Good morning all,
I am hoping you can help me with your Excel expertise and creative brains!
I have a few partners that I have signed up as part of my job, and I am trying to create an 'onboarding' plan for them. So after the sign-up date, I want to send them an email after 14 days, then after 20 days after that, etc.
I created a calendar in Excel with weeks commencing and I am attaching an example below:
B6: Partner name
C6: Date of Sign-up
D6: =C6+14 days
E6: =D6-WEEKDAY(D6,2)+1 - this returns the week commencing. So 27/10 would be falling in w/c 26/10
F6: Second phase. =D6+14 days
G6: week commencing for Phase 2
and so on.
The phases vary so it's not a set '14 days' after each other. We also have a lot of different phases, around 10.
QUESTION:
Is there a way for me to put the Sign-Up Date and then the cells H to S to fill automatically based on whether the values in cells H5:S5 match with the dates in cells E6, G6 and so on?
I would like to visually know that on the week commencing 9 November we have to start Phase 2 for partner A, and so on.
The cells would ideally be highlighted in color.
I tried to use the IF MATCH formula but I wouldn't know how to make it work to look up in multiple cells.
Any assistance or suggestions would be highly appreciated.
Thank you very much!
Irene
I am hoping you can help me with your Excel expertise and creative brains!
I have a few partners that I have signed up as part of my job, and I am trying to create an 'onboarding' plan for them. So after the sign-up date, I want to send them an email after 14 days, then after 20 days after that, etc.
I created a calendar in Excel with weeks commencing and I am attaching an example below:
B6: Partner name
C6: Date of Sign-up
D6: =C6+14 days
E6: =D6-WEEKDAY(D6,2)+1 - this returns the week commencing. So 27/10 would be falling in w/c 26/10
F6: Second phase. =D6+14 days
G6: week commencing for Phase 2
and so on.
The phases vary so it's not a set '14 days' after each other. We also have a lot of different phases, around 10.
QUESTION:
Is there a way for me to put the Sign-Up Date and then the cells H to S to fill automatically based on whether the values in cells H5:S5 match with the dates in cells E6, G6 and so on?
I would like to visually know that on the week commencing 9 November we have to start Phase 2 for partner A, and so on.
The cells would ideally be highlighted in color.
I tried to use the IF MATCH formula but I wouldn't know how to make it work to look up in multiple cells.
Any assistance or suggestions would be highly appreciated.
Thank you very much!
Irene
