Auto future date calculations between one column to another with remider? *Help*

[AnxietyComplex]

Hello all,

I am a novice and before writing this post I did try to see if this question had been answered previously.

I have data in a date format in column "I" which I would like to be automatically entered in the neighbouring cells in column "J" but with 3 months added to the original date I would be putting in column "I".

In addition,

Is there also a way to link these future dates with a type of reminder as I will need to make contact with clients on these dates. A few days prior would suffice.

I am again a novice

Thank you for reading my post.

 

[Anthony47]

If your dates are in column I, from rows 2 on, set this formula in J2:

=IF(I2>0,EDATE(I2,3),"")

Then copy downward for as many lines you need.

You could highlight a cell in column J using Conditional formatting. For example:
-select the range in col J that contains the above formula
-set a conditional formatting using the formula =($J2-NOW())<=5
In this way, when the deadline (col J) is within 5 days from now the cell will highligth according the format choosen when applying the conditional format.

Bye

 

[arthurbr]

Hi

first thing is to check if you have real dates. With Excel, not everything is what it seems.

To check this, see if the date is right aligned in the cell when no custom alignment is applied ( see Home ribbon alignment)
Also to be sure in some empty cell enter =ISNUMBER(I1) where I1 is a cell containing a date. It should return " TRUE". If not, some further investigation will be needed

If you're satisfied that the date in , say, I1 is a real date, to get the date that is three months later, in J1 enter =EDATE(I1,3), and format this cell as a date ( or not if a serial number is OK)

As for a reminder perhaps use a Conditional formatting.
Select your range in the J column, say J1:J100,in the Home tab click " conditional formatting" - click " New rule" click " use a formula"...
In the "format values" enter =$J1-today()<7 ( if you want a seven day reminder) , click Format and select the format you need.
Click OK as needed and you are ready to go.

 

[AnxietyComplex]

Thank you for your reply, could there be any issues using this formula as a reminder system/formula?

=IF(J8=TODAY(),"Send DO","No action required")

I have the date calculations sorted, now. Thanks.

 

[arthurbr]

Looks OK to me

FYI the NOW() function returns date AND actual time ( when sheet is refreshed or changed) When you cope with days, it could, in some cases, be misleading. If so, stick to the TODAY() function