How to Extract the Year from a Date in Power BI Using DAX

How to Extract the Year from a Date in Power BI Using DAX, extracting specific components from date values is a common requirement.

If you’re using Power BI, you can easily extract the year from a date column by using DAX (Data Analysis Expressions).

How to Extract the Year from a Date in Power BI Using DAX

This guide will provide a detailed walkthrough on how to create a new column that extracts the year from dates, complete with examples for better understanding.

What is DAX?

DAX is a formula language specifically designed for data modeling, often used in Power BI, Excel, and SQL Server Analysis Services (SSAS).

With DAX, you can create powerful formulas and expressions that help you analyze your data effectively.

Step-by-Step Guide to Extract Year from Date

Step 1: Open Power BI and Locate Your Table

To extract the year from a date, first, ensure you have your table ready in Power BI. For this example, let’s assume we have a table named my_data, which contains a Date column.

This table includes information regarding total sales made by a company on various dates.

Step 2: Access the Table Tools

To add a new column for the extracted year, complete the following steps:

  1. Click on the Table Tools Tab: In the top ribbon of Power BI, navigate to the Table Tools tab. This is where you manage your data tables.
  2. Select New Column: Look for the New Column icon within the Table Tools tab. This will allow you to create a new column based on a DAX formula.

Step 3: Write the DAX Formula

Now, it’s time to enter the formula that will extract the year from the date. In the formula bar, type the following expression:

year = YEAR('my_data'[Date])

This formula does the following:

  • year: This is the name of the new column you are creating.
  • YEAR: This is the DAX function that extracts the year from a date.
  • ‘my_data'[Date]: This references the Date column in the my_data table.

Step 4: Review Your New Column

After entering the formula, press Enter. Power BI will process the request and create a new column named year.

This column will now contain the extracted year corresponding to each date in the Date column of your my_data table.

For example, the formula will produce:

  • The year 2022 from the date Saturday, January 1, 2022.
  • The year 2022 from the date Wednesday, January 5, 2022.
  • The year 2023 from the date Wednesday, February 15, 2023.

Step 5: Final Touches and Usage

Once you have the new year column, you can use it to segment your data, create visualizations, or perform further analyses, such as year-over-year comparisons, trends, or summaries.

Important Note

For complete documentation and additional information on the YEAR function in DAX, you can refer to the official Microsoft documentation.

Conclusion

Extracting the year from date values in Power BI is a straightforward task using DAX.

By following the steps outlined in this guide, you can create new columns that help you enhance your data analysis and reporting capabilities.

Whether you’re working on sales data, financial reports, or any other time-based analysis, understanding how to manipulate date values with DAX is essential for efficient data modeling.

Additional Resources

Power BI Archives » FinnStats For Data Science

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