Due Date Pop-up Alert & Tracker with Color Change Notifications in Microsoft Excel
Originally published: 13/02/2024 11:21
Publication number: ELQ-88889-1
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Due Date Pop-up Alert & Tracker with Color Change Notifications in Microsoft Excel

Due Date Pop-up Alert in Excel - Date Due Tracker - Due Date Color Change Notifications

Description
Due Date Pop-up Alert in Excel - Date Due Tracker - & Due Date Color Change Notifications



Conditional Formatting Formula:
=AND(G10"",TODAY()+$K$9>=G10)



Send Reminder? Column Formula:
=IF(AND(G10"",TODAY()+$K$9>=G10),"Yes","")



USE CASES: Project Tracking, Accounts Receivable / Payables, Event Planning, Inventory Management, Personal Task, Insurance Policies, Bank Loans, HR Scenarios for Interviews / Follow-up, Institute Fees Collection from Students.



MACRO:
Option Explicit


Private Sub Workbook_Open()


Dim DateDueCol As Range
Dim DateDue As Range
Dim NotificationMsg As String


Set DateDueCol = Range("G10:G20") 'the range of cells that contain your due dates


For Each DateDue In DateDueCol 


 'Change H2 to the cell for bring forward reminder days in your data 
 If DateDue "" And Date >= DateDue - Range("K9") Then 
 'Change the offset value to pick up the invoice number column in your data 
 NotificationMsg = NotificationMsg & " " & vbCrLf & DateDue.Offset(0, -5) & " " & DateDue.Offset(0, -4) & vbCrLf & " " & DateDue.Offset(0, -1) & vbCrLf 
 End If


Next DateDue


If NotificationMsg = "" Then 


 MsgBox "No need to chase any policies today."


Else: MsgBox "The following Insurance Policies needs chasing today: " & vbCrLf & NotificationMsg


End If


End Sub

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Microsoft Excel has the basic features of all spreadsheets, using a grid of cells arranged in numbered rows and letter-named columns to organize data manipulations like arithmetic operations. It has a battery of supplied functions to answer statistical, engineering, and financial needs. In addition, it can display data as line graphs, histograms and charts, and with a very limited three-dimensional graphical display. It allows the sectioning of data to view its dependencies on various factors for different perspectives (using pivot tables and the scenario manager). A PivotTable is a powerful tool that can save time when it comes to data analysis.

This Best Practice includes
1 Excel File in Macro Enabled Format

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