Excel & VBA
Five years and 200+ clients, then every day in planning.
Day to day
Tools built where planners lost the most time, alongside five years of freelance data and automation work.
- Ran the daily shortage report and the monthly export plan, both workbooks I built or rebuilt.
- Kept the capacity model and plan-versus-actual tracking up to date.
- Cleaned and merged SAP extracts with Stores and logistics data every day.
How it runs
- Find the repeatWatch where the same preparation happens every day or month.
- One inputMove entry into one validated place, with drop-downs and rules.
- Automate the logicFormulas, VBA or Power Query do the counting and matching.
- Hand overTest, train the planners and document known limits.
What I know
How I built it
Five years of freelance work alongside study and employment: more than 200 international clients on Fiverr and direct, from a single formula fix to operational systems with hundreds of lines of VBA, admin controls and custom interfaces. Then I used it every day as a planner.
Formulas I use, by job
Lookups
XLOOKUPINDEX/MATCHVLOOKUP
Pulling SAP extracts, stock and ETAs together by part number.
Conditional maths
SUMIFSCOUNTIFSAVERAGEIFSSUMPRODUCT
Requirements, shortages and plan-versus-actual by model, lot or day.
Dates & calendars
WORKDAY.INTLNETWORKDAYS.INTLEOMONTHWEEKNUM
Working-day calendars, holidays and capacity by day type.
Dynamic arrays
FILTERUNIQUESORTSEQUENCE
Live shortage lists and schedules that resize themselves.
Logic & clean-up
IF / IFSIFERRORTEXTTRIM
Rules, error-proofing and cleaning messy exports.
Beyond formulas
What I build
Planning models
Formula-driven calendars and capacity models: every date classified, its hours and overtime rules applied, rolled up to month and year, with scenario tables on top.
Used in Capacity model
Structured inputs
One validated input sheet in place of many copies: drop-downs, data validation, named ranges and error flags that catch lot-size mismatches before they spread.
Used in Export plan
Data consolidation
Power Query to merge SAP extracts, Stores and logistics data into one view, including a ~500 MB file beyond Excel’s worksheet limit.
Used in Shortage report
VBA automation
Macros that do the daily counting and matching: the shortage model across about 1,100 parts, and a 500+ line sales planning system.
Used in Shortage report, Sales planning
Reporting
PivotTables, KPI dashboards and plan-versus-actual tracking that planners and managers can read at a glance.
Used in Sales planning
Google Sheets & Apps Script
The same thinking where a team works in the browser: a mobile inventory system and shared trackers with scripted updates.
Used in freelance client work
What I improved
Planning should turn complexity into action.
Open to Production Planner, Materials Planner, Production Controller and Supply Chain Planning roles in the UK.