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]
The question, the details, the next step.
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.
- [S1] Filter data in Power Query for Excel support.microsoft.com · Checked
