Extracting Records Based On Expiry Dates

Jan 12, 2010

I have created a database at work which collates various information on the sale of products. Part of this information is the date that each particular product is up for review (In DD,MM,YYY) format. Using the internal clock function I have produced a formula that calculates the numeber of days until expiry.

However, using this information I want to be able to run a macro that looks at accounts that have for instance 5 days left until expiary and populate a new worksheet with various information extracted from my 'main' database. For example, search all the porducts that are due to expire tomorrow and then populate my new workseet with data from cells such as

Product 1 = Cell A1, Cell a2, Cell a6, Cell a7,
Prodcut 2 = a1, a2, a6, a7,
Product 39 = a1, a2, a6, a7

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Change Cell Colour Based On Expiry Dates

Nov 13, 2013

I am trying to change the colour of a cell based on the expiry date. I know I need to use conditional formatting but Im having trouble.

Colomn E from row 5 to 1200 have dates in them from as far back as 08/2013. I need to change the cells so they turn yellow after 28 days and red after 45.

E.g. 1. E953 has a date 07/09/2013, I need it to change colour as above, 28 days and 45 days.
2. E961 has a date 04/10/2013, I need it to change as above, 28 days and 45 days.

Can I formulate the entire E column so when I put a date in, the formula will automatically start.

All the other formula's I've seen involve starting from "today" or "now" .

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Extracting Data Based On Dates

Aug 5, 2009

I have a table with 'Product Rereference', 'Date', and 'Estimated Assets' Columns. I need to run a formula that will extract the number in my 'Estimated Assets' column, based on speicific list of 'Product Reference' numbers that I have filetered, and a specific date - 1/31/ of each year.

I've been trying to create a formula, however I can't seem to work it out.

I have attached a file, which should make things a lot clearer :P I am trying to make the data extract into the table to the right. I have filled in the first few columns manually, to show what I would like to formula to achieve.

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Aug 22, 2007

I have a list of expiry dates in excel, to save me manually looking through the list to spot up-coming expiry dates, is there a way excel can flag them for me i.e.: giving me 2 months notice of an expiry date? Someone even told me you can get excel to generate an email, not sure if this is true.

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Jul 30, 2013

I have a training sheet where the training could expire in either 1 2 or 3 years, i am trying to get the conditional formatting for each to change color when the training is due to expire in 6 months 3 months and 1 month also to show red when expired

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May 29, 2009

I have an excel sheet which contains user details and date of expiry of a particular service. I would like to send an email to user when the date of expiry is met.

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Create Functional Dropdown Menu To Update Expiry Dates?

Jan 13, 2013

I am creating a very simple spreadsheet to manage my gym memberships. It basically has membership number, first name, last name, membership type (drop down box) start date and expiry date. I have put in conditional formatting so that the expiry date goes red when expired but i want to try and automate the inputting of the dates so for example.

If i select '1 week membership) from the drop down box in the membership type box it will firstly change the start date to the current date (i think this is using the NOW() function) and secodnly changes the expriry date to todays date plus 6 days. Ofcourse i want the expiry date to increase depending on the selection so if i select 1 month membership it would be now date plus 28 days.

I am stuck as to how i can do this and from internet tutorials have been told it requires macro as it cant be done any other way?

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May 5, 2008

i am having data in ColA & ColB in both Sheet1 & Sheet2

1) some records are both in Sheet1 & Sheet2
2) in Sheet1 itself some records are duplicated
3) in Sheet2 itself some records are duplicated

what i want is to extract the all the records in Sheet1 & Sheet2 in Sheet3
without duplication of records..!

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ADVANCED: Extracting Unique Records

Oct 25, 2006

At the moment i am having great trouble taking two sets of records, comparing the two based on certain criteria and then extracting any records (rows) that do not appear twice, that is unique records.

So here it is:

I have two lists of sales.

1. our list from our point of sale system with order numbers and other details, entered by the sales agent.

2. the company that provides the products we sell for them sends us a list of these sales back to us from their end so we can see outcomes of these sales, that is the progress of the order, like cancelled, accepted, etc

The two lists need to be compared to see what sales are missing from either one..

so, I could colour the second list RED and the first list GREEN and add the second list underneath the first list (on the same sheet) and then sort by ORDER NUMBER, which would provide a red, green, red, green, red, etc pattern and i could easily identify sales that are unique, but there are so many thousands of sales this manual process is impossible.

IS THERE A WAY TO AUTOMATICALLY COMPARE THESE TWO LISTS BASED ON ORDER NUMBER AND SHOW ONLY THE RECORDS THAT ARE UNIQUE? THAT IS, GET RID OF SALES THAT APPEAR TWICE AND LEAVE ONLY RECORDS THAT I HAVE TO LOOK INTO WHY THEY ARENT ON BOTH SALES SHEETS...

Here is an example of the data i am using:

ORDER #
1630923-
1634849..
1634849..
1634972+

the numbers do NOT have the .. - or + next to them, thats just there to show you what list each is from.

so as you can see the order numbers with ".." next to them are reconciled, in that they have a partener record and do not need to be shown at all..

and the order numbers with "-" next to them are from our list

and the order numbers with "+" next to them are from THEIR list

i want to end up with a list like this:

ORDER #
1630923
1634972
1635643
1641970
1648112
1649716
1653854

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Mar 20, 2013

I have sales rep data with column headings as Sales Rep, Sales Date, Sales Item Code and Customer ID. There are only 2 sales reps in the data, I'll call them Rep A and Rep B. I need to extract rows where Rep A and Rep B have made sales on the same day to the same customer (it doesn't matter what type of sales). I don't want to extract sales by only one rep, it must be both reps on the same day to the same customer. I have tried a pivot table but it identifies all sales. Can this be done?

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Aug 10, 2014

I have a range of columns i.e. 23 columns (i.e. B through X). Someone can write records in these columns (starting from B21).

Duplicates are considered the rows with similar data in columns 3 and 11. I know about the removeduplicate method and works really well but i want the duplicates not to be removed. Instead another column shall be checked for date of entry (user will entry date in format dd/mm/yyyy). The newest entry will change the value of the cell in column 4 (islatest column)to TRUE while all other records will be FALSE. This will work with the filtering of data on a pivot table on another worksheet.

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Jan 3, 2013

I have a questions regarding extracting records using a partial text search in multiple columns.

I would like to do a partial text search of the letter "j" in the Name column, and search for the number "1" in the Phone column and extract the corresponding records.

The formula I have been using is as follows: =IF(ROWS(C$2:C2)>$B$2,"",INDEX(C$2:C$6,SMALL(IF(AND(ISNUMBER(SEARCH("J",$K$25:$K$29)),
ISNUMBER(SEARCH("1",$L$25:$L$29))),ROW($J$25:$J$29)-ROW($J$25)+1),ROWS(C$2:C2))))

However, the formula is not working correctly.

find my sample data below:

A
B
C
1
Partial Text Search

[Code]....

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Mar 19, 2007

I have a master list that is updated in real time by linked worksheets from several people. While my actual report covers 7 managers and 7 different products (“contract types” in this example), I have summarized and simplified the input in the attached file. There are three pertinent dates – the date assigned to the manager (col A), the date completed by the manager (col F), and the date approved by the executive (Col G).

These dates will span month ends and I need to be able to provide monthly reports that provide details on the number of contracts and the dollar value all contracts assigned and completed by the manager during the month (say, February) as well as any contracts assigned in any month which remain uncompleted at the current month-end (e.g. the $7,500 Smith contract assigned on Feb 21st that remains uncompleted and the Feb 26th $200 Jones contract which was uncompleted at Feb 28th, but completed in early March, in this example). Can this be done directly in a Pivot table from the full master list, or will I need to have separate sheets in my workbook where I extract the pertinent records for that month?

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Nov 19, 2008

I have a worksheet. Column A contains employee name, column B contains the date of the first day of the week's holidays they are booked for, i.e. 06/12/08 means they start their holiday for one week starting 06/12/08. That's probably really obvious, sorry.

Once a week I update the vacation list. I want to write a VBA code that looks at the date in Column B and deletes the entire row if it has occured. I'd like to use a value in C1 as the reference so if that cell has 06/15/08 in it then the code would delete every row where the date is prior to 06/15/08.

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Aug 15, 2009

how to extract this two dates (sample below) in separate cell and format it as like this: "January 1, 2009". "12/1/08 thru 1/1/09" and another question, is there any way, that i can make it as "JANUARY 1, 2009", it seems upper function is not working with dates.

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Feb 21, 2014

I have a database in access that is manipulated via excel VBA.

what I need to be able to do is pull back a report based on 2 dates (dependent on the dates the user choses), I cant quite get the syntax to work.

Code:
sSQL = "SELECT * FROM Log WHERE [Date] = Between reportstart.value AND reportend.value"

is where the code falls down. I can do the report without using dates and pull the whole table but cant get the daters bit to work

Reportstart.value and reportend.value are merely textboxes that have dates entered into them (automatically converts to the same format of date as the databse has)

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Aug 20, 2014

If I have a cell that contains a sentence and part of a date, for example "delivery due 01/09", I would like a formula that reads that cell, identifies the 01/09 bit and returns 01/09/2014.

The only trouble is that the date would always be variable, so it's more a case of "delivery due #/#"... if that's even possible.

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Apr 1, 2014

I'm attaching the test file with one example sheet. Within the same sheet, there is month end dates in column A, and from column B till column E, there are 4 variables (Foreign LT Debt, Local LT Debt,Foeign ST Debt and Local ST Debt). Their respective month end values are already given from column G till Column R. How it is going to be extracted is that against each effective date for that variable (Foreign LT debt, for example), the Rating is given under Rating header. So, for instance, for Foreign LT debt, rating from 25/8/1993 till 4/2/1997 is BB-. So, for all CELLS in column B between these dates, the rating should be BB-. Before that, since there is no value given, I want to put it NA. I have filled the values in column B for demonstration. I want to write a function or perhaps a macro to do that automatically for these 4 variables. There are 50 + sheets with the same layout, so I hope the macro or look up function have not to be written 50+ times.

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Jul 11, 2014

I have a hotel room schedule of up to 1,000 rows. Each row is a different room, each column representing a different day of the year. Each cell in a row either has the surname of a guest for that particular day, or the word "Available" to indicate no guest is occupying that room on that day.

analysing each room's occupancy and availability periods over the year. i.e.
- what day(s) a guest occupied and vacated a room,
- what day(s) a another guest then occupied and vacated that room, or
- what day(s) it was then "Available" from

The dates of occupancy are needed in case the guest queries the period.

Parameters
- All 365 days of the year are used - irrespective of holidays/ weekends - the room will either be occupied or available - The day after a guest leaves, it will automatically become available until unless another guest occupies it - The same guest may use a room more than once in a year. This will need to be shown as a unique occurrence, not accumulative

Design
- A1:A1000 is a list of room numbers
- B1:NB1 are all 365 days of the year regardless of weekends/ holidays
- Every cell has either the surname of the guest or the word "Available"
- The results of the analysis can be on another worksheet

Sample I have attached a scaled down sample of what I'm after. Row 1 has the dates starting from 30 April 2013 to 23 May 2013. Room numbers in Column A. C10:D26 are samples for the analysis I'm after. I've randomly chosen Room 100 and Room 500. Room 500 has Mr Mathews staying 4 times.

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Oct 9, 2007

In sheet1 I have the following

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My current list if from A2:B300

I am trying to have a piece of code go through all the records in this list, if any of the dates are within the next 2 weeks (from now()) then copy this record (name, date) and put in sheet2. And loop through all 300 records or possibly additional records.

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Jul 18, 2012

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Feb 28, 2013

I have over 1000 of rows of data and I want a formula or a Macro to create 5 new records (rows) based on the following:

Below is how data in master sheet1 looks like...

STORE#ZIPCODEID #1ID #2ID #3ID #4ID #5
10134567A100B200C300D400E500
10245678A200B300C400D500E600
...
...

With the formula or a macro I want it to look like this in Sheet2 in the same file...

STORE#ZIPCODEID #
10134567A100
10134567B200
10134567C300
10134567D400
10134567E500
10245678A200
10245678B300
10245678C400
10245678D500
10245678E600
. . .
. . .
. . .

As you can see there are 5 records per STORE# listed in Master Sheet1.

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Jan 8, 2010

I have an excel file that gets records from access database. I have a field named "Class" in column C which starts at row 4. I want to filter the records in such a way that only those records with Class equal to whatever value I put in cell B2 will be shown.

For example:

A B C
REPORT
Filter Class: _______
ProjID Name Class
001 Project A 4
002 Project B 4
003 Project C 4
004 Project D 8............

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Feb 9, 2007

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eg

Col 1 col 2 Col 3(key)
ab ab 1
bc bc 1

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Apr 25, 2014

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Book1.xls
Book2.xls

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I attach an dummy data sheet just to show what I mean!

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Dec 31, 2006

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Jul 8, 2006

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Code to return records on the date:

Dim startdate As Date
startdate = Format((Now), "dd/mm/yyyy")
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Code:
Dim startdate As Date
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Apr 16, 2008

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SHEET 2
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May 2, 2008

I searched and searched and I can't find an easy way to do this without using Access which I am rubbish at. Is there an easy way to do the following in Excel.
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BEFORE
HH Acct
1 1234
1 2345
1 3456
1 4567
2 9876
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3 1113
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-------------------------------------------
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I am setting up a template to use to track candidates throughout their lifecycle. I am also creating a 'summary report' on another worksheet that counts total number of candidates, counts the number of candidates that have been submitted to the client, count of the number of candidates that have been interviewed by the client, etc.

How do I count the number of candidates in the spreadsheet?

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Then a new section titled, "In Process"
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Then a new section titled, "For Review"
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There are multiple sections, so the date in Column A1 may not always be in a constant row, as it depends on how many candidates are within a certain 'phase'.

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workbook (open)

VB:
Application.OnTime Now() + TimeValue("00:01:05"), "RefreshWebQuery_Data" Module1
Sub RefreshWebQuery_Data()
'
' Macro3 Macro

[Code].....

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Column C - rate
Column D - End date
Column E - Follow up Date

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rate 1 = .09
rate 2 = .11

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Since the licensees are allowed to use the calculator only for a short period of time, we want to be able to password protect it with an expiry date.

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E.G
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