How can I create a vendor capacity tracking graph/chart?
I would like to implement a tool vendor capacity chart for my team. They like visual information vs. a bunch of data on a spreadsheet. We work with 5 - 7 tool vendors and I want to be able to assist the team by having them review the capacity chart prior to awarding them the business. We work with smaller ma & pop shops so they will take jobs and say they can meet the lead time and they really can't. At least with this chart we would have an idea of their ability to meet the requested lead time based on what we've given them already. I know they have other tools with other suppliers in their shop so this chart isn't going to show all of their capacity, but at least we will see ours. We have some of the vendors that won't turn down the work and would rather take the job and deliver late than turn it down (it eats into our lead time). Which is why this chart would be very helpful when we are deciding who we want to award the final job to. This would at least give my team a snapshot of the jobs in their queue and determine if we should award the job to one vendor vs. the other. What I would like to be able to show my team is the following information in a chart form.
Since I want to see a lot of information I figured viewing the data by tool vendor would be the best way. On the current tool PO tab, this is what I came up with but it looks very sad, so I'm reaching out to the Experts. The data in the tab was test data to see what the chart would look like. The first tab (data) has data that I would be using.
I would like my team to take away something like this. Tool vendor X has 7 tools in the queue. And tool 1 was place on 6/25 and is due 8/1, tool 2 was placed 6/29 and is due 7/15,etc. Not sure if it's possible to show the number of weeks next to each job but that might not even be necessary if I can get the chart look the way I am visioning it.
Tool-Vendor-Capacity.xlsx
- tool vendor - VENDOR NAME
- customer name - CUSTOMER
- customer description - TOOL DESCRIPTION
- customer ORD # - ITEM NUMBER
- current tool lead time (ie., 4 weeks, 9 weeks, etc.) - CREATED DATE THROUGH REQUESTED DATE
- classification (this lets me know if the tool is seal, o'ring, bladder, etc) - TOOL CLASSIFICATION
Since I want to see a lot of information I figured viewing the data by tool vendor would be the best way. On the current tool PO tab, this is what I came up with but it looks very sad, so I'm reaching out to the Experts. The data in the tab was test data to see what the chart would look like. The first tab (data) has data that I would be using.
I would like my team to take away something like this. Tool vendor X has 7 tools in the queue. And tool 1 was place on 6/25 and is due 8/1, tool 2 was placed 6/29 and is due 7/15,etc. Not sure if it's possible to show the number of weeks next to each job but that might not even be necessary if I can get the chart look the way I am visioning it.
Tool-Vendor-Capacity.xlsx
For this you will need a excel pro to develop this thing for you.
I don't have a clear picture yet of the deliverables you'd like to present, but I do think that including historical data on your vendors' production record would be helpful to compare to.
For instance, if you have a vendor with five tools pending with a history of delivering a week ahead of the required date, and another vendor with only two tools in the queue, but delivers two weeks late on average, that might be beneficial. Also, one could check the maximum capacity of each vendor and weigh against delivery.
I also work in order deliverables and wonder if your "Required Date" and "Promised Date" are similar. In our case, the Required Date is the initial delivery date schedule when the order was entered; the "Promised Date" can change during the course of the order (for any various reasons).
Regards,
-Glenn
For instance, if you have a vendor with five tools pending with a history of delivering a week ahead of the required date, and another vendor with only two tools in the queue, but delivers two weeks late on average, that might be beneficial. Also, one could check the maximum capacity of each vendor and weigh against delivery.
I also work in order deliverables and wonder if your "Required Date" and "Promised Date" are similar. In our case, the Required Date is the initial delivery date schedule when the order was entered; the "Promised Date" can change during the course of the order (for any various reasons).
Regards,
-Glenn
ASKER
Glenn/Shabbir.
I found this Project Template from Visualology.Net in Excel and I'm trying to see if I can use this to kind of get me closer to what I'm looking for visually. I can't figure out to update the 2011 dates to 2016 dates. Right now when I change the date in I9 it removes the bar because it's a 2016 date. Also, I am completely stumped on what OE (c8), MLE (d8), PE (e8) stand for, any thoughts?
Excel-ProjectPlan_Tool-Capacity.xlsx
I found this Project Template from Visualology.Net in Excel and I'm trying to see if I can use this to kind of get me closer to what I'm looking for visually. I can't figure out to update the 2011 dates to 2016 dates. Right now when I change the date in I9 it removes the bar because it's a 2016 date. Also, I am completely stumped on what OE (c8), MLE (d8), PE (e8) stand for, any thoughts?
Excel-ProjectPlan_Tool-Capacity.xlsx
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ASKER
Glenn..THANK YOU SO MUCH for reviewing the date issue. Question...I used the values you provided but I have no clue what 42613 means in layman's terms and I couldn't find where to change the internal date value (see screenshot). I want to be able to extend the dates out. I was able to figure out how to the change increments from 7 to 10, etc.--YIPEE!
I'm going to try and figure how to use this to portray some of the information I had in my original question. Something is better than nothing at this point. Even if it will only show me what tools are being worked on at the vendor. Once I get the basics out of the way, I'm going to see if I can use those other columns to my benefit.
tooldate.png
I'm going to try and figure how to use this to portray some of the information I had in my original question. Something is better than nothing at this point. Even if it will only show me what tools are being worked on at the vendor. Once I get the basics out of the way, I'm going to see if I can use those other columns to my benefit.
tooldate.png
The screenshot helps.
The numbers you're seeing for minimum and maximum are Excel's internal date values (days since January 1, 1900). You can actually type a visual date string like "10/1/2016" in those boxes for your convenience and Excel will change them to the internal numbers automatically.
You could also just click the [Reset] button for each and the chart will scale automatically depending on the dates in the source table.
-Glenn
The numbers you're seeing for minimum and maximum are Excel's internal date values (days since January 1, 1900). You can actually type a visual date string like "10/1/2016" in those boxes for your convenience and Excel will change them to the internal numbers automatically.
You could also just click the [Reset] button for each and the chart will scale automatically depending on the dates in the source table.
-Glenn