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Using "AND," "OR," and "TODAY()" in conditional formatting

  1. #1
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    Using "AND," "OR," and "TODAY()" in conditional formatting

    I need a formula that will format cells based on a number of criteria. This is for the loss control department of an insurance company. Column N has each policy's expiration date, O has premium, Q is the last date the customer was inspected, and S is loss ratio. If the customer has never been inspected, Q shows "00/00/00"

    I have one formula working perfectly. It formats rows where the loss ratio (S) is over 100 and the client either has never been inspected or has not been inspected since the policy renewed:
    =AND(OR($Q1="00/00/00",$Q1<($N1-365)),$S1>100)

    I had a formula that formatted rows where the customer's premium payment (O) is over 25,000 and they have not been inspected in a year:
    =AND((TODAY()-$Q1)>365,$O1>25000)

    For some reason, when I add the OR operator to also include customers that have never been inspected, the formula does not seem to work:
    =AND(OR($Q1="00/00/00",(TODAY()-$Q1)>365),$O1>25000)

    Any suggestions on how to get this formula working?

    Thanks in advance!
    Kelsey

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    Forum Expert Pepe Le Mokko's Avatar
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    Re: Using "AND," "OR," and "TODAY()" in conditional formatting

    Hi
    Attach a sample workbook. Make sure there is just enough data to make it clear what is needed. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are demonstrated, mock them up manually if needed. Remember to desensitize the data.

    Click on GO ADVANCED and use the paperclip icon to open the upload window.

    View Pic

  3. #3
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    Re: Using "AND," "OR," and "TODAY()" in conditional formatting

    Any chance you can upload a sample as I'm struggling to get my head around this - so a sample with a 3 or 4 rows but showing all the columns would be very helpful.

    Cheers

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    Re: Using "AND," "OR," and "TODAY()" in conditional formatting

    Hi Kelsey

    I've just had a brief look (it's kinda difficult without a sample spreadsheet to work with), but does this help any:

    Please Login or Register  to view this content.
    Regards
    Stephen.

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    Re: Using "AND," "OR," and "TODAY()" in conditional formatting

    Ok, try this. It's minimal, but hopefully it will work.
    Attached Files Attached Files

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    Re: Using "AND," "OR," and "TODAY()" in conditional formatting

    I tried adding the extra parentheses... no change.

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    Re: Using "AND," "OR," and "TODAY()" in conditional formatting

    Sorry, reading comprehension failure--I added a second sheet with the desired end effect. The customers who have high premiums and have never been inspected (C07 and C10) are not being automatically bolded by the spreadsheet, but they should be.
    Attached Files Attached Files

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