Next Date in a series with known start date and frequency.

laleph

New Member
Joined
May 2, 2011
Messages
16
Help desperately needed. I don't think this should be too tough but for the life of me can't figure it out. I need a formula for Column C which will auto populate based on today's date Today().

Since we know the start date and the frequency, I just need to formula which gives me the next date in the series. Note that if a "start date" is on a day that is either the 29, 30, or 31st, we'd need the "next date" to be the last day of the month (for example, if a start date was 8/31/12, in February the monthly next date would be 2/28/13.

Looking at my sheet below,
C2 should = 1/18/2013
C6 should = 12/17/2012
C12 should = 1/5/2013
C21 should = 2/28/2013
C24 should = 10/24/2013

Any help here would be GREATLY appreciated!

Thanks!

-Lars


A
B
C
1
Start Date
Frequency
Next Date
2
1/18/2006
Annually
3
1/12/2012
Annually
4
2/13/2004
Annually
5
4/5/2012
Annually
6
1/17/2012
Monthly
7
1/28/2012
Monthly
8
1/30/2012
Monthly
9
1/13/2012
Monthly
10
5/31/2002
Monthly
11
1/12/2012
Monthly
12
7/5/2010
Monthly
13
1/28/2012
Monthly
14
11/29/2007
Monthly
15
8/28/2006
Monthly
16
1/5/2012
Monthly
17
8/11/2006
Monthly
18
1/8/2007
Monthly
19
1/10/2012
Monthly
20
1/1/2013
Monthly
21
11/30/2007
Quarterly
22
3/28/2012
Quarterly
23
6/15/2012
Quarterly
24
4/15/2009
Semi Annually

<tbody>
</tbody>
 

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Using your sample data, try this regular formula:
C2: =EDATE(A2,LOOKUP(B2,{"A","M","Q","S"},{12,1,3,6}))

Copy that formula down through C24

These will be the results:
Start Date
Frequency
Next Date
1/18/2006
Annually
1/18/2007
1/12/2012
Annually
1/12/2013
2/13/2004
Annually
2/13/2005
4/5/2012
Annually
4/5/2013
1/17/2012
Monthly
2/17/2012
1/28/2012
Monthly
2/28/2012
1/30/2012
Monthly
2/29/2012
1/13/2012
Monthly
2/13/2012
5/31/2002
Monthly
6/30/2002
1/12/2012
Monthly
2/12/2012
7/5/2010
Monthly
8/5/2010
1/28/2012
Monthly
2/28/2012
11/29/2007
Monthly
12/29/2007
8/28/2006
Monthly
9/28/2006
1/5/2012
Monthly
2/5/2012
8/11/2006
Monthly
9/11/2006
1/8/2007
Monthly
2/8/2007
1/10/2012
Monthly
2/10/2012
1/1/2013
Monthly
2/1/2013
11/30/2007
Quarterly
2/29/2008
3/28/2012
Quarterly
6/28/2012
6/15/2012
Quarterly
9/15/2012
4/15/2009
Semi Annually
10/15/2009

<tbody>
</tbody>

Is that something you can work with?
 
Upvote 0
What I'm looking for in column C (Next Date) needs to be related to today. So rather than having the next date from the start date, I'm looking for the next date from right now. For example the first one should return 1/18/13, and C6 should return 12/17/12. Does this make sense?
 
Upvote 0

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