By: Shamima Sultana

In reply to Ann.

Hello Ann,

You can do this with 3 Conditional Formatting rules on L2:L that “roll” every year using EDATE (no hard ?70).

Applies to: =$L$2:$L$1000 (adjust as needed).
Set rule order as shown (use “Stop If True” where available):

Missing date → alert immediately
Formula: =ISBLANK($L2)

Overdue (past the 1-year mark)
Formula: =AND($L2<>“”, TODAY()>EDATE($L2,12))

Due soon (within 2 months of the next anniversary)
Formula: =AND($L2<>“”, TODAY()>=EDATE($L2,10), TODAY()<=EDATE($L2,12))

Why this works:
EDATE($L2,12) = the next renewal date (one year after the last class).
EDATE($L2,10) = two months before that date. For example, if L2 is 3/1/2025, then two-months-prior is 1/1/2026, which matches your target.

Give each rule a different fill color (e.g., red = overdue, amber = due soon, gray = missing). No helper columns needed, and it will keep working for future years automatically.

Regards,
ExcelDemy