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| Name | Excel - Learn How to Send Birthday Cards to Customers with Excel | Excel Tutorial - Episode 539 |
| Video Uploader | Video From MrExcel.com |
| Upload Date | This Video Uploaded At 04-08-2009 15:02:45 |
| Video Discription | Microsoft Excel Tutorial: Learn How to Send Birthday Cards to Customers with Excel. Welcome to another episode of the MrExcel netcast, where we answer your burning questions about Excel. I'm your host, Bill Jelen, and today we have a question from George about sending birthday cards to customers. If you have a question for the netcast, don't hesitate to reach out to us via email or voicemail and we'll feature it in a future podcast. George works in customer service and wants to send birthday cards to his regular customers about a week in advance. However, when he tries to use the TODAY function to check if a customer's birthday is within the next 7 days, he gets strange results. This is because the TODAY function calculates the number of days since a specific date, rather than the number of days until a future date. To solve this problem, we need to use the DATE function. This powerful function allows us to specify a year, month, and day to create a specific date. In this case, we will use the customer's birth month and day, but change the year to 2007. This will give us a date that falls within this year, allowing us to accurately calculate the number of days until the customer's birthday. By creating a new column with the DATE function and comparing it to the TODAY function, we can easily see which customers have birthdays coming up in the next 7 days. This allows George to send out birthday cards in a timely manner and keep his customers happy. And the best part is, when he opens the spreadsheet next week, the TODAY function will automatically recalculate, making it easy to stay on top of upcoming birthdays. So, a big thank you to George for sending in this question and to all of you for tuning in. Don't forget to subscribe to our channel for more Excel tips and tricks, and we'll see you next time for another netcast from MrExcel. Buy Bill Jelen's latest Excel book: https://www.mrexcel.com/products/latest/ You can help my channel by clicking Like or commenting below: https://www.mrexcel.com/like-mrexcel-on-youtube/ George would like to mail birthday cards to all of his customers. He has date of birth in his database, but unfortunately, comparing =TODAY() to a birthday in 1942 doesnt provide a lot of information. In Episode 539, we take a look at the DATE function used to solve this problem. This blog is the video podcast companion to the book, Learn Excel from MrExcel. Download a new two minute video every workday to learn one of the 277 tips from the book! Table of Contents: (00:00) Introduction and question from George (00:24) George's question about sending birthday cards to customers (00:40) Issue with using the TODAY function (01:06) Solution using the DATE function (01:18) Using the DATE function to find the customer's birthday in the current year (01:52) Comparing the current date to the customer's birthday (02:14) Sorting the data to find customers with upcoming birthdays (02:35) Recap and key takeaway of using the DATE function (02:48) Clicking Like really helps the algorithm #excel #microsoft #microsoftexcel #exceltutorial #exceltips #exceltricks #excelmvp #freeclass #freecourse #freeclasses #excelclasses #microsoftmvp #walkthrough #evergreen #spreadsheetskills #analytics #analysis #dataanalysis #dataanalytics #mrexcel #spreadsheets #spreadsheet #excelhelp #accounting #tutorial This video answers these common search terms: Calculating days between dates in Excel DATE function in Excel Excel functions for calculating dates Excel tips for customer service departments Managing customer data in Excel MrExcel netcast on birthday calculations Recalculating dates in Excel Sending birthday cards using Excel Sorting data by upcoming birthdays Sorting data in Excel Using the TODAY function in Excel YouTube video on calculating birthdays in Excel Join the MrExcel Message Board discussion about this video at https://www.mrexcel.com/board/threads/1152559/ |
| Category | Education |
| Tags | Excel | business | accounting | spreadsheets | tutorial | technology | MrExcel | DATE | podcast #539 | mrexcel channel | mrexcelforum | mrexcel website | Formula | Bill Jelen | Learn Excel | Excel Tutorial | Power Excel | Microsoft Excel | Excel Tips | Data Set | Excel Help | Learn Excel with MrExcel | Excel Tips and Tricks | MrExcel Podcast |
