Help with date clusters please

chef

Well-known Member
Joined
Jul 10, 2002
Messages
610
Office Version
  1. 365
  2. 2016
I would really appreciate any help and guidance around this and hoping possible.

I have a series of contract end dates in column F and am trying to cluster as follows
Using an end of month date in Cell H1 eg 31Oct 22 as fixed point (that I can change each month) I have been looking at nesting lookup/ if function with little success

Id like to show a category for each date held in column F and record in Column G and whether they are

1-3 mths
4-6 mths
7-12 mths
Over 1 year
Over 2 years

Im wracking my brain trying to figure and hoping maybe an easy solution either with formula or VBA
Many thanks
 

Excel Facts

What is the shortcut key for Format Selection?
Ctrl+1 (the number one) will open the Format dialog for whatever is selected.
Perhaps some sample data and the expected results (entered manually) with XL2BB would help clarify exactly what you have and what you are trying to achieve.
 
Upvote 0
Thank you for such a prompt response.
I am having problems with XL2BB add in and maybe blocked by work admin adding this ?
Ive tried to show outline example and apologies if not clear or enough to progress

Col F Col G Col H
End Date Category 31-Oct-22
31/08/2022 1-3 mths
31/05/2022 4-6 mths
31/03/2022 7-12 mths
31/07/2021 Over 1 year
30/09/2020 Over 2 years

 
Upvote 0
I am having problems with XL2BB add in and maybe blocked by work admin adding this ?
In that case in future try a direct copy/paste from Excel and explain what range is shown. For example: F1:H6

End DateCategory
31-Oct-22​
31/08/2022​
1-3 months
31/05/2022​
4-6 months
31/03/2022​
7-12 months
31/07/2021​
Over 1 year
30/09/2020​
Over 2 years

See if this is what you want.

22 10 29.xlsm
FGH
1End DateCategory 31-Oct-22
231/08/20221-3 months
331/05/20224-6 months
431/03/20227-12 months
531/07/2021Over 1 year
630/09/2020Over 2 years
Group Dates
Cell Formulas
RangeFormula
G2:G6G2=IF(EDATE(H$1,-24)>F2,"Over 2 years",IF(EDATE(H$1,-12)>F2,"Over 1 year",IF(EDATE(H$1,-6)>F2,"7-12 months",IF(EDATE(H$1,-3)>F2,"4-6 months","1-3 months"))))
 
Upvote 0
Thank you so so much for your help and patience.
This is great and will save a lot of manual work and really appreciate the help.
I would never have figured that out.
regards
 
Upvote 0

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