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Training Matrix - Conditional Formatting for dates occuring

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    Training Matrix - Conditional Formatting for dates occuring

    Hi there,

    New to the forum and in need of help with conditional formatting.

    I am creating a training matrix that keeps track of different certificates that workers have obtained. The dates in the matrix are the dates that the certificates were obtained, not the expiry dates. I'd like to set up conditional formatting that will show me what certificates are still valid (green), what certificates expire within 6 months (orange), and what certificates have already expired (red).

    One of the problems I'm facing is that not all of the certificates expire at the same time; some last for 1 year, and some last for 3 years, and some last for 5 years, etc.

    Therefore, I think I need to set up a conditional formatting formula for each column that will take into account the number of years that the certificate is valid for.

    Any help with this would be greatly appreciated!

    Thank you,
    Sophie
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    Forum Expert etaf's Avatar
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    Re: Training Matrix - Conditional Formatting for dates occuring

    you could setup a rule per column that way it knows the certificate
    probably not so great if you change the columns around

    Otherwise a lookup - to lookup the column/row 2 and then use that time to flag I have used B3 as you have the years there

    =AND(B4<>"", B4<>"N/A",TODAY()>=DATE(YEAR(B4)+B$3,MONTH(B4)-6,DAY(B4)))

    This would flag if 6 mths

    B4<>"", B4<>"N/A",
    is to ignore those cells

    Heres your example with all the rules added - hopefully as you described - I used L4 as a test cell

    The order and stop if true is important the way i have written the example
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    Last edited by etaf; 01-25-2016 at 11:46 AM.
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