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Automation2023

Excel VBA Automation — Forecasting & RPA

Forecast ordering, lead-time planning & Power BI exports

Excel VBA Automation — Forecasting & RPA

Overview

Automated order planning at scale: a Forecast button and Excel formulas that calculate order quantities from moving averages, predict each product's run-out date using Lead Time, and one-click import/export macros (VBA as RPA) that feed clean data into Power BI.

Architecture

Excel formulas compute demand forecasts from historical averages, while a VBA 'Forecast' button runs the order-planning calculation and estimates each product's run-out date from its Lead Time. Macro-driven import/export routines act as lightweight RPA, exporting a clean dataset ready for Power BI.

Business impact

  • Built a Forecast button that calculates order quantities from moving averages to reduce product shortages.
  • Predicted stock-out dates from each product's Lead Time so orders are placed before items run out.
  • One-click import/export macros move and clean order data straight into Power BI dashboards.
  • Cut repetitive manual work across order planning and reporting.

Lessons learned

  • Model Lead Time explicitly — ordering late is the expensive mistake.
  • A well-placed macro button can replace hours of manual copy-paste.
  • Shape the data at the source so the BI layer stays simple.