Power Query extract year and month from date

Power query table with custom columns for year and month

How to get year and month from date in Power Query

Steps to get year and month from date in power query

  • Create a new power query from your data table
  • Add custom columns and enter the formulas for getting year and month
  • Optional: you can enter the steps directly into the advanced editor (shown at the end of this post).

Open your data table in Power Query

Click in your data table, and from the Data tab in the ribbon, select From Table/Range. Your data needs to be set up as an Excel table, and you need to have a column with dates or datetimes in. See our article here on the benefits of using structured tables in Excel: Create, format, resize and rename Excel TABLES.

From the ‘Data’ tab in the Excel ribbon, select ‘From Table/Range’

Add custom column for year from date

From the Add Column tab, select the Custom Column button.

Add a custom column from the ‘Add Column’ tab.
  • Then enter the formula to extract the year from the date.
  • Date.Year() is a function so is followed by round brackets(), and the column name is wrapped in square brackets [].
  • Date is the name for our date column.
  • Rename your column in the New column name box.
= Date.Year([Date])

Add custom column for month from date – return integer or text

Add another custom column as above, and enter the formula to get the month from the date.

  • When you type Date in the formula box, you’ll see a list of formulas to choose from.
  • Date.Month() returns the month as an INTEGER
  • Date.MonthName() returns the month as TEXT e.g. January.
= Date.Month([Date])
= Date.MonthName([Date])
Date formulas in power query
When you start to type in the power query formula box, a dropdown list of formulas is displayed

Table showing our new custom columns for year, month as integer, and month as text

Power Query convert datetime to date

You can easily convert between different date formats in Power query. In the header row of your table, click on the data type icon in the top left of the column header, and make a selection from the dropdown list.

Data type format options in power query
Select a data type from the dropdown options in the header row

Power Query get year and month from date in Advanced Editor

These are the steps to enter into the power query advanced editor to get year and month from date. Open the Advanced editor from the Home tab in the Power Query window.

In our example below, the table containing our data is named Table3.

Showing advanced editor view of getting year and month from date in power query
    Source = Excel.CurrentWorkbook(){[Name="Table3"]}[Content],
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Date", type datetime}}),
    #"Added Custom" = Table.AddColumn(#"Changed Type", "Year", each Date.Year([Date])),
    #"Added Custom1" = Table.AddColumn(#"Added Custom", "Month", each Date.Month([Date])),
    #"Added Custom2" = Table.AddColumn(#"Added Custom1", "Month name", each Date.MonthName([Date]))
    #"Added Custom2"

Microsoft article on year from date in Power Query: https://learn.microsoft.com/en-us/powerquery-m/date-year.