Formulas to calculate Recurring Dates?

slam

Well-known Member
Joined
Sep 16, 2002
Messages
921
Office Version
  1. 365
  2. 2019
I have 23 recurring tasks I am trying to calculate the dates for over the next several years. Their recurrence pattern is not always straight forward, and some can't even be defined with Microsoft Outlook recurrence options.

I have dates listed in A2 and down, and one task per column in B onward. I am trying to have a Y displayed on the recurrence instance within that column.

I've done some weird shortcuts or manual work to figure out a lot of these, but I think if I can get help with these 3, I can figure out the rest. Can these be calculated via formula?
  • Y for first Tuesday of a Month where day before, Monday, is in same calendar Month
  • Y for 1st of each Month, unless the 1st is a Saturday, in which case Y for last day of previous month, or if 1st is a Sunday Y for the 2nd.
  • Y for 5th, or the next weekday after the 5th (6th or 7th)
 

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T202209a.xlsm
ABCDEFGHI
223-Sep-22Tue 06-Sep-22First Tuesday of Month and Monday is in same month
3
431-Aug-22Thu 01-Sep-221st of each Month, unless the 1st is a Saturday, in which case Y for last day of previous month, or if 1st is a Sunday Y for the 2nd.
5
65-Sep-22Mon 05-Sep-22for 5th, or the next weekday after the 5th (6th or 7th)
7
6d
Cell Formulas
RangeFormula
A2A2=TODAY()
B2B2=WORKDAY.INTL(EOMONTH(A2,-1),1,"0111111")+1
B4B4=IF(WORKDAY.INTL(A4,1,"1111101")<>1,A4+1,A4)
B6B6=WORKDAY.INTL(A6-1,1,1)
 
Upvote 0
A post to edit one of the formulas does not show.
Please post a few examples of your question and expected results.
N.B. You can post an extract of your sheet with the forum's tool named XL2BB.
 
Upvote 0
"Please post a few examples of your question and expected results." No examples or reply was posted.

T202209a.xlsm
ABCD
1YearMonth
22022SepTue 06-Sep-22First Tuesday of Month and Monday is in same month
3
42022AugMon 01-Aug-221st of each Month, unless the 1st is a Saturday, in which case Y for last day of previous month, or if 1st is a Sunday Y for the 2nd.
52022SepThu 01-Sep-221st of each Month, unless the 1st is a Saturday, in which case Y for last day of previous month, or if 1st is a Sunday Y for the 2nd.
62022OctFri 30-Sep-221st of each Month, unless the 1st is a Saturday, in which case Y for last day of previous month, or if 1st is a Sunday Y for the 2nd.
7
82022SepMon 05-Sep-22for 5th, or the next weekday after the 5th (6th or 7th)
9
6d
Cell Formulas
RangeFormula
C2C2=WORKDAY.INTL(DATE(A2,MONTH(1&B2),0),1,"0111111")+1
C4:C6C4=LET(x,WORKDAY.INTL(DATE(A4,MONTH(1&B4),0),1,1),IF(DAY(x)=3,x-3,x))
C8C8=WORKDAY.INTL(DATE(A8,MONTH(1&B8),4),1,1)
 
Upvote 0

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