Financial Year in Power Query

184 is the magic number

If you need to extract the Australian Financial Year from a date in Power Query here is how to do it.

This is based on tip from Matt Allington, the PBI expert.

I did post a while back for Excel, this one covers Power Query.

The Australian Financial Year starts on 1 July and ends on 30 June.

Let’s assume the column you want to use is called Date. You want the financial year for the 2020-2021 year to return 2021. The Date column should be a Date or a Date/Time Data type.

In the Power Query window click the Add Column tab and click the Custom Column icon.

The formula is


Note: Power Query is case sensitive, so make sure you get the cases correct. The window should look like this.

Click OK and you are good to go.

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