Excel 2016 - Conditional Formatting for Inventory Sheet

[KaylaP]

I have an inventory spreadsheet that I am attempting to make more streamlined so that every time an inventory is completed, it is the same regardless of who completes the task. Setting up future generations for success and all that jazz. (And saving my sanity.)

1. Expiration dates column. Not all cells will have data. The blank cells should remain white.
2. If data exists, any expiration date within 2 months of expiring should turn the cell Yellow.
3. If data exists, any expiration date within the current month or past should turn the cell Red.
4. All other expiration dates will remain white.

Can anyone help with this? I've found a few promising solutions but none of them are working quite as intended.

 

[etaf]

1. Expiration dates column. Not all cells will have data. The blank cells should remain white.
2. If data exists, any expiration date within 2 months of expiring should turn the cell Yellow.
3. If data exists, any expiration date within the current month or past should turn the cell Red.
4. All other expiration dates will remain white.

setup 2 rules - one for yellow and 1 for red

I think you are using column K for the EXP date - but not sure

i can get confused with terms like within - expiring etc

RED
any date older than today and up to the end of the current month in the future
=AND( K2<>"", K2<=EOMONTH(TODAY(),0) )

YELLOW
Any day in the future 2 months
=AND( K2<>"", K2<=EOMONTH(TODAY(),1) )

NOW put in order red first - arrow top right can change order - and stop if true

Product-ETAF.xlsx
	K
1
2	7/20/22
3	7/22/22
4	7/24/22
5	7/26/22
6	7/28/22
7	7/30/22
8	8/1/22
9	8/3/22
10	8/5/22
11
12
13
14
15
16	8/17/22
17	8/19/22
18	8/21/22
19	8/23/22
20	8/25/22
21	8/27/22
22	8/29/22
23	8/31/22
24	9/2/22
25	9/4/22
26
27
28
29	9/12/22
30	9/14/22
31	9/16/22
32	9/18/22
33	9/20/22
34	9/22/22
35	9/24/22
36	9/26/22
37	9/28/22
38	9/30/22
39	10/2/22
40
41
42
Sheet4

Cells with Conditional Formatting
Cell	Condition		Cell Format	Stop If True
K2:K50	Expression	=AND( K2<>"", K2<=EOMONTH(TODAY(),0) )	text	YES
K2:K43	Expression	=AND(K2<>"",K2<=EOMONTH(TODAY(),1))	text	YES

Note: Images are difficult to see , and also requires that I input all the data myself, which is very time consuming.

A SMALL sample spreadsheet, around 10-20 rows, would help a lot here, with all sensitive data removed, and expected results mocked up and manually entered, with a few notes of explanation.

MrExcel has a tool called “XL2BB” that lets you post samples of your data and will allow us to copy/paste your sample data into our Excel spreadsheets, saving a lot of time.

XL2BB - Excel Range to BBCode

Excel 'mini-sheet' in messages - XL2BB Although experts prefer to read your description and question instead of working in your actual file to solve your problem, there are times that it is difficult to explain an issue without providing actual...

www.mrexcel.com

You can also test to see if it works ok, in the "Test Here" forum.

Test Here

Use this forum to test your signature, learn bbcode, smilies, XL2BB, etc. Threads in this forum are automatically deleted after no replies for seven (7) days

www.mrexcel.com

OR if you cannot get XL2BB to work, or have restrictions on your PC , then put the sample spreadsheet onto a share
I only tend to goto OneDrive, Dropbox or google docs , as I'm never certain of other random share sites and possible virus.
Please make sure you have a representative data sample and also that the data has been desensitised, remember this site is open to anyone with internet access to see - so any sensitive / personal data should be removed

 

[KaylaP]

RED
any date older than today and up to the end of the current month in the future
=AND( K2<>"", K2<=EOMONTH(TODAY(),0) )

YELLOW
Any day in the future 2 months
=AND( K2<>"", K2<=EOMONTH(TODAY(),1) )

NOW put in order red first - arrow top right can change order - and stop if true

This worked like a charm! Thank you!!

I will be sure to follow your advice for future posts.

 

[etaf]

you are welcome