27 results

• Six Pillars

  The basis and guiding principle on how I carry out work associated with resource planning. This is also the approach that I would generally take when either consulting or implementing a new team/Department in

  https://planning-and-insight.fandom.com/wiki/Six_Pillars

• Count unique values Excel

  =SUMPRODUCT( 1/ COUNTIF( data, data ) ) The COUNTIF function returns the count of values based on a criteria. Using a range (an array of cells and values) to create a criteria makes the function calculate

  https://planning-and-insight.fandom.com/wiki/Count_unique_values_Excel

• Planning and Insight Wiki

  Welcome to the Planning and Insight Wiki! The Wiki brought to you by www.chrisgage.org

  https://planning-and-insight.fandom.com/wiki/Planning_and_Insight_Wiki

• Schedulers - Basic Rules

  Home - Planning Techniques - Schedules Basic Rules for Schedulers[] Concurrent breaks should never go over 25% of available FTE on the day if possible., Meetings with the exception of One to Ones should never be back

  https://planning-and-insight.fandom.com/wiki/Schedulers_-_Basic_Rules

• Four Pillars

  Basic principles to remember when thinking planning and forecasting. If these are not all met its likely your forecast will not be fully accurate and indeed its difficult for accountability as its unrealistic to assume

  https://planning-and-insight.fandom.com/wiki/Four_Pillars

• Excel Formula and Guidance

  This is not supposed to be an exhaustive live of excel formulas for that I would suggest visiting https://exceljet.net/formulas but rather key formulae/functions that could prove useful for your work in

  https://planning-and-insight.fandom.com/wiki/Excel_Formula_and_Guidance

• Index Match

  INDEX MATCH Formula:=INDEX(C3:E9,MATCH(B13,C3:C9,0),MATCH(B14,C3:E3,0))

  https://planning-and-insight.fandom.com/wiki/Index_Match

• Three Basic Steps to Consider

  Planning for capacity breaks down into three simple elements: determining your targets (KPI/Service Levels), understanding current capacity, and of course planning ahead. In this step, your business should break down work into categories with

  https://planning-and-insight.fandom.com/wiki/Three_Basic_Steps_to_Consider

• Short Term Forecasting

  Home - Forecasting Weekly and daily forecasts are typically done 3-6 weeks in advance. The objective of these short-term forecasts is to determine where you schedule your staff in the following weeks. One question

  https://planning-and-insight.fandom.com/wiki/Short_Term_Forecasting

• Long Term Forecasting

  Home - Forecasting - Forecasting Type The objective of monthly forecasting is to give the operations “directionally correct” information. What does that mean?

  https://planning-and-insight.fandom.com/wiki/Long_Term_Forecasting

• Countif Dates

  Using Excel COUNTIF function with dates If you want to count cells with dates that are greater than, less than or equal to the date you specify or date in another cell, you proceed in

  https://planning-and-insight.fandom.com/wiki/Countif_Dates

• Averageif between dates

  Enter this formula:=AVERAGE(IF((A2:A15=E1)*(A2:A15=E2),B2:B15)) into a specific blank cell, and then press Ctrl+ Shift+ Enter keys together to get the correct result, see screenshot: https://www

  https://planning-and-insight.fandom.com/wiki/Averageif_between_dates

• Forecast Types

  Home - Forecasting Long Term Forecasting - This type of forecasting is created to give a'directionally correct' view to Operations and other stakeholders, not necessarily focusing on a high degree of accuracy.

  https://planning-and-insight.fandom.com/wiki/Forecast_Types

• Scheduling

  Basic Rules for Schedulers

  https://planning-and-insight.fandom.com/wiki/Scheduling

• Capacity Planning

  Home - Planning Techniques Three Basic Steps to Consider - Planning for capacity breaks down into three simple elements: determining your targets (KPI/Service Levels), understanding current capacity, and of course planning ahead.

  https://planning-and-insight.fandom.com/wiki/Capacity_Planning

• Planning Techniques

  Home Breaking down the component parts of Planning and Insight into manageable chunks.

  https://planning-and-insight.fandom.com/wiki/Planning_Techniques

• Highlight Duplicates from Selection

  This macro will check each cell of your selection and highlight the duplicate values. You can also change the colour from the code.

  https://planning-and-insight.fandom.com/wiki/Highlight_Duplicates_from_Selection

• Highlight the Active Row and Column

  Highlight the Active Row and Column Private Sub Worksheet_BeforeDoubleClick(ByVal Target As Range,

  https://planning-and-insight.fandom.com/wiki/Highlight_the_Active_Row_and_Column

• Highlight Top 10 Values

  Highlight Top 10 Values Just select a range and run this macro and it will highlight top 10 values with the green colour.

  https://planning-and-insight.fandom.com/wiki/Highlight_Top_10_Values

• Email the Workbook

  Send Email and/or/extra workbook The following subroutine sends the last saved version of the active workbook in an e-mail message. Change the mail address and subject in the macro before you run

  https://planning-and-insight.fandom.com/wiki/Email_the_Workbook

• Auto fit all the columns in your worksheet

  Quickly auto fit all the columns in your worksheet. This macro code will select all the cells in your worksheet and instantly auto-fit all the columns.

  https://planning-and-insight.fandom.com/wiki/Auto_fit_all_the_columns_in_your_worksheet

• Auto-Fit Rows

  You can use this code to auto-fit all the rows in a worksheet. When you run this code it will select all the cells in your worksheet and instantly auto-fit all the row.

  https://planning-and-insight.fandom.com/wiki/Auto-Fit_Rows

• Forecasting

  Home Looking at forecasting, some of the strategies, types and pitfalls. Though there is a particular focus on Contact Centre type volumetrics, forecasting standardisation generally exists across most departments and industries in general.

  https://planning-and-insight.fandom.com/wiki/Forecasting

• Count by Week Number

  To count by week number is a bit different than by month. Instead of finding the start and end dates of the date range, we focus on exact week number using the WEEKNUM function.=COUNTIFS

  https://planning-and-insight.fandom.com/wiki/Count_by_Week_Number

• Do they really want a Capacity Plan?

  Home - Planning Techniques - Capacity Plan Do they really want a Capacity Plan?

  https://planning-and-insight.fandom.com/wiki/Do_they_really_want_a_Capacity_Plan?