Producing Planning and Forecasting Reporting | Excel forum

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Fri 20 Dec 2013, 13:40 Delegate Sharon said...

Sharon has attended:
Excel Advanced course

Producing Planning and Forecasting Reporting

Hi there, I work in healthcare and need to produce a Planning and Forecasting solution to support Service Managers to plan their staffing according to projected activity. I have 1 Service with part Appointment, Part Walk-in and another which is 100% walk-in. I have past volumes, but I would like some advice on formula use, and how this reporting could be most successfully structured?

Fri 20 Dec 2013, 14:30 Edited on Fri 20 Dec 2013, 14:31 Trainer Gary said...

RE: Producing Planning and Forecasting Reporting

Hi Sharon

Thanks for getting in touch. I have enclosed one example you can try, involving trend lines on charts.

Once you have created your chart, you can right-click your line on the chart and choose Add Trendline. You can then format the trendline and extend the line using Forward Forecast for as many periods as appropriate.

You might also consider a tool called Solver, which allows you to map multiple variables to predict an outcome. Solver will be covered on the Advanced course.

Kind regards

Gary Fenn
Microsoft Office Specialist Trainer

Tel: 0207 987 3777
Best STL - https://www.stl-training.co.uk
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Attached files...

GF Trendline.xlsx

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