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 Name | Visit Type | Frequency | Base Month |
---|---|---|---|
Customer I | Service A | 3 | 1 |
Customer II | Service A | 6 | 5 |
Customer III | Service B | 12 | 9 |
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!