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Listing evaluation dates as the 1st of the month.

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    Listing evaluation dates as the 1st of the month.

    I am trying to create a simple spreadsheet for evaluation dates. I have used conditional formatting to alert when the date is coming up. Evaluations are based on hire dates and they are every year due during the month they were hired. In my attached spread sheet column C is the hire dates. In column "D" I am trying to do a formula so that the evaluation day is 1 year after hire and then changes to the next year when it passes. So far I have used
    =EDATE(C4,12*(DATEDIF(C4+1,Today(),"Y")+1))
    However what I am trying to do is have the evaluation days all change to the first of the month of hire date. If hire date is 7/25/2015, the first evaluation due date would be 7/1/2016 and so on. I hope this makes since.

    Any suggestions would be very appreciated.
    Attached Files Attached Files

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    Forum Expert Tony Valko's Avatar
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    Re: Listing evaluation dates as the 1st of the month.

    I didn't download your file.

    Assuming your formula is correct but needs tweaked to return the 1st of the month date...

    =EOMONTH(EDATE(C4,12*(DATEDIF(C4+1,TODAY(),"Y")+1)),-1)+1
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    Re: Listing evaluation dates as the 1st of the month.

    Thank you! That works perfect. I have one more question I didn't realize before. If I haven't entered a hire date, (cell is blank) in the evaluation cell it is putting 12/1/15 as a date instead of leaving it blank also. It was doing this before I put in the new formula, I just didn't see it.
    Thank you again!

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    Forum Expert Tony Valko's Avatar
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    Re: Listing evaluation dates as the 1st of the month.

    Maybe this...

    =IF(C4="","",EOMONTH(EDATE(C4,12*(DATEDIF(C4+1,TODAY(),"Y")+1)),-1)+1)

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    Re: Listing evaluation dates as the 1st of the month.

    That works perfect.

    Thank you so much!

  6. #6
    Forum Expert Tony Valko's Avatar
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    Re: Listing evaluation dates as the 1st of the month.

    You're welcome. Thanks for the feedback!

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