I begin this Excel Video tutorial by first, demonstrating how to use Excel’s AutoFill Options to increment a series of dates. Some of these AutoFill Options are:
- Fill Weekdays Only (Monday through Friday)
- Copy Formatting Only
- Increment by Adding one month to the previous cell
- Increment by Adding one year to the previous cell
Here’s a Tip: If you use your Right-mouse button to AutoFill a series, a menu of options will pop up automatically when you release the mouse. Try it!
Excel Functions and Formulas to Increment a Series of Dates
Two of my favorite Excel Date Functions are part of the “Analysis ToolPak” Add-in:
- The EDATE() Function – returns a “serial number” for a Month that is X number of months away from the starting date.
- The EOMONTH() Function – is similar to EDATE. However, it always returns the last Calendar Day of the Month that is X number of months away from the starting date.
In Excel 2007 and Excel 2010, the Analysis ToolPak Add-in is activated by default. In this video, I demonstrate how to activate it if you are using Excel 2003 or older.
Other Functions Used in this Video Tutorial
- The DATE() Function. Remember that if you use this function to increment by one-year intervals that you need to “nest” the Year(), Month() and Day() functions in the arguments. This is a “tricky” function to use.
- The WEEKDAY() Function. In the video, I nest this function inside an IF() Function in order to get a series of dates that include Monday through Friday only!
Related Video Tutorial
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