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Highlight Upcoming Birthdays with Conditional Formatting

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    Highlight Upcoming Birthdays with Conditional Formatting

    Hello. This is more complex than I thought it would be. I have columns with employee names, Start Dates, and Dates of Birth.

    I want to use conditional formatting to highlight Start Date and/or DOB if a birthday or anniversary will occur within 14 days from today.

    That is my core need. But if you meet that challenge with ease, I'd love to extend it further by creating a separate "quick glance" worksheet that lists only names that meet one or both of those qualifications followed by "Birthday mm/dd/yyy" and/or Anniversary mm/dd/yyyy.

    Capture.PNG

    You are welcome to add your own creativity or insights to the display of these if you'd like. In actual practice, this worksheet is part of a workbook with many worksheets in which I store a wide range of employee data, so this will prevent me from poking around in it each day.

    Thanks a bunch,

    ~N

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    Re: Highlight Upcoming Birthdays with Conditional Formatting

    (How to) Upload a Workbook directly to the Forum
    (please do not post pictures or links to worksheets)
    • Click Advanced next to Quick Post button at the bottom right of the editor box.
    • Scroll down until you see "Manage Attachments",
    • Click the "Choose" button at the upper left (upload from your computer).
    • Select your file, click "open", click "upload"
    • Once the upload is completed the file name will appear below the input boxes in this window.
    • Close the Attachment Manager window.
    • Click "Submit Reply"
    Note: Please do not attach password protected workbooks/worksheets
    Ensure to disable any Workbook Open/Autorun macros before attaching!
    Ben Van Johnson

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    Re: Highlight Upcoming Birthdays with Conditional Formatting

    I apologize if I've done this more than once, but here's the attachment. It is not reassuring me that my attachment is going to be transmitted as clearly as I would like.

    ~N

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    Re: Highlight Upcoming Birthdays with Conditional Formatting

    conditional format b & c:
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    with today's date in A1

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    Re: Highlight Upcoming Birthdays with Conditional Formatting

    Thank you protonLeah. I've attached what I created. It almost works.

    Today is 7/19/2018.

    Kris Kringle's Start Date in C2 is 7/19/2017. It should be highlighted but it is not. Brenda Boyer's birthday is 7/19/1952. It is correctly highlighted. What did I do wrong?

    Additional Question:
    Can the formula be modified to incorporate Today() rather than me creating a separate column for it?

    ~N

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    Re: Highlight Upcoming Birthdays with Conditional Formatting

    O.k. on the sheet where I worked out the formula, the table range was A2:C8. Your new attachment has it as B1:C7 so the rows and columns are off.
    The below formula works on the last attachment:
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    To include the current date in the formula itself, use:
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    note that the table for this formula is in range B1:D7 (including headers), but the formula is applied to range B2:D7

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    Re: Highlight Upcoming Birthdays with Conditional Formatting

    Thanks. I'll give it a shot.Maybe I misunderstood when you told me for the original solution to put today's date in A1. Doing so meant shifting everything to the right.

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    Re: Highlight Upcoming Birthdays with Conditional Formatting

    Hrmmm... Still not working as I expected.

    Can I restart here? I wasn't clear enough in the beginning, I think.

    1. The attached is a good representation of my actual spreadsheet
    2. I need a Conditional Format formula that highlights birthdays and work anniversaries that are either today or within 2 weeks from today. For example, today is 07/19/2018, so I want to highlight birthdays and work anniversaries that are 07/19/2018 through 08/0282018 (which is 07/19/2018+14 days)
    3. I do not want today's date in a cell. I prefer to incorporate Today() into the formula.

    If you do this today, while it is still July 19, then in my attached sample B2, B5, and C3, should highlight

    I really appreciate the help and hope I've made this clearer.

    Thank you!

    ~N

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    Re: Highlight Upcoming Birthdays with Conditional Formatting

    Select B2:C7
    Use:
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    Last edited by protonLeah; 07-19-2018 at 04:36 PM.

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    Re: Highlight Upcoming Birthdays with Conditional Formatting

    I think this should do it pretty simply, see attached sheet Example.

    I created a named range (AdjustedDate) with B2 select using the following formula:

    Formula: copy to clipboard
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    I then selected the columns B2:C102 and applied a conditional format based on a formula using the following:

    Formula: copy to clipboard
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    This should produce the results you are looking for. Change -13 to whatever threshold you want (13 as I used <= and >= which is inclusive and makes for 14 highlights in my sample).
    Ways to get help: Post clear questions, explain your overall goal, supply as much background as possible, respond to questions asked of you by those trying to help and post sample(s) files.

    "I am here to help, not do it for people" -Me

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    Re: Highlight Upcoming Birthdays with Conditional Formatting

    Perfect. Thank you!

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