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Formula to return a True/False if date equals or before set date

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    Formula to return a True/False if date equals or before set date

    Hi,

    I'm wanting to set a formula to return a True/False

    I have to set up a pipeline with opportunities within 6 month, 12 months and 18 months window

    I have Four columns set up to

    The first column I will enter the date in that will indicate when we can review that opportunity and will be the column where I will be basing the other three columns to see if its within the window.
    The 2nd column will let me know if its in 6 months window
    The 3rd column will let me know if its in 12 months window
    The 4thcolumn will let me know if its in 18 months window

    I will be basing the windows on TODAY formula as its a live spreadsheet
    6 months =TODAY()+182
    12 months =TODAY()+365
    18 months =TODAY()+548

    I'm just not sure how I can do the formula required as its time-consuming to manually adjust no to yes if it drops in the window. we require it for our stats

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    Re: Formula to return a True/False if date equals or before set date

    Welcome to the forum.

    There are instructions at the top of the page explaining how to attach your sample workbook.

    Look either at the start-up screen in Excel or under File | Account ... to determine your version - please update your profile accordingly (it matters). Thanks.
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    Re: Formula to return a True/False if date equals or before set date

    I believe I've updated the version now. Please let me know if its right

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    Re: Formula to return a True/False if date equals or before set date

    No, it isn't. That's a release number - you must have MS365.

    Please upload a sample workbook, as requested.

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    Re: Formula to return a True/False if date equals or before set date

    I've uploaded a sample showing the idea I'm looking at.

    I need anything that is "quotable" within 6, 12 or 18 month window to return True. Anything outside these windows to be false
    Attached Files Attached Files

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    Re: Formula to return a True/False if date equals or before set date

    Thanks - I'll have a look.

    Please update your profile to MS365.

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    Re: Formula to return a True/False if date equals or before set date

    Right - please fill in the top three rows of your table manually to show the outcomes you want. I'm not entirely clear from your description.

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    Re: Formula to return a True/False if date equals or before set date

    is this what you are looking for in B5... =$A5<B$2
    dragged right and down.
    Make contributors happy, click on the "* Add Reputation" as a way to say thank you.
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    Re: Formula to return a True/False if date equals or before set date

    Hi Ali,

    I've edited the sample to demonstrate what I want to see.

    Column A - these are the Date I enter manually to show when its quotable. I need to see if the other three whether its falls in 6, 12, 18 months window.

    For example, if the date is 30/09/2023, this is too far out and therefore would be False. Until of course we enter the 6 month window, to which it will change to True.

    another example, 20/06/2022 - this drops in the 12 and 18 month window so that will show up as TRUE. While 6 month window will stay False

    Hopefully that makes sense
    Attached Files Attached Files

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    Re: Formula to return a True/False if date equals or before set date

    Does post #8 fulfil requirements?

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    Re: Formula to return a True/False if date equals or before set date

    Thank you for solving this!

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    Re: Formula to return a True/False if date equals or before set date

    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED.

    Also, you may not be aware that you can thank those who have helped you by clicking the small star icon located in the lower left corner of the post in which the help was given. By doing so you can add to the reputation(s) of those who helped.

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    Re: Formula to return a True/False if date equals or before set date

    Yes, it has solved my original question, but has led to another issue. I do have one more questions which I believe will be an easy fix.

    I have another row, which was included in the sample

    I'm using a COUNTIF to return the stats if its True so I can count the amount of quotable opportunities within 6 months for example. but its returning 0. I suspect this is to do with the TRUE/FALSE formula?

    =COUNTIF(V5:V2686, "*TRUE*")

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    Re: Formula to return a True/False if date equals or before set date

    your countif should look more like this... =COUNTIF(V5:V2686,TRUE) w/o the quotes or asterisks.
    same for false

    AND thank you for the rep!

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    Re: Formula to return a True/False if date equals or before set date

    Thanks Sam.

    Its now returning as 1

    I need to be able to see it like attached example. I've manually entered the numbers to show the number of trues in the column
    Attached Files Attached Files

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    Re: Formula to return a True/False if date equals or before set date

    Ignore me, this is now working

    Thank you Sam and Ali!

    I'll close the thread

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    Re: Formula to return a True/False if date equals or before set date

    In B3 copied across:

    =COUNTIF(B$5:B$13,TRUE)

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    Re: Formula to return a True/False if date equals or before set date

    Ok, I have put the formula in B3, C3 and D3 and it returns the results you want, see attached.
    Attached Files Attached Files

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