Developing Supply Chain Analytics Using Excel Pivot Tables

Join us on Thursday, March 15th for FREE FOOD AND DRINK!

Learn all about Developing Supply Chain Analytics using Excel Pivot Tables from Expert, David Forman, CSCP, CLTD

How many times have you been asked to perform a sales history report, inventory assessment, or customer review?  Have you been asked to perform a review of: shipping locales by city, state or zip code, revenue by product groups, families or SKU; or product returns, credits issued, or repairs performed?

If yes, you need to attend this program!

David will focus on how to use Pivot Tables and Pivot Charts to perform Supply Chain analytics, and help improve the quality of supply chain analytics within your company.

You’ll walk away with a basic understanding of these tools, and the knowledge to apply them in your organization. You’ll receive a step-by-step process to enable you to reproduce these analytical tasks on your own.

As an attendee you’ll see the actual use of PIVOT TABLES and CHARTS on standard ERP, WMS, and similar system outputs, such as inventory, sales, or finance reports.



David Forman, CSCP, CLTD

Senior Business Projects Manager – Crestron Electronics, Inc.

David Forman is the Senior Business Projects Manager at Crestron Electronics, Inc. and Senior Associate at PIM Associates Inc. With over ten years of operations and supply chain experience as a practitioner, SAP project manager and consultant, David is the “go to” expert. He specializes in SAP CRM, MM, PP, MRP planning, product configuration, service, SCM, demand management/forecasting, operation and business process improvement, as well as education and training.

David is a recognized authority and often speaks at APICS events including its national SAP User Conferences.

 Hosted by ISM 7-Counties and APICS Tappan Zee Chapter                                     



Thursday, March 15th

 5:30 pm Registration and Networking

6:30 pm Presentation


Questions? Contact Jennifer O’Brien at or call her at (914) 309-2774

By attending this month’s program, you can earn 1 CEH (Continuing Education Hour) which can be used to re-certify ISM, APICS and other certifications. Provide your email address at the door to get a certificate sent to you the week after the program.

 About ISM 7-Counties

 For over 100 years ISM has been the premier organization representing over 40,000 supply chain professionals around the globe.

ISM-7 Counties is an affiliate of the Institute of Supply Management (ISM), and an organization that is leading the way –offering members the resources they need to succeed – everything from networking with colleagues, meetings with subject matter experts to learn best practices, and access to ISM Report on Business®, a renowned study that provides invaluable insights on current data and trends. ISM 7-Counties is a leading advocate for the supply chain field – promoting all the reasons why a career in this field can be so satisfying. Being a key player in the global business arena is just one facet that makes this field so interesting. Using new technologies and managing the complexities of different cultures, regulations, tax codes, etc. are all a part of it, as well. Entrants and seasoned veterans alike have the chance to get involved in areas that may dovetail with their personal values, such as sustainability and corporate social responsibility. ISM 7-Counties is a non-profit organization representing supply chain colleagues in six New York Counties of Westchester, Rockland, Orange, Dutchess, Putnam and Ulster, plus Fairfield County in Connecticut.

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