Calculating Dates

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Anne - 28 Jan 2008 22:08 GMT

Need to a run adhocs on the 1st and 15th of each month to find individuals
who will reach the age of 59 1/2 two weeks prior to the reaching the 59 1/2
age, bascially the 15th adhoc run is to cover the first half of the next
month and the 1st adhoc run to cover the second half of the current month,
covering all dates within that month.

I need to create easy access to the start and end dates for the adhoc, so
I'm attempting to create a locked spreadsheet where the user need only to
enter the current date. I am trying to use the EDATE function,
=EDATE(A2,-715)-14, A2 being the current date, however I am not catching all
the days for the next run or repeating days I don't need....any suggestions?

A2
2/15/2008    Current Date

A4
8/1/1948    DOB for 59 1/2 (Adhoc Start date)

A5
?/??/???? Adhoc End Date

Thanks in advance!!

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Bernard Liengme - 28 Jan 2008 22:20 GMT

Can you rephrase this: who will reach the age of 59 1/2 two weeks prior to
the reaching the 59 1/2
You want to know who will be 59 1/2 in two weeks time
Have a look at DATEDIF in Chip's http://www.cpearson.com/excel/datedif.aspx
This =DATEDIF(A4,TODAY()+14,"m")/12 gives 59.5 with the 1/Aug/1948 DOB in A4

best wishes

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Bernard V Liengme
Microsoft Excel MVP
www.stfx.ca/people/bliengme
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> Need to a run adhocs on the 1st and 15th of each month to find individuals
> who will reach the age of 59 1/2 two weeks prior to the reaching the 59
[quoted text clipped - 21 lines]
>
> Thanks in advance!!

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Anne - 29 Jan 2008 14:59 GMT

My apologies as I didn't explain that very well. Based on the current day's
date, always to be the 1st or the 15th (or the first business day if these
dates fall on a weekend or holiday) I need to determine which start and end
dates to use in an adhoc in order to select all individuals who will turn 59
1/2 within the next two weeks.

For example, assuming today is the 15th of January. I need to determine the
start and end dates based on the current date of 01/15/2008...that is
determine the dates of birth at which the age of 59 1/2 will be reached
between 02/01/2008 and 02/15/2008.

> Can you rephrase this: who will reach the age of 59 1/2 two weeks prior to
> the reaching the 59 1/2
[quoted text clipped - 28 lines]
> >
> > Thanks in advance!!

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Bernard Liengme - 29 Jan 2008 18:26 GMT

Here goes!
Test date 15-Jan-08
Start 1-Feb-08
End 15-Feb-08
Bday 1 25-Jul-48
Bday 2 8-Aug-48

I have use dd/mmm/yy since you use US dates and I use the other one. Your
cells will show 01/15/08 ....

B1: start date; value you enter. Depending on weekends/holiday 15 ± a few or
30 ± a few
B2: Start date: we want 1st of next month when test date is 15th or 15th of
next moth when test date is 30th
This is a messy one but seems to work
=IF(ABS(DAY(B1)-15)<4,DATE(YEAR(B1),MONTH(B1)+1,1),
DATE(YEAR(B1),MONTH(B1)+1-1*(DAY(A1)<10),15))
B3: End date = start date +14 =A2+14
B4 Bday 1: =B2-21740 (21740 or more or less 59.5*365.25)
B5 Bday 2: =B3-21740
Note that someone born 25-July-48 will be 59.5 on Start (1-Feb-08), ans one
with bate 8-Aug-48 will be 59.5 on End day 15-Feb-2008 (as checked with
DATEDIF)

best wishes

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Bernard V Liengme
Microsoft Excel MVP
www.stfx.ca/people/bliengme
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> My apologies as I didn't explain that very well. Based on the current
> day's
[quoted text clipped - 52 lines]
>> >
>> > Thanks in advance!!

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Anne - 29 Jan 2008 23:22 GMT

Works like a charm with one exception, the formula for the end date doesn't
adjust to cover all dates(days) within the test date month, for example...

1/1/08 test date
Start date = 01/15/08
End date = 01/29/08
Bday 1 = 07/08/48
Bday 2 = 07/22/48

1/15/08 test date
Start date = 02/01/08
End date = 02/15/08
Bday 1 = 07/25/08
Bday 2 = 08/08/48

The END DATE days of the 30th and 31st of January are missed and
subsequently, the BDAY days of the 23rd and 24th of February are also missed.
How can the end date be updated to recognize the correct number (based on the
days in the current test date month) to add to B2?

> Here goes!
> Test date 15-Jan-08
[quoted text clipped - 77 lines]
> >> >
> >> > Thanks in advance!!

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Bernard Liengme - 30 Jan 2008 17:19 GMT

If A1 holds a date then =DAY(DATE(YEAR(A1),MONTH(A1)+1,0))
tells how many days are in that month.
I will let you experiment!
best wishes

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Bernard V Liengme
Microsoft Excel MVP
www.stfx.ca/people/bliengme
remove caps from email

> Works like a charm with one exception, the formula for the end date
> doesn't
[quoted text clipped - 110 lines]
>> >> >
>> >> > Thanks in advance!!

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Anne - 07 Feb 2008 00:56 GMT

It took me awhile but it works like a charm now!!

I kept what you gave me for the Start Date, Bday1 and Bday2. For the End
Date I play around with your formula for the Start Date, adding in the days
of the month formula you gave me and came up with the following...
=IF(ABS(DAY(B2))=14,DATE(YEAR(B2),MONTH(B2),DAY(DATE(YEAR(B2),MONTH(B2)+1,0))),DATE(YEAR(B2),MONTH(B2),DAY(13)))

So, if I enter a test date of 1/1/08, I get
Test Date    01/01/08
Start Date    01/14/08
End Date    01/31/08
Bday 1    07/07/48
Bday 2    07/24/48

If I enter a test date of 1/15/08, I get
Test Date    01/15/08
Start Date    02/01/08
End Date    02/13/08
Bday 1    07/25/48
Bday 2    08/06/48

It covers every day of each month for both the Start/End dates as well as
all birthdays witin those Start/End dates . Thanks again!!

> If A1 holds a date then =DAY(DATE(YEAR(A1),MONTH(A1)+1,0))
> tells how many days are in that month.
[quoted text clipped - 114 lines]
> >> >> >
> >> >> > Thanks in advance!!

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