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a while back I released a video on how to convert dates to fiscal quarters and years using Excel formulas but if youre getting the data with power query then its more efficient for Excel to classify the dates inside of power query before loading it to excel now Im going to cover both fiscal periods that start at the beginning of a month and those like a 454 calendar that dont and along the way Ill be using some techniques you can apply in other areas so keep an in mind for how you might use these techniques in other Solutions well start with fiscal periods that are aligned to the start of a month in Australia our financial year runs from 1st of July to 30th of June so Ill use that example but you can modify this to suit a different start month by the way I should point out that the dates in this example are in day month year format now my data is in an Excel table Ive just got a list of dates here but you may have data coming from an external system or another file either way o
