Formatting
Conditional Formatting for Deadlines
Highlight due dates that are overdue, due today, or due this week using formula rules — Excel and Google Sheets steps.
A bill list or project sheet is easier to scan when overdue rows turn red and "due this week" turns amber. Do it with formula-based conditional formatting, not manual fills.
Sample table
| A | B | C |
|---|---|---|
| Task | Due | Owner |
| Invoice ACME | 2026-03-01 | Sam |
| Tax prep | 2026-08-31 | Sam |
| Domain renew | 2026-09-05 | Lee |
Dates must be real date values, not text. Test: Ctrl+1 → if you see Date format, good. Text dates break comparisons.
Rule 1 — Overdue (red)
Select A2:C100 (include all columns you want shaded).
Excel: Home → Conditional Formatting → New Rule → Use a formula to determine which cells to format
Formula:
=$B2<TODAY()Format: red fill, white or dark text.
Google Sheets: Format → Conditional formatting → Custom formula is → same formula.
$B2 locks column B; row changes per row. < TODAY() means before today.
Rule 2 — Due today (bold border)
Add another rule, same range:
=$B2=TODAY()Format: thick outline or yellow fill.
Rule 3 — Due in next 7 days
=AND($B2>=TODAY(), $B2<=TODAY()+7)Format: light orange fill.
Rules apply top to bottom in Excel — put the most specific rules first if colors overlap. In Excel, use Stop if true on higher-priority rules when needed.
Keyboard shortcuts
- Alt+H, L (Excel) opens Conditional Formatting menu
- Ctrl+
(backtick) toggles formula view — check that B2 is a serial date number, not "2026-03-01"` text
Budget sheet tie-in
Use the same technique on a Due column next to fixed bills in monthly budget sheet.
Inventory reorder dates work the same way on a Next order by column in inventory tracker.
Wrong vs Right
| Wrong | Right |
|---|---|
=B2<TODAY() without $ on column B — format only column A correctly | =$B2<TODAY() |
| Dates as text from CSV | Import as dates or =DATEVALUE(B2) then paste values |
=B2<TODAY()-1 for "overdue" — excludes yesterday edge cases awkwardly | =$B2<TODAY() for strictly before today |
Protect formatted sheet
Lock formula columns after setup: protect formulas.