Forum Discussion
Need help with setting up multiple rules
I have an Excel workbook that is tracking investments. I need to set up rules that would prompt me when the following criteria are met:
More than 10,000,000 maturing on a single day
More than 50,000,000 maturing in a single week
More than 150,000,000 maturing in a single month
Please help I have no idea have to do this!
- Hi,
It is called conditional formatting in Excel which compares values between cells.
Please refer this thread for the conditional formatting and creating Alerts
https://smallbusiness.chron.com/set-low-inventory-alert-excel-23926.html
Hope this helps! Without knowing how your worksheet is set up it is hard to tell what would work best. Assuming you have two columns, one with the date and another with the amount maturing in that date. I would just insert a pivot table with the date in the rows section and amount in the values section.
Right click in the pivot table and, in the Display tab, under Pivottable Options change to Classic view and click OK. Right click on the date header cell, choose Filter, Value Filters, and choose Sum of Amount is greater than 10,000,000. You will then have a list of all the days where the amount maturing is more than 10,000,000. Shouldn't take any more than a minute and you don't need elaborate formulas.
For week and month you can create formula columns to specify the week and month and do the same thing.
