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nleydig9
May 21, 2025Copper Contributor
Macro for overdue expense card reports
Hi. I am trying to figure out a macro that will allow me to use data provided to create a system that allows me to see people who are late submitting their expense card reports. I would like to break it down so that I can see those who are 30, 60, and 90 days past due on submitting their reports. If there is anyone out there that can help me to automate this system rather than manually entering it I would greatly appreciate it. Thank you and have a nice day.
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- SnowMan55Bronze Contributor
mathetes correctly notes that a macro should not be a first choice for most tasks.
See the attached workbook for ideas on using conditional formatting and/or a FILTER formula to accomplish this.
- mathetesSilver Contributor
You probably don't need a macro. (In general, it's a mistake to start out thinking that a macro or VBA routine is "the best way" to solve things.)
Formulas and functions within Excel are amazingly powerful these days, growing more so on a regular basis.
Would you be willing to share an example of how your workbook is organized now? A real workbook, not just an image, with any identifiable names or confidential info changed to fictional ones. That would enable us to do more than give general advice.
You might use conditional formatting to assign a color to the dates that are overdue.