Excel formula: Next anniversary date

How to Calculate the Next Anniversary Date in Excel

Read time: 20 minutes

Figure 1. Next Anniversary Date in Excel.

We are going to make use of a combination of the Excel EDATE and DATEDIF functions in order to determine the next anniversary date between a specified start and end date in days, months, or years.

Generic Formula

=EDATE(date,(DATEDIF(date,as_of,"y")+1)*12)

date is the specified date from which Excel begins to count.
as_of is the specified date when Excel stops counting (after the anniversary).

The letter ”y” in our modified formula above is for specifying the difference in years.

How to use the Excel EDATE and DATEDIFF Functions

We are now going to demonstrate how we can use the Excel EDATE and DATEDIFF Functions to get the anniversary date starting from a specific date.

This is possible in 3 simple steps.

Label the columns of our worksheet and enter the date specified start and end dates accordingly.

See example illustrated below;

Figure 2. Next Anniversary Date in Excel.

Ensure that we have blank cells in our NEXT ANNIVERSARY DATE column for Excel to return the calculated dates.

In our example above, the formula to enter into cell C2 is shown below;

=EDATE(A2,(DATEDIF(A2,B2,"y")+1)*12)

Figure 3. Next Anniversary Date in Excel.

Excel DATEDIF function will determine the total number of years occurring between the start date (original anniversary date) and the end date (“as of” date),:

In our worksheet example, we have specified 1/1/2017 as our end (as of) date.

Copy the modified formula in cell C2 down into the remaining cells in our NEXT ANNIVERSARY DATE column to achieve the desired results.

Figure 4. Next Anniversary Date in Excel.

Note

We have used the letter “y” in our formula for Excel to calculate the difference in years.
For Excel to calculate the difference in months, we should use the letter “m”.
For Excel to calculate the difference in days, we should use the letter “d”.

Figure 5. Final Result.

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Another blog reader asked this question today on Excelchat:

I need help with a formula. I need to create an IF formula to calculate totals, allowing the totals to go back to a zero value upon an anniversary date and start calculating the totals again from that date.

An Excelchat Expert solved this problem in 30 mins!

I want to calculate next date quarterly, semi-annually, annually for date entered. If day is greater than 28 then next date would be 1st of the 4th month for quarterly, 7th month SA, 13 months annually.

An Excelchat Expert solved this problem in 12 mins!