Automatically Advancing By A Month In Excel

Key Takeaway:

  • Automatically advancing the date in Excel can save time and effort in manually updating the date. By using the EDATE function, you can automatically advance the date by one or more months by simply updating the formula.
  • The AutoFill feature and Fill Handle can be used to easily update the formula for adjacent cells, saving time when working with multiple dates in a worksheet.
  • To improve readability and presentation, it is important to choose the desired date format and adjust the formatting of the date as needed to fit the specific needs of the worksheet or presentation.

Are you struggling to advance cells in Excel by a month? You’re not alone! This guide will show you how to easily progress a date by a month in Excel with just one click.

Automatically Advancing by a Month in Excel

Ever battled manually updating the date in an Excel sheet monthly? Me too, it can be irksome! So I’m sharing a technique for auto-advancement of the date in Excel. We’ll look at the steps to set the date, how it functions, and some great tips to make it even more effective. Let’s dive in!

Setting the Date

To make Excel display the date automatically, here are the 6 steps:

  1. Open the spreadsheet.
  2. Select a cell for the date.
  3. Enter “=TODAY()” in the formula bar and press Enter.
  4. Format the cell as “mm/dd/yyyy” to show it in a readable format.
  5. Copy the cell.
  6. Right-click on another cell and select “Paste Special” > “Values”.

If you want to track bills or other regular activities, set up the spreadsheet to move forward by a month. You can use a combination of Excel functions and formatting.

Use the EDATE function to add or subtract months from the starting date. For example, type “=EDATE(TODAY(),1)” to display the date one month from now.

Note that Excel won’t update dates when opening an old file. If you need it to always display today’s date or a future date, manually update it or use macros.

Fun fact: Microsoft Excel was first released for Macs in 1985, under the name “Microsoft Excel: Macintosh Edition”.

The next step is to enter the starting date so that future dates can be calculated using formulas.

Enter the starting date

You’ll need to enter the starting date to set up auto date advancement. Here is a guide:

  1. Open your Excel spreadsheet.
  2. Click on the cell to enter the date.
  3. Type the date with valid format.
  4. Press Enter/Tab to move to the next cell.
  5. Double-click the bottom right corner of the cell.
  6. Drag down as far as you want.

Excel will auto-advance the month while you drag down the cells. Remember, the format needs to be either day-month-year or month-day-year.

This method works for simple monthly calendars. But, if you need exact times for events, manually entering each date and time is more accurate.

Therefore, entering your starting date correctly is essential. Follow the steps to create a monthly calendar quickly.

Next, “1.1.2 Format the date as the month and year” will show you how to change the display so it only shows the month and year. Keep reading to learn more!

Format the date as the month and year

To get the month and year format in Excel, follow these 6 simple steps:

  1. Select the cell(s) with the date you want in the format.
  2. Right-click and choose “Format Cells” from the menu.
  3. In the Format Cells dialog box, select “Custom” under Category.
  4. Under Custom, type “mmmm yyyy” (no quotes) in the Type box. This will show the full month name and the 4-digit year (e.g., January 2022).
  5. Click OK to save the changes and close the dialog box.
  6. Your date(s) will be formatted to month and year.

Remember, this formatting doesn’t change the date’s value. If you need to change it later, repeat steps 1-3 and select a new format or delete any content in the Type box.

It’s especially helpful when making reports or tracking changes over time. For instance, if you have a small pottery business, you can keep track of sales data in Excel by formatting dates as month and year. This way, you can see which months have been most profitable, which could not be obvious if you just saw individual sale dates.

Now we’ll learn how to create a formula to advance the date by one month in Excel.

Creating the Formula

Years of Excel experience have taught me one important thing: formulas save time and effort. So, let’s focus on the steps to build that formula. We’ll use the EDATE function to progress the date by a month. Plus, how to get it into the cell. This guide should streamline your Excel spreadsheet and make life easier!

Use the EDATE function to automatically advance the date by one month

Using the EDATE function is a simple way to automatically advance dates in Excel. It’s especially useful for creating due dates or tracking monthly payments. You no longer have to manually update each date month by month. This saves time and avoids mistakes.

For example, tracking loan payments. Instead of manually updating the due date, you can use EDATE to calculate it. I once had a project that required monthly progress reports for a year. Updating them manually was taking a long time and prone to mistakes. EDATE made it easy to calculate when each report was due, without worrying about missing a deadline.

Now you know how to use EDATE. Let’s move on to how to enter formulas in Excel cells.

Enter the formula in the cell


Hit enter or click on another cell. The cell should now show the formula result. It’s easy!

Entering formulas in Excel is a time-saver when dealing with large data. Auto-complete and auto-fill help to type or copy formulas faster.

Using formulas in Excel to auto-advance by a month is popular. This creates a running list of the old month’s data, making reports or analysis easier.

Many businesses do this in their Excel workflows-automating calculations across many rows and columns, making workloads more efficient.

Let’s adjust the formula to fit your needs.

Adjusting the Formula

As an Excel user, you know how tedious it is to update dates in your spreadsheets every month. But did you know a simple formula adjustment can automate this process?

In this tutorial, we’ll look at adjusting the date formula to go beyond one month automatically. We’ll also show you how to customize your formula, to advance the date by another number of months – whatever suits your needs.

By the end, you’ll be able to save time and effort whilst keeping your spreadsheets current.

Adjust the formula to advance the date by more than one month

To change the formula to advance the date more than one month, follow these steps:

  1. Select the cell containing the date you want to adjust.
  2. Highlight the date in the Formula Bar at the top of the Excel window.
  3. Press F9 to turn the date into a serial number.
  4. Add or subtract days to get the new date.
  5. Type “=DATEVALUE(newserialnumber)” in a blank cell to convert back to a recognizable date format.
  6. Copy and paste the adjusted formula for other dates.

Repeat these steps for multiple months. It’s a great way to save time and avoid mistakes. Get familiar with them now for an efficient workspace.

Adjust the formula to advance the date by a different number of months

Tired of manually updating dates in Excel? Here’s a simple trick to help you automatically advance dates by a certain number of months. Just follow these 6 steps:

  1. Select the cell with the formula.
  2. Click the formula bar.
  3. Choose the part referring to the current month.
  4. Type ‘+’ and the number of months you want to advance.
  5. Press enter or click out of the formula bar.
  6. The date will now automatically adjust.

This trick won’t work for reversing dates, however. If you need to subtract months, you’ll have to use a different approach.

I used to dread dealing with large spreadsheets requiring me to manually update dates every month. Until I discovered this handy trick! Now I use it all the time and it has made my work much easier.

Stay tuned for more info on how to automatically update dates in Excel.

Automatically Updating the Date

Fed up with manually updating the date in your Excel sheet every time? I have a solution! Let’s explore two methods to do it automatically.

  1. AutoFill is ideal for filling a range of cells with incremental dates.
  2. The second method uses the Fill Handle to update formulas in adjacent cells when you need the dates to shift forward.

Let’s make your workflow easier.

Use the AutoFill feature to automatically update the date

  1. Select the cell containing the initial date.
  2. Hover your mouse over the bottom-right corner until it changes into a plus sign.
  3. Click-and-drag the plus sign down for as many cells as needed.
  4. Release the mouse button when you’ve reached the last cell.
  5. Your dates should now be updated automatically by one month each time you move down a cell.

Benefit from AutoFill! It saves you from manual entry and eliminates errors. Plus, it’s faster than copy-and-paste. Excel does the work for you, freeing up time for other tasks. Set up Excel macros to automate data-entry even further.

Fun fact: Microsoft Excel first came out on September 30th, 1985.

Let’s move on and learn how to use Fill Handle to update formulas for adjacent cells. With Fill Handle, updating formulas is a breeze!

Use the Fill Handle to update the formula for adjacent cells

The Fill Handle is an amazing way to quickly copy and paste a formula into adjacent cells, with the references in it automatically updating. Follow these 5 steps to use it:

  1. Enter the first date in a cell.
  2. Click that cell then hold the left mouse button.
  3. Drag your mouse downwards to select more cells, if desired.
  4. Release the mouse and the cells will be filled with dates.
  5. The dates will be automatically advanced by one month for each cell.

The Fill Handle not only helps save time, but also guarantees accuracy. By using it, you can easily update hundreds or thousands of rows without worrying about human error. It’s also far more productive than manually filling in dates, which takes up much more time. Plus, you can format the date to customize how it’s displayed according to your needs.

Formatting the Date

Frustrated of entering dates for an entire year in Excel? Let’s put an end to that! In this segment, I’ll share some tips and tricks for formatting dates. Firstly, find out how to change date formatting. Secondly, pick a date format which is more readable and presentable. By the end, you’ll be able to format dates in Excel quickly. No more time and headache wasted.

Change the formatting of the date to fit your needs

To change date formatting to fit your needs, select the cell/cells containing the date. Right-click and select ‘Format Cells’ from the drop-down menu. Or click ‘Home’ in the top menu, then ‘Number’ and ‘Custom’.

In the Format Cells window, under Category, scroll down and select ‘Date’. In Type are various options for different date formats. Choose one that suits. If none fit, create a custom format. Type “dd-mm-yyyy” in Type for “day-month-year” (e.g. 30-06-2022). Click OK.

Note: Changing the formatting only changes the appearance, not the underlying data stored in Excel.

Remember to ensure all data have been entered correctly before formatting.

Pro Tip: Experiment with different date formats until you find one that works best. For dates that increase by one month (e.g. monthly reports), use formulas like EOMONTH or DATE to auto-update the month when entering new data. Save time and reduce errors.

Choose the desired date format for better readability and presentation

Formatting dates accurately can enhance the readability and display of your data. It helps to identify dates fast and guarantees consistency all over your spreadsheet. It is advised to use an evident date format like dd/mm/yyyy or mm/dd/yyyy (based on your nation’s standard).

When selecting a date format, think about who will read your spreadsheet. Using a standardised date format will make it easier for you and the people using or seeing your data. Also, if you plan to do calculations with dates in Excel, formatting them correctly is essential for exact results.

Pro tip: If you have to apply a certain date format often in different spreadsheets or workbooks, think about creating a custom date format template. This lets you easily apply the same formatting without needing to do it each time. Just save the custom template and use it when needed. Choosing the correct date format may appear like a minor detail; however, it can affect how others understand and interpret your data in Excel.

Five Facts About Automatically Advancing by a Month in Excel:

  • ✅ Automatically advancing by a month in Excel can be done using the “EOMONTH” function. (Source: Exceljet)
  • ✅ The “EOMONTH” function returns the last day of the month that is a specified number of months before or after a specified date. (Source: Microsoft Support)
  • ✅ You can use the “EDATE” function to add or subtract a specified number of months to a date, including automatically advancing to the next month. (Source: Ablebits)
  • ✅ The “EDATE” function can also be used in conjunction with the “IF” function to automate the process of advancing to the next month in a series of dates. (Source: Excel Campus)
  • ✅ Automatically advancing by a month in Excel can save time and effort in financial planning, budgeting, and other applications that require keeping track of dates and times. (Source: Tech Community)

FAQs about Automatically Advancing By A Month In Excel

What is Automatically Advancing by a Month in Excel?

Automatically Advancing by a Month in Excel is a feature that allows Excel users to automatically update their spreadsheets to the next month without having to manually change the date.

How do I enable Automatically Advancing by a Month in Excel?

To enable Automatically Advancing by a Month in Excel, you need to use the EDATE function. The EDATE function allows you to add or subtract months from a specified date.

What is the syntax for the EDATE function?

The syntax for the EDATE function is =EDATE(start_date,months). The start_date is the initial date that you want to add or subtract months from, and the months parameter is the number of months you want to add or subtract.

Can I automate the EDATE function in Excel?

Yes, you can automate the EDATE function in Excel using a formula. You can create a formula that references the EDATE function, and then drag the formula down to automatically update the dates.

What are some use cases for Automatically Advancing by a Month in Excel?

Automatically Advancing by a Month in Excel can be useful for a variety of tasks, including financial forecasting, project management, and scheduling. For example, you can use this feature to plan and track monthly budgets, schedules, and deadlines.

What are some common mistakes to avoid when using Automatically Advancing by a Month in Excel?

Common mistakes to avoid when using Automatically Advancing by a Month in Excel include forgetting to update formulas that reference the EDATE function, and not locking the references to the start_date and months parameters. It is also important to ensure that the cell formatting for dates is consistent throughout the worksheet.