Advanced Excel
About Lesson

Function 11: MONTH()


📘 Definition:

The MONTH() function returns the month number (1–12) from a date value.
It’s extremely useful for financial analysis, monthly reporting, attendance summaries, and sales tracking — especially in India where many reports are prepared month-wise (like April–March for financial year).


🧩 Syntax:  =MONTH(serial_number)

  • serial_number → A valid Excel date or a cell reference containing a date.


🧠 Example (Indian Perspective):

Date Formula Result (Month)
15-Jan-2025 =MONTH(A2) 1
23-Feb-2025 =MONTH(A3) 2
10-Mar-2025 =MONTH(A4) 3
01-Dec-2025 =MONTH(A5) 12

Explanation:
Excel converts the given date into its numeric month value (January = 1, February = 2, …, December = 12).


🪜 Step-by-Step Explanation:

  1. Suppose A2 = 15-Jul-2025

  2. Formula → =MONTH(A2)

  3. Excel reads the date and returns 7 because July is the 7th month.


💡 Tip:

To show month names instead of numbers, use:

 
=TEXT(A2,"mmmm")

👉 Example result: July
or short form:

 
=TEXT(A2,"mmm")

👉 Example result: Jul


🎯 Why It’s Useful:

  • Summarizing data month-wise.

  • Creating monthly sales charts or attendance summaries.

  • Comparing performance between different months or quarters.

  • Preparing Indian financial reports (April to March year cycle).


🧑‍💻 Project Task 1: Monthly Sales Summary

Invoice Date Invoice No Sales Amount (₹) Month Month Name
03-Apr-2025 101 12,000    
12-Apr-2025 102 18,500    
05-May-2025 103 22,700    
15-Jun-2025 104 19,900    

👉 Tasks:

  1. Use =MONTH(A2) to find month number.

  2. Use =TEXT(A2,"mmmm") to show the month name.

  3. Create a Pivot Table showing total sales per month.

  4. Add a line chart to visualize sales trends month by month.


🧑‍💻 Project Task 2: EMI Payment Month Tracker

Payment Date Student ID Amount (₹) Month Due Status
10-Jan-2025 S101 3,000    
15-Feb-2025 S102 4,000    
22-Mar-2025 S103 2,500    
05-Apr-2025 S104 3,000    

👉 Tasks:

  1. Use =MONTH(A2) to identify which month the payment belongs to.

  2. Use conditional formatting to highlight months with unpaid dues (you can assume some blank values as unpaid).

  3. Create a summary table showing total payments received each month.