calculate 3, 6 and 12 month reviews and alert to birthdays

cmathys

New Member
Joined
Feb 23, 2005
Messages
15
Column A is hire date
Column B is date of birth
If their birthday is this month, I need to change the font to red in column B for that employee.
3 Months after hire, I need column C to read "3 mos."
Every 6 months after the hire date, I need put the date of their upcoming review in Column C. If it is their annual, this also needs to be in red.
For example,

A=08/24/04
B=01/08/74
If it is November, Column C needs to read 3 mos.
If it is February, Column C needs to read 2/24/06 (current year) in black
If it is August, Column C needs to read 8/24/06 (current year) in red

If it is January, column B needs to appear in red

Any help would be appreciated.
Thanks!
 

Excel Facts

Easy bullets in Excel
If you have a numeric keypad, press Alt+7 on numeric keypad to type a bullet in Excel.
Something like this:
Book1
ABCD
1HireDateBirthdate3monthReview6monthreview
224/08/200408/01/19743mos24/02/07
313/02/200315/10/19653mos13/02/07
Sheet2


Formula in C2 :
Code:
=IF(TODAY()-A2>90,"3 mos","")
Formula in D2 :
Code:
=IF(MONTH(A2)+6<MONTH(TODAY()),DATE(YEAR(TODAY())+1,MONTH(A2),DAY(A2)),DATE(YEAR(TODAY()),MONTH(A2)+6,DAY(A2)))
both can be copied down.

Conditional Formatting in B2, painted down, Formula is: =MONTH($B2)=MONTH(TODAY()) then set format to red
Conditional Formatting in D2, painted down, Formula is: =MONTH($D2)=MONTH($A2) then set format to red

The conditional formatting doesn't seem to show up, but on mine cells B3 and D3 are red

HTH
 
Upvote 0
In C1 enter:

=IF(MOD(MONTH(TODAY())-MONTH(A1),6)=0,DATE(YEAR(TODAY()),MONTH(TODAY()),DAY(A1)),IF(MOD(MONTH(TODAY())-MONTH(A1),3)=0,"3 mos",""))

and format as mm/dd/yy;;@.

With C1 selected choose Format|Conditional Formatting. Condition 1 Formula Is:

=MONTH(A1)=MONTH(TODAY())

Format as red and click OK twice.

For B1 CF Formula Is:

=MONTH(B1)=MONTH(TODAY())

Format as red and click OK twice.
 
Upvote 0
Thank you both so very much!!!
I have printed it out and will work on it in the morning.
I appreciate your help!!!
 
Upvote 0

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