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Excel - alerts

resolvedResolved · High Priority · Version 2010

Lauren has attended:
Excel Advanced course

Excel - alerts

Hi

I was wondering if you could please help me in finding the best way to create an alert/flag by using a formula that is easy to repeat/edit/use for none-excel users?

I'm calibrating a spreadsheet for ongoing, recurring contracts but want to highlight those that are due to expire so we can go back to market after assessing their KPIs.

Many thanks in advance,

Lauren

RE: Excel - alerts

Hi Lauren

Thank you for your question. To tackle this the problem needs to be broken down further. I'm going to assume that the spreadsheet is made up of rows of records of contacts. With columns like

Name : Company : Contract end date

We want to flag those companies who's contract end date is soon.

To do this we need to compare the contract end date with today's date.

If they are close then we need to display a message such as "Expires soon" otherwise we display nothing. I'll assume that soon equals 7 days from now.

To do this I'll use an IF function in a new column like this


Name : Company : Contract end date : Contract expiry


The formula in the contract expiry cell needs to do the following

check if Contract end date is 7 days or less from today.
If it is then display "Expires soon" in the final (Contract expires) column, otherwise display nothing at all.

If the columns are labelled as follows and formula is on Row 1

A : B : C : D
Name : Company : Contract end date : Contract expiry


the formula in D1 would read

=IF(C1<=TODAY()+7,"Expires soon","")

Try this out and see if it produces the kind of results you want.
This formula can be copied down for the rest of the rows in the sheet.

Thanks,
Andrew


RE: Excel - alerts

Thanks Andrew, that's really helpful.

The contracts are annually recurring and only specified by month so how would I better define that element, is there a way you can work with months instead of days (i.e. not +7).

At the moment I have contracts ending, for example, in July 2016, November 2016 and October 2017 and some that haven't yet had end dates added and 'go to market' alert appears on all but the Oct 2017 one.

Further, what is the best way of adding conditions such that if there is no date entered at all, no alert appears and am I able to highlight it?

If I could enter some sort of countdown in the last 3 months until the 'go to market' (instead of 'expires soon') alert is entered, that would be really useful.

Thank you.

RE: Excel - alerts

Hi Lauren,

I think, if I understand you right the formula below can do what you want.


=IF(Month(C1)>=Month(TODAY())-3,"Go to Market","")

Please let me know if it is not what you need.




Kind regards

Jens Bonde
Microsoft Office Specialist Trainer

Tel: 0207 987 3777
Best STL - https://www.stl-training.co.uk
98%+ recommend us

London's leader with UK wide delivery in Microsoft Office training and management training to global brands, FTSE 100, SME's and the public sector

RE: Excel - alerts

Market Test When
Jul-15 GO TO MARKET
Jul-14 GO TO MARKET
Oct-14 GO TO MARKET
Nov-14 GO TO MARKET
GO TO MARKET
Oct-18 GO TO MARKET
GO TO MARKET
Feb-17 GO TO MARKET
GO TO MARKET
GO TO MARKET
GO TO MARKET
GO TO MARKET
GO TO MARKET

Hi Jens

Thank you for your response.

Unfortunately that formula is marking Oct 18 and all my blanks as 'go to market' - do you have any idea why that might be?

My formula is:

=IF(MONTH([@[Market Test]])>=MONTH(TODAY())-3,"GO TO MARKET","")

Thanks,

Lauren

RE: Excel - alerts

Hi Lauren,


I have changed the function (see below). I have used an And function to test the dates and for blanks.

=IF(AND(MONTH(C1)>=MONTH(TODAY())-3,C1<>""),"Go to Market","")

Please let me know, if it is not doing, what you want.

Kind regards

Jens Bonde
Microsoft Office Specialist Trainer

Tel: 0207 987 3777
Best STL - https://www.stl-training.co.uk
98%+ recommend us

London's leader with UK wide delivery in Microsoft Office training and management training to global brands, FTSE 100, SME's and the public sector

Tue 14 Feb 2017: Automatically marked as resolved.


 

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Select Edit > Find, click on Options and then Format...choose the formatting that you want found and click on OK

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