How to make a Birthday Reminder in Excel ? [Video]

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One of my Excel School students, Rajatha, e-mailed me and asked,

I have to come up with a Birthday and Anniversary calender which would automatically send emails on the particular date, is this possible if yes then how?

My initial response was,

You can do the automated birthday / anniversary reminder using excel. Here is the basic approach:

  • Record birthdays and anniversaries in a table
  • Now, write a simple macro to scan the list to see which birthdays / anniversaries are on today
  • For each of the matches, send an email with a pre-composed message (more on sending emails thru vba here: http://www.rondebruin.nl/sendmail.htm )

To which she came back and said,

I am not familiar with macros… is there any other way?

Well, there is.

Free Birthday Reminder Excel Template - Download

You can use Excel to remind you about upcoming birthdays and create pre-composed messages, like above. The basic approach is like this:

  1. We list all the birthdays, corresponding names and email addresses in a list.
  2. Now, using TODAY() and IF() formulas we test if anyone’s birthday is today.
  3. If that is the case, we use Excel’s HYPERLINK() formula to generate a mailto hyperlink.
  4. Once you click on that, Excel opens your mail application (outlook or notes or whatever fancy app you are using) and loads the message.
  5. You just press the send button. Done!

Watch Excel Birthday Reminder – Recipe Video

[watch on youtube]

Download Excel Birthday Reminder Template

Click here to download the excel birthday reminder template & play with it.

Do you use excel to keep track of birthdays etc?

Not me. I have very few close friends and I remember their birthdays. For the rest, I use facebook to get notified when their birthday is around the corner. It is unlikely that I will forget the birthdays of family members.

But, I think Excel has amazing potential to remind you about various important dates. Especially if you want to send birthday wishes to customers (or employees) from a database, Excel is good for that.

What do you think? Please share your experience & tips with us using comments. I am all ears.

Download even more templates:

Visit excel templates page to download several spreadsheet solutions & samples.

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6 Responses to “Make VBA String Comparisons Case In-sensitive [Quick Tip]”

  1. Rick Rothstein (MVP - Excel) says:

    Another way to test if Target.Value equal a string constant without regard to letter casing is to use the StrCmp function...

    If StrComp("yes", Target.Value, vbTextCompare) = 0 Then
    ' Do something
    End If

    • Fares Al-Dhabbi says:

      That's a cool way to compare. i just converted my values to strings and used the above code to compare. worked nicely

      Thanks!

  2. Tim says:

    In case that option just needs to be used for a single comparison, you could use

    If InStr(1, "yes", Target.Value, vbTextCompare) Then
    'do something
    End If

    as well.

  3. Luke M says:

    Nice tip, thanks! I never even thought to think there might be an easier way.

  4. Cyril Z. says:

    Regarding Chronology of VB in general, the Option Compare pragma appears at the very beginning of VB, way before classes and objects arrive (with VB6 - around 2000).

    Today StrComp() and InStr() function offers a more local way to compare, fully object, thus more consistent with object programming (even if VB is still interpreted).

    My only question here is : "what if you want to binary compare locally with re-entering functions or concurrency (with events) ?". This will lead to a real nightmare and probably a big nasty mess to debug.

    By the way, congrats for you Millions/month visits 🙂

  5. Bhavik says:

    This is nice article.
    I used these examples to help my understanding. Even Instr is similar to Find but it can be case sensitive and also case insensitive.
    Hope the examples below help.

    Public Sub CaseSensitive2()

    If InStr(1, "Look in this string", "look", vbBinaryCompare) = 0 Then
    MsgBox "woops, no match"
    Else
    MsgBox "at least one match"
    End If

    End Sub

    Public Sub CaseSensitive()

    If InStr("Look in this string", "look") = 0 Then
    MsgBox "woops, no match"
    Else
    MsgBox "at least one match"
    End If

    End Sub
    Public Sub NotCaseSensitive()
    'doing alot of case insensitive searching and whatnot, you can put Option Compare Text
    If InStr(1, "Look in this string", "look", vbTextCompare) = 0 Then
    MsgBox "woops, no match"
    Else
    MsgBox "at least one match"
    End If

    End Sub

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