Some help creating a tracker...

[BarneyLTD]

Hi all, hope someone can help here.

I supply a retail chain with stock and receive data from a sales cube.
I want to look at sales for the past 4 weeks and if they are in decline or don't meet a target I would like excel to trigger a 'Visit' so I can go to/contact the store to see whats up.

Is there anything out there I can adjust to do this or can anyone help me put something together?
I'm quite the novice with excel but learn quick.

A weekly breakdown of 10 stores is below.


[TABLE="width: 716"]
<colgroup><col span="10"><col></colgroup><tbody>[TR]
[TD]Sale Qty[/TD]
[TD="colspan: 2"]Column Labels[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Row Labels[/TD]
[TD]2019/01[/TD]
[TD]2019/02[/TD]
[TD]2019/03[/TD]
[TD]2019/04[/TD]
[TD]2019/05[/TD]
[TD]2019/06[/TD]
[TD]2019/07[/TD]
[TD]2019/08[/TD]
[TD]2019/09[/TD]
[TD]Grand Total[/TD]
[/TR]
[TR]
[TD]SKU CAT[/TD]
[TD="align: right"]120221[/TD]
[TD="align: right"]108986[/TD]
[TD="align: right"]111636[/TD]
[TD="align: right"]121503[/TD]
[TD="align: right"]122547[/TD]
[TD="align: right"]115257[/TD]
[TD="align: right"]113186[/TD]
[TD="align: right"]103477[/TD]
[TD="align: right"]42344[/TD]
[TD="align: right"]959157[/TD]
[/TR]
[TR]
[TD]STORE 1[/TD]
[TD="align: right"]78[/TD]
[TD="align: right"]31[/TD]
[TD="align: right"]54[/TD]
[TD="align: right"]81[/TD]
[TD="align: right"]46[/TD]
[TD="align: right"]54[/TD]
[TD="align: right"]72[/TD]
[TD="align: right"]46[/TD]
[TD="align: right"]21[/TD]
[TD="align: right"]483[/TD]
[/TR]
[TR]
[TD]STORE 2[/TD]
[TD="align: right"]107[/TD]
[TD="align: right"]116[/TD]
[TD="align: right"]70[/TD]
[TD="align: right"]93[/TD]
[TD="align: right"]106[/TD]
[TD="align: right"]93[/TD]
[TD="align: right"]111[/TD]
[TD="align: right"]126[/TD]
[TD="align: right"]57[/TD]
[TD="align: right"]879[/TD]
[/TR]
[TR]
[TD]STORE 3[/TD]
[TD="align: right"]47[/TD]
[TD="align: right"]44[/TD]
[TD="align: right"]49[/TD]
[TD="align: right"]42[/TD]
[TD="align: right"]55[/TD]
[TD="align: right"]70[/TD]
[TD="align: right"]52[/TD]
[TD="align: right"]66[/TD]
[TD="align: right"]21[/TD]
[TD="align: right"]446[/TD]
[/TR]
[TR]
[TD]STORE 4[/TD]
[TD="align: right"]80[/TD]
[TD="align: right"]130[/TD]
[TD="align: right"]118[/TD]
[TD="align: right"]99[/TD]
[TD="align: right"]138[/TD]
[TD="align: right"]120[/TD]
[TD="align: right"]100[/TD]
[TD="align: right"]58[/TD]
[TD="align: right"]48[/TD]
[TD="align: right"]891[/TD]
[/TR]
[TR]
[TD]STORE 5[/TD]
[TD="align: right"]127[/TD]
[TD="align: right"]173[/TD]
[TD="align: right"]131[/TD]
[TD="align: right"]127[/TD]
[TD="align: right"]112[/TD]
[TD="align: right"]129[/TD]
[TD="align: right"]113[/TD]
[TD="align: right"]96[/TD]
[TD="align: right"]54[/TD]
[TD="align: right"]1062[/TD]
[/TR]
[TR]
[TD]STORE 6[/TD]
[TD="align: right"]165[/TD]
[TD="align: right"]129[/TD]
[TD="align: right"]85[/TD]
[TD="align: right"]123[/TD]
[TD="align: right"]102[/TD]
[TD="align: right"]129[/TD]
[TD="align: right"]53[/TD]
[TD="align: right"]71[/TD]
[TD="align: right"]18[/TD]
[TD="align: right"]875[/TD]
[/TR]
[TR]
[TD]STORE 7[/TD]
[TD="align: right"]150[/TD]
[TD="align: right"]131[/TD]
[TD="align: right"]100[/TD]
[TD="align: right"]186[/TD]
[TD="align: right"]133[/TD]
[TD="align: right"]123[/TD]
[TD="align: right"]84[/TD]
[TD="align: right"]87[/TD]
[TD="align: right"]48[/TD]
[TD="align: right"]1042[/TD]
[/TR]
[TR]
[TD]STORE 8[/TD]
[TD="align: right"]342[/TD]
[TD="align: right"]343[/TD]
[TD="align: right"]310[/TD]
[TD="align: right"]262[/TD]
[TD="align: right"]221[/TD]
[TD="align: right"]242[/TD]
[TD="align: right"]186[/TD]
[TD="align: right"]206[/TD]
[TD="align: right"]64[/TD]
[TD="align: right"]2176[/TD]
[/TR]
[TR]
[TD]STORE 9[/TD]
[TD="align: right"]221[/TD]
[TD="align: right"]145[/TD]
[TD="align: right"]115[/TD]
[TD="align: right"]128[/TD]
[TD="align: right"]112[/TD]
[TD="align: right"]101[/TD]
[TD="align: right"]153[/TD]
[TD="align: right"]116[/TD]
[TD][/TD]
[TD="align: right"]1091[/TD]
[/TR]
[TR]
[TD]STORE 10[/TD]
[TD="align: right"]243[/TD]
[TD="align: right"]180[/TD]
[TD="align: right"]182[/TD]
[TD="align: right"]171[/TD]
[TD="align: right"]168[/TD]
[TD="align: right"]244[/TD]
[TD="align: right"]153[/TD]
[TD="align: right"]165[/TD]
[TD="align: right"]48[/TD]
[TD="align: right"]1554[/TD]
[/TR]
</tbody>[/TABLE]

 

[oldbrewer]

it is difficult statistically to prove a genuine trend - eg if current month is 99 and previous three were 88,99,110

even worse if there is any seasonality in the data

however managers like traffic lights flashing red and green so you are in a difficult position - a formula to compare june with the average of march april may would be (data in row 5 so in J6)

=if((sum(g5:I5)/3)>J5,"red","green")