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Distributing remaing units over equal number of hours

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    Distributing remaing units over equal number of hours

    I'm having trouble writing out a working formula for this problem.
    I've attached a sheet to better show what I'm trying to accomplish.

    Basically, I have a total unit goal for a workday. Each hour has a planned goal based on a weighted %. Once an hour goes by, I have the actual total of units produced. I want to be able to input the actual total and depending on it's relationship to the planned goal, I would like to have the remaining hours be updated with the new planned goal, but have the revised goal be based on the weighted %'s for that hour.
    I can't have the under or over units be spread out evenly across all hours [so no (planned+- actual)/24], nor can I have the over/under units be lumped fully to the following hour.

    The formula would have to take into account the actual totals potentially being less than or greater than the planned goal.

    Thank You in advance!

    Planned Vs Actual.xlsx

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    Re: Distributing remaing units over equal number of hours

    Using your posted workbook...
    this regular formula, copied down, returns the Actual amount (if there is one), otherwise it allocates the remaining Goal over the remaining hours (based on their % as a percentage of the remaining plan hours percents)
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    Is that something you can work with?
    Ron
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    Re: Distributing remaing units over equal number of hours

    This formula works 99% of the way.
    The only missing piece is that the goal amount changes with the actual input. If possible, leaving the goal amount the same would be ideal, but I can probably insert an additional column to show that relationship.

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    Re: Distributing remaing units over equal number of hours

    Not sure I follow you.
    In the formula I posted, as Actual Units are processed...the remaining goal changes and is what gets allocated over the remaining hours.
    Example:
    If hours 0 through 4 have 3,000 each (totaling 15,000)...then 65,000 is left to be allocated.
    That's what the formula I posted does. The total in H28 always equals the original Goal of 80,000.

    Did you need something else to happen?

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    Re: Distributing remaing units over equal number of hours

    In the formula you posted, once you put in the actual units, the planned goal for that hour changes to match and then the rest equally distributes through the remaining hours.
    I would like to see the planned goal not turn into the actual, yet still distribute the remaining units over the remaining hours.

    To illustrate not using actual math:
    If the plan was 5000 spread over the total day, once you put in an actual for the first hour, the plan stays the same and everything below it adjusts. Then the next hours it reevaluates based on the new goal and once the actuals are put in, it reevaluates and changes the remaining hours.

    Plan Act
    1 5000 4500
    2 5125 5000
    3 5185 ""

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    Forum Expert Ron Coderre's Avatar
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    Re: Distributing remaing units over equal number of hours

    OK...I understand.

    Try this regular formula, copied down:
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    and use this formula for your total:
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    Does that help?

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    Re: Distributing remaing units over equal number of hours

    It gets me very close.
    I'm not sure if it's possible to have the next hours planned goal, as it adjusts, not revert back to the original planned goal once the current hour has been updated with an actual.
    So for instance, instead of {=I4,$E$4*J4} as the constant goal it reverts to, having it actually stay what the updated goal changed to.

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    Re: Distributing remaing units over equal number of hours

    I think it's time for you to post and example that demonstrates what you want to see.

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    Re: Distributing remaing units over equal number of hours

    I uploaded an edited sheet laid out with how it works presently with the formula and how I'd like the formula to eventually work.
    The second table has the formulas knocked out of the planned goal that has actual units next to it.

    Hopefully it clears things up!

    Planned Vs Actual.xlsx

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    Forum Expert Ron Coderre's Avatar
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    Re: Distributing remaing units over equal number of hours

    For whatever reason...I'm just not seeing the pattern :|
    Can you spell it out for me?

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    Re: Distributing remaing units over equal number of hours

    That's okay, I've appreciated the help so far.

    On the sheet I included in my last post, the 0 hour goal was 420 and the actual came in at 400. The hour 1 goal now has changed to 421. The hour 1 actual is 450. I want the hour 1 goal to not revert back to 420 when you enter in 450 as the actual, but I want the rest of the planned goals to continue calculating out new goals to reach the 10000 total.

    Once a goal has changed based on the previous hours input, I don't want it to revert back to something different, but I still need each hour after the last actual to continue calculating to reach the total end goal.

    Hopefully that helps to clear things up a bit.

    I need to see what the performance needs are in the future hours based on the variability of the actuals, while at the same time being able to judge how well production is matching to ever changing hour by hour goals.

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    Re: Distributing remaing units over equal number of hours

    Ron was able to get me 95% of the way, I was hoping someone else could possibly look at the other 5%.
    If you need any further information, I can do my best to provide.

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