Working with Dates in Excel - Date Functions and Date Format

Create powerful date formulas with DATEDIF, EOMONTH, NETWORKDAYS, EDATE, ISOWEEKNUM and more. Apply conditional formats
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Instructed by Chester Tugwell
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• Lectures 18
• Length 1.5 hours
• Skill Level All Levels
• Languages English
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Published 10/2016 English

Course Description

This course focuses on using dates in Excel.  Learn how to enter dates correctly on a worksheet including some really useful shortcuts. Understand how Excel stores dates and to overcome common problems with using dates.

Master how to perform calculations on dates - calculate the number of days, months and years between two dates, what day of the week your birthday will be in 20 years time. remaining working days in a month, when an invoice is due or what to charge a customer on a pro rate basis. Discover the power of date calculations that keep themselves up to date based on the current date.

Date Functions featured in the course are:

TODAY() - calculations on the current date
DATEDIF() - calculate the difference between two dates in years. months and days
WORKDAY() - calculate when you will finish a task based on working days
NETWORKDAYS() - calculate the number of working days between two dates
EOMONTH() - calculate on month end or beginning of month dates
EDATE() - calculate on months
DATE() - calculate on years, months or dates
DATEVALUE() - convert text dates to number dates
DAY(), MONTH(), YEAR() - extract parts of a date to perform calculations or analysis
WEEKNUM, ISOWEEKNUM - calculate the week number for a specified date
WEEKDAY - calculate the week day for a specified date
YEARFRAC - calculate the portion of a year elapsed between two dates

The course also covers formatting dates including showing the day of the week as - Monday, Tuesday etc and creating custom date formats including your own text  Discover how to apply conditional formatting to dates to highlight dates this week, this month, this year, in the past or on the current date.

You will also learn how to create lists of dates easily and quickly including a list working days, week commencing dates or the same date each year/month.

What are the requirements?

• Functions in the course are available in Excel 2010, 2013 and 2016

What am I going to get from this course?

• Understand how dates are stored in Excel and avoid common errors
• Perform various calculations on dates using date functions
• Apply conditional formatting based on date values
• Fill date series and copy dates

What is the target audience?

• Anyone who uses Excel at home or at work

What you get with this course?

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Desktop, iOS and Android.

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Certificate of completion.

Curriculum

Section 1: Course Introduction
Course Introduction
02:42
Section 2: Introduction to Excel Dates
11:25

Learn how Excel stores dates as numbers and how to avoid common date entry errors.  Learn how to format dates properly.

05:42

Dates are numbers: every date has a serial number behind it.  This can cause a lot of confusion.  This lecture explains how the serial number for a date is calculated and explains the importance of understanding cell formatting

07:26

This lecture looks at how the regional settings on your computer effect date entry. It also looks at how to create custom formats for dates for example, Tuesday, 11 October 2016.

03:34

Perform basic dates calculations between two dates.  Calculate when you need to start or when you will finish a task.  Use the the TODAY() function to return today's date.

05:16

Use conditional formatting to highlight particular dates - today's date, this week's dates, dates in the past etc.  Use conditional formatting to highlight overdue invoices.

02:53

Learn how to create lists of dates automatically in Excel, including consecutive days, workdays, same day each month or year and every x number of days.

Section 3: Perform Calculation Based on Working Days
05:25

The WORKDAY() function will allow you to calculate a finish date for a task based on the number of working days it takes to complete a task.

03:16

The NETWORKDAYS() function calculates the number of working days between specified dates.

Section 4: DATE Functions
01:13

Use the DATEVALUE() function to convert an imported list of text dates into their numeric equivalent (proper date form). Convert date and time text strings into dates.

04:27

Use these functions to extract the day, month or year portion of a specified date. Helpful if you need to calculate the number of years, months or days between two dates.

07:45

Use the DATE() function to calculate x number of years, months or days forward or backward from a specified date. Convert text strings into dates for example 20170122 to 22/01/2017.

02:19

Use WEEKDAY() to return the day of the week as a number. Useful for identifying every say Monday or weekend day.

01:40

YEARFRAC() calculates the fraction of year as a result of whole days between a start date and an end date.  Useful for working our pro-rata payments etc.

02:55

Return the week number for a specified date using the date system for your location.

05:05

Calculate beginning with a start dates x number of months forward or backward.  Useful for calculating anniversary dates etc.

07:46

The EOMONTH() function returns the last or first day before or after a specified month. Useful for working out membership expiry dates, trial periods, invoice terms, working days in a month etc.

06:00

DATEDIF() is a very useful but hidden function that allows you to calculate the number of days, months and years between two dates for example "12 years, 2 months and 5 days".