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how to make a planogram in excel

Creating a planogram in Excel is possible, but it can be challenging as Excel is not specifically designed for planogram design. Planograms are typically created using specialized software designed for visual merchandising and store layout planning. However, you can create a basic planogram in Excel by following these steps:

1. Open Excel:

  • Launch Microsoft Excel on your computer.

2. Create a Grid:

  • Set up a grid in Excel to represent your store’s shelving or display units. Each cell in the grid will represent a product location.

3. Define Shelf Dimensions:

  • Determine the dimensions of your shelves or display units (e.g., height, width, depth). You can use the rows and columns in Excel to represent these dimensions.

4. Label Product Locations:

  • In each cell of the grid, enter labels or codes for the products you want to place on the shelves. You can use text or numbers to represent different SKUs or products.

5. Use Colors and Borders:

  • To make your planogram more visually appealing, use Excel’s formatting options. You can change cell background colors to represent different product categories or brands. You can also use borders to define shelf boundaries.

6. Add Product Information:

  • Include relevant product information in adjacent cells. This may include product names, SKUs, quantities, and prices.

7. Arrange Products:

  • Arrange the products within the grid to match your store’s layout and planogram guidelines. You can move cells around to reposition products.

8. Insert Images (Optional):

  • To enhance your planogram, you can insert product images into cells. Right-click on a cell, choose “Insert,” and then select “Picture” to add an image. Resize the image to fit within the cell.

9. Create Sections or Categories:

  • If your store has different sections or categories, you can create separate worksheets within Excel for each section. This allows you to design planograms for different parts of the store.

10. Save and Print: – Save your Excel file with a suitable name and format. You can print your planogram for reference or sharing with your team.

While Excel can be used for basic planogram design, it lacks the advanced features and visual representation capabilities of dedicated planogram software. For more complex planograms with 3D visualization, dynamic planogramming, and inventory management, consider using specialized planogram software like JDA Floor Planning, Relex Planogram, or similar tools designed for retail space planning. These tools offer more robust features for creating and managing planograms efficiently.