How to create formula for date > 30 days, based on certain column values?
For eg. I have to create reports to show activities that were assigned to someone, and that someone has not yet completed?
Column 1: Finance ASSIGN Date = Date the activity was assigned to Finance Analyst
Column 2: Finance RECEIPT Date = Date that Finance Analysts receives the assignment
I only need to Flag Column 2 (Finance RECEIPT Date) when the Receipt Column is BLANK and not consider "N/A" values.
does that make sense?
Answers
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Try this. Although your title and screenshot indicated >30d, your example didn't mention it. If >30d isn't needed, delete the highlighted segment from the formula.
=IF(AND(ISDATE([Finance ASSIGN Date]@row), TODAY() >= [Finance ASSIGN Date]@row + 30, [Local Finance Receipt Status]@row = "", [Finance RECEIPT Date]@row = ""), "Late")
Will this work for you?
Kelly -
Hi Kelly,
I do need the > 30 days factored in…so I plugged in the formula and it came back with an #Invalid operation??
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Please check your Date columns and make sure the column type = Date. Do NOT check the box for Date only since you are also writing in the cells.
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it still isn't working. I unchecked the dial that restricts the column to date only and it still didn't work. Those 2 columns (Finance ASSIGN Date and Finance RECEIPT Date) are part of an automation I have set up, so it auto populates from the automation itself. Could that be why the formula isn't working in the "FA>30" column?…
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No. If the dates are actual dates then it should work. It did work in my test sheet. Is it possible for you to take a screenshot of the actual formula (with the colored text), as well as copy your formula back to me. This will help me troubleshoot
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did you mean these?
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I was able to replicate your error. Try this:
=IF(ISTEXT([Finance ASSIGN Date]@row), "", IF(AND(ISDATE([Finance ASSIGN Date]@row), TODAY() >= [Finance ASSIGN Date]@row + 30, [Local Finance Receipt Status]@row = "", [Finance RECEIPT Date]@row = ""), "Late"))
Will this work for you?
Kelly -
You are genius!!…this worked….!!!! thank you so much!!!!! :)
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Here is another option. If you are using a report, there is a filter option that states "Is In the Last". You can specify any number of days you want in the filter. I also spent time creating methods to get the last 30 days until I found that it is already there in the filter.
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