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Hi,
I have a simple table in Power Query.
It contains following columns:
- index (unique key for each table entry)
- revenue
- forecastIntervalMonths
- forecastStartDate
- forecastEndDate
From this, I need to generate a list of a forecasted revenue stream for each "index" value that starts at "forecastStartDate" and ends at or before "forecastEndDate". Revenue stream recurs at each interval "forecastIntervalMonths" which is given in number> of months. For example, if it is 3, it means that revenue repeats every three months. Revenue should equal "revenue" amount at each interval. Results should be included in one table.
I would highly appreciate if someone could share an idea how this could be accomplished.
Thanks,
Rolands
Solved! Go to Solution.
That would be something like this:
let Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content], #"Changed Type" = Table.TransformColumnTypes(Source,{{"index", Int64.Type}, {"revenue", Int64.Type}, {"forecastIntervalMonths", Int64.Type}, {"forecastStartDate", type date}, {"forecastEndDate", type date}}), AddedMonths = Table.AddColumn(#"Changed Type", "Months", each 12 * (Date.Year([forecastEndDate])-Date.Year([forecastStartDate])) + Date.Month([forecastEndDate]) - Date.Month([forecastStartDate]) - (if Date.Day([forecastStartDate]) > Date.Day([forecastEndDate]) then 1 else 0), Int64.Type), AddedDateList = Table.AddColumn(AddedMonths, "Dates", (ThisRow) => List.Transform({0..Number.IntegerDivide(ThisRow[Months],ThisRow[forecastIntervalMonths])}, each Date.AddMonths(ThisRow[forecastStartDate],_ * ThisRow[forecastIntervalMonths])), type {date}), RemovedMonths = Table.RemoveColumns(AddedDateList,{"Months"}) in RemovedMonths
Maybe a question with a representative example would be a better idea than posting your question twice.
Here is how the data looks in a table:
I would like to have that new column is added which includes date list for each index value. For Index 1, it would include following dates (at 1-month interval) - 30/12/2017, 30/01/2018, 28/02/2018, 30/03/2018, ... 30/12/2019.
Thanks!
That would be something like this:
let Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content], #"Changed Type" = Table.TransformColumnTypes(Source,{{"index", Int64.Type}, {"revenue", Int64.Type}, {"forecastIntervalMonths", Int64.Type}, {"forecastStartDate", type date}, {"forecastEndDate", type date}}), AddedMonths = Table.AddColumn(#"Changed Type", "Months", each 12 * (Date.Year([forecastEndDate])-Date.Year([forecastStartDate])) + Date.Month([forecastEndDate]) - Date.Month([forecastStartDate]) - (if Date.Day([forecastStartDate]) > Date.Day([forecastEndDate]) then 1 else 0), Int64.Type), AddedDateList = Table.AddColumn(AddedMonths, "Dates", (ThisRow) => List.Transform({0..Number.IntegerDivide(ThisRow[Months],ThisRow[forecastIntervalMonths])}, each Date.AddMonths(ThisRow[forecastStartDate],_ * ThisRow[forecastIntervalMonths])), type {date}), RemovedMonths = Table.RemoveColumns(AddedDateList,{"Months"}) in RemovedMonths
This works exactly as I need.
Thanks a lot!
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