How do I create a Pop-up Notification/Reminder in Excel?

[excelnewbie999]

Hello everyone,

I'm hoping someone can help me with a bit of dilemma. I have a long list of cases that I am working on. I have to be reminded on which ones to chase everyday. I have used conditional formatting where certain cases are coloured which kind of helps, but as the list gets longer, it's difficult to keep up with the coloured cells, , especially when my vision is weak.

Therefore I feel the best way forward is to have Excel show a notification/reminder that pop-ups based on a date that I have entered. I know this requires a VB script, but not sure how to do this. I'd be very grateful if you could assist me. Please see the below example spreadsheet where cases 1,3,5 show a pop-up in Excel. Any questions, please ask away. Thank you.

Example of Reminder Spreadsheet.xlsx
	B
5	Case Number
Sheet1

 

[excelnewbie999]

Ahh right, understood. Well that's reasonably easy enough, so I'm sure I can do that myself.

I know we mentioned conditional formatting to highlight case dates row for today's date. But how can I conditional format the spreadsheet, so that when it is today's date, rather than column E, it highlights the actual cases numbers in column B?


Thank you so much again.

 

[Jaafar Tribak]

Ahh right, understood. Well that's reasonably easy enough, so I'm sure I can do that myself.

I know we mentioned conditional formatting to highlight case dates row for today's date. But how can I conditional format the spreadsheet, so that when it is today's date, rather than column E, it highlights the actual cases numbers in column B?


Thank you so much again.

You can select say range B6: B100000 and apply the following Conditional Formatting formula
=$B$2=OFFSET($E6:$E100000,1,0)

 

[excelnewbie999]

Thanks Jaafar.

For some reason that formula seems to be highlighting the wrong case numbers. It should be only highlighting today's (02/09/23) cases:-

 

[Jaafar Tribak]

Thanks Jaafar.

For some reason that formula seems to be highlighting the wrong case numbers. It should be only highlighting today's (02/09/23) cases:-

View attachment 98156

Ooops!
Sorry. The formula should be :
=$B$2=OFFSET($E6:$E100000,0,0)

 

[Herakles]

This seems to give the row number in the grid rather than the case number. Try changing the case numbers and opening the workbook again to demonstrate this.

When I tested this, I triggered the code from the Worksheet Activate Event so that I did not have to close and open the workbook when I wanted the list to refresh.

 

[excelnewbie999]

Thanks guys. I tried Jaafar's new formula, changed the case numbers to something else and re-opened the workbook, but unfortunately I'm still getting the wrong cases being selected.

 

[Herakles]

Thanks guys. I tried Jaafar's new formula, changed the case numbers to something else and re-opened the workbook, but unfortunately I'm still getting the wrong cases being selected.

View attachment 98183

See Post 24, the formula was corrected to =$B$2=OFFSET($E6:$E100000,0,0)

 

[excelnewbie999]

See Post 24, the formula was corrected to =$B$2=OFFSET($E6:$E100000,0,0)

Thank you so much @Herakles and @Jaafar Tribak for all your help. This now works absolutely perfectly! Really appreciate all your hard work guys and I can't thank you enough for being so patient with me!

 

[Joe4]

Hi everyone and thank you very much for your replies.

@Joe4 and @Herakles - The problem with filtering is that I need to see all my cases and if I start filtering each day, then that seems a bit of an inconvenience and there is a chance that I may need to work on other claims too. Therefore for me personally, I require a pop-up reminder so that as soon as I open the spreadsheet, the cases that need following up for that day pop-up and I can then deal with them as a priority. Hope that makes sense.

@RoryA - Thanks and yes, I have posted the same question on the other forum. My apologies as I didn't know that the two forums are run by the same moderators. Should I only post on one of them?

Note that the new Filter function is not the same as “Filters”. It is a dynamic function that can return all the records from your main list in another sheet. So you could have one sheet showing all your data and another showing just records with todays date. The big advantage is no VBA code or manual intervention is required.

Note that all the different Excel forums are NOT run by the same group. That is NOT the concern with Cross Posting. If you read the link in Rory’s post, it explains exactly what the concern is. As long as you do it properly, it shouldn’t be a problem. And note that most Excel forums have similar policies.

 

[excelnewbie999]

Note that the new Filter function is not the same as “Filters”. It is a dynamic function that can return all the records from your main list in another sheet. So you could have one sheet showing all your data and another showing just records with todays date. The big advantage is no VBA code or manual intervention is required.

Note that all the different Excel forums are NOT run by the same group. That is NOT the concern with Cross Posting. If you read the link in Rory’s post, it explains exactly what the concern is. As long as you do it properly, it shouldn’t be a problem. And note that most Excel forums have similar policies.

Thanks Joe4. I'll certainly bear the filter function and the forum policies in mind. Once again thank you to you all