training cert expiration times need to be flagged in excel

W

Wkdwzdm

I have been given the task of creating a spreadsheet of employees which will
flag 3-months before a certification is to expire,i.e., CPR,First
Aid,Firearms, etc.
Do I need to milestone the event or is there something easier. I am a
beginner in using this program, but I am willing to take on the task.
 
W

WLMPilot

Being in EMS, I have set this type of spreadsheet up before. I used a 3
month, 1 month, and expired condition (all three condition formats options).

If the expiration date for a CPR card is in B2:

Conditional Format 1): =AND(B2<>"",TODAY()>=B2-90,TODAY()<B2-30)
Conditional Format 2): =AND(B2<>"",TODAY()>=B2-30.TODAY()<B2)
Conditional Format 3): =AND(B2<>"",TODAY()>=B2)

Using the "Formula Is" option in conditional formatting, use these formulas
as alerts. The first checks for with 90 days but greater than 30 days out.
Number 2 checks for expiration within the next 30 days, and the last is
expired. Respectfully I used the following color formatting
(font/background): 1) black/yellow, 2) black/orange, and 3) white/red.

You will note also in the formula, that I am also checking to see if there
is a value in cel B2.

Hope this helps you out.
Les
 
W

Wkdwzdm

This was okay,but it only flagged one event. I figure the syntax was wrong
somewhere. Thank you:)
 

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