Set Up Automatic Reminders for Due Dates and Popup notifications in Excel to never miss another deadline.
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This tutorial shows how to manage deadlines for due dates in Excel. For this we use conditional formatting wuth custom formulas, popup notifications with visual basic, and much more. First, we cover automating dynamic status updates for invoices with formulas, applying conditional formatting for overdue and near-due items, using data validation to prevent errors, and calculating totals with SUMIFS. It starts by calculating the days left until invoice due dates dynamically with the TODAY() function, ensuring the data stays up-to-date. Next, it introduces an IFS statement to categorize invoices into statuses like “On Time,” “Pay Now,” or “Past Due,” based on custom thresholds such as days left until due.
For visual clarity, conditional formatting is applied: rows for “Past Due” invoices are highlighted in red, while “Pay Now” rows are highlighted in yellow, using formulas that evaluate specific cell values dynamically. To prevent data entry errors, a dropdown list is created using Data Validation.
The tutorial also demonstrates how to calculate totals for specific statuses, such as summing amounts for “Pay Now” or “Past Due” invoices, using the SUMIFS function to handle multiple criteria. Additionally, it introduces creating a VBA-based popup notification through the Developer Tab and Visual Basic Editor, alerting users to urgent tasks upon opening the workbook.
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Chapters:
0:00 - Building the Invoice Status Table
3:17 - Automatic Highlighting
5:08 - Data Validation Dropdown
6:53 - SUMIF for Total Due
8:13 - Notification Popups
10:55 - Another Example