Automated Excel Dashboard for Demand Planning
Budget: $10 – $30 USD
Job Title
Excel Expert Needed to Build an Automated Demand Planning Dashboard
Project Description
I am looking for an experienced Microsoft Excel expert to develop an automated Demand Planning Workbook with a professional dashboard.
The workbook will help me consolidate demand planning data from multiple portfolios into one Master Workbook, providing a complete overview of demand and supply.
The portfolios include:
* Well Engineering
* Well Delivery
* Project Delivery
* Run & Maintain
* Infrastructure
* Support Functions (HSE, IT, etc.)
Each portfolio has different types of projects, activities, and material requirements.
Scope of Work
The workbook should include:
* A standardized Forecast Template for each portfolio with a 5-year monthly forecast.
* A Stock on Hand (SOH) template.
* An Open Orders template.
* A Master Workbook that automatically consolidates data from all portfolio templates without manual copy and paste.
The forecast template should include:
* SAP Material Number
* Material Description
* Material Group
* Unit of Measure
* Activity Type
* Monthly Forecast Quantity
* Unit Price
* Forecast Value
Materials should be automatically grouped by Material Group.
Dashboard Requirements
Create an interactive Excel dashboard that provides:
* Total Forecast Quantity and Value
* Stock on Hand (SOH)
* Open Orders
* Procurement Gap (Forecast not yet covered by SOH and Open Orders)
* Summary by Portfolio
* Summary by Material Group
* Monthly and Yearly Demand Trends
The dashboard should include filters for:
* Portfolio
* Year
* Material Group
* Activity Type
Requirements
* Microsoft Excel
* Fully automated consolidation of all portfolio data.
* Easy to maintain and update.
* Professional and user-friendly design.
Please share examples of similar Excel dashboards or automation projects you have completed. I also welcome suggestions for improving the workbook structure and automation if you have experience in demand planning or supply chain reporting.
Excel Expert Needed to Build an Automated Demand Planning Dashboard
Project Description
I am looking for an experienced Microsoft Excel expert to develop an automated Demand Planning Workbook with a professional dashboard.
The workbook will help me consolidate demand planning data from multiple portfolios into one Master Workbook, providing a complete overview of demand and supply.
The portfolios include:
* Well Engineering
* Well Delivery
* Project Delivery
* Run & Maintain
* Infrastructure
* Support Functions (HSE, IT, etc.)
Each portfolio has different types of projects, activities, and material requirements.
Scope of Work
The workbook should include:
* A standardized Forecast Template for each portfolio with a 5-year monthly forecast.
* A Stock on Hand (SOH) template.
* An Open Orders template.
* A Master Workbook that automatically consolidates data from all portfolio templates without manual copy and paste.
The forecast template should include:
* SAP Material Number
* Material Description
* Material Group
* Unit of Measure
* Activity Type
* Monthly Forecast Quantity
* Unit Price
* Forecast Value
Materials should be automatically grouped by Material Group.
Dashboard Requirements
Create an interactive Excel dashboard that provides:
* Total Forecast Quantity and Value
* Stock on Hand (SOH)
* Open Orders
* Procurement Gap (Forecast not yet covered by SOH and Open Orders)
* Summary by Portfolio
* Summary by Material Group
* Monthly and Yearly Demand Trends
The dashboard should include filters for:
* Portfolio
* Year
* Material Group
* Activity Type
Requirements
* Microsoft Excel
* Fully automated consolidation of all portfolio data.
* Easy to maintain and update.
* Professional and user-friendly design.
Please share examples of similar Excel dashboards or automation projects you have completed. I also welcome suggestions for improving the workbook structure and automation if you have experience in demand planning or supply chain reporting.