EXCEL 2007 TIP #1: Conditional formatting using due dates based on a start date, a submission date and an end date.
December 22, 2011 Leave a Comment
In order to follow along Download the Conditional formatting excel doc on the right, to get the password just leave me a comment.
If you are forced to use outdated sofware to create rosters and databases like I am at work. You have one option Excel, I would love to use sharepoint Sometimes I find my self in a bit of a bind picking up after someone elses work, trying to fix things they left undone. This happened yesterday as I was trying to use conditional formatting on an EDATE… Needless to say this did not work.
If you are trying tomake a table with employees, their info, START DATE, EVAL DATE (4 MONTHS) AND END DATE…
You may also want the cell to automatically turn red when the date is passed due. Well if you use =EDATE()4) to get the EVAL DATE, then guess what no dice, you will not be able to use the conditional formating button to simply hightlight the cell when the date is passed due. Unless you do some excel time consuming date conversion on another tab…
I have an easier better way, I found versions of this on other pages but not in this format and none that worked. Yes you can use the IF formula to simply state that the date is either true or false, that creates too many columns and too many problems.
I took the doc home after our christmas party, drank a bottle of wine and deleted everything.
Setting up the spread sheet.
- Create table with your required data.
- Highlight your column titles and click Data>Filter
- Create Drop down menus using the Data>Data Validation
- Select list and then create your lists somewhere else on the page way out of range.
- On the top row A1 Type Date, then highlight A2. Go to the top bar and click Formulas>Date&Time>NOW, select that from the drop down. This will be used as a reference for ouur conditional formatting later on.
- Input a test start date like this 1/1/2011 in F3 (for me at least, yours can vary)
- now in f4 select the cell and type [ =Table1[[#This Row],[BEGIN DATE]]+120 ] without the brackets
- the +120 is the amount of days you would like to add to the start date.
Conditional Formatting
- Select the G5 - G100 column (or however many entries you need.)
- Left Click the Home>Conditional formating
- Navigate to Highlight Rules>Less Than
- Once the dialogue box that opens presents you with two input boxes, for the one on the left select the cell where you put the NOW formula.
To be continued..
If you are in a hurry like I am at the moment, just download the excel doc titled Conditional Formatting.








