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How do I show only inventory items whose review date is coming up soon?

Quick answer

Choose a specific window, such as the next 14 days, and filter the review-date field to include dates from today through the window’s end. In Excel Power Query, date/time filters include “In the Next,” “Between,” and custom options; you can also remove blank values. Keep overdue items in a separate view or review them separately, and decide how to handle blank dates rather than silently treating them as upcoming. [S1]

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Question

I have an inventory list with a review date for each item. How can I show only items whose review date is coming up soon?

Geez

First, define “soon” as a time window that works for your review process—for example, the next 14 days. Then filter the review-date field to include dates from today through the end of that window. The exact controls depend on your spreadsheet or inventory app. In Excel Power Query, date/time filters include “In the Next,” “Between,” and custom options. [S1]

Be precise about the endpoints: decide whether an item due today counts, and whether the final day of your window counts. A simple rule is “today through 14 days from today, inclusive.” Use the same rule each time so the view is predictable.

Follow-up question

How would I set that up in Excel Power Query, and what should I do with dates that are blank?

Geez

In Power Query Editor, select the review-date column and choose a date filter that matches your rule. You can use “In the Next,” “Between,” or a custom filter. [S1] For a fixed example, if the chosen window is the next 14 days, set the filter so dates from today through the fourteenth day are included. Check the resulting view against a few rows whose dates you know.

For blank dates, decide whether they should be excluded from the upcoming view or surfaced for cleanup. Power Query’s “Remove empty” option can filter out null or blank values, including empty text. [S1] If you remove them from this view, consider a separate “Missing review date” view or a follow-up list so those items do not disappear from attention. The appropriate handling rule depends on your workflow.

Follow-up question

Some dates are already overdue. Should those appear in the upcoming list?

Geez

Usually, keep the upcoming list focused on its stated window and handle overdue items in a separate view. For example, an overdue rule could be “review date is before today,” while the upcoming rule is “today through 14 days from today.” The guidance on Power Query filtering does not prescribe your team’s overdue rule; a separate before-date filter or review is an option. [S1]

That separation makes the list easier to act on: upcoming reviews can be planned, while overdue records can be handled under your team’s process. Confirm what should happen to a date that equals today so it does not fall between the two views.

Follow-up question

Can you give me a reusable setup plan I can use with a different time window later?

Geez

Use this plan, replacing the bracketed choices:

  1. Upcoming window: from [start date] through [end date], [inclusive or exclusive].
  2. Upcoming view: include records whose review date falls within that window; exclude blank dates if they are handled in a separate missing-date view.
  3. Overdue view: include records with a review date [before your chosen cutoff].
  4. Missing-date view: include records with no usable review date; decide how they will be followed up.
  5. Check: compare the view with sample records expected to be inside the window, outside it, overdue, and blank.

For Excel Power Query, apply an appropriate date filter to the date/time column and use “Remove empty” only if excluding blanks is your chosen rule. [S1] The filter options do not determine which window your team should choose or how to prioritize overdue inventory. Set those rules locally and document them alongside the view.

A practical checklist

  • Choose and record the upcoming window and whether its start and end dates are included.

  • Filter for dates inside the chosen window; Excel Power Query offers date/time filter options including “In the Next,” “Between,” and custom filters. [S1]

  • Decide whether blank dates belong in a separate missing-date view or another workflow.

  • Create a separate rule or view for overdue records.

  • Check sample records expected to be inside the window, outside it, overdue, and blank.

A few more useful answers

Does “In the Next” mean the same thing in every inventory app?

Do not assume so. Check how your app defines the window and its date boundaries; the cited filter options are specifically for Excel Power Query, not a universal app procedure. [S1]

Should blank review dates be removed?

Only if that fits your workflow. You can exclude blanks from the upcoming view, but a separate missing-date list can make records needing attention visible. Power Query offers a “Remove empty” option for null or blank values. [S1]

What does the guidance establish about overdue items?

It treats overdue handling as a workflow decision and identifies a separate before-date filter or review as an option. It does not prescribe a cutoff or prioritization rule. [S1]

Sources

References used for this guide.

  1. [S1] Filter data in Power Query for Excel
    support.microsoft.com · Checked

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