How do I set the Date format so transaction dates parse correctly?

Short Answer: Use 'Date format' fields 'First value', 'Second value', 'Third value' to match the order of day, month, and year in your date column; the helper text explains this order.

PreRequisites

1. 'Transaction date' is selected.

2. You can see sample dates in 'Data preview (20 rows)' for example '01/03/2026'.

Steps

1. Locate a sample date in the 'Data preview' to determine the order of parts day, month, year.
   You can see whether the sample shows Day/Month/Year or Month/Day/Year.

2. Under 'Date format' set 'First value' to the part that appears first in your date strings Day, Month, or Year.
   First value matches the first part of dates in the preview.

3. Set 'Second value' and 'Third value' to the remaining parts so the order equals your file's date format.
   The three values together match the date order used in your data.

4. Verify parsed dates in the Data preview reflect the expected day/month/year assignment.
   Dates are parsed correctly in preview rows.

Troubleshooting

1. Dates remain incorrect after changing 'Date format'.
   LikelyCause: The selected 'Transaction date' column contains mixed or non-standard date strings.
   Action: Confirm you selected the correct column; if formats are mixed, normalize the dates in your source file so all rows use the same order.

2. You cannot determine which part is Day/Month/Year from preview.
   LikelyCause: Preview sample is ambiguous e.g., both 01/03 could be 1 March or Jan 3.
   Action: Check original file or a known date row to determine the correct order, then set 'First/Second/Third value' accordingly.