Highlight due dates in Excel – Show items due, overdue and completed in different colors

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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.

Highlight overdue items in Excel - Show items due, overdue and completed in different colors
highlight-overdue-items-in-excel

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.

sample data for highlighting overdue items
sample-data-overdue-items

And your problem is,

  • Highlight items & due dates, subject to these conditions

    Criteria for highlighting - highlight if due
  • 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)
sample-data-overdue-items

How to apply conditional formatting rules

We need to apply 3 rules. Follow below steps:

Highlight overdue items:

Conditional formatting rule for highlighting overdue items
conditional-formatting-rule-for-overdue-items
  1. Select the entire range (B6:D15) and from home ribbon select conditional formatting
  2. Click on New rule
  3. Select the rule type as “use a formula…”
  4. Write =AND($C6<=TODAY(),$D6<>”Yes”)
  5. And set fill color to red & font color to white.

Highlight upcoming items:

Rule for upcoming activities or items in green color
conditional-formatting-rule-for-upcoming-tasks
  1. Add one more “use a formula…” rule
  2. Write =AND(MEDIAN(TODAY()+1,$C6,TODAY()+7)=$C6,$D6<>”Yes”)
  3. And set fill color to green.

Completed items rule:

Highlighting completed items in a different color - highlight if due
  1. Add another “use a formula…” rule
  2. Now write =$D6=”Yes”
  3. 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.

  1. Why does this work?
  2. 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”)

conditional-formatting-rule-for-upcoming-tasks

If already due:

This is another simple AND formula =AND($C6<=TODAY(),$D6<>”Yes”)

conditional-formatting-rule-for-overdue-items

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.

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32 Responses to “Extract Numbers from Text using Excel VBA [Video]”

  1. ScottW says:

    Interesting that you are posting this at the same time as Doug http://yoursumbuddy.com/regex-function-sum-numbers-string/

    • Luke M says:

      Looks like two different articles about two different subjects, extracting numbers in text vs. summing all the numbers in text. Also, articles are published 20 days apart. Is the interesting part that there were two articles written about Visual Basic techniques within this month?

      • Luke M says:

        Sorry, that should have said 1 day, not 20. Was looking at the wrong thing. I still think it's just a nice coincidences to have multiple articles about VB written. Dick Kusleika also routinely writes about VB at dailydoseofexcel.com

    • Chandoo says:

      What a lucky coincidence. I know about Doug's blog, but havent had a chance to read it in a while. Thanks for sharing the link.

  2. Don Hopkins says:

    I think that the best lesson that can come from the several salary survey solutions is that one should have anticipated the variety of monetary units.  If the survey utilized drop down currency lists and limited the salary field to whole numbers only, etc. the resulting input would have been far cleaner. Sorry, Chandoo, but the messy input was, in my opinion, self-inflicted.

    • Chandoo says:

      You are right. Since there are more than 200 different currencies, I thought a currency field would complicate the survey. The bigger problem was, Google Docs (which I used for survey) does not have an option to capture only numbers. Input fields were by text, so people entered in lots of different formats.

      But I am happy how it turned out. It taught me several lessons on how to clean data.

      Next time I will use a better tool to capture such responses.

  3. Crisu says:

    Your post made me check how the "regular" and "irregular" decimal separators look like in different countries and it appears to be really interesting case. Take a look:
    http://en.wikipedia.org/wiki/Decimal_mark
    Cheers.
     

  4. I am pretty sure you can replace this code block from your article...

    If Text Like "*.*,*" Then
      european = True
    Else
      european = False
    End If

    with this single line of code...
     
    european = Format$(0, ".") = ","
     

    • Just to follow up on my previous post, I think I may have misunderstood the intent of your code. You were not looking to see if the computer system was using a dot for the decimal point, rather, you were looking to see if the Text was using a dot as the decimal point, weren't you? If so, then you could use this single line of code as to replace your If..Then..Else block...

      european = Text Like "*.*,*"

      But what if the number in Text was not large enough to display a thousands separator? Or what if it were a whole number? In either of those cases your original test, and my replacement for it, will fail. Maybe this would be a better test...

      european = Right(Format$(Text, "."), 1) = "," 

      • Chandoo says:

        You are right. I am checking if the text has European format. And I loved your one line shortcut. I did not think of using LIKE in such context. Thanks for sharing that.

         

        Again, you are right that this method would fail if the number is not big enough for a thousands separator. Since my data has annual salaries, all numbers are usually in thousands. So I did not think about it.

      • Yam says:

        Hi ,

        I have a question please. I'm working on a report that has alphanumeric on it and I only need to retrieve 7 integers that starts with 7 and 3 example SCM RIS PX RIS 02 - 7152349, ADSF\243434134, CM532345 and i need to get the 7152349. Can you please help me on this? I truly appreciate your help!
        Thank you very much!

  5. Tayyab Hussain says:

    Hi-

    The post was wonderful. Please take a look at this function also

    Function ExtractNumber(InputString As String) As String
    'Function evaluates an input string character by character
    ' and returns numeric only characters
    'Declare counter variable
    Dim i As Integer
    'Reset input variable
    ExtractNumber = ""
    'Begin iteration; repeat for the length of the input string
    For i = 1 To Len(InputString)
    'Test current character for number
    If IsNumeric(Mid(InputString, i, 1)) Then
    'If number is found, add it to the output string
    ExtractNumber = ExtractNumber & Mid(InputString, i, 1)
    End If
    Next i
    End Function

    • Bone Bone Gyi says:

      Thank you so much. Your function code is amazing. It very useful for my lesson. Thank you so much.

  6. hpchavaz says:

    To be more international.

    At the beginning, for the rench format :

    If fromThis.Value Like "*.*,*" Or fromThis.Value Like "* *,*" Then

        european = True
    End If

    And at the end :

    ElseIf ltr = "," And european And Len(retVal) > 0 Then
        retVal = retVal & Application.DecimalSeparator
    End If
     

  7. Kris says:

    Hi Chandoo,
    Sorry, but your code does not work correctly with my Hungarian excel. My decimal separator is "," so
    getNumber = CDbl(retVal)
    will not convert the string to value, because you hard-coded "." as separator.
    And, as you mentioned: "method would fail if the number is not big enough for a thousands separator" I would like to add: would fail if the user did not enter the thousand separator and also would fail if the thousand separator is not "," nor "." but " " (space chr) - as in Hungary.
    This two functions could help to determine the system settings:
    application.DecimalSeparator
    application.ThousandsSeparator
     
    Conclusion:
    you say: "We do not need special treatment for regular format (61,000.30) as Excel & VBA are capable of dealing with these numbers by default." - it is true in case you system uses the regular format. 🙂
     
    Cheers,
    Kris

  8. Deependra says:

    Awesome! It works !!
    But how does one take into account negative numbers (say the list has negative numbers and I want to retain those negative numbers)
     
    Thanks.

  9. Akmal says:

    Hi. When I download this example, my excel is not showing formulas exactly. I wanted a ready version of this example, please. Thank you

  10. Kenny says:

    Hi Chandoo,

    Thanks for this brilliant article like many others that you have written for the benefit of many. Unfortunately, I am constantly having problems downloading your sample workbooks. I am currently using Excel 2007, and each time I try to download any of your sample workbooks, for e.g. the 'Extract Numbers Using VBA workbook', I get the following message 'This file is not in a recognizable format'.

    I always get this message each time I try to download any of your sample workbooks. Please kindly advise me on how to resolve this.

    Thank you.

    Kenny

  11. Madhav says:

    I have numbers like 12345-12-1 which I want to extract from text strings. 12345 might be variable there as 123, 1234, 12345, 123456,1234567 or so. When I get that in other cell (Column) I should see multiple entries of similar numbers with - (hyphen). How to do that?

  12. Madhav says:

    Thanks Hui for your response. Thank you for your time to find potential solution for my problem.

    I tried your formula but was not successful in using the same.

    here is more clarification so that you/others could help me.

    Column A has following in Cells A1 to A4.. could be long..
    ABCD 12345-12-1 XYZ 9878-02-9
    LMNOPQ 12345-12-1 STQ 789748-98-5
    NFHFKDJFKDS 123-23-1, NDKANSD
    A FDSAFNDS 12345-12-1, ASNDSAND

    from such data I need to extract the number with hyphens
    remove , immediately after the numbers, separate the numbers with spaces

    Column B shall look like:
    12345-12-1 9878-02-9
    12345-12-1 789748-98-5
    123-23-1
    2345-12-1

    2 separate strings (numbers) having hyphen (-) therein should be separated with space.

      • Madhav says:

        Thanks Hui that worked well with the examples I provided.
        I should have given following type of example:
        2-ABCD 12345-12-1 X-2-YZ 9878-02-9

        in the above case I do not want to extract a number and hyphen which is connected to or is part of text string..

        Can you please help me modify the code to ignore numbers and - with text string.?

        Thanks in advance.

        • Hui... says:

          @Madhav

          So what is the answer expected from
          2-ABCD 12345-12-1 X-2-YZ 9878-02-9

          • Madhav says:

            Thanks for your interest and time Hui.

            so when I have text like
            2-ABCD 12345-12-1 X-2-YZ 9878-02-9 3-abc-4-efg in Cell A2
            in B2 the answer should be only numbers with hyphens and no text with numbers or hyphens
            12345-12-1 9878-02-9 OR
            12345-12-1 some delimiter (, or 😉 9878-02-9

            The logic I thought was (but unable to do)
            1. remove all strings containing text (and - and numbers) and then extract only numbers containing hyphens
            2. Extract numbers in only following format ( # is a digit below) and ignore numbers and hyphens in any other format
            #######-##-#
            ######-##-#
            #####-##-#
            ####-##-#
            ###-##-#
            ##-##-#

            Hope this helps.

  13. Thomas Huettemann says:

    Why not just use the function =getNumber ?

    • Madhav says:

      =getnumber doesn't extract numbers with hyphens..
      also need to ignore numbers and hyphens associated with text string

  14. Deepak says:

    When I use this code that code give me error
    cdb1 is not highlight can u explain me

    • Hui... says:

      @Deepak

      It runs fine for me
      Select the first line and Press F9 to set a stop point
      goto a cell and edit the function and press Enter
      Then you can step through the code when it runs using F8
      report back what happens

  15. Yamin says:

    HI,
    How can we add spaces between numbers and removing decimals.

  16. Yamin says:

    how can we make spaces in the reesult e.g 25 655 2335

  17. Avinash says:

    Dear Team,

    I need to extract number (cheque number) from a cell (some numbers may repeat that to be ignored),

    Text is - :-Inward Clg Cheque 00992924 00992924,BD
    Result should be - 992924

    Kindly help in getting formula for this (please email the code or VBA Code)

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