Assist Pro+ / Data Cleaning

Period yyyy-mm

Create yyyy-mm period labels from the active date column.

Where to find it

Follow the ribbon path.

Assist Pro + → Data Cleaning → Convert → Date Parts → Period yyyy-mm

Part of Assist Pro+. Eligible tools can also be selected through Assist Pro’s 30-tool Vault allowance. Check the Vault for availability.

Open the tool and follow its prompts. Use a copy of your workbook when trying an action for the first time, then check the result.

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Practical guidance

Use this tool in your workflow.

How to use

Click within the target data column, row or table, with your headers and data aligned. On Assist Pro + › Data Cleaning › Convert › Date Parts, choose Period yyyy-mm to create yyyy-mm period labels from the active date column. Spot-check transformed values, formats and date conventions before reusing the data.

Best use case

Building consistent period keys for pivots and comparisons.

Everyday Excel

Avoids repetitive conversion of imported values when you need to create yyyy-mm period labels from the active date column.

Accounting and audit

Normalises dates, amounts or references for GL matching and reconciliations by helping create yyyy-mm period labels from the active date column.