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Tuesday, 24 March 2009

Excel Tip: Reporting by year or month

Some very useful functions in Excel, particularly when reporting on transactional data, are the following date functions:

Year( ), Month( ) and Day( )

For each of these functions, you need only put the cell reference of a date field between the brackets and it returns the year, month (1-12) or day (1-31).

Using Year( ) and Month( ) in particular, you can add additional columns alongside a list of sales or other transactions to strip the year and month from the date column. This allows you to report by these in a pivot table or a simple Autofilter.

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