Conditional formatting for review dates issue

spartikoos91

New Member
Joined
Apr 20, 2023
Messages
3
Office Version
  1. 365
Platform
  1. Windows
Hi, im no pro at excel and would be grateful for any help in how to make what i need.
I have attached an image for reference but what im trying to make is a sheet where for documents named in the top row, we input the date we implemented it, then the cell below indicates the due review date - typically 6 months from the "implementation date".
I would like the "review due" date to colour code green if the document is still within 4 months of lifespan of todays date (cell A1), amber from 4 months to 6 months, then red from 6 months on. I appreciate this might be days instead like 6 months = 180 (for days ect).
And where no data has been entered in the implementation date, just for the cell to remain empty and empty in the review due cell also,

In cell A1 i have the formula =TODAY()
In the "review due" row of cells, i have the formula as =B2+180 and so on for B3, B4 ect.

please help. it would make a massive difference to care homes i oversee
 

Attachments

  • Mock excel doc.png
    Mock excel doc.png
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Use =UPPER() for upper case, =LOWER() for lower case, and =PROPER() for proper case. PROPER won't capitalize second c in Mccartney
Variables
MrExcel-1235436.xlsx
ABC
1Green Offset120<-- 2/3 days of review
2Amber Offset180<-- Total Review Days (after 2/3 days+1)
3Red Offset181<-- Review Due +1 day
Variables
Cell Formulas
RangeFormula
B1B1=INT(ReviewOffset/3*2)
B2B2=ReviewOffset
B3B3=ReviewOffset+1
Named Ranges
NameRefers ToCells
ReviewOffset=spartikoos91!$A$3B1:B3

Main Sheet
MrExcel-1235436.xlsx
ABCDEFGH
121/04/2023DOCUMENT 1DOCUMENT 2DOCUMENT 3DOCUMENT 4DOCUMENT 5DOCUMENT 6DOCUMENT 7
2IMPLEMENTATION DATE20/10/202214/04/202310/09/202211/01/202117/11/202110/11/2022
3REVIEW DUE *ENTER DATE OFFSET IN THIS CELL*18/04/202311/10/202309/03/202310/07/202116/05/2022 09/05/2023
4-3173-43-650-340 18
5Using named cells in variables tab for theRedGreenRedRedRed Amber
6conditional formatting rules
7All formulas are dynamic based on review due above
8Assumption is for reviews to be done on or before
9TODAY and review due dates greater than 60 days
10from today are greens, days of 60-0 should be amber
11and <0 should be red
spartikoos91
Cell Formulas
RangeFormula
A1A1=TODAY()
B3:H3B3=IF(NOT(ISBLANK(B2)),(B2)+ReviewOffset,"")
B4:H4B4=IFERROR(B3-TodaysDate,"")
B5:H5B5=IFERROR(IF(OR(B4="",ISBLANK(B4)),"",IF(B4>(ReviewOffset-GreenOffset), "Green",IF(B4>ReviewOffset-AmberOffset,"Amber","Red"))),"")
Named Ranges
NameRefers ToCells
AmberOffset=Variables!$B$2B5:H5
GreenOffset=Variables!$B$1B5:H5
ReviewOffset=spartikoos91!$A$3B5:H5, B3:H3
TodaysDate=spartikoos91!$A$1B4:H4
Cells with Conditional Formatting
CellConditionCell FormatStop If True
B3:H3Expression=OR(ISBLANK(B3),B3="")textYES
B3:H3Expression=IF(B3-TodaysDate>ReviewOffset-GreenOffset,TRUE,FALSE)textYES
B3:H3Expression=IF(B3-TodaysDate>ReviewOffset-AmberOffset,TRUE,FALSE)textYES
B3:H3Expression=TRUEtextNO
 
Upvote 0
CSmith, thank you very much, its going to take me a few days to process this, looks terrifying but seems to be the solution. much appreciated.
 
Upvote 0
No problem, very simple I can send you a link to the file if you like?
 
Upvote 0
No problem, very simple I can send you a link to the file if you like?
Hello, if you could that would be appreciated.
Im currently on the spreadsheet trying work out how you actually did this and where but not having much luck, i really appreciate it.
 
Upvote 0

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