Date formulas

We often centralise dates and put them across the tops of our models. Then sometimes we want those dates to update as time rolls forward.

In this course lesson we take a quick look at Excel’s date formulas.

The formula that we’re big fans of here is Excel’s EOMonth formula. If you give it a start date, and point it to the number of months (12 per year), then it will spit out the next period’s date for you.

It’s a really handy formula to help you foll forward dates in a model and of course you can set the start date to adapt if you need to.

In this lesson we’ve got an example for you where we’re rolling forward valuation dates in a model. In that example the valuation date continuously adapts for the current date.

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Start the course on Excel formulas for financial modelling.