Convert Date to Month and Year in Excel

Learn how to convert date to month and year in Excel using various methods and formulas to enhance your data analysis.

Convert Date to Month and Year in Excel

Understanding the Conversion

Converting dates to show only the month and year format in Excel is a common requirement, especially in data analysis and reporting. Below are some key methods and formulas to assist users in achieving this goal.

  • Utilize the TEXT function for custom formatting
  • Combine YEAR and MONTH functions for numerical output
  • Apply custom formats via cell formatting options
  • Employ VBA for advanced users to create custom functions

Key Benefits of Conversion

Enhances data readability and analysis efficiency

Allows for better data visualization in reports

Facilitates streamlined data processing in Excel

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Function Syntax

XLOOKUP(lookup_value, lookup_array, return_array, [if_not_found], [match_mode], [search_mode])

lookup_value

The value to search for

lookup_array

The range to search within

return_array

The range containing the return values

if_not_found (Optional)

Value to return if no match is found

match_mode (Optional)

0: Exact match; -1: Exact or next smaller; 1: Exact or next larger

search_mode (Optional)

1: First-to-last; -1: Last-to-first; 2: Binary search

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Usage Examples

Basic Example

Basic Example

Looking up contact phone number for a specified customer ID in customer data table

=XLOOKUP(A2, B2:B10, C2:C10)

Advanced Example

Advanced Example

Cross-sheet lookup with multiple matching results

=XLOOKUP(A2, Sheet2!B:B, Sheet2!C:E, "Not Found", 0)
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Troubleshooting

#N/A Error

Common error when no match is found, can be handled by setting the if_not_found parameter

Data Type Mismatch

Ensure lookup value and range data types match

Performance Optimization

Use binary search mode to improve efficiency with large datasets

Function Comparison

Feature XLOOKUP VLOOKUP INDEX+MATCH
Lookup Direction Bi-directional Right only Bi-directional
Multiple Column Return Supported Not supported Supported
Error Handling Built-in Additional handling needed Additional handling needed
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