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Conditional Formatting based on dates, Formula to add the outcomes as they change

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    Conditional Formatting based on dates, Formula to add the outcomes as they change

    I am trying to conditional format on an entire column with 4 separate outcomes as colors.
    With a given date (Jan 1st 2015 for example) when the "Today" from the computer's clock reaches within 90-61 days / 60-31 days / 30-1 days / and 0-negative days to each create a separate color. I am currently on top of assignment of the effect, I need help with deciding which of the rules to choose, and what the formula to enter is.

    Following on, I need to add each of the different instances in real-time, as they change together, and would like some help on how to write the formulas for each cell designated for 3 months out, 2 months out, 1 month out, and expired.

    Date format is yyyy/mm/dd

    If the responder has the time to explain the parts of the formulas, and what they pertain to so that I can learn the why and how as well, I would appreciate it. It empowers me to help pass knowledge along to the next guy I meet in person, outside of a forum.
    Last edited by Jax_Approved; 06-06-2015 at 01:22 AM.

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    Re: Conditional Formatting based on dates, Formula to add the outcomes as they change

    Hi, welcome to the forum

    1st, I would advise against using CF on entire columns, it could start to slow your file down.

    If you are familiar with CF, ignore these steps...

    1. highlight the range you want to apply the conditional formatting to
    2. on the home tab, styles, select CF
    3. select new rule, select use formula
    4. enter =

    Make the 1st rule =cell_ref<=today()-90
    2nd rule =cell_ref<=today()-60
    etc

    Not sure what you want for the 2nd part, perhaps upload a small (clean) sample workbook (not a pic) of what you are working with, and what your expected outcome would look like.
    1. Use code tags for VBA. [code] Your Code [/code] (or use the # button)
    2. If your question is resolved, mark it SOLVED using the thread tools
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    Regards
    Ford

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    Re: Conditional Formatting based on dates, Formula to add the outcomes as they change

    Hi dear
    You mean you need four conditions in each cell for the whole sheet or might be 200 cells suppose.
    here is the formula:

    1:-=$H2<=TODAY() ,
    2:-=$H2<=TODAY()+30,
    3:-=$H2<=TODAY()+60

    you can add forth condition as per your requirement for example =$H2<=TODAY()+90
    H2 is column+row

    few things to remember

    Just remember always check the box "stops if true" and second thing to be in mind is ,keep in order from the arrow after the button "delete rule". you should keep formulas in the order like i have given above in ascending order,if you will not do so then excel will just take the upper condition ,will not take all the conditions

    hope helpful
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    Re: Conditional Formatting based on dates, Formula to add the outcomes as they change

    I’ve attached a sample of what I am trying to create.
    The outcome that I’m trying to reach is that a static date goes under each column (D-H in this case). This date is based on an actual completion, and expected to change only when a completion certificate is submitted.
    To give my Soldiers the best knowledge, as far as a quarter out for yearly, and 9 months out for 4 year requirements, I would like to have this tool color code. (Soldiers love colors, but hate when there is red or black by their name.)
    So, for columns that are yearly requirements, I would like the selected range (2-7 in this case) in each column to color code off of expiration time and 30 days at a time.
    1 year requirements – Green/90-61 days , Yellow/60-31 days, Red/30-1 days, Black past expiration
    4 year requirements – Green/270-181 days , Yellow/180-91 days, Red/90-1 days, Black past expiration
    My end goal is to keep this as a running spreadsheet that only requires updating anyone’s date submission once a month and it works for both myself, and the guy that follows me, instead of re-inventing the wheel each time someone rotates out. And it beats flipping through a binder of 100’s of names every month! 
    If someone adjusts this to put in what I am looking for, I only ask that I am told what was changed, and why the method was chosen so that I can build a foundation to expand this example into use and further use the program to give time and initiative back to the guy on the bottom. So, while this will make it easier for me to track items, I can let them know quite some time out when they are due, and it’s not a surprise when time is constrained later.
    Thanks in advance, and for the tips I’ve received already. I’m a little behind the power curve on yours FDibbins, or running a different version of excel. I’m not sure what I misinterpreted from your instructions, but I couldn’t get the cells to format with the dates that I’ve put in the attachment which are purposely derived to get the colors to pop up (even the ones within the good date range were going red.) I deleted the rules out to not confuse myself, or someone else that may try and touch it up.
    Imranorakzai- I had the same problems with yours, but maybe it’s because of the +30 instead of minus since the dates are all past and should be growing closer to? I’m too new to this to play doctor on what I did wrong or make possibly incorrect assumptions when I just misunderstood and inserted it correctly.
    Either way, thank you both for the input!
    Attached Files Attached Files

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    Re: Conditional Formatting based on dates, Formula to add the outcomes as they change

    imranorakzai, I finally got your attachment to download after I submitted my last reply. I think it cleared up some of my questions and you and I are tracking really close to the same page. I may have it turned around in my head, but since your sheet is set up with a specific column denoting "Expiration," I may just be making it too hard in my head....since everyone has been telling me that I would need to take today and subtract the days out that I wanted for a warning somewhere in the formula. I'm still not sure how you input those into the conditional formatting. When I go to create a new rule, it gives me a number of selections to chose from on how I would like to implement the rules first, and I may be choosing the wrong one there.

    FDibbons - That may be why yours are not working either. I'm seeing a lot of options for how to apply the formula before I ever get the chance to input the formula itself. I'm guessing at which ones I chose, and possibly coming out with the wrong one.

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    Re: Conditional Formatting based on dates, Formula to add the outcomes as they change

    hi jax
    sorry i didnt get what you are indeed asking.can you clear please in how many columns you need the conditions .highlight the column also.because they have some confused dates

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    Quote Originally Posted by imranorakzai View Post
    hi jax
    sorry i didnt get what you are indeed asking.can you clear please in how many columns you need the conditions .highlight the column also.because they have some confused dates

    imranorakzai,
    The formatting will apply to all columns, and eventually many more. I just wanted to give an example of the spreadsheet as suggested. Each of the dates currently put in are fictitious, and we're meant to either fall within the "good" range where they don't change color, or each one of the color phases, based on today's date.
    This isn't the sheet that they will end up going into (personal information and such are in the one that I'm finishing on my work computer). That's also one of the reasons that I'm asking for an example of what and how the input is done. It would allow me to learn how the function works, and apply it to the one on my work computer. I'm on my phone at the moment, so I can't complete the highlight request for you. Please excuse me on that. I hope that I've answered your question?

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    Re: Conditional Formatting based on dates, Formula to add the outcomes as they change

    Imranorakzai,
    I think that the difference between what I’m looking for, and your example is that your sheets show the expected expiration date. Due to the way that I’m inspected and present information, I have to give the last completion date (We’re dealing with the WHY generation here….If I can show the WHY is because of date of last completion, I’m not wasting their time, or mine. ) I also cut my attachment down to two columns of information to eliminate confusion.

    Presentation is everything, and I’m trying to best cater to my receiving audience. Thank you!
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