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TheOldPuterMan's avatar
TheOldPuterMan
Brass Contributor
Dec 25, 2019

Complex data validation formula

I am trying to set up data validation for a cell that "Can" contain the date that the entry was posted to my financial institution.

 

There are 4 conditions that must be passed before the entered date is accepted.

The general purpose of this is two-fold First is to ensure that an entered date falls in the proper period. That's parts 1 and 2.

 

Parts 3 and 4 are to prevent posting of new transactions into dates that have already balanced. The current_Balanced_Date's are created on the 'Current Balances' sheet via a reverse Xlookup and place the "Newest" flagged date into the Current Balanced date for each account.

1 - The entered date can not be before the last day of the prior month ('Control Sheet'!Posting_Start_Date-1).

2 - The date can not be greater than the last date of the calendar month that it falls in ('Control Sheet'!Posting_end_Date)

3 - The Account of the transaction must be either "John" or "Pam".

4 - The entered date must be greater than the last reconciled date, by account, either, for account "John", 'Account Balances'!Johns_Current_Balance_Date or for account "Pam",'Account Balances'!Pams_Current_Balance_Date.

 

If there are any ideas I'llgladly accept the help.

 

TheOldPuterMan AKA John

 

(Happy Holidays and Peace to us all)!!

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