#1
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Create report for when a date is 3 years old
I have a large database workbook with a lot of information, but I am only concerned with one column: loan date. I want to track when the loan date is greater than 3 years old. Conditional formatting for this would be helpful, but preferably I'd like to create a report for when a date becomes 3 years old.
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#2
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You could FILTER that column for dates that match 3 yrs old.
Then copy/paste the results to another sheet ... and / or ... print the filtered sheet. |
#3
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One possibility is to create an ODBC query based on your data table, which returns list of loans >= 3 years old to another sheet in same workbook. You can set this query to be refreshed whenever the workbook is opened.
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#4
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There are also easy Power Query possibilities. If you post a sample sheet ( no pics please) we can work on it
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#5
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Your conditional formatting could be based on something along the lines of:
Code:
=$A2<=DATE(YEAR(TODAY())-3,MONTH(TODAY()),DAY(TODAY())) |
#6
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Use advanced filter to filter to a new sheet.
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Tags |
conditional formatting, due date, reports |
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