How to convert dates into financial years | Forum

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Wed 28 Feb 2024, 10:57 Delegate Teresa said...

Teresa has attended:
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How to convert dates into financial years

Hi Jens,

I need to create a column converting dates into financial years in Power BI, please could you guide me on this?

Many thanks for your help.

Wed 28 Feb 2024, 15:37 Trainer Jens said...

RE: How to convert dates into financial years

Hi Teresa,

Thank you for the forum question.

The best solution is to have a financial years column in the Date table and use this financial years column in visuals where your numbers need to be shown by financial years.

If your financial years starts 1 April

financial years = YEAR(EDATE([Dates],9))

[Dates] is the column header in which you have the dates.

Kind regards

Jens Bonde
Microsoft Office Specialist Trainer

Tel: 0207 987 3777
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