<div>
try a formula like this:<br><br><pre><code class="code-1 nolinks" id="code-20-43125535-1"><span>=IF(C4="Annual", DATE(YEAR(B4)+1,MONTH(B4),DAY(B4)), &nbsp;IF(C4="Half Yearly", DATE(YEAR(B4),MONTH(B4)+6,DAY(B4)), &nbsp;IF(C4="Quarterly", DATE(YEAR(B4),MONTH(B4)+3,DAY(B4)), IF(C4="Monthly", DATE(YEAR(B4),MONTH(B4)+1,DAY(B4)), 0) ) ) &nbsp;)</span>
</code></pre><a href="https://filedb.experts-exchange.com/incoming/2020/07_w30/1480217/Policy-Dates_b.xlsx" rel="ugc">Policy-Dates_b.xlsx</a>
</div>


Policy-Dates_b.xlsx

<div>
Thanks, but this is not expected.<br><br>What is expected is from today (which can be any day, when I open the file), which is my next Due date. I want to be know (whenever I open the file), what is my next due date. Therefore if it is November when I open the file, then my Monthly frequency should me Dec date, and my Quarterly, Half-Yearly and Annual should show next year's date.
</div>


<div>
<blockquote>Therefore if it is November when I open the file, then my Monthly frequency should me Dec date, and my Quarterly </blockquote><br>you can change the value of targeted cell to <strong>current date</strong> then the formula values will update accordingly
</div>


<div>
<a href="https://filedb.experts-exchange.com/incoming/2020/07_w30/1480271/Policy-Dates-EE.xlsx" rel="ugc">Policy Dates-EE.xlsx</a><br>Even that is not working, because then the date/month of original base date will change to current date's date/month. Therefore other than monthly frequency, for yearly, half-yearly, and quarterly frequency the answer will return wrong.<br><br>Sending the file again after applying the formula. Please let me know if I am mistaken somewhere.<br>Thanks.
</div>


Policy-Dates-EE.xlsx

<div>
Ok, I get what you mean by now, it's a bit complex than what I was previously thinking. we also need to consider if the date returned has already past, and then we need to pick the future date.<br><br>I'm just wondering if shall we use <strong>Custom Function</strong> in this case.
</div>


<div>
It is not as simple as one may think if you wish to be able to handle any start date including ultimo dates of months.<br />
<br />
VBA is best suited. I wouldn't count on creating a formula:<br />
<br />

<pre><code class="code-10 nolinks" id="code-20-43126196-1"><span>' Calculates next due day based on Date1 using the specified</span>
<span>' interval and interval count.</span>
<span>' Will accept any value for Date1 including ultimo month dates</span>
<span>' as long as the resulting date is within the range of DateTime.</span>
<span>'</span>
<span>' 2013-03-23. Gustav Brock. Cactus Data ApS, CPH.</span>
<span>'</span>
<span>Public Function DateNextDueday( _</span>
<span>    ByVal Date1 As Date, _</span>
<span>    ByVal Interval As String, _</span>
<span>    Optional ByVal Factor As Integer = 1) _</span>
<span>    As Date</span>
<span>    </span>
<span>    Dim Intervals   As Integer</span>
<span>    Dim NextDueDate As Date</span>
<span>    </span>
<span>    If Factor &gt; 0 Then</span>
<span>        Intervals = Factor * Int(DateDiff(Interval, Date1, Date) / Factor)</span>
<span>        NextDueDate = DateAdd(Interval, Intervals, Date1)</span>
<span>        If DateDiff(&quot;d&quot;, Date, NextDueDate) &lt;= 0 Then</span>
<span>            NextDueDate = DateAdd(Interval, Intervals + Factor, Date1)</span>
<span>        End If</span>
<span>    End If</span>
<span>  </span>
<span>    DateNextDueday = NextDueDate</span>
<span>  </span>
<span>End Function</span>
</code></pre>
Usage is simple:<br />
<br />

<pre><code class="code-1 nolinks" id="code-20-43126196-2"><span>? DateNextDueday(#12/5/2017#, &quot;m&quot;, 3)</span>
<span>2020-09-05</span>
</code></pre>
<br />
Result:<br />
<br />
<a href="https://filedb.experts-exchange.com/incoming/2020/07_w30/1480723/DueDates.PNG" target="_blank" title="DueDates (9 KB)"><img alt="DueDates" class="file-block lazyload" style="max-width: 378px;" data-src="https://filedb.experts-exchange.com/incoming/2020/07_w30/1480723/DueDates.PNG" /></a><br />
Demo is attached<br />
<a href="https://filedb.experts-exchange.com/incoming/2020/07_w30/1480724/Policy-Dates.xlsm" target="_blank" class="file-inline" title="Demo (20 KB)"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 512 512"><path d="M67.508 468.467c-58.005-58.013-58.016-151.92 0-209.943l225.011-225.04c44.643-44.645 117.279-44.645 161.92 0 44.743 44.749 44.753 117.186 0 161.944l-189.465 189.49c-31.41 31.413-82.518 31.412-113.926.001-31.479-31.482-31.49-82.453 0-113.944L311.51 110.491c4.687-4.687 12.286-4.687 16.972 0l16.967 16.971c4.685 4.686 4.685 12.283 0 16.969L184.983 304.917c-12.724 12.724-12.73 33.328 0 46.058 12.696 12.697 33.356 12.699 46.054-.001l189.465-189.489c25.987-25.989 25.994-68.06.001-94.056-25.931-25.934-68.119-25.932-94.049 0l-225.01 225.039c-39.249 39.252-39.258 102.795-.001 142.057 39.285 39.29 102.885 39.287 142.162-.028A739446.174 739446.174 0 0 1 439.497 238.49c4.686-4.687 12.282-4.684 16.969.004l16.967 16.971c4.685 4.686 4.689 12.279.004 16.965a755654.128 755654.128 0 0 0-195.881 195.996c-58.034 58.092-152.004 58.093-210.048.041z"/></svg>Policy-Dates.xlsm</a>
</div>


Policy-Dates.xlsm

DueDates.PNG

Ryan Chong

<div>
Sorry, don't want that solution in VBA. If it is possible without VBA, it would be helpful.<br>Thanks for that effort.
</div>


<div>
Try this<br><br><a href="https://filedb.experts-exchange.com/incoming/2020/07_w30/1481154/Policy-Dates-EE.xlsx" rel="ugc">Policy-Dates-EE.xlsx</a><br><br>The sheet Month are the month to calculate for with Quarterly and Half Yearly term.<br>For this year and beginning of next year.
</div>


Founder, Kenhal

Sanjay Gandhi

Policy-Dates.xlsx

<div>
<div class="content wysiwyg-content">
Hi,<br />
<br />
I have some (insurance) policy dates starting from back years. Whenever I open my this (attached) file in Excel, it should show me my next due dates, as per Base dates. The Due date has to be calculated as per Annual, Monthly, Quarterly, and half-yearly basis from Base Date.<br />
<br />
Attached file will guide more. In case of any query please revert back.<br />
<br />
Thanks,<br />
San.<a href="https://filedb.experts-exchange.com/incoming/2020/07_w30/1480204/Policy-Dates.xlsx" target="_blank" class="file-inline" title="Calculate Due Date (12 KB)"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 512 512"><path d="M67.508 468.467c-58.005-58.013-58.016-151.92 0-209.943l225.011-225.04c44.643-44.645 117.279-44.645 161.92 0 44.743 44.749 44.753 117.186 0 161.944l-189.465 189.49c-31.41 31.413-82.518 31.412-113.926.001-31.479-31.482-31.49-82.453 0-113.944L311.51 110.491c4.687-4.687 12.286-4.687 16.972 0l16.967 16.971c4.685 4.686 4.685 12.283 0 16.969L184.983 304.917c-12.724 12.724-12.73 33.328 0 46.058 12.696 12.697 33.356 12.699 46.054-.001l189.465-189.489c25.987-25.989 25.994-68.06.001-94.056-25.931-25.934-68.119-25.932-94.049 0l-225.01 225.039c-39.249 39.252-39.258 102.795-.001 142.057 39.285 39.29 102.885 39.287 142.162-.028A739446.174 739446.174 0 0 1 439.497 238.49c4.686-4.687 12.282-4.684 16.969.004l16.967 16.971c4.685 4.686 4.689 12.279.004 16.965a755654.128 755654.128 0 0 0-195.881 195.996c-58.034 58.092-152.004 58.093-210.048.041z"/></svg>Policy-Dates.xlsx</a>
</div>
</div>


Hi,

I have some (insurance) policy dates starting from back years. Whenever I open my this (attached) file in Excel, it should show me my next due dates, as per Base dates. The Due date has to be calculated as per Annual, Monthly, Quarterly, and half-yearly basis from Base Date.

Attached file will guide more. In case of any query please revert back.

Thanks,
San.

Calculate Due Date from Base Date on Annual, Quarterly Basis

Microsoft Excel topics include formulas, formatting, VBA macros and user-defined functions, and everything else related to the spreadsheet user interface, including error messages.

Microsoft Excel

Microsoft Office is an integrated suite of applications that includes Outlook, Word, Excel, Access, PowerPoint, Visio and InfoPath, along with a number of tools to assist in making the individual components work together. Coding within and between the projects is done in Visual Basic for Applications, known as VBA.