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How do I highlight important dates automatically in Numbers?

I have been trying to get dates to highlight a week before there active date in say green and then in red after the active date.

I have looked on line and have not been able to find much out there to help me.


Normally after getting my hands on a program it doesn't take me long to figure things out but this one has me greatly stumped. I'm sure if I keep it up I could get it figure it out but sometimes asking someone that knows helps better ourselves faster. After all that is why people go to school. 🙂


Thank you for your valuable time and input,


Samuel

MacBook Pro with Retina display, OS X Yosemite (10.10)

Posted on Jul 27, 2015 7:07 PM

Reply
13 replies

Oct 4, 2017 10:25 AM in response to ostoura

Hi ostoura,


Your question is related to the one in this thread, but the thread is more than 2 years old now, and Numbers has changed in that time. Please repost your question as a New Question.

You might want to clarify what you mean by "the rows at the end of every month."


Be sure to include the OS X/macOS version (Apple menu > About this Mac) and the version number of Numbers (Numbers menu > About Numbers) you are using.


Regards,

Barry

Jul 27, 2015 10:43 PM in response to Samueln1986

HI Samuel,


What you are looking for is called "Conditional Formatting". Here's an example using Numbers 2. It requires one rule for each condition, and you must be careful to order the rules so that the bottom one on the list is the first to become TRUE.

User uploaded file

The rules shown are applied to all the cells in column B. Cell A1 contains the formula =TODAY()


In Numbers 3, Conditional Formatting should be found by tapping the paintbrush. Select all the cells in the Date column before applying the rules.


Regards,

Barry

Jul 27, 2015 11:48 PM in response to Samueln1986

Hi Samuel,


highlight a week before there active date in say green and then in red after the active date.

I see Barry has taken the "active date" to be today.

I thought you meant important dates that you have entered into a list.

User uploaded file

The Calendar table is a display. It takes dates and other data from the Important Dates table, where you enter data in the blue cells.

If this is what you are after, please reply with more details of your aim..


Hint: DUR2DAYS is your friend to calculate the Day of Year.


Regards,

Ian.

Jul 28, 2015 4:48 AM in response to Samueln1986

Samueln1986 wrote:


I have been trying to get dates to highlight a week before there active date in say green and then in red after the active date.



Hi Samuel,


In Numbers 3 you can highlight your cells like this:


Select the cell(s) and in the formatting pane on the right click 'Conditional Highlighting...':



User uploaded file


Click the little calendar to work with rules based on dates:


User uploaded file


Add two rules that will look something like this:

User uploaded file



There are many options in the dropdowns other than those shown in the screenshot.


SG

Jul 28, 2015 4:32 PM in response to SGIII

Thank you very much, this has gotten me much closer to reaching the desired end result.

User uploaded file


So I have this set up to give me 60 days out, 90 days out and 180 days out.

This is just for the 60 days out.

I would like it to turn blue 30 days before the calculated 60 days and then turn red if it passes the calculated 60 days.

I put in random data and as you can see it is well past 7-Mar-15 and 24-May-15 and they didn't turn red.

Do you know what I did wrong here?


Thanks again for your help, it does mean a lot to me.


Samuel

Jul 28, 2015 4:37 PM in response to Samueln1986

Samueln1986 wrote:


Thank you very much, this has gotten me much closer to reaching the desired end result.

User uploaded file


So I have this set up to give me 60 days out, 90 days out and 180 days out.

This is just for the 60 days out.



Samuel


When you say "60 days out" do you mean the date occurs within 60 days of the current date (today)?


SG

Jul 28, 2015 7:07 PM in response to Samueln1986

Hi Samuel,


I must confess a little confusion as well.


Here's the top few rows on the table in your post above:

User uploaded file

The rules you have set are:

If the date is in the next 30 days, fill the cell with blue.

If the date is in the last 61 days, fill the cell with red.


Those rules are working correctly.

"Next 30 days" and "last 61 days" compare the date in the cell to be formatted with today's date (July 28, 2015 in your example table).

August 31 is 34 days from today, more than 30 days, so no conditional formatting is applied.

August 4 is 7 days from today, which is within 30 days, so its cell is filled blue.

June 9 is 49 days ago, so it is filled red.

March 7 is 143 days ago. That's not in the last 61 days (nor is it in the next 30 days), so it's not filled with either colour.

May 24 is 65 days ago. It would have changed from red filled to white at midnight last Friday.

June 24 is 34 days ago, and will remain red filled for another 27 days, then go back to white filled.


Some clarity as to the purpose of the table and relationship between the dates in columns C, D and E and those in column B might make understanding the table easier. The dates in these columns are after the dates in the same row of column B, but are not 60, 90 and 180 days after July 2, the date in column B.


Regards,

Barry

Jul 29, 2015 2:11 PM in response to SGIII

Thank you Barry and SGIII for sticking with me,


No, column C is 60 days from the date in column B not from the "todays date".

I would like to have a heads up when the date is column C is 30 days from the todays date up to the date that is listed and then warned when the "todays date" is past the date in column C.


This is why I don't understand why 7-Mar-15 and 24-May-15 are not red as they are past due according to the 61 days I set it at.


What I am looking for is a heads up when column C is nearing its due date that is calculated form the date I set in column B, I would like it to warn me about a month(30 days) ahead. Then warn me when it is past due according to the date that was calculated in column C.


Sorry for the confusion here and hope this helps you better understand my goal.


Thank you very much for putting up with me SGlll and Barry,


Samuel

Jul 29, 2015 10:15 PM in response to Samueln1986

OK. Some of the clouds are parting.


Rule #2 is not going to do what you want it to do.

User uploaded file

This says "Set the cell fill to red when the date is 1 to 61 days before Today," and that is what the ule is doing on your table.


You want the fill set to red when the date in the cell is more than 60 days before today. Here's what that rule would look like in Numbers v2. The wording or format may be slightly different in Numbers v3:

User uploaded file

Note that the date in A1 is for convenience in viewing only (allowing viewers to see what day the image was made). It is not referenced in the formula, which gets the current date directly from the system clock.

An alternate for the rule (which more closely fits your specification) is shown below:

User uploaded file

Regards,

Barry


Jul 30, 2015 3:53 PM in response to Barry

SGlll that gets me to the closest to what I am looking for but sadly this isn't working the way it does in Excel. Maybe in apples next upgrade they will add more functionality 😀


Thanks very much to all of you, it means a lot to me that you would take the time to try and help me with this.

Would be great if apple had a user guide for what can be done with Numbers, even if it would be huge guide would be well worth buying.


Kind regards,

Samuel

How do I highlight important dates automatically in Numbers?

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