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theo001 Frequent Visitor
Frequent Visitor

Advanced date filter

Hi all,

Anybody has idea how to create advanced date filter with groups, where some dates belong to some groups?
For example: today, yesterday, this week (included prev), this month (included all prev), previous month etc..

Thanks in advance for any ideas and solutions.
1 ACCEPTED SOLUTION

Accepted Solutions
natelpeterson New Contributor
New Contributor

Re: Advanced date filter

@theo001  - I'd recommend columns in the date table for each type of date you're interested in analyzing, like this:

 

    maxSales = List.Max(Table.Column(Sales, "SalesDate"))
    InsertHasSalesData = Table.AddColumn(#"Changed Type", "Has Sales Data", 
                                    each if [Date] <= maxSales  then "Yes"
                                        else "No")

You can also take the maximum of several max dates to find the most recent overall date.

Then, use the [Has Sales Data] column to set a Filter.

Add a filter / slicer visual for each type of relevant date filter.

Hope this helps,

Nathan

3 REPLIES 3
natelpeterson New Contributor
New Contributor

Re: Advanced date filter

@theo001  - The best way to do this is to have a robust Date Table. Here is one example of a date table that you can create in Power Query:

 

let
    //Set the following variables
    Culture = "English (United States)", //Select a culture.
    UseYesterdayAsCurrentDate = true, //true = yesterday, false = today
    YearsBack = 2, //How many years to include prior to the current year.
    YearsAhead = 2, //How many years to include after the current year.
    GoToBeginning = "Year", //Options: Year, Month, None
    GoToEnd = "Year", //Options: Year, Month, None

    //Figure the Start and End Dates, based on above variables
    DateToday = DateTime.Date(DateTime.LocalNow()),
    CurrentDate = if UseYesterdayAsCurrentDate = true then Date.AddDays(DateToday, -1) else DateToday,
    YearBegin = Date.Year(CurrentDate) - YearsBack,
    MonthBegin = if GoToBeginning = "Year" then 1 else Date.Month(CurrentDate),
    DayBegin = if GoToBeginning = "None" then Date.Day(CurrentDate) else 1,
    StartDate = #date(YearBegin, MonthBegin, DayBegin), 
    YearEnd = Date.Year(CurrentDate) + YearsAhead,
    MonthEnd = if GoToEnd = "Year" then 12 else Date.Month(CurrentDate),
    DayEndTemp = if GoToEnd = "Year" then 31 else Date.Day(CurrentDate),
    EndDateTemp = #date(YearEnd, MonthEnd, DayEndTemp), 
    EndDate = if GoToEnd = "Month" then DateTime.Date(Date.EndOfMonth(EndDateTemp)) else EndDateTemp,
    DayCount = Duration.Days(Duration.From(EndDate - StartDate)) + 1,

    //Get complete list of dates, Convert to a table, update name and data type
    AllDates = List.Dates(StartDate,DayCount,#duration(1,0,0,0)),
    TableFromList = Table.FromList(AllDates, Splitter.SplitByNothing()),
    ChangedType = Table.TransformColumnTypes(TableFromList,{{"Column1", type date}}),
    RenamedColumns = Table.RenameColumns(ChangedType,{{"Column1", "Date"}}),

    //Add other attributes of the date, as desired
    InsertYear = Table.AddColumn(RenamedColumns, "Year", each Date.Year([Date])),
    InsertQuarterOfYear = Table.AddColumn(InsertYear, "Quarter Of Year", each Date.QuarterOfYear([Date])),
    InsertMonthOfYear = Table.AddColumn(InsertQuarterOfYear, "Month Of Year", each Date.Month([Date])),
    InsertDayOfMonth = Table.AddColumn(InsertMonthOfYear, "Day Of Month", each Date.Day([Date])),
    InsertDayOfWeek = Table.AddColumn(InsertDayOfMonth, "Day Of Week", each Date.DayOfWeek([Date])),
    InsertDateAlternateKey = Table.AddColumn(InsertDayOfWeek, "Date Alternate Key", each [Year] * 10000 + [Month Of Year] * 100 + [Day Of Month]),
    InsertMonthName = Table.AddColumn(InsertDateAlternateKey, "Month Name", each Date.ToText([Date], "MMMM", Culture), type text),
    InsertMonthKey = Table.AddColumn(InsertMonthName, "Month Key", each [Year] * 100 + [Month Of Year]),
    InsertMonthYear = Table.AddColumn(InsertMonthKey, "Month Year", each (try(Text.Range([Month Name],0,3)) otherwise [Month Name]) & " " & Number.ToText([Year])),
    InsertQuarterName = Table.AddColumn(InsertMonthYear, "Quarter Name", each "Q" & Number.ToText([Quarter Of Year])),
    InsertQuarterKey = Table.AddColumn(InsertQuarterName, "Quarter Key", each [Year] * 100 + [Quarter Of Year]),
    InsertQuarterYear = Table.AddColumn(InsertQuarterKey, "Quarter Year", each "Q" & Number.ToText([Quarter Of Year]) & " " & Number.ToText([Year])),
    InsertDayName = Table.AddColumn(InsertQuarterYear, "Day Of Week Name", each Date.ToText([Date], "dddd", Culture), type text),
    InsertWeekEnding = Table.AddColumn(InsertDayName, "Week Ending", each Date.EndOfWeek([Date]), type date),

    //Add Relative Date Positions.
    InsertRelativeYear = Table.AddColumn(InsertWeekEnding, "Relative Year", each [Year]-Date.Year(CurrentDate)),
    InsertRelativeYearDescription = Table.AddColumn(InsertRelativeYear, "Relative Year Description", 
                                    each if [Relative Year] = 0 then "Current Year"
                                        else if [Relative Year] = -1 then "Last Year"
                                        else if [Relative Year] = 1 then "Next Year"
                                        else if [Relative Year] < -1 then Number.ToText(Number.Abs([Relative Year])) & " Years Back" 
                                        else Number.ToText([Relative Year]) & " Years Ahead"),
    InsertRelativeQuarter = Table.AddColumn(InsertRelativeYearDescription, "Relative Quarter", 
                                    each 4*([Year]-Date.Year(CurrentDate)) + ([Quarter Of Year]-Date.QuarterOfYear(CurrentDate))),
    InsertRelativeQuarterDescription = Table.AddColumn(InsertRelativeQuarter, "Relative Quarter Description", 
                                    each if [Relative Quarter] = 0 then "Current Quarter"
                                        else if [Relative Quarter] = -1 then "Last Quarter"
                                        else if [Relative Quarter] = 1 then "Next Quarter"
                                        else if [Relative Quarter] < -1 then Number.ToText(Number.Abs([Relative Quarter])) & " Quarters Back" 
                                        else Number.ToText([Relative Quarter]) & " Quarters Ahead"),
    InsertRelativeMonth = Table.AddColumn(InsertRelativeQuarterDescription, "Relative Month", 
                                    each 12*([Year]-Date.Year(CurrentDate)) + ([Month Of Year]-Date.Month(CurrentDate))),
    InsertRelativeMonthDescription = Table.AddColumn(InsertRelativeMonth, "Relative Month Description", 
                                    each if [Relative Month] = 0 then "Current Month"
                                        else if [Relative Month] = -1 then "Last Month"
                                        else if [Relative Month] = 1 then "Next Month"
                                        else if [Relative Month] < -1 then Number.ToText(Number.Abs([Relative Month])) & " Months Back" 
                                        else Number.ToText([Relative Month]) & " Months Ahead"),
    InsertRelativeWeek = Table.AddColumn(InsertRelativeMonthDescription, "Relative Week", 
                                    each Duration.Days(Duration.From([Week Ending]-Date.EndOfWeek(CurrentDate)))/7),
    InsertRelativeWeekDescription = Table.AddColumn(InsertRelativeWeek, "Relative Week Description", 
                                    each if [Relative Week] = 0 then "Current Week"
                                        else if [Relative Week] = -1 then "Last Week"
                                        else if [Relative Week] = 1 then "Next Week"
                                        else if [Relative Week] < -1 then Number.ToText(Number.Abs([Relative Week])) & " Weeks Back" 
                                        else Number.ToText([Relative Week]) & " Weeks Ahead"),
    InsertRelativeDay = Table.AddColumn(InsertRelativeWeekDescription, "Relative Day", 
                                    each Duration.Days(Duration.From([Date]-CurrentDate))),
    InsertRelativeDayDescription = Table.AddColumn(InsertRelativeDay, "Relative Day Description", 
                                    each if [Relative Day] = 0 then "Current Day"
                                        else if [Relative Day] = -1 then "Last Day"
                                        else if [Relative Day] = 1 then "Next Day"
                                        else if [Relative Day] < -1 then Number.ToText(Number.Abs([Relative Day])) & " Days Back" 
                                        else Number.ToText([Relative Day]) & " Days Ahead"),

    //Add Date Category Positions.
    InsertYearGroup = Table.AddColumn(InsertRelativeDayDescription, "Year Group", 
                                    each if [Relative Year] = 0 then "Current Year"
                                        else if [Relative Year] < 0 then "Past Years"
                                        else "Future Years"),
    InsertQuarterGroup = Table.AddColumn(InsertYearGroup, "Quarter Group", 
                                    each if [Relative Quarter] = 0 then "Current Quarter"
                                        else if [Relative Quarter] < 0 then "Past Quarters"
                                        else "Future Quarters"),
    InsertMonthGroup = Table.AddColumn(InsertQuarterGroup, "Month Group", 
                                    each if [Relative Month] = 0 then "Current Month"
                                        else if [Relative Month] < 0 then "Past Months"
                                        else "Future Months"),
    InsertWeekGroup = Table.AddColumn(InsertMonthGroup, "Week Group", 
                                    each if [Relative Week] = 0 then "Current Week"
                                        else if [Relative Week] < 0 then "Past Weeks"
                                        else "Future Weeks"),
    InsertDayGroup = Table.AddColumn(InsertWeekGroup, "Day Group", 
                                    each if [Relative Day] = 0 then "Current Day"
                                        else if [Relative Day] < 0 then "Past Days"
                                        else "Future Days"),
    #"Changed Type" = Table.TransformColumnTypes(InsertDayGroup,{{"Year", Int64.Type}, {"Quarter Of Year", Int64.Type}, {"Month Of Year", Int64.Type}, {"Day Of Month", Int64.Type}, {"Day Of Week", Int64.Type}, {"Date Alternate Key", Int64.Type}, {"Quarter Name", type text}, {"Month Year", type text}, {"Quarter Year", type text}, {"Relative Year Description", type text}, {"Relative Quarter Description", type text}, {"Relative Month Description", type text}, {"Relative Week Description", type text}, {"Relative Day Description", type text}, {"Year Group", type text}, {"Quarter Group", type text}, {"Month Group", type text}, {"Week Group", type text}, {"Day Group", type text}, {"Relative Day", Int64.Type}, {"Relative Week", Int64.Type}, {"Relative Month", Int64.Type}, {"Relative Quarter", Int64.Type}, {"Relative Year", Int64.Type}, {"Quarter Key", Int64.Type}, {"Month Key", Int64.Type}}),

    //Add Date In Fact Table Attributes.
    maxSales = Date.AddDays(DateToday, -1), //List.Max(Table.Column(Sales, "SalesDate")), //
    InsertHasSalesData = Table.AddColumn(#"Changed Type", "Has Sales Data", 
                                    each if [Date] <= maxSales  then "Yes"
                                        else "No"),
    InsertHasSalesDataCompleteMonth = Table.AddColumn(InsertHasSalesData, "Has Sales Data Complete Month", 
                                    each if Date.EndOfMonth([Date]) <= maxSales then "Yes"
                                        else "No")
in
    InsertHasSalesDataCompleteMonth

Hope this helps,

Nathan

theo001 Frequent Visitor
Frequent Visitor

Re: Advanced date filter

Ok, thank you, but what's next step?  Separated filter for each kind of date?

And how to limit dates from data table to latest date from db?

 

natelpeterson New Contributor
New Contributor

Re: Advanced date filter

@theo001  - I'd recommend columns in the date table for each type of date you're interested in analyzing, like this:

 

    maxSales = List.Max(Table.Column(Sales, "SalesDate"))
    InsertHasSalesData = Table.AddColumn(#"Changed Type", "Has Sales Data", 
                                    each if [Date] <= maxSales  then "Yes"
                                        else "No")

You can also take the maximum of several max dates to find the most recent overall date.

Then, use the [Has Sales Data] column to set a Filter.

Add a filter / slicer visual for each type of relevant date filter.

Hope this helps,

Nathan