Can someone explain to me what is the custom column formula calculating?

[Anonymous]

i do not have a datetime. date or datetime.localnow, Date.IsCurrentMonth, Date.IsInNextMonths Columns. 

Any advice is helpful.  Thanks!

[bcdobbs]

Hi they are all built in functions:
DateTime functions - PowerQuery M | Microsoft Docs
Date.IsInNextMonth - PowerQuery M | Microsoft Docs

Date.IsInNextNMonths - PowerQuery M | Microsoft Docs

The code is a bit odd though. In plain language it is doing:

If [Date End] is in the past return 5

else if [Date End] is in current month return 4

else if [Date End] + 1 month occurs in next 3 months return 3

else if [Date End] + 1 month occurs in next 6 months return 2

else return 1

[MikeJohnsonZA · Accepted solution]

datetime.date or datetime.localnow, Date.IsCurrentMonth, Date.IsInNextMonths are all power query functions

for example datetime.localnow() will return the current date, and  Date.IsCurrentMonth returns true if the date provided as a parameter ([date end] in your case) is in the current month.

~you can read more about each function here Date functions - PowerQuery M | Microsoft Docs

basically, the code will return a 5 in [date end] is in the past,

4 if it is in the current month,

3 if next month

2 the month after that

and 1 if further n the future.

This is probably used to group and sort data in the report.

[amitchandak]

@Anonymous , at a high level this seems fine.

Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

[Anonymous]

The excel file is here.

https://docs.google.com/spreadsheets/d/1Q8pOOlzPSe-C--S9tYRWpeSq7Jhv7YOM/edit?usp=sharing&ouid=10579...