In writing about Historical Forecasts I want to know if you’ve been following this series? I’ve written in detail about all the steps to put together a project tracker that was easy to update, quick to use, and did most of the work automatically. It’s my strong belief that any Excel Workbook which you use frequently should conform to my 3-step Mantra: Update, Refresh, Share.
What this means is that you have to do a little more work up-front, in designing and building the workbook. This up-front work gives you automation. So that when you use the workbook, all you have to do is enter any updates, refresh the pivot tables, and that’s it, you’re ready to share the new data. No additional or separate steps are required to update any charts or other workbook elements. It’s all done for you automatically! Update, Refresh, Share!
The point of this mantra is that Excel can do most of the work for you if you set up the Workbook properly. I use this approach throughout this series of articles to show you how to do that. It does take a little extra work at the start. But the payoff is a fully automated workbook which is very quick to use.
And after you’ve used these techniques a few times, two things will happen. First, it will become much easier for you to implement other Excel trackers and dashboards using these techniques. It won’t be long before you are implementing these automated workbooks faster than you read my articles about them. Continue reading “Historical Forecasts for Your BTS Project Tracker”