How to Create Notifications or Reminders Automatically in Excel

You can create reminders or notifications in MS Excel using 3 methods quickly and easily:
1. Use the IF function to display a message
=IF(B2<TODAY()+3,”Send Reminder”,””)

2. Use conditional formatting

  • Click on Home Tab
  • In the Styles command group select conditional formatting tab
  • Click on New Rule…
  • In the new formatting rule window select ‘Use a formula to determine which cells to format’
  • Under the ‘Format values where this formula is true:’ write the formula given below

=AND(C2<>””,C2<TODAY()+3)

  • Next click on Format and apply the formatting of the cell and font of your choice

3. Use Excel VBA with a ‘for loop’. The macro code is given below:
Private Sub Workbook_Open()
For Each cell In Range(“B2:B100”)
If cell.Value < Date + 3 And cell.Value <> “” Then
cell.Interior.ColorIndex = 3
cell.Font.ColorIndex = 2
cell.Font.Bold = True
End If
Next
End Sub

You can also initialize the formatting in the macro code above with the following line of code under ‘Private Sub Workbook_Open()’:
Range(“B2:B100”).Interior.ColorIndex = xlNone

Watch the Excel training video below to see how all the three methods have been implemented:


21 thoughts on “How to Create Notifications or Reminders Automatically in Excel

  1. LNRAYAN

    I’ve gone thru your above video 3 times. I have found some discrepancies as said below

    1. In con . form you are using a formula =AND(B2**, B2<TODAY()+3 – pls. confirm whether it is ** or "'
    2. When it is finished the auto teller says there is a mistake in the formula. If you are staring with = AND, it is advising to use '=AND
    3. You have advised for cells B2 and then manage it for Cell C2. If I have to use it for some more cells which may be not less than 100 nos. of cells how should I write the formula?

    Please guide me. Thank u

    Truly yours,

    L. N. Rayan

    Reply
  2. Hussein Sleiman

    Dear Mr kumar,

    Thank you for this video tutorial.

    I am facing a problem when trying to do the same you did, the parenthesis after the word TODAY in the formula are always appearing in red thus making the formula totally wrong, I can’t manage to find the solution for such issue, please advice.

    Best,
    Hussein´╗┐

    Reply
  3. Pingback: Using Dates with Excel VBA to Automate Email Reminders | Excel VBA Training Videos

  4. Arcane Ochamac

    Hi Sir Dinesh,

    I am going to create an auto email notification in excel 2010 using google. the excel file is currently uploaded to the google drive / google sheets and if I am going to change the status of the person handling ticket their is an automatically email notification to the processor of the ticket. Our company is using google email. You example was outlook so thier a problem in terms of code you’ve provided.

    Thanks.

    Regards Arcane

    Reply
  5. Sharfuddin Ansari

    Respected Sir,
    I like all of ur tutorial and I learn a lot from the same

    Actually I am unable to send the value of the cells

    as per ur example the Credit card No. xxxxxxxxx and the date xxxxxx

    like I want to send subject as

    Dear Sir

    ” Your credit card number xxxxxxxxxxx is expiring on Dated xxxxxx. ”

    Please help me……….

    Thanks in advance

    Reply
  6. Sylvie Lahaie

    Hello!

    Your video is very helpful. I watched your other one where you can use a macro to send reminder emails. For some reason no e-mail is sending, do I need to do something with outlook? Currently I click on macro > Run and nothing.

    Thank you!

    Reply
  7. Rajesh

    Dears, I need the auto reminder to be send whenever I starting / logging on to my PC without opening the excel file. can you please help me please thank you. Is this possible?

    Reply
  8. Karma Gyatso

    Dear Sir,

    Thank you for your video. It was very helpful but I have question. The formula keeps on looping even the limit exceeds. for example: today is 04(april)/8/2013 and the due date is 04/7/2015, though the date has crossed due date it still shows “send notification”. Please clarify with this error.

    Thank you very much. really appreciate your help.

    best regards,

    Reply
  9. preetham

    Dear sir,
    can we make events stored in excel sheet to popup on the pc screen(as alarm) even-though the excel sheet is not opened for ex: iam maintaining an excel sheet for monitoring the due dates of instruments for calibration. cant i make the due date of particular instrument to popup on the pc screen eventhough the excel sheet is not opened

    thank you

    Reply
  10. Sahriar Hassan Riaz

    Hello!
    I’m working a multinational company where i have very big excel chart where I need to work every minutes,
    My problem is I’m sending some package to other country and I need to push them just after 3,6 & 10 Days from sending date based on country, I would like you to help me, like, The col color would become YELLOW if the parcel sent already 3 Days, The column color would become PINK if it’s 6 days over and finally the column should have RED if it’s touch 10 Days,
    For your information I’m entering all the data in same column,

    So that i can push them based on the column color (I don’t need to search for individual).

    Hope someone will help me,
    Thanks in advance
    Sahriar Hassan Riaz

    Reply
  11. Umesh Joshi

    We run a Cleaning Business and have got a spreadsheet with a column for the inspection months and what day of month is set for that site. Is there a way to have reminder system in the spreadsheet. The inspection column has values as “1 Jan Mar Jul Oct Dec” or “3 Month”. Is there a way that the spreadsheet creates reminders on 1st day of the months mentioned above? Please help.

    Reply

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