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Conditional Formatting based on due dates

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    Conditional Formatting based on due dates

    Hello all,

    I am a new credit analyst at a local bank, and I work in the commercial real estate department. The department is having a hard time tracking all the due dates for financial statements, tax returns, covenant compliance tests, etc... and would like to make a spreadsheet that can highlight/ change text color of the dates for each of the documents. I would like the colors to change based on 30 days before they are due (yellow highlight/ standard black text), 7 days before they are due(orange highlight/ black bold text), the due date (bold red text) and 30 days past due (red highlight / white bold text).

    I have been working with this for a few days, on and off, and trying to use conditional formatting rules, and "if/then" & "and"statements, but apparently I am not doing something correctly, as it is not working.


    Is this possible??? If it is, if anyone could offer some guidance, or even point me to a tutorial that I could follow, I would be most appreciative.

    Before I get frustrated, I figured I should call on those more skilled in excel than I am, and try and gain some help before I tell my boss, what she is looking for, I can't do!!!


    Thanks for any and all help offered. It is appreciated.
    Last edited by unlvjeffro; 02-14-2016 at 12:02 AM.

  2. #2
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    Re: Conditional Formatting based on due dates

    Yes it's possible. See attached.

    I will point out that you appear to be missing a condition though.
    What happens if something is past due date, but not yet 30 days past due? For example due date +1.
    You've not accounted for this.

    BSB

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    Re: Conditional Formatting based on due dates

    I see where I made my mistake, and why the conditional formatting wouldn't work for me. I forgot to add the statement after the comma. A thousand thank yous, as now I can make the spreadsheet work for my boss, and I learned something very important for work.

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