@OPS-MLTSD try this in Power Query:
if [Payment_Date] = null then null else if Date.Month([Payment_Date]) < 4 then Number.ToText(Date.Year([Payment_Date])-1)&"-"&Number.ToText(Date.Year([Payment_Date])) else Number.ToText(Date.Year([Payment_Date]))&"-"&Number.ToText(Date.Year([Payment_Date])+1)
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
@OPS-MLTSD add a custom column
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
@OPS-MLTSD try this in Power Query:
if [Payment_Date] = null then null else if Date.Month([Payment_Date]) < 4 then Number.ToText(Date.Year([Payment_Date])-1)&"-"&Number.ToText(Date.Year([Payment_Date])) else Number.ToText(Date.Year([Payment_Date]))&"-"&Number.ToText(Date.Year([Payment_Date])+1)
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
Helpful resources
Power BI Monthly Update - August 2025
Check out the August 2025 Power BI update to learn about new features.
Fabric Community Update - August 2025
Find out what's new and trending in the Fabric community.
