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bu965 Frequent Visitor
Frequent Visitor

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

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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 ReceivedOrg IdQty ReceivedSupplier CodeSupplier Name
2/21/2017 9:08CBN1111471-BELGIUM-01XPOFED
2/21/2017 9:00CBN1111471-BELGIUM-01XPOFED
12/6/2016 10:28CBN1111471-BELGIUM-01XPOFED
12/6/2016 10:25CBN1111471-BELGIUM-01XPOFED
10/27/2016 8:38CBN1111471-BELGIUM-01XPOFED

 

ACCOUNTING Calender

 

2017 ACCOUNTING CALENDER.jpg

 

 

2 REPLIES 2
bu965 Frequent Visitor
Frequent Visitor

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

Any Thoughts?

ChrisMendoza Senior Member
Senior Member

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

@bu965 -

 

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'.

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