Knowing how to use Excel date values can help you save a ton of time in your day to day spreadsheet chores. Let us prepare for your date with the sheet using these 10 handy tips.
Before jumping on to the tips, it helps to know how excel represents the date and time.
Microsoft Excel stores dates as sequential numbers … January 1, 1900 is serial number 1, and 28 July, 2021 is serial number 44405 because it is 44,405 days after January 1, 1900. Excel stores times as decimal fractions because time is considered a portion of a day.
So you see, Date and Time are in fact numbers in Excel. Just enter a date in your excel sheet and format it as number to see its equivalent numeric value. If a date is 29-July-2021 and Excel represents it as 44406.
Similarly, 9PM on 29-July-2021 is represented as 44406.875
How-to use Excel date values and formulas
Now that you know the little secret behind date / time, lets move to the 10 tips.
1. Test whether a date is future or past
You can find whether a date is past or future or today using simple if formula like: =if(this_date=today(),"Today",if(this_date < today(),"Past","Future"))
today() is the spreadsheet function using which you can find today’s date.
2. Find the number of days between two dates
Since dates are represented as sequential numbers in excel, in order to find out how many days are between any given 2 dates, just subtract one from another. For eg. you can use =today()-date(1947,8,15) to find how many days since India’s independence (August 15, 1947).
3. Formatting dates
Having date / time in the sheet is not enough if you can not make it look like the way you want. For eg. you may want to show date as “Wednesday, 28 July, 2021”. You can use cell formatting to do this. Just select the cell with date and hit ctrl+1 and in the “Number” tab select “Custom” as category and mention “dddd, dd mmmm, yyyy” as format string.
Try these other date formats as well.
Learn more about custom cell formatting.
4. Auto-filling only weekdays
We all know that in order to fill a series of dates in Excel sheet, you just need to enter first few dates and then select the range and drag to auto fill the selection with rest of the dates. But what if you need to fill only weekdays?
You can do that easily with Auto fill option – “weekdays only” as shown on the right. learn more.
5. Find out the day of week from a given date
Finding whether a day is weekend or weekday is useful if you are making project plans or resource allocation sheets. You can do this by simply using weekday() function. For eg. =weekday("07/28/2021") would return 4 (Excel, by default starts the week at Sunday, hence Wednesday is indicated as 4).
If you would like to start the week with Monday like most of us do, use =weekday("07/28/2021",2).
6. Highlight weekends using conditional formatting
Often when you are making project plans or reports, it helps if the weekends or after office hours can be grayed out. You can do this easily with conditional formatting as shown below:
In order to do this, we can test whether a given a day is weekend or not in conditional formatting by =WEEKDAY(this_date,2)>5 as weekday() returns 6 and 7 for Saturday and Sunday.
You can use similar logic to highlight after office hours (before 9AM or after 5PM) for time values. Learn these 5 tips to master conditional formatting.
7. Adding / Subtracting dates
Since Excel dates are nothing but numbers, you can find out the difference between two given dates by just subtracting one from another. For eg. =DATE(2021,7,31)-DATE(2021,7,1) will return 30
In order to add n number of days to a given date, you can just add that number to given date. For eg. ="07/20/2021"+26 will return 08/15/2021
8. Ensuring a valid date or time is entered in a cell
When sharing your sheets with others to enter some data, it may be useful if you can restrict them to enter only valid date values in cells that require date value. You can do that using cell data validation feature in excel. Just select the cell to which you want to apply date / time validation, go to data ribbon > validation and set type as “Date” or “Time” and specify criteria.
For example, you can specify criteria like the one above to ensure that date entered is in year 2018. What more, using message option of data validation settings you can even show messages like this:
9. Insert today’s date, current time using key board shortcuts
Just go to the cell where you want to insert date and press ctrl+;
To get current time, use ctrl+shift+; ( thus ctrl+: )
Btw, if you are planning to get today’s date or current time using formulas, you can use today() and now(). Also learn these 11 very useful excel keyboard shortcuts.
10. Top Date functions for you
Excel has many Date & Time functions. Here is a list of some of the most important ones to help you use date values in Excel.
Date & Time formulas
| To get | Use this | Example Result | Function used |
|---|---|---|---|
| Day of week number | WEEKDAY(date) | 4 | WEEKDAY() |
| Month number | MONTH(date) | 7 | MONTH() |
| Year | YEAR(H3) | 2021 | YEAR() |
| Day number | DAY(date) | 28 | DAY() |
| Name of the month | TEXT(date,"MMMM") | July | TEXT() |
| Same day, next month | EDATE(date,1) | 28 August 2021 | EDATE() |
| End of the month | EOMONTH(date,0) | 31 July 2021 | EOMONTH() |
| Current date | TODAY() | 28 July 2021 | TODAY() |
| 7 days from today | TODAY()+7 | 4 August 2021 | TODAY()+7 |
| Gap between two dates | TODAY()-DATE(2021,1,1) | 208 | - (minus) |
| 5 working days from now | WORKDAY(TODAY(),5) | 4 August 2021 | WORKDAY() |
| Number of working days in a month | NETWORKDAYS(DATE(2021,7,1),DATE(2021,7,31)) | 22 | NETWORKDAYS() |
That is all, with these 10 tips I hope I made your date with that spreadsheet is made little exciting.
3 Important Date formulas for finance & accounting people
If you work in finance or accounting professions, using dates is an important part of your job. Apart from all the above tips, you also need to learn how to calculate:
- Quarter from a date (both calendar & financial)
- First working day of a month
- Last working day of a month
See this short video to understand how to calculate these (watch it on my YouTube channel)
Download the file demoed in the video.
Common problems when working with dates in Excel
When using date & time related values or formulas in Excel, often you might notice some problems. Use this check list to fix the problem.
- Excel shows ##### instead of date or time values
This can happen if your cell is too small to show the value. Try adjusting column width.
This can also happen if you use incorrect values as date & time. For example, if you try to format negative numbers as date, you will see ##### - Excel cannot understand my date
When trying to convert a cell or value to date, sometimes Excel cannot understand your input. This is because Excel relies on your regional settings to understand dates. So if your usual date format is mm/dd/yyyy, then Excel expects the cells (or values) to have same format in order to convert them to dates. If you have dd/mm/yyyy values, then Excel may not convert the dates. To fix the problem, read extract dates from text tutorial
Download Date How-to & Tutorial Workbook
Click here download example workbook with several date calculations and format detail. Play with it to learn more.
Learn more about Excel Date & Time functions
- 42 tips for Excel time travelers
- Rounding time to nearest hour or 15 minutes
- How many Mondays are between two dates
- How to highlight overdue dates
Got a problem working with dates? Post it in comments
If you have any date or time related issues, please post a comment so our community or I can help you. Got an interesting tip or formula about working with dates? Please do share it so I can learn from you.
33 Responses to “Show Months & Years in Charts without Cluttering”
Very CooOOOoool 🙂
Would it work if I merely change the display format for the dates, or do they actually need to be retyped in that format (Nov, Dec, etc)?
ps- it's only about 34 donuts per month, or slightly more than 1 per day. Yum!
To make it work automatically when you create a chart, delete the labels above the Year and Month columns, but keep the label above the Y data (Donuts). The blank cells tell Excel that the first row and first two columns (indicated by the blanks) are special, so it uses the first row for series names an the first two columns for X axis labels.
This is better than the other kind of donut chart, but you'll soon be carrying a big donut around your midsection.
First off, thank you Chandoo for being respectful and taking out the "Jesus" comment. Not that I'd threaten to kill you, or start world-wide riots, or make you go into hiding if you didn't (as OTHERS would; wink, wink, nudge, nudge)... I just really appreciate your respectulness and consideration; so thank you. I was meaning to write you about it, but when I came to your site you'd already made the edit... so again, thank you!
Secondly, I wanna say I think there's an easier way to do what you are demonstrating. I've got a pivot chart with months of data and all I had to do was right-click the x axis and then select "format axis", under "Axis Options" there's a check-box that says "Multi-level Category Labels". The chart I was able to do this on was a pivotchart however so maybe it wouldn't be that easy for a non-pivotchart.
Anyway, love the site. Keep up the good work. Thanks also for being so open about your success, it's very encouraging and motivating.
God (aka Jesus) Bless. 🙂
Hi Chandoo - great site! Another option to save space is to simply rotate the orientation of the text by 90 degrees, so the dates read vertical rather than horizontal. However, I like the elegance of your solution also.
Hey Chandoo -- Great tip. Only yesterday I was working through some strange behaviour with formatting dates in PivotCharts. Seems the axes never want to cooperate. This is a neat and elegant solution I hadn't thought of using. May need to abandon pivotcharts to use formulas like that, but if we use dynamic named ranges, no big sacrifice.
BTW, whatever did you do to get your site blocked in China? Never heard of regime change by a grass-root spreadsheet movement. Maybe your ISP is hosting some problem sites. Chandoo.org is certainly worth it for me to fire up the VPN, but I'm sure you would lose a lot of other visitors from the middle kingdom.
Chandoo ... pls help.. the link is blocked over here... pls can you put the regular link... 🙂
@JP... Excel Axis formatting is linked to cell formatting by default. So you can just have the dates which are formatted to look like months (mmm).
@Erin: It was not my intention to mock anyone's faith or religion. I just used the word as it is quite common. I decided to remove it as I got 2 emails from readers requesting for the same.
Also, the pivot charts take pivot table groupings by default, so you need not do any of the above while making charts from pivot tables.
@Kein: I am not sure why Chinese authorities decided to block my site. I wish they would actually look at the content instead of blocking sites based on simple text matching rules.
@Kapil: The file is mirrored here: http://chandoo.org/img/d/date-axis-months-years-trick.xls
Cool, really cool...
Nice one Chandoo,
Also would like to mention abt useful method while creating dynamic charts.
In any chart where in the months keep on adding - instead of changing the range for the chart every time we add a month, we can actually format the months as dates (probably 1st of every month) still keep the format as "mmm" AND while selecting the data, we can select a huge rows (date column) once and for all, and the chart adjusts automatically with the data that we entered. So next month when I enter Dec's data, I need not change the source data of the chart, however it automatically adjusts.
Hope I made sense.!
Regards,
SS
Thanks, Chandoo! This is a great tip - one that I will definitely put to use. I typically have an axis with mmm yy format, aligned vertically, but this will definitely look a bit cleaner (except in cases where the chart is too small for the axis labels to be displayed horizontally, even without the mmm yy on one line). Thanks again!
Tom
Chandoo,
Thank you for the posts you are very diligent not to mention very helpful. I would like to know how to get the separation lines on the axis? For example your candy sales chart has longer lines separating east and west how do you format that?
Thanks for being very awesome!
-Josh
Hi Chandoo, we can look the formulas because there is a message:"Unsupported features".
Could you send a diferent Link ?
Thanks.
@SS But what if you've got formulas in the data block (i.e where you would enter static data for the month of december)? My chart now shows #N/A #N/A in the axis with no data for all future dates.
Chandoo, I've got a dynamic range set up showing #N/A errors for future dates. The MMM-DD date format format in row works fine, but when I use YYYY and MMM in two rows, the axis shows #N/A #N/A for all future dates with no data. How would you go about keeping those future months hidden?
Matt -
In order for the axis to automatically extend to the dates within the range and ignore #N/A at the end, you need a date-scale axis, and for this you need to use one column with the complete date, not two columns with year and month.
If you want to use two columns, you need to generate Names in the worksheet which define ranges only as long as the number of months. I have a review of dynamic chart approaches in http://peltiertech.com/WordPress/dynamic-chart-review/ and a whole category on my blog at http://peltiertech.com/WordPress/category/dynamic-charts/. Chandoo also has examples of his own on this site.
How do you make a dynamic chart out of this?
I can't get the axis labels range right.
I tried something like this:
=OFFSET(REPORT!$H$10:$I$10;0;0;COUNTA(REPORT!$H$10:$I$100);1)
Any idea?
Ethan -
Your offset formula defines a range 1 row in size, but the technique here requires 2 rows. Your definition should end with
;2)
instead of
;1)
Thanks Jon,
Got it working now
Great! Now, is there any way to do this directly in Powerpoint? I don't like having linked excel files, so I create the graphs right inside Powerpoint, any way to do this there? I tried and was unsuccessful.
Thanks.
Cool tip Chandoo......thanks
[...] extract year and month from dates to avoid a mess in our stock chart. Chandoo has a great post: Show Months & Years in Charts without ClutteringIn cell B2:=YEAR(D2)In cell B3:=IF(YEAR(D3)=YEAR(D2), "", YEAR(D3))Cell C2:=IF(TEXT(D2, [...]
Hi there,
I have got a data ranging for 3 years. I want to show a chart which shows Jan of 2011, 2012 and 2013 together side by side; then Feb11, Feb12 and Feb13 side by side, then Mar11, Mar12 and Mar13, and so on until December.
Please help. Thanks.
@Bilal
Do you want a number of charts next to each other as separate charts or the data next to each other in a single chart?
What type of chart were you thinking about?
Can you post your data for us to review?
Refer upload instructions at: http://chandoo.org/forum/threads/posting-a-sample-workbook.451/
Hi there
Very good solution this. I have another question on it, though. How do you format the X-axis with monthly gaps (ie, with labels "Jan 2012", "Apr", "Jul", "Oct", "Jan 2013", "Mar", etc), when you're dealing with a data series with weekly or daily data points? The Axis Options dialogue box doesn't appear to offer "Date axis" as an option under the "Axis Type" section.
I've managed to do it in one case with weekly data by setting the interval between tick marks at 13 -- the approximate number of weeks in a quarter -- to get 3-month intervals. But this wouldn't work if I wanted to show 1-month intervals, or had a more detailed daily data series to work with.
Any luck getting the dates to work on a scatter graph? I'm only getting numbers. Works fine on line graphs though.
How can we do the vice versa? i.e. on the x-axis showing year on the level 1, and months on level 2.
I wanted to build these kind of axis labels for 5 years, with year on top and months at the bottom, but it should form in such a way that the seperating lines should seperate the entire data set only at December of each year, and no lines in between any month.
@Apoorve
Just re-arrange the columns
You need to put a space in all cells where you don't want a year
See the attached file
http://chandoo.org/wp/wp-content/uploads/2010/11/Chart-for-Apoorve.xlsx
Unfortunately you don't get any control over lines its all or nothing.
Hello - the link seems to be broken:
http://cid-b663e096d6c08c74.office.live.com/view.aspx/Public/date-axis-months-years-trick.xls
Regards.
Like!!
Three times already today I have used this website and saved a ton of work time in researching excel tricks.
Suggestion: Why not have a "like" or "this article was useful to me" button. That way you can see what is most useful by your users and maybe generate more content based on those "likes".
Just saying. Thanks again and you're doing a great job!
Thanks for the tip. However, I couldn't download your file. The link is broken.
Thank You for taking the time to post this tip. I hope that you have a blessed day.
The link does not work properly and I'm not sure how to actually get the graph to display like this, its frustrating me a tonne. I cant work out what to google either to find an answer elsewhere! 🙁
Is this possible with waterfall chart. Data hereunder -
Years Abbrevation Amt
2020 BEG 2,006
REV 1,950
EMP 1,058
DM (3,244)
OOE 1,078
OPMT 182
AB (638)
END 2,392
2021 REV 8,534
EMP 67
DM (2,142)
OOE (3,120)
OPMT 510
AB 1,008
END 7,249