- COURSES
September 18th - 19th 2025.Power BI Application for Demand Forecasting
[Power BI Application for Demand Forecasting]
Date: September 18th - 19th 2025
Location: Shanghai
- ?Program Background
As markets grow more complex, demand planning without advanced analytics is increasingly impractical. Demand planning excellence is a critical competitive advantage. Inaccurate forecasting has become a primary obstacle to achieving supply chain KPIs. Mastering proper forecasting methods delivers: Enhanced customer service levels Reduced inventory holdings，Lower operational costs than competitors.
Sharing of demand planning/inventory control processes and daily work details from Gartner Top global supply chain enterprises, Digital empowerment integration methods for practical business；~50% class time dedicated to supply chain modeling and live Excel training, Strong practicality – transitioning from knowledge to implementation. Through this course, you can gain the following benefits: Knowledge Framework、Best Practice Workflows、Practical Implementation、Digital Enablement.
- Program Agenda
Day 1 | Thursday (09:00 -17:30) 08:30-09:00 Sign In 09:00-09:05 OpeningI. Demand Planning Theory——Two types of demand in SCM ——Why do supply chain planning?
——Purpose of demand planning
——Importance of demand planning – Absorbing sales volatility
——Sources of demand planning data
——Forecast hierarchy and granularity – At what dimension should we forecast?
——Time horizon and granularity – How long should demand plans cover?
——Difference between demand forecasting and demand planning
——Gartner best-practice demand planning processes
——Daily routines of planners at best-practice enterprises
II. Rapid Business Understanding Through Data Analysis
——Historical sales data types for demand planning
——Live Excel demo: ABC classification modeling
——Live Excel demo: XYZ analysis modeling
——Demand interval analysis
——Live Excel demo: Demand interval modeling
——Trend analysis – Upward/stable/downward trends
——Live Excel demo: Trend analysis modeling
——Live Excel demo: Seasonality analysis modeling
——Quarter-end surge analysis
——Practical applications of sales data analysis/tagging
III. Baseline Fcst
——Live Excel demo: Moving Average Model
——Live Excel demo: Single Exponential Smoothing Model
——Live Excel demo: Trend Exponential Smoothing Model
——Live Excel demo: Linear Regression Model
——Live Excel demo: Seasonal Model
——Introduction to Granger Causality Algorithm
——Statistical Forecasting Model Maturity Introduction
——Machine Learning Model Algorithms Introduction
——Feature Engineering for ML Models Introduction
——Accuracy Comparison: ML vs Traditional Statistical Models
——Application Scenarios for ML/Statistical Models
IV. Event Management & Process
——What does event management include?
——Event management、 Sales anomaly analysis、 Customer anomaly analysis、 Forecast anomaly analysis introduction and Excel modeling demo
——Tracking Signal analysis Excel modeling demo
——End-to-end Supply Chain Control Tower overview
——Multi-version scenario simulation introduction
——How to forecast new products and high-value/low-frequency products?
——Demand Review meeting KPIs introduction
——Forecast accuracy Excel modeling demo
——Demand consensus KPI - On-time delivery rate introduction
——On-time delivery rate Excel modeling demo
——Digital empowerment for demand planning support
Day 2 | Friday (09:00 -17:30) V. Inventory Composition & Key Drivers——Inventory composition ——Key drivers of inventory
——Holistic inventory reduction framework
VI. Reducing Cycle Stock via Planning Capability
——Finished goods replenishment strategies: MRP, ROP, MTO
——Demand-driven MRP vs Reorder Point mode
——MRP definition & value: From "material shortage" to "precision supply"
——MRP input data analysis
——Lot sizing rules: Lot-for-Lot, Fixed Lot, EOQ
——Increasing replenishment frequency to reduce cycle stock
——Improving inventory visibility to reduce month-end stock
——Cross-border e-commerce case study: Reducing cycle stock via ?planning granularity (Excel demo)
VII. Optimizing Safety Stock via Formula Enhancement
——Safety stock drivers - Demand/supply uncertainty
——Safety stock drivers - Customer service level
——Inventory policy's impact on service level
——Safety stock Excel modeling demo
——Safety stock calculation for promotions (e-commerce/FMCG)
——Non-normal distribution safety stock calculation
——Normality test using K-Test
——Safety stock formula for non-normal distributions
VIII. Reducing Obsolete/Slow-moving Stock via Monitor
——Aging report monitoring - Inventory age structure
——Slow-mover monitoring - Inventory vs sales/forecast comparison
IX. Sharing Other Inventory Optimization Solutions
——Production Priority
?——Procurement Order Decomposition?
?——Procurement Order/Production Quantity Priority Pegging
?——Significance of Priority Restructuring - Part
?——Significance of Priority Restructuring - Part
——Data Modeling & Implementation for Production Planning Priority Pegging?
——?Visual Samples for Production Planning Priority Pegging?
X. Power BI Sales and Fcst Report Visualization Practical Drill
——Introduction to Power BI?
?—— Data Preparation in Power BI?
?—— Unpivoting Operations: Converting Horizontal to Vertical Data Structures?
?—— Data Modeling and Table Relationship Logic?
?—— Data Import and Interface Overview?
?—— Visual Chart Operations Demonstration?
?—— Common Formulas in Power BI?
?—— Hands-on Visualization Practice?
- Trainer Info
Mr. Seiya Lu（陸宸霖） 15年世界五百強(qiáng)端到端供應(yīng)鏈計(jì)劃團(tuán)隊(duì)管理和實(shí)戰(zhàn)經(jīng)驗(yàn),
耐消/電商/醫(yī)療/化工/工業(yè)品/汽配等行業(yè)從業(yè)經(jīng)驗(yàn)，
先后在賀利氏，德司達(dá)，施耐德電氣，賽默飛世爾，江森自控等公司擔(dān)任計(jì)劃經(jīng)理，資深計(jì)劃經(jīng)理；
現(xiàn)任某制造業(yè)世界五百強(qiáng)Asia Senior S&OP Manager
Gartner全球供應(yīng)鏈Top1公司供應(yīng)鏈計(jì)劃管理經(jīng)驗(yàn)，供應(yīng)鏈愛迪生專家
中物聯(lián)電子行業(yè)供應(yīng)鏈計(jì)劃專家組成員，供應(yīng)鏈計(jì)劃專家
帶領(lǐng)團(tuán)隊(duì)獲得2018年 國際預(yù)測協(xié)會(huì)IBF(Institute of Business Forecasting and Planning)頒發(fā)的2018年全球需求計(jì)劃最佳實(shí)踐
豐富的供應(yīng)鏈數(shù)字化轉(zhuǎn)型項(xiàng)目落地經(jīng)驗(yàn)，多次主導(dǎo)供應(yīng)鏈數(shù)字化項(xiàng)目；精通編程語言Python和可視化工具Power BI(2018年微軟MVP)，擅長使用統(tǒng)計(jì)學(xué)和運(yùn)籌學(xué)算法與實(shí)際業(yè)務(wù)結(jié)合，賦能管理決策
- ?Who Should?Attend
All the Demand planners, S&OP, sales, marketing, commercial, supply chain planning, We can have the in-house customized training for any company requirement. 議睿線下培訓(xùn)
〖需求預(yù)測之Power BI實(shí)操應(yīng)用〗
時(shí)間：2025年9月18日-19日
地點(diǎn)：上海星級(jí)酒店
- 課程背景
當(dāng)外部市場正在變得日益復(fù)雜，沒有高階的分析能力賦能的需求計(jì)劃越來越顯得不切實(shí)際。需求計(jì)劃的卓越能力是企業(yè)重要的核心競爭力之一，預(yù)測不準(zhǔn)確正在成為供應(yīng)鏈部門無法完成KPI的主要障礙；掌握正確的預(yù)測方法，可以產(chǎn)生如下的價(jià)值：更好的客戶服務(wù)水平，更少的庫存，比競爭對(duì)手更低的成本；Gartner全球供應(yīng)鏈Top企業(yè)需求計(jì)劃和庫存控制的流程和工作細(xì)節(jié)分享，怎樣結(jié)合數(shù)字化賦能實(shí)際業(yè)務(wù)；本課程中將近一半的課時(shí)被用于供應(yīng)鏈計(jì)劃建模的講解和Excel現(xiàn)場教學(xué)，從知道到做到，實(shí)操性極強(qiáng)，避免填鴨式的理論灌輸。 - 課程綱要
第一天?| 9月18日?09:00-17:30（周四） I.需求計(jì)劃理論知識(shí)
——供應(yīng)鏈計(jì)劃中的兩種不同需求及意義 ——需求計(jì)劃的目的、重要性、來源 ——預(yù)測的層級(jí)和顆粒度 ——需求計(jì)劃的時(shí)間長度和顆粒度 ——需求預(yù)測和需求計(jì)劃的區(qū)別是什么 ——Gartner最佳實(shí)踐企業(yè)的需求計(jì)劃流程是怎么樣的 ——Gartner最佳實(shí)踐企業(yè)的計(jì)劃員每天的工作內(nèi)容 II.怎樣通過數(shù)據(jù)分析快速了解業(yè)務(wù) ——需求計(jì)劃會(huì)用到哪些歷史銷售數(shù)據(jù) ——ABC分類及Excel建模演示 ——XYZ分析及Excel建模演示 ——需求間隔分析介紹Excel建模演示 ——趨勢性分析介紹Excel建模演示 ——季節(jié)性分析介紹Excel建模演示 ——季度底沖量分析介紹 ——銷售數(shù)據(jù)分析/標(biāo)簽的實(shí)際應(yīng)用場景 III.基線預(yù)測 ——格蘭杰因果算法介紹 ——統(tǒng)計(jì)預(yù)測模型成熟度介紹 ——機(jī)器學(xué)習(xí)模型算法介紹 ——機(jī)器學(xué)習(xí)模型的特征工程介紹 ——機(jī)器學(xué)習(xí)模型VS 傳統(tǒng)統(tǒng)計(jì)預(yù)測模型 ——機(jī)器學(xué)習(xí)/統(tǒng)計(jì)預(yù)測模型使用場景 IV.事件管理和流程介紹 ——銷售異常、客戶異常、預(yù)測異常分析及Excel建模演示 ——Tracking Signal分析介紹及Excel建模演示 ——端到端供應(yīng)鏈控制塔簡介、縱向維度、橫向深度 ——多版本情景模擬簡介 ——新產(chǎn)品、高價(jià)值/低銷售頻率的產(chǎn)品怎么樣做預(yù)測 ——需求共識(shí)會(huì)議介紹、需求共識(shí)KPI ——預(yù)測準(zhǔn)確率的滯后考核介紹及Excel建模演示 ——及時(shí)交貨率Excel建模演示 ——數(shù)字化賦能對(duì)需求計(jì)劃的支持 第二天?| 9月19日?09:00-17:30（周五） V.庫存的組成和主要驅(qū)動(dòng)因素 ——庫存的組成 ——庫存的主要驅(qū)動(dòng)因素 ——庫存有效下降方案全景圖 VI.通過計(jì)劃能力提升有效降低周轉(zhuǎn)庫存 ——成品的補(bǔ)貨策略：MRP,ROP,MTO ——需求驅(qū)動(dòng)的MRP模式 VS 重訂貨點(diǎn)模式 ——MRP的定義與價(jià)值：從“缺料停產(chǎn)”到“精準(zhǔn)供應(yīng)”的轉(zhuǎn)變 ——成品MRP ——批量規(guī)則簡介 ——MRP輸出結(jié)果應(yīng)用 ——重訂貨點(diǎn)模式詳細(xì)介紹 ——增加補(bǔ)貨頻率有效降低周轉(zhuǎn)庫存 ——通過預(yù)測庫存能見度有效降低月底庫存 VII.通過安全庫存公式優(yōu)化有效降低安全庫存 ——安全庫存計(jì)算的驅(qū)動(dòng)因素 ——庫存策略對(duì)服務(wù)水平的影響 ——安全庫存Excel建模演示 ——非正態(tài)分布情況下安全庫存計(jì)算介紹 ——使用K-Test判斷是否符合正態(tài)分布 ——非正態(tài)分布情況下的安全庫存計(jì)算公式 VIII.通過庫存監(jiān)控有效降低呆滯慢動(dòng)庫存 ——庫齡表監(jiān)控 ——慢動(dòng)產(chǎn)品監(jiān)控 - 講師介紹
Mr. Seiya Lu（陸宸霖）
15年世界五百強(qiáng)端到端供應(yīng)鏈計(jì)劃團(tuán)隊(duì)管理和實(shí)戰(zhàn)經(jīng)驗(yàn),
耐消/電商/醫(yī)療/化工/工業(yè)品/汽配等行業(yè)從業(yè)經(jīng)驗(yàn)，
先后在賀利氏，德司達(dá)，施耐德電氣，賽默飛世爾，江森自控等公司擔(dān)任計(jì)劃經(jīng)理，資深計(jì)劃經(jīng)理；
現(xiàn)任某制造業(yè)世界五百強(qiáng)Asia Senior S&OP Manager
Gartner全球供應(yīng)鏈Top1公司供應(yīng)鏈計(jì)劃管理經(jīng)驗(yàn)，供應(yīng)鏈愛迪生專家
中物聯(lián)電子行業(yè)供應(yīng)鏈計(jì)劃專家組成員，供應(yīng)鏈計(jì)劃專家
帶領(lǐng)團(tuán)隊(duì)獲得2018年 國際預(yù)測協(xié)會(huì)IBF(Institute of Business Forecasting and Planning)頒發(fā)的2018年全球需求計(jì)劃最佳實(shí)踐
豐富的供應(yīng)鏈數(shù)字化轉(zhuǎn)型項(xiàng)目落地經(jīng)驗(yàn)，多次主導(dǎo)供應(yīng)鏈數(shù)字化項(xiàng)目；精通編程語言Python和可視化工具Power BI(2018年微軟MVP)，擅長使用統(tǒng)計(jì)學(xué)和運(yùn)籌學(xué)算法與實(shí)際業(yè)務(wù)結(jié)合，賦能管理決策
- 培訓(xùn)對(duì)象
建議由需求計(jì)劃、S&OP、銷售、市場、商務(wù)、供應(yīng)鏈計(jì)劃、生產(chǎn)、財(cái)務(wù)、客服、渠道等相關(guān)負(fù)責(zé)人相關(guān)職能參與。 - 費(fèi)用
價(jià)格: RMB 7,800 / 人
包含:教材、午餐、茶歇等- 報(bào)名與咨詢/Contact Info
上海議睿會(huì)展服務(wù)有限公司 Shanghai MFG Event Co., Ltd Tel: 021-62153526 E-mail: [email protected] Website: www.jjsanxin.cn
WeChat Official Account: mfgevent- 企業(yè)信息?/ Company Info
MFGEvent為上海議睿會(huì)展服務(wù)有限公司旗下面向中國制造業(yè)供應(yīng)鏈高級(jí)經(jīng)理人的知名專業(yè)服務(wù)品牌，議睿擁有一支了解制造型企業(yè)不同行業(yè)特點(diǎn)的專家團(tuán)隊(duì)，專注并致力于向客戶提供專業(yè)化的供應(yīng)鏈解決方案，議睿運(yùn)用良好的網(wǎng)絡(luò)資源優(yōu)勢、專家背景優(yōu)勢和強(qiáng)大的社會(huì)資源優(yōu)勢，幫助企業(yè)解決生產(chǎn)運(yùn)營難題，是業(yè)內(nèi)公認(rèn)的制造業(yè)資源服務(wù)平臺(tái)。
