather not. I'd like to do the following:

In a control sheet, list the months in chronological order beginning in cell A1; January, A2, February; etc., etc. through December.

Next, below each month, I'd like to have a factor. For example, in B1 beneath January, I'd like to be able to plug in 75%. This would say that for each January going forward, that it is 75% of the annual historical average for all periods. Whereas, say in June, it is 140%.

I am trying to set up a grid to count the number of orders each rep writes for each month of the year. I have tried three different formulas without success.

I need a macro that looks at the earlier orders first and assigns inventory to them. Keep assigning inventory until either there are no more orders, or the inventory is depleted. I have tried to figure this out using formulas but it never seems to work out correctly. Here is a little sample I made to show what I am trying to do.

I have been trying to create a macro button on my new orders page for my spreadsheet.

What I am hoping to achieve is a marco that when I click place it, it will take the information needed from the new orders page and paste it into the existing orders, but it does not end there the tricky bit im finding is how to get it to go to my stock spreadsheet and whatever part was ordered it would lower the stock by the quantity that was ordered so in effect the spreadsheet would lower my stock level as a items were purchased. I have attached the spreadsheet for you all to have a look at. I only have very basic VB skill but eager to learn. If anyone can solve this for me I defiantly owe them a pint

I have a list of african countries and their C02 emissions from 1990 to 2010. The question I'm asked is, who will be the top 5 emitters in the year 2020 given the current trends. I have done a lookup command and compiled a list of the top 5 emitters. My concern is though i do not know how to get the 2020 forecast of the top 5 emitters rather than the current datas.

I am using the Forecast formula to give me a value from a Linear trend. However I need to limit the resulting value that is displayed within a min and max value. Background: This is to allow me to calculate the amount of bonus someone will earn depending on the Percentages of their target they achieve. The min bonus is 25% when 80% of target is achieved and max bonus is 100% when 125% or greater of target is achieved. So the Forecast formular works great using the existing values, but i need help limiting the results to between 25% and 100%. I was trying to use a sumif formula to copy the resulting cell but only if the value fell between the 25 and 100%. I've attached the spreadsheet as I think it will highlight what i'm trying to do better than I can explain it.

I try to predict some macro economic statistics but any attempt till now didn't make sense. the attached file. Note: when i used the FORECAST function the predicted values showed an unlogical drop while there seems to be a positive trend.

I have inherited a series of data relating to a change in a specification over a period of time and a number of cycles.

See attached.

There is already a chart which shows the data and has an exponential line.

I want to find the value of Cycles where the Average Flash exponential from the chart line is 0.131.

FYI this is to plot deterioration in a piece of tooling, 0.131 being the accepted warning level. If you feel there is a better statistical model to use for that application then I'm all ears!

There will be many orders in this list and each orders will have several appendixes. I want to able to see and print the orders with their first appendix row but I want to do that when I need.

I am trying to count how many orders have Part numbers A and B on the same order. If order 123 has part number A and B on it then return true or else false. I think Match and array might be a way to go but I am still not able to come up with the result.