Production Scheduling with Excel

This is an information site to help you build planning and scheduling systems with spreadsheets. Here you will find tutorials, templates and downloads that can be used to create advanced planning and scheduling system using Microsoft Excel.

Continue Reading
Hard Inventory Allocation

Setting service levels usually starts with inventory.

Here’s a way to improve supply for important customers, that doesn’t involve inventory sizing.

And it doesn’t involve production either…

{ 1 comment }

Continue Reading
Demand Planning Inventory Allocation

In times of shortage, how do you allocate inventory to customer orders?

It is tempting to fall back on hard allocation. This could be a mistake.

Here’s why. With a download simulation to prove it.

{ 12 comments }

Continue Reading
Demand Planning Sales Forecasting

Here are five things you need to know about forecasting.

This is a statistics-free zone. Five forecasting principles for demand planning.

{ 8 comments }

Continue Reading
Excel Planning Rating

How does your Excel planning measure up?

Are you getting the best results or are you suffering from Excel hell?

Here is a simple measurement and a download tool that can give you an instant rating on your planning tools built with spreadsheets.

{ 1 comment }

Continue Reading
Exploding Tables in Excel Planning

This is a core method to apply the Fast Excel Development Method in building a planning and scheduling system in Excel.

Convert forecasts, explode demand and generate work orders — this method is something that every planner should know.

{ 3 comments }

Continue Reading
View on scheduling

Is the purpose of production scheduling to feed MRP and execution?

If you’re satisfied with this answer, then you’re missing something. A small, two-letter word will change the way you look at scheduling.

{ 1 comment }

Continue Reading
Excel Data Cloud

We build planning and scheduling systems in Excel.

Some systems like this material planning example have more than one user, in different locations.

Here is a way to share Excel data across multiple users by using a simple cloud service.

{ 1 comment }

Continue Reading

How To Plan for Long Lead-Time Materials

July 27, 2011
Shipping supply chain material planning shipping

The biggest headache in material planning is long lead-time materials.

Here is a simple tool that gives visibility between a buyer and a factory separated by a lot of water.

Also see an easy trick to connect multiple Excel users on different continents with free data integration over the cloud.

Read the full article →

Scheduling Job Shops and Engineer-to-Order – Three Alternatives that can Work

July 5, 2011
Job shop scheduling engineer-to-order

Job shop production is a challenge for scheduling.

Three ideas to job shop scheduling and other customized products when you have no standard process data.

Read the full article →

The Most Useful Excel Function You Will Ever Learn

June 29, 2011
Index Excel Formula

I would like to introduce the most useful function that Excel has to offer.

This is the most widely used Excel function in the Fast Excel Method. When building planning systems, I find myself typing this in formulas more than any other function.

The function can transform Excel spreadsheets into a fully-blown business software platform. We use it to retrieve data, perform calculations and present them in a report.

Read the full article →

The Reality of Your Manufacturing World

May 17, 2011
Manufacturing Reality and Master Data

Represent your manufacturing business using master data. Link the planning and scheduling system to the real world.

Excel-based planning systems give you more flexibility. Flexibility within the realms of the possible. Here are the essentials of master data and how they map onto your business.

Read the full article →

The Secret Trick that Turns Excel into a Flexible Business System

April 25, 2011
Excel Software Secret Trick

ERP often fails to give you the flexibility and visibility that you need.

Excel use has its own problems with spreadmarts and spreadsheet sin.

Apply this technique and take control over your planning and reporting. Getting Excel to perform like a business system.

Read the full article →

Kick-Start Your Capacity Planning

April 18, 2011
Kick Start Capacity Planning

The most common mistake that planners make with capacity planning, and how to fix it.

Some tips on how to get good visibility on capacity in a high-mix production factory.

Download our free Capacity Planning Tool and load it with your own production data.

Read the full article →

Uncertainty and the Predictive Power Of Planning

April 11, 2011
Predictive operations planning

Predictive planning provides a way to manage uncertainty. Planning can resolve the dilemma between schedule-push and demand-pull.

How an Excel-based predictive planning tool can work alongside the business transaction system.

Read the full article →

Capacity Planning Tool

April 5, 2011
Capacity Planning Tool Download

Here is a Capacity Planning Tool to download, test and run with your own data.

You can see your work orders from sales, compare with available capacity. Gives you instant visibility on production capability and constraints.

Read the full article →

How Calendars Fix Your Capacity in Planning and Scheduling

Thumbnail image for How Calendars Fix Your Capacity in Planning and Scheduling March 31, 2011

This is a guide to help you use calendars in planning and scheduling.

Production capacity starts with calendars – here’s how to make a calendar and calculate in Excel.

Read the full article →

Easy Date Calculations When Planning With Excel

February 1, 2011
Thumbnail image for Easy Date Calculations When Planning With Excel

Capacity planning compares minutes of production with days of resources. Here is an easy way to convert minutes to days over any working calendar.

This technique also helps to simplify many Excel date calculations for working days and times.

Read the full article →

A Simple Truth About Capacity Planning

January 21, 2011
Capacity Planning Measures

“It was easy to see where they were going wrong…”

A short story and a simple truth about capacity planning.

Also a chance to give us feedback and get free access to the right capacity planning tool for your business.

Read the full article →

Seven Habits for Highly Effective Excel Planning

January 1, 2011
Excel Planning Habits

Happy new year! A time for planning and new year resolutions.

Ouch. The word “Resolutions” doesn’t give you good feelings, does it?

I prefer habits -form them and it takes effort to break them. Here are seven good habits for using Excel for planning.

Read the full article →

Excel Demand Analytics – Fast Formulas on 65K+ Rows

November 29, 2010
Demand Analytics Chart Thumb

Analytics for demand planning in Excel usually involves big tables of data.

To understand the demand for a product, you need to look into its history. An order history can easily have 100K+ records.

Here is a technique to perform fast analytical formulas on many thousand rows.

Read the full article →