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Excel date automatically updates training status

  1. #1
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    Excel date automatically updates training status

    Hi from Ireland

    I am looking for some help with and Excel topic.

    I have a list of staff with dates they attended annual training.

    Some have done the training several times over the last number of years.
    Some have attended the training only once, and some have never attended.

    Attached is a mock-up worksheet of the kind of thing I'm after.

    What I would like to be able to do is to have their status
    change automatically from "OK" to "DUE" to "TO BE DONE"

    Excel would "look" in the columns date1, date2, date3, date4
    and select the latest date and present the status based on
    this date.

    Excel would "check" the dates to see if they are within the last year
    and then show the status as:

    OK - done within last year
    Due - Done within last year but will expire in the next 30 days
    To be done - has not been done within the last year and needs to be done.

    Is there any way to do this?

    Many Thanks,

    Barney
    Attached Files Attached Files
    Last edited by barneysplash; 09-08-2016 at 05:21 AM. Reason: Supplied worksheet instead of off-site link to image of worksheet.

  2. #2
    Forum Moderator - RIP Richard Buttrey's Avatar
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    Re: Excel date automatically updates training status

    Hi,

    Please upload the workbook to this forum. Many of us prefer not to visit file hosting sites of unknown provenance.
    Richard Buttrey

    RIP - d. 06/10/2022

    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

  3. #3
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    Re: Excel date automatically updates training status

    With B2 containing 01/01/2011

    in F2
    =IF(AND(EDATE(MAX(B5:E5),12)<=TODAY()+30,EDATE(MAX(B5:E5),12)>=TODAY()),"DUE",IF(MAX(B5:E5)>TODAY()-365,"OK","TO BE DONE"))
    and copy down

    Select F2

    Conditional Formatting
    New Rule
    Use a formula to determine...

    =(F2="OK")
    format as green

    =(F2="TO BE DONE")
    format as red

    =(F2="DUE")
    format as yellow

    Use Format painter (paintbrush icon) to copy to other cells
    Last edited by Special-K; 09-08-2016 at 05:15 AM.
    Regards
    Special-K

    Ensure you describe your problem clearly, I have little time available to solve these problems and do not appreciate numerous changes to them.

  4. #4
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    Re: Excel date automatically updates training status

    Hi all

    Thanks for the Conditional Formatting and format painter guidance, I didn't know how to do that.

    I've tried your formula and it works ok, but am going to use another formula I found on another forum.

    I put both formulas side by side and did some testing, see attached spreadsheet.

    If a date in the future is entered, your formula stays as "OK", but the other site's formula gives an error #NUM

    Because the training sheet will be used by several people with varying Excel skills, this error notification is
    important.

    Thank you for your assistance, you are very kind.

    Barney
    Attached Files Attached Files

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