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MarekMarek100's avatar
MarekMarek100
New Member
4 years ago
Solved

Service Visits Planning - Frequency Calendar

Hey All,

 

I am wondering what would be the most efficient way to create a calendar and calculate the number of scheduled visits. The dataset I have is something like:

 

Customer NameVisit TypeFrequencyBase Month

Customer I

Service A31
Customer IIService A65
Customer IIIService B129

 

Frequency means how often we need to visit customers and base month means in which month we start, for example:

* Customer I will be visited every 3 months starting in January (January-April-July-October-January-...etc)

* Customer II will be visited every 6 months starting in May (May-November-May-...etc)

 

Ideally I would like to create a calendar (matrix) showing Service Types/Customers in rows and in Months in columns to understand how I need to plan my work. For example, how many visits (which service types) I have in January, February, etc.

 

This is a true head-scratcher for me as I have literally no idea how to tackle it...

 

thank you in advance for every tip!