We can convert a date to month and year using two simple formulas. We will use the TEXT, MONTH and YEAR functions to perform this conversion. In the first example, we will use the TEXT function and in the second; we will use the MONTH and YEAR functions.
Figure 1: Result of convert date to month and year using the TEXT function
Setting up the Data
- We will set up the data by inputting hypothetical dates in Column B
- Column C is where we will input the formula to arrive at the result.
Figure 2: Setting up the Data
Convert date to a month and year with TEXT (B6)
- We will place our cursor in Cell C6
- We will insert the formula below into the Cell C6
- We will press the enter key
Figure 3: Applying the TEXT function
- We will click on Cell C6 again
- We will double click on the fill handle tool (a little plus sign found at the bottom right of Cell C6) and drag down the formula to the other cells.
Figure 4: Result of using the TEXT function to convert date
An alternative; convert date to month and year using the Month and Year functions
Step 1: Converting date to year using YEAR function
- We will find the year and month for our set of hypothetical dates
- Columns C and D will contain our year and month results
- In Cell C6, we will enter the formula below and press the enter key
- Again we use the fill handle tool to drag down the formula to other cells in the given column.
Figure 5: Result of using the YEAR function to convert date
Step 2: Converting date to month using MONTH function
- In Cell D6, we will enter the formula below
- We will press the enter key.
- Using the fill handle, we will copy the formula to other cells in the specified column
Figure 6: Result of using the Month function to convert date
- The TEXT function works on the number format specified and returns with a result in the form of text.
- The Excel YEAR function will extract the year from the date in the cell and return with the Year as a 4-digit value.
- We use the Excel MONTH function to extract the month from the specified date and return with the date of the month.
- The Date must be a valid Excel date (serial numbers that begin with 1).
- If Date is not valid, then the functions will return with a #VALUE error.
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