Please Note: This article is written for users of the following Microsoft Excel versions: 97, 2000, 2002, and 2003. If you are using a later version (Excel 2007 or later), this tip may not work for you. For a version of this tip written specifically for later versions of Excel, click here: Noting Inactivity within a Timeframe.
by Allen Wyatt
(last updated August 11, 2015)
Graham is a lawyer with several hundred clients. He uses Excel to record time spent on client projects. In column A he notes the client, column B contains the date, column C the start time, and column D the end time. Graham would like to easily identify if he has not done anything for a client for more than three months from the current date.
There are a few ways you can accomplish this task, depending upon the characteristics of the data you are working with. If each client has a single line in the data table then you can use a simple conditional formatting rule to highlight those clients with record dates (column B) older than 90 days. Here's the formula you would use in the rule:
The formula subtracts the date in B2 from today's date, which provides a number of days between the two dates. If it is greater than or equal to 90, then the formula is true and your conditional format is applied.
This approach can be used if there are multiple records for each client, but it may not provide as clear-cut of an indicator as you might like. If you sort the records by client name, you can easily see which records from each client are over 90 days old. But you would then need to visually make a determination whether all the records for a given client are over 90 days so you can determine if you need to close out their account or not.
It may be better to use a different conditional formatting rule if your data table has multiple records per client. The following formula can be applied to all the clients in column A:
It checks to see if there date is outside the desired 90 days, but it only does so if the current record is the last record for the client in the list.
ExcelTips is your source for cost-effective Microsoft Excel training. This tip (7646) applies to Microsoft Excel 97, 2000, 2002, and 2003. You can find a version of this tip for the ribbon interface of Excel (Excel 2007 and later) here: Noting Inactivity within a Timeframe.
Save Time and Supercharge Excel! Automate virtually any routine task and save yourself hours, days, maybe even weeks. Then, learn how to make Excel do things you thought were simply impossible! Mastering advanced Excel macros has never been easier. Check out Excel 2010 VBA and Macros today!
If you have conditional formatting applied in a worksheet, the formulas in those formats may not be as secure as you ...Discover More
You can use conditional formatting to add shading to various cells in your worksheet. This tip shows how you can shade ...Discover More
Conditional formatting is a great feature in Excel. Here's how you can copy conditional formats from one cell to another ...Discover More
FREE SERVICE: Get tips like this every week in ExcelTips, a free productivity newsletter. Enter your address and click "Subscribe."
Got a version of Excel that uses the menu interface (Excel 97, Excel 2000, Excel 2002, or Excel 2003)? This site is for you! If you use a later version of Excel, visit our ExcelTips site focusing on the ribbon interface.