Recurring date formula Solved/Closed

Question

Hi All

I have the following formula in my worksheet

=IF($AA$2=2,B8+28,IF($AA$2=1,B8+7,IF($AA$2=3,EDATE(B8,1),IF($AA$2=7,EDATE(B8,12),IF($AA$2=4,EDATE(B8,3),IF($AA$2=5,B8+126,IF($AA$2=6,EDATE(B8,6)))))))) 

which is dragged down 25 cells and has the followin options to choose from

1) Weekly
2) Four Weekly
3) Monthly
4) Quarterly
5) Eighteen Weekly
6) Half Yearly
7) Annually 

I have a start date in say A1 
And that is copied in B2 (by formula =A1) 
In B3 the above formula is typed in and B4 onwards dragged and copied.

The problem I have is with Monthly,Quarterly,Half Yearly and Annually because whenever
those options are picked and the start date is 29th, 30th or 31st of any month the 
follow on cells give a date of 28th.

Any help will be appreciated

TrowaD · Answer

Hi MRafik,

The problems you encounter are exactly the ones where you use EDATE instead of just adding the number of days.

So change that and you should be fine.

And next time use cell references that match the ones in your formula for faster understanding.

Best regards,
Trowa

MRafik · Answer

Hi Trowa

Thanks for the reply, but I still am lost as I dont know
wether to put in 30 or 31 for the number of days as i
have copied the cells from B8 onwards to B32. 

Regards

MRafik · Answer

Hi Trowa

Once again thanks for your reply but I am still lost as am very new 
to all this

I changed the EDATE to MONTH but that does not work

Regards

TrowaD · Answer

Hi MRafik,

Then I need to know when you want to add x numbers of days.

Let's say your start date is 31-1-2013.
And you choose option 3; Monthly.
Your formula would show as result 28-2-2013.
What is the result you would like to see?
1-3-2013 (+29), 2-3-2013 (+30) or 3-3-2013 (+31).

And what result would you like to see when start date is 28-2-2013?
And what if start date is 31-3-2013?

Don't you always want to add 31 when option 3 is chosen?

As you can see it is not very clear to me what result you are after.
So please provide some results your formula should give you with certain start dates.

Best regards,
Trowa

MRafik · Answer

Hi Trowa

Thanks for the reply

My work sheet is for rents due so if the rent due is on the 1st
of each month then the cell B8 will be 01/01/2013 and B9 will
be 01/02/2013 and so on. So if start date is 29/01/2013 then the next cell
should be 28/02/2013(except when it is a leap year) and the next
should be 29/03/2013.
If the start date is 30/01/2013 then the next should be 28/02/2013
(except when it is a leap year) and the next should be 30/03/2013
etc.
If start date is 31/01/2013 then it should be 28/02/2013(except when it is a leap year)and the next one should be 31/03/2013 and the next 30/04/2013 ie the last 
day of each month.

I tried the following IF($AA$2=3,DATE(YEAR(B8),MONTH(B8)+1,DAY(B8) for
option 3 but it does not work.

Please note my options are in a combo box .



Rgards

TrowaD · Answer

Hi MRafik,

Let's take a look at the part of the formula for option 3 in cell B9.
IF($AA$2=3,EDATE(B8,1)

Let's change that into:
IF($AA$2=3,EDATE(B$8,CELL("row",B9)-8)

Best regards,
Trowa

MRafik · Answer

Hi Trowa

Thank you so much for all your help

It does work

Will you please explain the logic behind the formula as
i still have to try and sort  the quarterly , six monthly and annually.
ie options 4,6 and 7.

Once again thank you

Regards

MRafik

TrowaD · Answer

Hi MRafik,

The problem was that your reference to the start date was relative.
Meaning that:
1 month + 31-1-2013 (B8) = 28-2-2013 (B9)
1 month + 28-2-2013 (B9) = 28-3-2013 (B10)

Making the reference absolute was the first step, but then we need something to add months.
Otherwise we would get:
1 month + 31-1-2013 (B8) = 28-2-2013 (B9)
1 month + 31-1-2013 (B8) = 28-3-2013 (B10)

[ CELL("row",B9)-8 ] is just used as a counter.

[ CELL("row",B9) ] will result 9 as is the row number of B9.
Deduct 8 from 9 = 1 or 1 month.

For the next row the result will be 10 as is the row number of B10.
Deduct 8 from 10 = 2 or 2 months.
and so on...

So for monthly the counter would need to add 1.
But for Quarterly the counter would need to add 3.
So think about how you can get 3, 6, 9 ...

Solution:
Use row of B1 = 1, times 3 = 3
Next cell would be B2 = 2, times 3 = 6

Thus part of formula would be:
IF($AA$2=4,EDATE(B$8,CELL("row",B1)*3)

Now that I think about it a second time this basically solves it all, right?
Monthly: IF($AA$2=3,EDATE(B$8,CELL("row",B1)
Quarterly: IF($AA$2=4,EDATE(B$8,CELL("row",B1)*3)
Half Yearly: IF($AA$2=6,EDATE(B$8,CELL("row",B1)*6)
Annually: IF($AA$2=7,EDATE(B$8,CELL("row",B1)*12)

Best regards,
Trowa

MRafik · Answer

THANK YOU VERY MUCH FOR ALL YOUR HELP

Regards

Mrafik

Recurring date formula

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