We used a systematic method to gather requirements, plan features, write and test macros that were used across the organization.

1. Requirements gathering and process mapping
2. Feature list development and execution plan
3. Data table creation to pull required data via SQL query from data warehouse
4. Macro workbook creation to display data
5. VBA macros written to minimize manual work and transform data
6. Testing of VBA macro results against manual calculations
7. Testing of macro-created upload sheet for compatibility with Oracle software
8. Training and knowledge transfer with company merchandise planners
9. Support, bug-fixes, and feature updates per feedback from business users

The macro workbook included an input sheet used to isolate styles and colors allocated to specific customers to be used. Historical selling data was imported to break down forecasts at the style color level down to size. Merchandise planners were provided options to assign size level allocations according to selling data for different time periods. This was combined with weekly selling data at the style color level to create more granular forecasts that could help planners manage their inventory and review sales by size and customer.

We worked with the data warehouse team to create tables that would aggregate and organize the exact data needed for the macro workbooks. SQL queries were used to extract filtered data tables via ODBC connection into the workbooks to be used for calculations.

The notebook had several macros used to create and run dynamic SQL queries, clean and reorganize data, generate Oracle upload sheets, and ultimately eliminate as much manual work as possible for the merchandise planners.

We used a systematic method to gather requirements, plan features, write and test macros that were used across the organization.

1. Requirements gathering and process mapping
2. Feature list development and execution plan
3. Data table creation to pull required data via SQL query from data warehouse
4. Macro workbook creation to display data
5. VBA macros written to minimize manual work and transform data
6. Testing of VBA macro results against manual calculations
7. Testing of macro-created upload sheet for compatibility with Oracle software
8. Training and knowledge transfer with company merchandise planners
9. Support, bug-fixes, and feature updates per feedback from business users

The macro workbook included an input sheet used to isolate styles and colors allocated to specific customers to be used. Historical selling data was imported to break down forecasts at the style color level down to size. Merchandise planners were provided options to assign size level allocations according to selling data for different time periods. This was combined with weekly selling data at the style color level to create more granular forecasts that could help planners manage their inventory and review sales by size and customer.

We worked with the data warehouse team to create tables that would aggregate and organize the exact data needed for the macro workbooks. SQL queries were used to extract filtered data tables via ODBC connection into the workbooks to be used for calculations.

The notebook had several macros used to create and run dynamic SQL queries, clean and reorganize data, generate Oracle upload sheets, and ultimately eliminate as much manual work as possible for the merchandise planners.