Convert Date to Month and Year in Excel

What this does

These three read one component out of a date serial number. MONTH returns 1–12, DAY returns 1–31, YEAR returns the four-digit year. The single most common surprise is that MONTH returns a number: to get a month NAME you need =TEXT(A2, "mmmm") for January or "mmm" for Jan, and TEXT returns text, so the result sorts alphabetically rather than chronologically. That is why a report grouped by month name usually runs April, August, December unless the sort is done on the month number and only the display uses TEXT. The second thing worth knowing is that a "month and year" grouping key should not be built by concatenating MONTH and YEAR — =TEXT(A2,"yyyy-mm") gives a key that sorts correctly, and =EOMONTH(A2,0) gives a real date you can chart on a time axis. Finally, these functions need a genuine date: fed text like "03/04/2026" they return #VALUE!, which is the fastest way to discover an imported column never became dates at all. The same idea underpins a lot of everyday Excel work, so the few minutes spent getting it right here pay back across every sheet you build afterwards. Treat it as a pattern, not a one-off, and it stops being something you look up and starts being something you reach for. Treat “convert date to month and year in excel” as a small repeatable workflow rather than a one-off click you hope to remember next time. Use a small test block before the live file, so any surprise in the affected cells shows up while it is still harmless. When a formula is involved, keep the inputs labelled beside it, reference cells instead of typing values, and apply number formatting only after the result checks out. That turns a data step that keeps your analysis trustworthy into a method you can reuse, explain, and defend when the workbook leaves your screen.

A worked example

A2 holds 2026-08-14. =MONTH(A2) → 8, =YEAR(A2) → 2026, =DAY(A2) → 14. For a label rather than a number, =TEXT(A2,"mmmm") → August. For a grouping key that sorts properly, =TEXT(A2,"yyyy-mm") → 2026-08. To collapse a whole column to month starts for a PivotTable or chart, =EOMONTH(A2,-1)+1 → 2026-08-01. Almost every monthly report starts by splitting a date column into parts, and the two traps — numbers rather than names, and text keys that sort alphabetically — account for most of the wrong-looking summaries that follow. A practical tip before you scale it up: build it once on a small block of test data, confirm the number against the tool on this page, and only then point it at your real sheet. That one habit catches almost every mistake while it is still cheap to fix, long before a wrong figure reaches a report or a colleague.

In Google Sheets

Everything above works in Google Sheets too. Excel and Sheets share the formula syntax used here; only the surrounding menus are arranged differently. That portability is deliberate — learn it once and it follows you between the two tools and across Windows and Mac. Nothing on this page is behind a login or a download: the exact answer is at the top, and the detail below it is there for when you need it. That is the whole promise here — the answer first, and just enough context to make it stick. Here is the takeaway for “convert date to month and year in excel”: copy the answer if you are busy, but if you have a spare few minutes, rebuild the example in Excel yourself with the tool above open beside it. That single pass — type it, run it, watch the result move when you change an input — is what turns a formula you found into a technique you trust. Keep your inputs labelled and referenced, never hard-coded, and the same sheet stays correct and auditable as it grows. Done that way, you will not need to look this up again, and you will be the person others ask.

Common mistakes

• Expecting MONTH to return "August" — it returns 8, and the name needs TEXT.
• Sorting or grouping on a TEXT month name, which orders April, August, December instead of chronologically.
• Building a month-year key as MONTH&YEAR, which makes 12026 for December and sorts nonsensically.
• Running these against text that merely looks like a date and reading #VALUE! as a formula problem rather than a data problem.
• Using =YEAR(TODAY())-YEAR(B2) as an age, which is wrong by up to a year — DATEDIF with "y" is the correct tool.

Frequently asked questions