Return a contact from a dropdown based off of an IF greater than formula

Tzippy

I'm trying to figure out how to return a name from a dropdown if the date in the date column is within the next 7 days.

Andrée Starå

Hi @Tzippy

I hope you're well and safe!

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Tzippy

@Andrée Starå

Yes! see below. Trying to figure it out for my metric sheet.

If expiration date is within the next 7 days, I want to get a return of the date, name and to which HR team it belongs to.

Thanks!

Andrée Starå

@Tzippy

Happy to help!

Ok, so you have another sheet with the contact information?

I'd be happy to take a quick look.

Can you maybe share the sheet(s)/copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

Tzippy

@Andrée Starå

The "HR team" column is a contact column. Is that what you mean?

Andrée Starå

@Tzippy

Maybe I misunderstood.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

Tzippy

@Andrée Starå

sure - Ill try to explain.

I have an ID expiration date column, HR team column, name of employee column.

If an employee's ID will expire within the next 7 days, I want to see the expiration date along with the employee it belongs to along with the HR team responsible to follow up with it.

I hope this is a better explanation.

Tzippy

I'm hoping someone can shed some light on this. Trying to figure out a formula...

I have an ID expiration date column, HR team column, name of employee column.

If an employee's ID will expire within the next 7 days, I want to see the expiration date along with the employee it belongs to along with the HR team responsible to follow up with it.

Genevieve P.

Hi @Tzippy

It actually sounds like a Report may be a better option. You can set Filters on a Report to show rows that are due within the next X number of days (based on your date column), then only surface those 3 columns.

Have you tried building a Row Report before? Here's a free webinar that goes over this: SmartStart: Reporting

Cheers,

Genevieve