Add a financial year column to a date

Add the Financial Year step

1. In the Transform menu, select Date, Numeric & Text > Financial Year. The Extract Date Part panel opens with a Year starts in dropdown in place of Select date part. It is set to October.
2. In Select column, choose the date column.
3. In Year starts in, choose the month your financial year starts, from January to December.
4. Check the hint under the form. It shows the last day of the old year and the first day of the new one, for example "Sep 30, 2025 becomes 2025, Oct 1, 2025 becomes 2026. The year is named by the year it ends in." The date format follows your browser.
5. Name the result column (the default is "Financial year") and click Apply.

How the financial year number is worked out

The result is a whole number with no decimals and no thousands separator, such as 2026.

• A date in or after the start month belongs to the next year's number.
• A date before the start month keeps its calendar year.
• Choosing January gives the calendar year, the same as extracting Year.

The pipeline card describes the step, for example "Financial year, starts in April (number)". To change the start month later, edit the step and pick another month in Year starts in. The value comes from each row's date, so it only changes between runs if the date does.

Related

• Work with dates and financial years: shift dates, extract parts and measure gaps.
• Group dates by month, year or weekday: total by period in a pivot.
• Column types, IDs, currency and percentages: how Mammoth sets a column's type.
• Work with text and JSON: extract text, change case and expand JSON.