Good morning all,
I am pretty green to m code so hoping to get your help!
I have the following date table I use ( thanks Radacad) and is perfect in every aspect except it has no Fiscal Year Offset.
Does anyone out there have any pointers or advice?
Thanks so much! Code below
let
// configurations start
Today=Date.From(DateTime.LocalNow()), // today's date
FromYear = 2020, // set the start year of the date dimension. dates start from 1st of January of this year
ToYear=2031, // set the end year of the date dimension. dates end at 31st of December of this year
StartofFiscalYear=8, // set the month number that is start of the financial year. example; if fiscal year start is July, value is 7
firstDayofWeek=Day.Monday, // set the week's start day, values: Day.Monday, Day.Sunday....
// configuration end
FromDate=#date(FromYear,1,1),
ToDate=#date(ToYear,12,31),
Source=List.Dates(
FromDate,
Duration.Days(ToDate-FromDate)+1,
#duration(1,0,0,0)
),
#"Converted to Table" = Table.FromList(Source, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
#"Renamed Columns" = Table.RenameColumns(#"Converted to Table",{{"Column1", "Date"}}),
#"Changed Type" = Table.TransformColumnTypes(#"Renamed Columns",{{"Date", type date}}),
#"Inserted Year" = Table.AddColumn(#"Changed Type", "Year", each Date.Year([Date]), Int64.Type),
#"Inserted Start of Year" = Table.AddColumn(#"Inserted Year", "Start of Year", each Date.StartOfYear([Date]), type date),
#"Inserted End of Year" = Table.AddColumn(#"Inserted Start of Year", "End of Year", each Date.EndOfYear([Date]), type date),
#"Inserted Month" = Table.AddColumn(#"Inserted End of Year", "Month", each Date.Month([Date]), Int64.Type),
#"Inserted Start of Month" = Table.AddColumn(#"Inserted Month", "Start of Month", each Date.StartOfMonth([Date]), type date),
#"Inserted End of Month" = Table.AddColumn(#"Inserted Start of Month", "End of Month", each Date.EndOfMonth([Date]), type date),
#"Inserted Days in Month" = Table.AddColumn(#"Inserted End of Month", "Days in Month", each Date.DaysInMonth([Date]), Int64.Type),
#"Inserted Day" = Table.AddColumn(#"Inserted Days in Month", "Day", each Date.Day([Date]), Int64.Type),
#"Inserted Day Name" = Table.AddColumn(#"Inserted Day", "Day Name", each Date.DayOfWeekName([Date]), type text),
#"Inserted Day of Week" = Table.AddColumn(#"Inserted Day Name", "Day of Week", each Date.DayOfWeek([Date],firstDayofWeek), Int64.Type),
#"Inserted Day of Year" = Table.AddColumn(#"Inserted Day of Week", "Day of Year", each Date.DayOfYear([Date]), Int64.Type),
#"Inserted Month Name" = Table.AddColumn(#"Inserted Day of Year", "Month Name", each Date.MonthName([Date]), type text),
#"Inserted Quarter" = Table.AddColumn(#"Inserted Month Name", "Quarter", each Date.QuarterOfYear([Date]), Int64.Type),
#"Inserted Start of Quarter" = Table.AddColumn(#"Inserted Quarter", "Start of Quarter", each Date.StartOfQuarter([Date]), type date),
#"Inserted End of Quarter" = Table.AddColumn(#"Inserted Start of Quarter", "End of Quarter", each Date.EndOfQuarter([Date]), type date),
#"Inserted Week of Year" = Table.AddColumn(#"Inserted End of Quarter", "Week of Year", each Date.WeekOfYear([Date],firstDayofWeek), Int64.Type),
#"Inserted Week of Month" = Table.AddColumn(#"Inserted Week of Year", "Week of Month", each Date.WeekOfMonth([Date],firstDayofWeek), Int64.Type),
#"Inserted Start of Week" = Table.AddColumn(#"Inserted Week of Month", "Start of Week", each Date.StartOfWeek([Date],firstDayofWeek), type date),
#"Inserted End of Week" = Table.AddColumn(#"Inserted Start of Week", "End of Week", each Date.EndOfWeek([Date],firstDayofWeek), type date),
FiscalMonthBaseIndex=13-StartofFiscalYear,
adjustedFiscalMonthBaseIndex=if(FiscalMonthBaseIndex>=12 or FiscalMonthBaseIndex<0) then 0 else FiscalMonthBaseIndex,
#"Added Custom" = Table.AddColumn(#"Inserted End of Week", "FiscalBaseDate", each Date.AddMonths([Date],adjustedFiscalMonthBaseIndex)),
#"Changed Type1" = Table.TransformColumnTypes(#"Added Custom",{{"FiscalBaseDate", type date}}),
#"Inserted Year1" = Table.AddColumn(#"Changed Type1", "Year.1", each Date.Year([FiscalBaseDate]), Int64.Type),
#"Renamed Columns1" = Table.RenameColumns(#"Inserted Year1",{{"Year.1", "Fiscal Year"}}),
#"Inserted Quarter1" = Table.AddColumn(#"Renamed Columns1", "Quarter.1", each Date.QuarterOfYear([FiscalBaseDate]), Int64.Type),
#"Renamed Columns2" = Table.RenameColumns(#"Inserted Quarter1",{{"Quarter.1", "Fiscal Quarter"}}),
#"Inserted Month1" = Table.AddColumn(#"Renamed Columns2", "Month.1", each Date.Month([FiscalBaseDate]), Int64.Type),
#"Renamed Columns3" = Table.RenameColumns(#"Inserted Month1",{{"Month.1", "Fiscal Month"}}),
#"Removed Columns" = Table.RemoveColumns(#"Renamed Columns3",{"FiscalBaseDate"}),
#"Inserted Age" = Table.AddColumn(#"Removed Columns", "Age", each [Date]-Today, type duration),
#"Extracted Days" = Table.TransformColumns(#"Inserted Age",{{"Age", Duration.Days, Int64.Type}}),
#"Renamed Columns4" = Table.RenameColumns(#"Extracted Days",{{"Age", "Day Offset"}}),
#"Added Custom1" = Table.AddColumn(#"Renamed Columns4", "Month Offset", each (([Year]-Date.Year(Today))*12)
+([Month]-Date.Month(Today))),
#"Changed Type2" = Table.TransformColumnTypes(#"Added Custom1",{{"Month Offset", Int64.Type}}),
#"Added Custom2" = Table.AddColumn(#"Changed Type2", "Year Offset", each [Year]-Date.Year(Today)),
#"Changed Type3" = Table.TransformColumnTypes(#"Added Custom2",{{"Year Offset", Int64.Type}}),
#"Added Custom3" = Table.AddColumn(#"Changed Type3", "Quarter Offset", each (([Year]-Date.Year(Today))*4)
+([Quarter]-Date.QuarterOfYear(Today))),
#"Changed Type4" = Table.TransformColumnTypes(#"Added Custom3",{{"Quarter Offset", Int64.Type}}),
#"Added Custom4" = Table.AddColumn(#"Changed Type4", "Year-Month", each Date.ToText([Date],"MMM yyyy")),
#"Added Custom5" = Table.AddColumn(#"Added Custom4", "Year-Month Code", each Date.ToText([Date],"yyyyMM")),
#"Changed Type5" = Table.TransformColumnTypes(#"Added Custom5",{{"Year-Month", type text}, {"Year-Month Code", Int64.Type}}),
#"Added Custom6" = Table.AddColumn(#"Changed Type5", "Short Date", each [Date]),
#"Changed Type6" = Table.TransformColumnTypes(#"Added Custom6",{{"Short Date", type date}})
in
#"Changed Type6"
