Reminder pop-up

[Digital2k]

Hello group,

Is it possible to have a pop-up window that reminds me of a birthday or
anniversary etc. I realize Outlook can do this for me but I'm in sales and I
have a spreadsheet with a customer database and sales tracker. It would be
convenient to have that all in one spreadsheet. I'm not an expert in excel
yet, can anyone point me in the right direction?
Thanks,
Digital2k

[Don Guillett]

try
If Date >= DateValue("7/23/" & Year(Date)) Then MsgBox "hh"

--
Don Guillett
SalesAid Software
dguillett1@austin.rr.com
"Digital2k" <digital2k@adelphia.net> wrote in message
news:QIednSLMs_nU7F7ZnZ2dnUVZ_sydnZ2d@adelphia.com...
> Hello group,
>
> Is it possible to have a pop-up window that reminds me of a birthday or
> anniversary etc. I realize Outlook can do this for me but I'm in sales and
> I have a spreadsheet with a customer database and sales tracker. It would
> be convenient to have that all in one spreadsheet. I'm not an expert in
> excel yet, can anyone point me in the right direction?
> Thanks,
> Digital2k
>

[Digital2k]

Not working,
Please help
Digital2k

"Don Guillett" <dguillett1@austin.rr.com> wrote in message
news:envB3MmrGHA.4596@TK2MSFTNGP04.phx.gbl...
> try
> If Date >= DateValue("7/23/" & Year(Date)) Then MsgBox "hh"
>
> --
> Don Guillett
> SalesAid Software
> dguillett1@austin.rr.com
> "Digital2k" <digital2k@adelphia.net> wrote in message
> news:QIednSLMs_nU7F7ZnZ2dnUVZ_sydnZ2d@adelphia.com...
>> Hello group,
>>
>> Is it possible to have a pop-up window that reminds me of a birthday or
>> anniversary etc. I realize Outlook can do this for me but I'm in sales
>> and I have a spreadsheet with a customer database and sales tracker. It
>> would be convenient to have that all in one spreadsheet. I'm not an
>> expert in excel yet, can anyone point me in the right direction?
>> Thanks,
>> Digital2k
>>
>
>

[Chip Pearson]

Better to use

If Date >= DateSerial(Year(Date),7,23) Then MsgBox "hh"

in case of international date formats.

--
Cordially,
Chip Pearson
Microsoft MVP - Excel
Pearson Software Consulting, LLC
www.cpearson.com


"Don Guillett" <dguillett1@austin.rr.com> wrote in message
news:envB3MmrGHA.4596@TK2MSFTNGP04.phx.gbl...
> try
> If Date >= DateValue("7/23/" & Year(Date)) Then MsgBox "hh"
>
> --
> Don Guillett
> SalesAid Software
> dguillett1@austin.rr.com
> "Digital2k" <digital2k@adelphia.net> wrote in message
> news:QIednSLMs_nU7F7ZnZ2dnUVZ_sydnZ2d@adelphia.com...
>> Hello group,
>>
>> Is it possible to have a pop-up window that reminds me of a
>> birthday or anniversary etc. I realize Outlook can do this for
>> me but I'm in sales and I have a spreadsheet with a customer
>> database and sales tracker. It would be convenient to have
>> that all in one spreadsheet. I'm not an expert in excel yet,
>> can anyone point me in the right direction?
>> Thanks,
>> Digital2k
>>
>
>

[Don Guillett]

As usual, good point,Chip.

--
Don Guillett
SalesAid Software
dguillett1@austin.rr.com
"Chip Pearson" <chip@cpearson.com> wrote in message
news:uAMBl7mrGHA.3908@TK2MSFTNGP05.phx.gbl...
> Better to use
>
> If Date >= DateSerial(Year(Date),7,23) Then MsgBox "hh"
>
> in case of international date formats.
>
> --
> Cordially,
> Chip Pearson
> Microsoft MVP - Excel
> Pearson Software Consulting, LLC
> www.cpearson.com
>
>
> "Don Guillett" <dguillett1@austin.rr.com> wrote in message
> news:envB3MmrGHA.4596@TK2MSFTNGP04.phx.gbl...
>> try
>> If Date >= DateValue("7/23/" & Year(Date)) Then MsgBox "hh"
>>
>> --
>> Don Guillett
>> SalesAid Software
>> dguillett1@austin.rr.com
>> "Digital2k" <digital2k@adelphia.net> wrote in message
>> news:QIednSLMs_nU7F7ZnZ2dnUVZ_sydnZ2d@adelphia.com...
>>> Hello group,
>>>
>>> Is it possible to have a pop-up window that reminds me of a birthday or
>>> anniversary etc. I realize Outlook can do this for me but I'm in sales
>>> and I have a spreadsheet with a customer database and sales tracker. It
>>> would be convenient to have that all in one spreadsheet. I'm not an
>>> expert in excel yet, can anyone point me in the right direction?
>>> Thanks,
>>> Digital2k
>>>
>>
>>
>
>

[WLMPilot]

I have seen the other replies and not sure how they work, though they may be
exactly what you are looking for. However, I thought I would give another
option.

CONDITIONAL FORMATTING

By using conditional formatting, you can have a list of people (usually
listed from top to bottom in a spreadsheet) and indicate different events, ie
birthdays, anniversarys, etc. For purposes of this example, I am going to
reference cell C1 as the cell having an anniversary date and column C as the
column with anniversary dates of several people.

1) Click on cell C1
2) Click on FORMAT on the menu bar, then CONDITIONAL FORMAT
3) A window will pop up. On the left side of this window you will see “CELL
VALUE IS” with a down arrow. Click on down arrow and change to FORMULA IS.
4) In the box to the right of FORMULA IS, type or paste the following formula:
=AND(C1<>””, MONTH(C1) = MONTH(TODAY())).
5) Click on FORMAT within the conditional format box and set up how you want
the cell to format if condition is true. Example: Have a BOLD WHITE font
with a RED BACKGROUND.
6) Click OK when finished

The following directions will paste the conditional format in C1 to the rest
of the column.

1) Click on cell C1
2) Click on the paintbrush icon located on the toolbar
3) Move mouse pointer to cell C2. Press and hold the left mouse button
while on C2, then scroll down, staying in same column until you have reached
the end of the list. If you scroll past the end of the list, it will be fine
in the event you add people later, the conditional formatting will already be
in place.
4) Release the button at whatever point you wish to stop pasting.

If you need an explanation of the formula I gave, let me know.

Les
"Digital2k" wrote:

> Hello group,
>
> Is it possible to have a pop-up window that reminds me of a birthday or
> anniversary etc. I realize Outlook can do this for me but I'm in sales and I
> have a spreadsheet with a customer database and sales tracker. It would be
> convenient to have that all in one spreadsheet. I'm not an expert in excel
> yet, can anyone point me in the right direction?
> Thanks,
> Digital2k
>
>
>

[Digital2k]

Thank you,
I don't mean to appear ignorant but where am I entering this formula? When I
add the = with the formula in the cell I get a error.


"Chip Pearson" <chip@cpearson.com> wrote in message
news:uAMBl7mrGHA.3908@TK2MSFTNGP05.phx.gbl...
> Better to use
>
> If Date >= DateSerial(Year(Date),7,23) Then MsgBox "hh"
>
> in case of international date formats.
>
> --
> Cordially,
> Chip Pearson
> Microsoft MVP - Excel
> Pearson Software Consulting, LLC
> www.cpearson.com
>
>
> "Don Guillett" <dguillett1@austin.rr.com> wrote in message
> news:envB3MmrGHA.4596@TK2MSFTNGP04.phx.gbl...
>> try
>> If Date >= DateValue("7/23/" & Year(Date)) Then MsgBox "hh"
>>
>> --
>> Don Guillett
>> SalesAid Software
>> dguillett1@austin.rr.com
>> "Digital2k" <digital2k@adelphia.net> wrote in message
>> news:QIednSLMs_nU7F7ZnZ2dnUVZ_sydnZ2d@adelphia.com...
>>> Hello group,
>>>
>>> Is it possible to have a pop-up window that reminds me of a birthday or
>>> anniversary etc. I realize Outlook can do this for me but I'm in sales
>>> and I have a spreadsheet with a customer database and sales tracker. It
>>> would be convenient to have that all in one spreadsheet. I'm not an
>>> expert in excel yet, can anyone point me in the right direction?
>>> Thanks,
>>> Digital2k
>>>
>>
>>
>
>

[Don Guillett]

formulas have = preceding them. This is a macro
You did say POP UP. formulas don't pop up.
However, the conditional formatting solution may fit your needs.

--
Don Guillett
SalesAid Software
dguillett1@austin.rr.com
"Digital2k" <digital2k@adelphia.net> wrote in message
news:ztidncvXQtebK17ZnZ2dnUVZ_vmdnZ2d@adelphia.com...
> Thank you,
> I don't mean to appear ignorant but where am I entering this formula? When
> I add the = with the formula in the cell I get a error.
>
>
> "Chip Pearson" <chip@cpearson.com> wrote in message
> news:uAMBl7mrGHA.3908@TK2MSFTNGP05.phx.gbl...
>> Better to use
>>
>> If Date >= DateSerial(Year(Date),7,23) Then MsgBox "hh"
>>
>> in case of international date formats.
>>
>> --
>> Cordially,
>> Chip Pearson
>> Microsoft MVP - Excel
>> Pearson Software Consulting, LLC
>> www.cpearson.com
>>
>>
>> "Don Guillett" <dguillett1@austin.rr.com> wrote in message
>> news:envB3MmrGHA.4596@TK2MSFTNGP04.phx.gbl...
>>> try
>>> If Date >= DateValue("7/23/" & Year(Date)) Then MsgBox "hh"
>>>
>>> --
>>> Don Guillett
>>> SalesAid Software
>>> dguillett1@austin.rr.com
>>> "Digital2k" <digital2k@adelphia.net> wrote in message
>>> news:QIednSLMs_nU7F7ZnZ2dnUVZ_sydnZ2d@adelphia.com...
>>>> Hello group,
>>>>
>>>> Is it possible to have a pop-up window that reminds me of a birthday or
>>>> anniversary etc. I realize Outlook can do this for me but I'm in sales
>>>> and I have a spreadsheet with a customer database and sales tracker. It
>>>> would be convenient to have that all in one spreadsheet. I'm not an
>>>> expert in excel yet, can anyone point me in the right direction?
>>>> Thanks,
>>>> Digital2k
>>>>
>>>
>>>
>>
>>
>
>

[Digital2k]

OK, Thank you, since this is a macro, Please explain how to set it up in
laymen's terms.
Thanks in advance for your patients.
Digital2k

"Don Guillett" <dguillett1@austin.rr.com> wrote in message
news:uq2W4EorGHA.4596@TK2MSFTNGP04.phx.gbl...
> formulas have = preceding them. This is a macro
> You did say POP UP. formulas don't pop up.
> However, the conditional formatting solution may fit your needs.
>
> --
> Don Guillett
> SalesAid Software
> dguillett1@austin.rr.com
> "Digital2k" <digital2k@adelphia.net> wrote in message
> news:ztidncvXQtebK17ZnZ2dnUVZ_vmdnZ2d@adelphia.com...
>> Thank you,
>> I don't mean to appear ignorant but where am I entering this formula?
>> When I add the = with the formula in the cell I get a error.
>>
>>
>> "Chip Pearson" <chip@cpearson.com> wrote in message
>> news:uAMBl7mrGHA.3908@TK2MSFTNGP05.phx.gbl...
>>> Better to use
>>>
>>> If Date >= DateSerial(Year(Date),7,23) Then MsgBox "hh"
>>>
>>> in case of international date formats.
>>>
>>> --
>>> Cordially,
>>> Chip Pearson
>>> Microsoft MVP - Excel
>>> Pearson Software Consulting, LLC
>>> www.cpearson.com
>>>
>>>
>>> "Don Guillett" <dguillett1@austin.rr.com> wrote in message
>>> news:envB3MmrGHA.4596@TK2MSFTNGP04.phx.gbl...
>>>> try
>>>> If Date >= DateValue("7/23/" & Year(Date)) Then MsgBox "hh"
>>>>
>>>> --
>>>> Don Guillett
>>>> SalesAid Software
>>>> dguillett1@austin.rr.com
>>>> "Digital2k" <digital2k@adelphia.net> wrote in message
>>>> news:QIednSLMs_nU7F7ZnZ2dnUVZ_sydnZ2d@adelphia.com...
>>>>> Hello group,
>>>>>
>>>>> Is it possible to have a pop-up window that reminds me of a birthday
>>>>> or anniversary etc. I realize Outlook can do this for me but I'm in
>>>>> sales and I have a spreadsheet with a customer database and sales
>>>>> tracker. It would be convenient to have that all in one spreadsheet.
>>>>> I'm not an expert in excel yet, can anyone point me in the right
>>>>> direction?
>>>>> Thanks,
>>>>> Digital2k
>>>>>
>>>>
>>>>
>>>
>>>
>>
>>
>
>

[Digital2k]

Thank you for your suggestion. I will use that in another application. Thank
you also for explaining it so well. However I do need something that will
produce a pop up.
I don't know how to apply the info mentioned in the other replies
Digital2k

"WLMPilot" <WLMPilot@discussions.microsoft.com> wrote in message
news:D07032E9-9916-4DDA-962C-CC5288B72EC9@microsoft.com...
>I have seen the other replies and not sure how they work, though they may
>be
> exactly what you are looking for. However, I thought I would give another
> option.
>
> CONDITIONAL FORMATTING
>
> By using conditional formatting, you can have a list of people (usually
> listed from top to bottom in a spreadsheet) and indicate different events,
> ie
> birthdays, anniversarys, etc. For purposes of this example, I am going to
> reference cell C1 as the cell having an anniversary date and column C as
> the
> column with anniversary dates of several people.
>
> 1) Click on cell C1
> 2) Click on FORMAT on the menu bar, then CONDITIONAL FORMAT
> 3) A window will pop up. On the left side of this window you will see
> "CELL
> VALUE IS" with a down arrow. Click on down arrow and change to FORMULA
> IS.
> 4) In the box to the right of FORMULA IS, type or paste the following
> formula:
> =AND(C1<>"", MONTH(C1) = MONTH(TODAY())).
> 5) Click on FORMAT within the conditional format box and set up how you
> want
> the cell to format if condition is true. Example: Have a BOLD WHITE font
> with a RED BACKGROUND.
> 6) Click OK when finished
>
> The following directions will paste the conditional format in C1 to the
> rest
> of the column.
>
> 1) Click on cell C1
> 2) Click on the paintbrush icon located on the toolbar
> 3) Move mouse pointer to cell C2. Press and hold the left mouse button
> while on C2, then scroll down, staying in same column until you have
> reached
> the end of the list. If you scroll past the end of the list, it will be
> fine
> in the event you add people later, the conditional formatting will already
> be
> in place.
> 4) Release the button at whatever point you wish to stop pasting.
>
> If you need an explanation of the formula I gave, let me know.
>
> Les
> "Digital2k" wrote:
>
>> Hello group,
>>
>> Is it possible to have a pop-up window that reminds me of a birthday or
>> anniversary etc. I realize Outlook can do this for me but I'm in sales
>> and I
>> have a spreadsheet with a customer database and sales tracker. It would
>> be
>> convenient to have that all in one spreadsheet. I'm not an expert in
>> excel
>> yet, can anyone point me in the right direction?
>> Thanks,
>> Digital2k
>>
>>
>>

[Tom Ogilvy]

Right click on the sheet tab and select view code. In the resulting module,
in the left dropdown at the top of the module, select Worksheet and from the
right dropdown, select Activate. This will place the Worksheet_Activate
event in the module:

Private Sub Worksheet_Activate()

End Sub

in this declaration, you can place code to show a popup box by checking
against conditions on that sheet. Say your dates are in column C

Private Sub Worksheet_Activate()
Dim rng as Range, dt as Date
Dim cell as Range
set rng = Me.Range(me.Cells(2,"C"),me.cells(rows.count,"C").End(xlup))
set dt = Date + 7
for each cell in rng
if cell.Value <= dt and cell.Value >= Date then
msgbox Me.Cells(cell.row,"A").Value & " has an event on " _
vbNewLine & cell.Text
end if
Next
End Sub


This looks and sees if there is an event in the next 7 days.

Adjust to suit you needs.

Chip Pearson's page giving an overview of Events.

--
Regards,
Tom Ogilvy



"Digital2k" <digital2k@adelphia.net> wrote in message
news:7vSdndXttvi9IV7ZnZ2dnUVZ_q-dnZ2d@adelphia.com...
> OK, Thank you, since this is a macro, Please explain how to set it up in
> laymen's terms.
> Thanks in advance for your patients.
> Digital2k
>
> "Don Guillett" <dguillett1@austin.rr.com> wrote in message
> news:uq2W4EorGHA.4596@TK2MSFTNGP04.phx.gbl...
>> formulas have = preceding them. This is a macro
>> You did say POP UP. formulas don't pop up.
>> However, the conditional formatting solution may fit your needs.
>>
>> --
>> Don Guillett
>> SalesAid Software
>> dguillett1@austin.rr.com
>> "Digital2k" <digital2k@adelphia.net> wrote in message
>> news:ztidncvXQtebK17ZnZ2dnUVZ_vmdnZ2d@adelphia.com...
>>> Thank you,
>>> I don't mean to appear ignorant but where am I entering this formula?
>>> When I add the = with the formula in the cell I get a error.
>>>
>>>
>>> "Chip Pearson" <chip@cpearson.com> wrote in message
>>> news:uAMBl7mrGHA.3908@TK2MSFTNGP05.phx.gbl...
>>>> Better to use
>>>>
>>>> If Date >= DateSerial(Year(Date),7,23) Then MsgBox "hh"
>>>>
>>>> in case of international date formats.
>>>>
>>>> --
>>>> Cordially,
>>>> Chip Pearson
>>>> Microsoft MVP - Excel
>>>> Pearson Software Consulting, LLC
>>>> www.cpearson.com
>>>>
>>>>
>>>> "Don Guillett" <dguillett1@austin.rr.com> wrote in message
>>>> news:envB3MmrGHA.4596@TK2MSFTNGP04.phx.gbl...
>>>>> try
>>>>> If Date >= DateValue("7/23/" & Year(Date)) Then MsgBox "hh"
>>>>>
>>>>> --
>>>>> Don Guillett
>>>>> SalesAid Software
>>>>> dguillett1@austin.rr.com
>>>>> "Digital2k" <digital2k@adelphia.net> wrote in message
>>>>> news:QIednSLMs_nU7F7ZnZ2dnUVZ_sydnZ2d@adelphia.com...
>>>>>> Hello group,
>>>>>>
>>>>>> Is it possible to have a pop-up window that reminds me of a birthday
>>>>>> or anniversary etc. I realize Outlook can do this for me but I'm in
>>>>>> sales and I have a spreadsheet with a customer database and sales
>>>>>> tracker. It would be convenient to have that all in one spreadsheet.
>>>>>> I'm not an expert in excel yet, can anyone point me in the right
>>>>>> direction?
>>>>>> Thanks,
>>>>>> Digital2k
>>>>>>
>>>>>
>>>>>
>>>>
>>>>
>>>
>>>
>>
>>
>
>

[Digital2k]

Thank you very much!
That's what I needed, good directions!
Digital2k

"Tom Ogilvy" <twogilvy@msn.com> wrote in message
news:OvWiZmprGHA.4408@TK2MSFTNGP04.phx.gbl...
> Right click on the sheet tab and select view code. In the resulting
> module, in the left dropdown at the top of the module, select Worksheet
> and from the right dropdown, select Activate. This will place the
> Worksheet_Activate event in the module:
>
> Private Sub Worksheet_Activate()
>
> End Sub
>
> in this declaration, you can place code to show a popup box by checking
> against conditions on that sheet. Say your dates are in column C
>
> Private Sub Worksheet_Activate()
> Dim rng as Range, dt as Date
> Dim cell as Range
> set rng = Me.Range(me.Cells(2,"C"),me.cells(rows.count,"C").End(xlup))
> set dt = Date + 7
> for each cell in rng
> if cell.Value <= dt and cell.Value >= Date then
> msgbox Me.Cells(cell.row,"A").Value & " has an event on " _
> vbNewLine & cell.Text
> end if
> Next
> End Sub
>
>
> This looks and sees if there is an event in the next 7 days.
>
> Adjust to suit you needs.
>
> Chip Pearson's page giving an overview of Events.
>
> --
> Regards,
> Tom Ogilvy
>
>
>
> "Digital2k" <digital2k@adelphia.net> wrote in message
> news:7vSdndXttvi9IV7ZnZ2dnUVZ_q-dnZ2d@adelphia.com...
>> OK, Thank you, since this is a macro, Please explain how to set it up in
>> laymen's terms.
>> Thanks in advance for your patients.
>> Digital2k
>>
>> "Don Guillett" <dguillett1@austin.rr.com> wrote in message
>> news:uq2W4EorGHA.4596@TK2MSFTNGP04.phx.gbl...
>>> formulas have = preceding them. This is a macro
>>> You did say POP UP. formulas don't pop up.
>>> However, the conditional formatting solution may fit your needs.
>>>
>>> --
>>> Don Guillett
>>> SalesAid Software
>>> dguillett1@austin.rr.com
>>> "Digital2k" <digital2k@adelphia.net> wrote in message
>>> news:ztidncvXQtebK17ZnZ2dnUVZ_vmdnZ2d@adelphia.com...
>>>> Thank you,
>>>> I don't mean to appear ignorant but where am I entering this formula?
>>>> When I add the = with the formula in the cell I get a error.
>>>>
>>>>
>>>> "Chip Pearson" <chip@cpearson.com> wrote in message
>>>> news:uAMBl7mrGHA.3908@TK2MSFTNGP05.phx.gbl...
>>>>> Better to use
>>>>>
>>>>> If Date >= DateSerial(Year(Date),7,23) Then MsgBox "hh"
>>>>>
>>>>> in case of international date formats.
>>>>>
>>>>> --
>>>>> Cordially,
>>>>> Chip Pearson
>>>>> Microsoft MVP - Excel
>>>>> Pearson Software Consulting, LLC
>>>>> www.cpearson.com
>>>>>
>>>>>
>>>>> "Don Guillett" <dguillett1@austin.rr.com> wrote in message
>>>>> news:envB3MmrGHA.4596@TK2MSFTNGP04.phx.gbl...
>>>>>> try
>>>>>> If Date >= DateValue("7/23/" & Year(Date)) Then MsgBox "hh"
>>>>>>
>>>>>> --
>>>>>> Don Guillett
>>>>>> SalesAid Software
>>>>>> dguillett1@austin.rr.com
>>>>>> "Digital2k" <digital2k@adelphia.net> wrote in message
>>>>>> news:QIednSLMs_nU7F7ZnZ2dnUVZ_sydnZ2d@adelphia.com...
>>>>>>> Hello group,
>>>>>>>
>>>>>>> Is it possible to have a pop-up window that reminds me of a birthday
>>>>>>> or anniversary etc. I realize Outlook can do this for me but I'm in
>>>>>>> sales and I have a spreadsheet with a customer database and sales
>>>>>>> tracker. It would be convenient to have that all in one spreadsheet.
>>>>>>> I'm not an expert in excel yet, can anyone point me in the right
>>>>>>> direction?
>>>>>>> Thanks,
>>>>>>> Digital2k
>>>>>>>
>>>>>>
>>>>>>
>>>>>
>>>>>
>>>>
>>>>
>>>
>>>
>>
>>
>
>