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North_Yorks's avatar
North_Yorks
Copper Contributor
Nov 09, 2022

Conditional formatting for expiry dates

Hi,

I have been given a training s/sheet to monitor the teams training schedule. I'm wanting it to automatically change colour (like a traffic light system) Amber a month before it expires, and then red if expired or blank (unless cell says not required). Then in date cells could be green. I have tried watching various videos but to no avail. Is there a simple method?

Thanks, Jen

  • mtarler's avatar
    mtarler
    Silver Contributor

    North_Yorks  So i created 2 rules:

    In row 1 I converted the time frames from text like ANNUAL to # months => 12

    If the cell has text (i.e. ISNUMBER is false) then it ignores the cell

    Then using EOMONTH I compare the date in the cell + the corresponding # months to today or # months -1 for the Orange warning.

      • mtarler's avatar
        mtarler
        Silver Contributor
        The date format doesn't matter. The conditional formatting is calculated based purely on the date VALUE. The date FORMAT can be set using the cell formatting. With respect to the default date format and what excel recognizes a date as when typed in, that is based on windows regional settings.

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