New month /year columns base off date field base off accounting calender

[Anonymous]

All

I need to summarize data totals of supplier receipts for each month by our company accounting calender. So for Jan-2017 for this year, I would need to summizae total of all the receipts by the  supplier code from Jan-2-2017 to Feb-5-2017 (Week 1 to Week 5). I perfer to have a new column withthe accounting calender month /year base off the Date Received field in the attached post but have the correct claender month if the last week goes into next week, So Feb-2-2017 would show as Jan-2017 in the new column for our account calender month.

Sample Data

Date Received	Org Id	Qty Received	Supplier Code	Supplier Name
2/21/2017 9:08	CBN	1	111471-BELGIUM-01	XPOFED
2/21/2017 9:00	CBN	1	111471-BELGIUM-01	XPOFED
12/6/2016 10:28	CBN	1	111471-BELGIUM-01	XPOFED
12/6/2016 10:25	CBN	1	111471-BELGIUM-01	XPOFED
10/27/2016 8:38	CBN	1	111471-BELGIUM-01	XPOFED

ACCOUNTING Calender

[ChrisMendoza]

@Anonymous -

Perhaps a possible solution could be found in my blog post @ http://cjmendoza.yourweb.csuchico.edu/custom-calendar/create-a-custom-period-calendar-in-power-query/ ? I am sure there could be a way to programmatically re-assign the period names however, I could not come up with one in my attempts this morning. It must be my 'pretty day'.

[Anonymous]

Any Thoughts?