Data retention Calculator

[jamesmcconkey]

I have been asked to create a spreadsheet that will calculate a Data Retention Date depending on a number of elements.

The Field Names & Rules would be as followed:

Field 1: Enter DOB

Field 2: Age (Calculated on Field 1)

Field 3: Enter Date of Initial Review

Field 4: Enter Date of Follow Up

Field 5: Based on the rules below

Rule: (1) children <17yrs, keep until 25th birthday (2) children 17yrs, keep until 26th birthday (3) 18+yrs, keep for 8yrs after Date of follow up, if no follow up base on date of initial review. ----------------------------------

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IF anyone could help me out as to what way to do this. That would be great.

Regards

James

 

[jorismoerings]

Hi James,

try this:
<b></b><table cellpadding="2.5px" rules="all" style=";background-color: #FFFFFF;border: 1px solid;border-collapse: collapse; border-color: #BBB"><colgroup><col width="25px" style="background-color: #DAE7F5" /><col /><col /><col /><col /><col /></colgroup><thead><tr style=" background-color: #DAE7F5;text-align: center;color: #161120"><th></th><th>A</th><th>B</th><th>C</th><th>D</th><th>E</th></tr></thead><tbody><tr ><td style="color: #161120;text-align: center;">1</td><td style="text-align: right;;">4-3-1998</td><td style="text-align: right;;">17</td><td style="text-align: right;;"></td><td style="text-align: right;;"></td><td style="text-align: right;;">4-3-2024</td></tr></tbody></table><p style="width:3,6em;font-weight:bold;margin:0;padding:0.2em 0.6em 0.2em 0.5em;border: 1px solid #BBB;border-top:none;text-align: center;background-color: #DAE7F5;color: #161120">Sheet1</p><br /><br /><table width="85%" cellpadding="2.5px" rules="all" style=";border: 2px solid black;border-collapse:collapse;padding: 0.4em;background-color: #FFFFFF" ><tr><td style="padding:6px" ><b>Worksheet Formulas</b><table cellpadding="2.5px" width="100%" rules="all" style="border: 1px solid;text-align:center;background-color: #FFFFFF;border-collapse: collapse; border-color: #BBB"><thead><tr style=" background-color: #DAE7F5;color: #161120"><th width="10px">Cell</th><th style="text-align:left;padding-left:5px;">Formula</th></tr></thead><tbody><tr><th width="10px" style=" background-color: #DAE7F5;color: #161120">B1</th><td style="text-align:left">=DATEDIF(<font color="Blue">A1,TODAY(<font color="Red"></font>),"y"</font>)</td></tr><tr><th width="10px" style=" background-color: #DAE7F5;color: #161120">E1</th><td style="text-align:left">=IF(<font color="Blue">B1<17,DATE(<font color="Red">YEAR(<font color="Green">A1</font>)+25,MONTH(<font color="Green">A1</font>),DAY(<font color="Green">A1</font>)</font>),IF(<font color="Red">B1>=18,DATE(<font color="Green">YEAR(<font color="Purple">IF(<font color="Teal">ISBLANK(<font color="#FF00FF">D1</font>),C1,D1</font>)</font>)+8,MONTH(<font color="Purple">IF(<font color="Teal">ISBLANK(<font color="#FF00FF">D1</font>),C1,D1</font>)</font>),DAY(<font color="Purple">IF(<font color="Teal">ISBLANK(<font color="#FF00FF">D1</font>),C1,D1</font>)</font>)</font>),DATE(<font color="Green">YEAR(<font color="Purple">A1</font>)+26,MONTH(<font color="Purple">A1</font>),DAY(<font color="Purple">A1</font>)</font>)</font>)</font>)</td></tr></tbody></table></td></tr></table><br />