Congratulations to you if your job does not involve dead lines. For the rest of us, deadlines are the sole motivation for working (barring free internet & the coffee machine in 2nd floor, of course). So today, lets talk about a very familiar problem.
How to highlight overdue items in Excel?
The item can be an invoice, a to do activity, a project or anything. Here is an example of overdue, upcoming activities highlighted.
The problem – Highlight due dates in Excel
Lets say you work at Awesome inc. and you have list of to-do items as shown below.
And your problem is,
- Highlight items & due dates, subject to these conditions
- And of course start working on the items that are due
The Solution – Conditional Formatting
As you can guess, highlighting the due items is easier than actually doing them. First lets look at the solution and then learn why it works.
Lets assume that,
- The data is in the range – B6:D15, with Items (column B), Due date (C) and Completed?(D)
How to apply conditional formatting rules
We need to apply 3 rules. Follow below steps:
Highlight overdue items:
- Select the entire range (B6:D15) and from home ribbon select conditional formatting
- Click on New rule
- Select the rule type as “use a formula…”
- Write =AND($C6<=TODAY(),$D6<>”Yes”)
- And set fill color to red & font color to white.
Highlight upcoming items:
- Add one more “use a formula…” rule
- Write =AND(MEDIAN(TODAY()+1,$C6,TODAY()+7)=$C6,$D6<>”Yes”)
- And set fill color to green.
Completed items rule:
- Add another “use a formula…” rule
- Now write =$D6=”Yes”
- And set font color to dull gray from formatting button.
Now, the items will be highlighted based on the current date (TODAY) and change colors as you make progress.
Why does it work? – Explanation
At this point you may have 2 burning questions.
- Why does this work?
- How the heck am I supposed to ship 100 units of smile.
Lets talk about the solution & understand why it works.
Understanding the highlighting conditions
We have 3 conditions in our highlight table (shown above).
- If done show in dull gray color
- Not done & due in next 7 days show in orange color fill.
- If not done & already due show in red fill, white color
Rule for completed items:
The first condition is easy to check. We just see if a todo item is completed and then highlight the whole row dull gray color. So we write =$D6=”Yes” as the condition. We use $D6 (not D6) because we want Excel to look at column D (completed?) even when we are highlighting other columns (B – Item, C – Due date).
If not done & due in next week:
This is tricky. We need to check,
If completed is not yes
AND
If due date is with in next week
So we start with an AND formula. We write =AND($D6<>”Yes”
Then to check if due date is in next week, we use MEDIAN formula, like this MEDIAN(TODAY()+1,$C6,TODAY()+7)
So the condition becomes =AND(MEDIAN(TODAY()+1,$C6,TODAY()+7)=$C6,$D6<>”Yes”)
If already due:
This is another simple AND formula =AND($C6<=TODAY(),$D6<>”Yes”)
Remember:
We need to use $D6 & $C6 (instead of D6, C6) because we want Excel to check Completed & Due date columns. By removing the $ Excel will check relative columns and the conditions would not work!
More: Using relative vs. absolute references in Excel formulas
Now that we understand how this works, give me a big smile. And repeat that 99 more times & you know how to ship 100 smiles 🙂
Highlight overdue items – Video
If you are still confused about the conditional formatting rules for highlighting overdue items, check out this video. Watch it below or see it on my YouTube channel.
Download Example File
Click here to download example file. Break it apart, play with it to understand the whole highlight if due thing.
Note: I use random formulas to generate due dates & completed values. Press F9 to get fresh set of dates. Start typing your own values to remove formulas.
How do you handle dead-lines?
Do you use conditional formatting to see which items are due? I use conditional formatting for this all the time. What techniques you use? Is your dead-line criteria very different than shown above? Please share your tips & ideas with us using comments. I would love to learn from you.
Using Conditional Formatting & Dates – More Examples
Here are a few useful articles if you use Excel to track to do items & reminders.
- Conditional formatting & Dates – an introduction – Must read
- Working with date & time values in Excel – a complete overview
- Another ovredue items example – activities by employee
- Christmas shopping list in Excel: conditional formatting to track budgets, bought items etc.
- Employee shift calendar in Excel: Using dates, shift data to show busy & dull times.
- Annual goals tracker: Track goals by % completed
29 Responses to “You are invited [personal]”
Dear Sir,
This is to just Wish the kids a Happy birthday in Advance.May Almighty bless them all strength,Success
Dear Chandoo,
My best wishes to your child.I had become regular visitor of your site and finally today it made me to post a comment...
Best wishes from my end! Dont think it would be possible to personally come .. but my best wishes would always be there!! 🙂
Chandoo, thank you for the kind invitation. I wish a special birthday day for your daughters, Nishanth & Nakshatra. Will you be serving "dudh pakh"?
-bill
What a kind thought to invite us!
I pray your family will be continually blessed.
Thank you very much for the invitation, how I wish Philippines is just a Jeepney ride away from India. Best wishes for your baby girls and more blessings to come.
Hi Chandoo,
Thanks for the invitation ! You treat everyone that comes to your site as part of your family community. Me and my family wishes Nishanth & Nakshatra a very very happy birthday !!
Though physically we cant be with you to celebrate the occasion, you know our blessing are with you !
To be a father is not easy, furthermore you have to be a father to 2 kids !
Francis
Dad of 2 and 9 year old.
Hi Chandoo,
It was very kind of you to invite us all along to the 'Extravaganza'. Like others that have commented here I too, am to far (Australia) to pop over for a piece of cake 🙂 Best wishes to you and your family on such a milestone.
Emma
(soon to be mum of 1!!!)
Dear Chandoo
God bless Nishanth & Nakshatra. Wishing you and your family a very enjoyable first birthday party.
(Father of a 9 month baby... wondering how you manage 2 !!! )
God bless the little ones. Have a blast.
Hi Chandoo
Happy birthday !
Indeed children are a blessing and make our lives much more deeper.
Wow! I wonder how that would look; all those Excel users partying with your cute kids!
Enjoy the festivities and remember; they grow up really fast.
Dear Chandoo,
Thanks for your invitation!
Please accept my wishes for Nishanth & Nakshatra, and a very very happy birthday to both of them.
(Father of a 1 year old baby)
Hi Chandoo,
Thanks for the invitation. Wishing Nishanth and Nakshatra a very happy birthday and God bless all of you!
Howdy Chandoo,
Gosh, would love to attend the birthday party for your little blessings but I live in Dallas, TX. The children are beautiful. Thank you so much for the Excel information, tips, hints, special formulas, etc., you and your children are really a blessing. I look forward to your e-mails and check your web site frequently. Regards, Lynn
Chandoo Garu,
Your kids look adorable. Congratulations. My Aashirwaadam to both of them.
Regards,
Kalyan Verma
@all: Thank you every one for the wishes, blessings and prayers. We are very excited and busy with the birthday preps now. I will share a pic or two when its over... 🙂
Wish you and your entire family all the blessings. May god provide your babies with all the love and charm in the entire universe.
Like Emma I am rather far away (South Africa), but best wishes to you and your family on this special occasion.
(Mother of 7 and grandmother of 5)
Dear Chandoo,
May God Bless your little ones with Good Health... Happy birthday to them from me... Wish i could be there but work doesn't permit me to travel 🙁
And thanks again for treating all of us like your family
Rajatha
Sir.
God bless the two little angels with all the happiness in the world.....
Wishing Nishanth and Nakshatra a very happy first birthday. My youngest has just turned 18, and I wish you and your family every happiness in the exciting journey ahead.
Hi Chandoo,
I'm reading your blog for more than a year now, and i'm very pleased by this invitation.
I wish a very special Happy Birthday to the 2 little ones from Mauritius Island.
If, for any reason, you are coming on the island in the future, feel free to drop me a mail.
Have a nice party, and a nice year to come with Nishanth and Nakshatra.
Happy birthday!
Your babies are beautiful!
This year is not possible for us to attend. My family will be there for your next family party.
Enjoy the cake and dinner
May God Bless your little ones with Good Health… Happy birthday to them from me....I am also the father my little daughter named akanksha, she is 2.5 yrs old,,,,but i am unemployed 2 yrs ,,i know when u become a dad u r many hopes.
Guru
My belated wishes for your kids... I feel sorry for having missed them to wish to the right time.... May almighty shower all his blessings on your family.....
With regards
Chandoo,
Congratulations. Please give you children a big Happy Birthday (one day late) from me. Enjoy, they grow up very fast
Gene
@all.. thanks for the wishes and blessings. We had a fantastic weekend with all the relatives, friends. Kids loved the cake, enjoyed the beach and had fun playing with gifts. Here are some photos..
Chandoo & family - greetings from Ireland, hope you enjoyed the day!