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

=Date.Year(Date.AddDays([Date],184))

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.

Please note: I reserve the right to delete comments that are offensive or off-topic.

Leave a Reply to Neale Blackwood Cancel reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

4 thoughts on “Financial Year in Power Query