Excel formula for Beginners – How to Filter by date in Excel

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In this end-to-end excel example, you will learn – Excel formula for Beginners – How to Filter by date in Excel.

 

Excel formula for Beginners – How to Filter by date in Excel

Generic formula

=FILTER(rng1,MONTH(rng2)=7,"No data")

Explanation

To filter data to include data based on dates, you can use the FILTER function with one of Excel’s date functions. In the example shown, the formula in F5 is:

=FILTER(data,MONTH(date)=7,"No data")

where “data” (B5:E15) and “date” (C5:C15) are named ranges. The result returned by FILTER includes data in the month of July only.

How this formula works

This formula relies on the FILTER function to retrieve data based on a logical test created with the MONTH function. The array argument is provided as the named range “data”, which contains the full set of data without headers. The include argument is constructed with the MONTH function:

MONTH(date)=7

Here, month receives the range C5:C15.  Since the range contains 11 cells, MONTH returns an array with 11 results:

{6;7;7;7;7;8;8;8;8;8;8}

Each result is then compared to 7, and this operation creates an array of TRUE and FALSE values, which is delivered to the FILTER function as the “include” argument.

{FALSE;TRUE;TRUE;TRUE;TRUE;FALSE;FALSE;FALSE;FALSE;FALSE;FALSE}

Only rows where the result is TRUE make it into the final output. The “if_empty” argument is set to “No data” in case no matching data is found.

Filter by month and year

To filter by month and year, you can construct a formula using boolean logic like this:

=FILTER(data,(MONTH(date)=7)*(YEAR(date)=2019),"No data")

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