Track Important Dates in Excel

Tracking important dates like birthdays and anniversaries is an excellent way to strengthen personal or workplace connections. Instead of manually tracking these important dates, Excel can do the work for you! This guide will help you create a dynamic method of detecting birthdays and work anniversaries between two dates. You can also use it to find them within a given month. This method utilizes both standard and advanced dynamic array formulas.


Setting Up the Data

Let’s start with a table of 20 fictitious names, birthdays, and work start dates.

Sample Data Table (A1:E21)

NameBirthdayWork Start Date
John McClane1955-03-151980-06-01
Dutch Schaefer1948-11-201983-09-12
Martin Riggs1957-07-081985-03-25
Ellen Ripley1960-01-301986-12-05
Frank Dux1959-05-221979-02-18
Sarah Connor1965-12-101984-03-15
John Rambo1947-04-251972-07-20
Axel Foley1961-06-151984-09-25
Marion “Cobra” Cobretti1955-09-051982-11-30
Jack Burton1954-02-281986-08-01
Snake Plissken1954-08-101981-05-10
Tequila Yuen1962-07-181985-06-18
Bennett1958-11-301983-03-08
Chun-Li1968-05-091988-12-01
Max Rockatansky1948-03-021975-04-25
Nikki Wright1970-06-201991-07-19
Dillon1957-10-121985-02-01
Ivan Drago1963-12-151987-10-10
James Braddock1951-01-251973-09-12
George Nada1953-03-081978-04-15

Identifying Birthdays and Work Anniversaries Between Two Dates

Input Dates

Set up the following input cells:

  • Start Date: F2 (e.g., 2025-01-01)
  • End Date: G2 (e.g., 2025-01-31)

Birthday Tracking Formula

To find birthdays between two dates, enter this formula in cell D2:

=IF(AND(TEXT(B2, "MM-DD") >= TEXT($F$2, "MM-DD"), TEXT(B2, "MM-DD") <= TEXT($G$2, "MM-DD")), "Yes", "No")

This formula checks if the month and day of the birthday fall within the date range. Copy this formula down the rows (to cell D21).

Work Anniversary Tracking Formula

To find work anniversaries between two dates, enter this formula in cell E2:

=IF(AND(TEXT(C2, "MM-DD") >= TEXT($F$2, "MM-DD"), TEXT(C2, "MM-DD") <= TEXT($G$2, "MM-DD")), "Yes", "No")

Identifying Birthdays and Anniversaries by Month

Input Month

To filter dates for a specific month, use H2 as the input cell for the month number (e.g., 1 for January).

Birthday Formula

For birthdays in a specific month, enter this formula in cell J2:

=IF(MONTH(B2)=$H$2, "Yes", "No")

Anniversary Formula

For work anniversaries in a specific month, enter this formula in cell K2:

=IF(MONTH(C2)=$H$2, "Yes", "No")

Advanced: Using Dynamic Array Formulas

Dynamic arrays simplify tracking by pulling matching data into a separate table automatically. Enter the formulas below into your spreadsheet. Because these are dynamic array formulas, place them far enough apart to avoid #SPILL! errors.

Birthdays Between Two Dates

=FILTER(A2:C21, (TEXT(B2:B21, "MM-DD") >= TEXT(F2, "MM-DD")) * (TEXT(B2:B21, "MM-DD") <= TEXT(G2, "MM-DD")), "No matches")

Work Anniversaries Between Two Dates

=FILTER(A2:C21, (TEXT(C2:C21, "MM-DD") >= TEXT(F2, "MM-DD")) * (TEXT(C2:C21, "MM-DD") <= TEXT(G2, "MM-DD")), "No matches")

Birthdays in a Specific Month

=FILTER(A2:C21, MONTH(B2:B21) = H2, "No matches")

Work Anniversaries in a Specific Month

=FILTER(A2:C21, MONTH(C2:C21) = H2, "No matches")

Example Outputs

Input:

  • Start Date: 2025-01-01
  • End Date: 2025-02-28
  • Month: 2

Output for Birthdays between Two Months:

NameBirthdayWork Start Date
Ellen Ripley1960-01-301986-12-05
James Braddock1951-01-251973-09-12
Jack Burton1954-02-281986-08-01

Output for Anniversaries in a Specific Month (2):

NameBirthdayWork Start Date
Frank Dux1959-05-221979-02-18
Dillion1957-10-121985-02-01

Bonus: Visualize with Conditional Formatting

Highlight Dates in Range

  1. Select the Birthday or Work Start Date column.
  2. Go to Home > Conditional Formatting > New Rule.
  3. Add the formula below.
  4. Add a fill format to highlight cells, like a light green fill color.
=AND(
OR(AND(MONTH(B2) = MONTH($F$2), DAY(B2) >= DAY($F$2)),
MONTH(B2) > MONTH($F$2)),
OR(AND(MONTH(B2) = MONTH($G$2), DAY(B2) <= DAY($G$2)),
MONTH(B2) < MONTH($G$2))
)

Highlighting ensures you can quickly spot relevant dates.


Conclusion

With these formulas and dynamic arrays, you can efficiently manage and track important dates. Whether you’re organizing celebrations or improving team morale, Excel’s powerful tools guarantee you never miss a birthday or work anniversary.


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