Formula for Birthday and Anniversary Date reminder


I am trying to find two formulas, one to convert the "Hire Date" into the "Anniversary Date" which would be 6/26/24 in Row 1. I can't get this to work correctly.

I am also trying to create a birthday alert, using the Red, Yellow, Green dots.

"Green" would be 15 days or more in advance

"Yellow" would be between 14 and 6 days in advance

"Red" would be 5 or under days from the birthday

Does anyone know how to write these formulas? Thank you!


  • che.rabajante
    che.rabajante ✭✭✭✭✭
    edited 03/23/24

    Hello @Hawk23

    The formula to get the Anniversary Date

    =IFERROR(DATE(YEAR([Hire Date]@row) + 1, MONTH([Hire Date]@row), DAY([Hire Date]@row)), "")

    The formula for the birthday alert

    =IFERROR(IF(NETDAYS(TODAY(), Birthday@row) > 15, "Green", IF(AND(NETDAYS(TODAY(), Birthday@row) <= 15, NETDAYS(TODAY(), Birthday@row) > 5), "Yellow", "Red")), "")

    TIP! You have the option to leverage Smartsheet generative AI to help you with the formulas.

    If this response addresses your query, please click "answered." Thank you!🙂


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