Formula Friday #1

Formula Fridays are short reads, spotlighting a single formula that you can start using straight away.

To display the calendar month of a date use the TEXT Function

Let’s say you are presented with a data set which shows the transaction date. But you need to provide a summary by month.

You could create a reference tab to list all the possible dates and then manually type in the months. Like this;

Or, you can let Excel do the work for you, with this formula:

=TEXT([reference cell],”MMMM”)

Much easier!

If your want an abbreviated version of the month the formula looks like this

=TEXT([reference cell],”MMM”)

Take the formula to the next level

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Now you’re comfortable extracting the month of a date. We can use the same logic to extract the year. 


=TEXT([reference cell],”YY”


=TEXT([reference cell],”YYYY”)

Now we can combine them to extract the month and year.

=TEXT([reference cell],”MMM”)&”-”&TEXT([reference cell],”YY”)

=TEXT([reference cell],“MMMM”)&”-“&TEXT([reference cell],“YYYY”)

One more thing

By using the TEXT Function. You are changing the format of the number from numerical to text. There is a really quick way to get around that by using the VALUE Function.

How did I do?

Hopefully, there have been a few cheers of achievement.

If it has left you wondering what else the TEXT function can do, to help with your data summaries. I have 3 additional formulas to share that you can start using right now.

Until next time


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