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Automatically setting new dates for recurrent events once the previous date has passed

  1. #1
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    Wink Automatically setting new dates for recurrent events once the previous date has passed

    Hi All,

    I have a sheet of recurrent tasks, each with its own frequency, like once a week, once a month, once every 3 months...
    Now I manually set a date for the next due date. Like the next once-a-month task should be performed by Sep 20.
    Once that date has passed, I would like excel to automatically change this date to Oct 20, and after that date has passed, change to Nov 20, and so on.

    Excel.JPG

    Can this be done?

    Would greatly appreciate your response.

    Thanks,
    Shiri

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    Re: Automatically setting new dates for recurrent events once the previous date has passed

    Not saying I'll answer this but things to consider.
    You'll need to specify start days/dates, for example

    1. Once a month: Youd need a start day, e.g. you've put 20-09-2019 only because you know today is past the 20th of this month. So Excel would need to know that too, a start day e.g. 20
    Also what happens if the once a month day is 29th 30th 31st - and today is the 1st of Febraury? There's no 30th of February so what date would you want then? Similar with other months like April June September and Novemeber and 31st of the month.

    2. Once a week, again you'd need to specify a day of the week so Excel can tell when the next day occurs. Not difficult to work out.

    3. Once a year, again a start date determine if that date has past or not.

    4. Once every 3 mths, again a start date, prob use EDATE(), but again what if its the 29th of 30th or 31st of the month and the next 3mth date would be February?
    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.

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    Re: Automatically setting new dates for recurrent events once the previous date has passed

    Hi Special-K and thank you for that.
    Not sure if I understood you correctly, but what if I set the frequency to once every 7 days or once every 30 days. This way, if my due date is Jan 31, the next due date would be March 1st. That's ok by me.

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    Re: Automatically setting new dates for recurrent events once the previous date has passed

    But every 7 days starting when?
    Or every 30 days starting when?

    You cant know this

    "the next due date would be March 1st."

    without knowing this

    "if my due date is Jan 31"

    So 31st Jan would be your start date.
    You need to supply some form of start date or start day depending on the frequency.

    You cant just have the diagram youve supplied, you need to add additional info so Excel knows when the 7 or 30 days are up.

    "The same day once a week"
    Well when's that? Is it today, tomorrow, 3 days from now?
    "It's every Tuesday"
    Now I know and can work out the next Tuesday from todays date.
    But I wouldnt be able to do that without knowing it was every Tuesday.
    Thats what Im saying.

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    Re: Automatically setting new dates for recurrent events once the previous date has passed

    Ok, again thanks a lot. Would love to know how I inform excel of a start day. Bear in mind that I am an excel noob

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    Re: Automatically setting new dates for recurrent events once the previous date has passed

    Get next day of week

    A1+7-WEEKDAY(A1+7-B1)+1

    where A1 is today's date and B1 is day number 0-7 starting with Sunday.

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    Re: Automatically setting new dates for recurrent events once the previous date has passed

    Thanks Special-k

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