Hello,
I have a spreadsheet where I introduced quite a lot of contacts. These contacts require either 3 monthly, 6 monthly, or yearly assessment.
I would like to get an alert one month before they need their assessment is due.
How would I do that?
Then once the assessment is done, how would I re-update it for a future date re-assessment?
Thank you in advance.
Welcome to the forum.
There are instructions at the top of the page explaining how to attach your sample workbook.
A good sample workbook has just 10-20 rows of representative data that has been desensitised. It also has expected results mocked up, relevant cells highlighted and a few explanatory notes.
Ali
Enthusiastic self-taught user of MS Excel who's always learning!
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You can't easily do 'alerts' directly in Excel, without awkward use of VBA. Some other options are:
a) Use VBA to automatically generate calendar appointments in Outlook
b) Use conditional formatting in your excel spreadsheet to highlight upcoming/overdue assessments
c) Filter your spreadsheet for upcoming/overdue assessment.
At a starting point, you will want need three columns for each contact - one with 'date of last assessment', one with 'period between assessments' and another that calculates 'due date for next assessment' from the previous two columns.
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Yes, you can if you create a formula in an adjacent cell or conditional formatting rule. This is why I would like to see the OP's workbook so that I can show them how.
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