Forum Discussion
Help Creating Conditional Formula
I have, in column A, the species of a pet (Either Cat or Dog). Column B is the client's name. In column C is the date that the pet was last seen by me. Column D contains the formula within each cell for the number of days since the pet's last visit.
So:
Dog - John Doe - 3/1/2024 - =TODAY()-C2
Cat - Jane Doe - 3/1/2024 - =TODAY()-C3
I would like to figure out how to change the cell color of column D (days since last appointment) based on the species so I know when to send booking reminders to the clients. Dogs should be every 21 days or more and Cats every 35 or more. I would like column D (days since last appointment) to gray out after 90 days regardless of the species. I would like this to apply to the whole sheet and work for when I insert a new row so I don't have to keep updating the rules. There are currently 50 clients, but this is a growing business and I add someone new every couple of days. Also, I would like it to be Blue if the appointment is upcoming (this would be a negative number.
I hope this makes sense!
Thanks!
- mathetesSilver Contributor
It totally makes sense. I've attached a spreadsheet that does what you've asked.
This all uses the conditional formatting ability of Excel. Here's a reference that describes that if you want to refine things further. And here's a picture of the Conditional Formatting dialog box as it currently exists in the attached spreadsheet.
I've also made the range that includes the data into an Excel table. Done this way, the rules will apply to each new row added (Add any new row immediately below the current last row; no blank rows)