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Dynamic Calendar that predicts when something will need to be ordered again

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    Dynamic Calendar that predicts when something will need to be ordered again

    Hello! I have an excel sheet where I input when something has been ordered and it keeps a log for all the times that I've ordered it in the past and I want to add a function on the second sheet where it pulls the date on the same row and in relation to the thing I ordered so that when I input the thing I ordered again in the future, the second sheet will update automatically and grab the newest date. This is done to track the hours spent on the thing ordered every time it is ordered and there are two columns for each month because sometimes things are requested for order but they arent ordered so thats why the second column is there. Attached is an example of the excel sheets that I've been using and if you need me to explain anything more thoroughly or have any recommendations on how to improve it in anyway aside from pulling the data from the previous sheet then that would be greatly appreciated as well!
    Last edited by cheeseleweese; 01-21-2021 at 05:09 PM.

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    Forum Moderator Glenn Kennedy's Avatar
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    Re: Dynamic Calendar that predicts when something will need to be ordered again

    My first impression was that this was hugely manual and needed a fair bit of automation.

    1. It was very confusing that the first date was late 2020 and your calendar started in Jan 2019.

    2. I deleted 2019. However, you will see in a minute, that if you need to add it back in, it is now simple.

    3. I deleted columns E & F. They are not needed.


    4. I deleted G1:BB1. It's not used, not needed and the column is so wide that it's not much use, anyway.

    5. All cell references now refer to the modified sheet. I moved your total rows out of the way for the moment.

    6. In G1, add 01/01/2020 and in I2, 01/02/2020. Format (CTRL-1, custom) as "mmm/yy"

    7. Select both cells. Copy/paste to BB1. Now the value in G1 sets the range of dates for the sheet. If you want to add 2019 back in change G1 to 01/01/2019 and everything changes in a millisecond.

    8. in G2: =IFERROR(IF(AND(YEAR($C2)=YEAR(G$1),MONTH($C2)=MONTH(G$1)),$F2,""),"") and copy down to G20

    9. In H2: IFERROR(IF(AND(YEAR($D2)=YEAR(G$1),MONTH($D2)=MONTH(G$1)),$F2,""),"") and copy down to H7

    These two formulae pick up the date from column C/D and match it with the month/year from the header.

    10. Select G7:H7 and copy/paste to BB7.

    Now the whole table is automated. However, I don't really understand what you want to do AFTER this point. So now, I'm guessing.

    11. I used a range of formulae to return the data, mostly similar to this one (different shading = different formula), all copied down.

    =IFERROR(INDEX('Input Data'!D:D,AGGREGATE(15,6,ROW('Input Data'!$D$3:$D$20)/('Input Data'!$D$3:$D$20<>""),ROWS(A$2:A2))),"")

    Are the cycle times always 365? If not, we'll need to add a bit more on elsewhere.

    Currently your totals column is floating at the end. We can address that shortly. But for now, how does this look? Did I guess your intentions correctly?
    Attached Files Attached Files
    Glenn




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    Re: Dynamic Calendar that predicts when something will need to be ordered again

    Hi Glenn, thank you very much for your help! I was able to adjust the copying of dates and items onto the excel sheet I'm using however as you mentioned the cycle times are not always 365 days. The cycle times vary depending on the product. The items on the second sheet will be the same and I wanted to use that sheet to condense the information from the first sheet to show the item only for the latest time it was used because the previous sheet "Input Data" has thousands of entries over the years and I wanted to find the newest one to put onto the predictor for the future to know when it needs to be ordered again without copying duplicates. Another dilemma I was having with that is trying to match the cycle days with the correct item since the item will be changing cell locations on the "Input Data" sheet every time it is updated. How would you recommend going about that to keep the excel sheet dynamic so new information can be input and update the future? I was also thinking of keeping the past years to be able to see when there might have been an item that was skipped.

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    Forum Moderator Glenn Kennedy's Avatar
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    Re: Dynamic Calendar that predicts when something will need to be ordered again

    I took another look at this. I think I must have fixed any concerns I had about the cycle time, as the formula looks OK to me. I relocated yout totals to the top of the sheet (I always think thetop of a sheet is the place for a summary!!).

    It now pulls through a list of unique products (column A), the complementary info (col B) and the LAST date of purchase (col C).

    With regard to the cycle times... where are these stored? In the same table as the input sheet? Elsewhere (if so where)?

    1. If the cycle times are in the same table as the input sheet, do nothing - except tell me.

    2. if they are elsewhere, add a table/sheet to THIS version of the file and re-post it.

    3. To minimise inefficiencies, it might be an idea to use Named ranges in places here and there. Do you know how to set these up? If not, I will do it and explain.
    Attached Files Attached Files

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    Re: Dynamic Calendar that predicts when something will need to be ordered again

    Thank you very much for following up with this! I apologize for the delay and with being vague with some of the functions I'm trying to accomplish.

    The "Predictor for the future" sheet contains the cycle times which is fixed for each of the products and I already have all of the products manually input so I was thinking it might be easier to leave those manually input on the "Predictor for future" sheet so that the cycle days column wouldn't be a problem?

    I was trying to mess with the code underneath the calendar so that if it was before the last time purchased in column C then it would grab the hours from the "Input Data" sheet with respect to the dates in the calendar and the ones input in column E of the "Input Data" sheet because the dates are kept from the past to see trends and if anything was missed. And if the corresponding date in the calendar matched with the last time purchased in column C of the "Predictor for the future" sheet then it would upload the hours for that date and upload the future date with regards to the cycle. I also was trying to find a way to document whether hours were missed in a cycle because sometimes an item isn't ordered and when the item pops up again due to it's cycle it is left blank when updated on the "Input Data" sheet.

    I tried approaching it the way bebo did in https://www.excelforum.com/excel-for...ml#post5453755 by scanning the other sheet to update on the predictor for future sheet but I think I'm missing something by multiplying the ranges and I'm not too sure how that works.



    Thank you for your patience and persistence with helping me!

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    Re: Dynamic Calendar that predicts when something will need to be ordered again

    Is this a duplicate thread of another one by you which has "Dynamic Calendar" in the title?

    Pete

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    Re: Dynamic Calendar that predicts when something will need to be ordered again

    After adjusting a couple things with the foundation you guys laid I was able to get it to work. Thank you for all the help and with sharing new methods of approach to the excel function!

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    Forum Moderator Glenn Kennedy's Avatar
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    Re: Dynamic Calendar that predicts when something will need to be ordered again

    You're welcome.



    It would be very nice if you were to just click the Add Reputation button at the foot of any of the posts of members who helped you reach a solution.

    Finally, if that takes care of your original question, please select "Thread Tools" from the menu link above and mark this thread as SOLVED.

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