Hi all,
Seek the help from excel guru urgently.
In the attached spreadsheet, I use it to track if deadline is over due or not.
Column 1 will be today's date and column D3, F3,G3, H3 and I3 will be my parameters.
Scenario as per below:
1). If A/C Strategy (D3) = "Exit" or "Retain", then Status (H3) = blank and "Date of 1st reminder" (G3) will be 10 business days after "Date of Form sent to Biz" (F3) and "Next Deadline" (I3) = 10 business days after F3.
2). If A/C Strategy (D3) = "Pending", then Status (H3) = "Pending" if today's date is smaller than
"Date of Form sent to Biz" (F3), and "Date of 1st reminder" (G3) will be 10 business days after "Date of Form sent to Biz" (F3) and "Next Deadline" (I3) = 10 business days after F3.
nd if Date of Form sent to Biz" (F3) > 30 business day, "Report to manager"
3). If A/C Strategy (D3) = "Pending", then Status (H3) = "Follow up " if today's date is bigger than
"Date of Form sent to Biz" (F3), and "Date of 1st reminder" (G3) will be 10 business days after "Date of Form sent to Biz" (F3) and "Next Deadline" (I3) = 10 business days after F3.
and if Date of Form sent to Biz" (F3) > 30 business day, "Report to manager"
Please assist with the query.
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