Hi All
I am using this fantastic Calendar table that was developed by @avisingh.
I have used this extensively in Direct Query reports in the service.
It dynamically populates the calendar table up until the end of the current year.
Unfortunately, this calendar table is not updating with the new "end of year" date in the service.
My current temporary solution is to first open it in PBI Desktop, manually "refresh all", then publish back into the service after the new year.
I believe the MCode "EndDate = Date.EndOfYear(DateTime.Date(DateTime.FixedLocalNow())) " is not being refreshed when opening/refreshing the report in the service.
Any help would be appreciated
Kind regards
Below is the MCode for the calendar table:
let
/*
****This Calendar was created and provided by Avi Singh****
****This can be freely shared as long as this text comment is retained.****
http://www.youtube.com/PowerBIPro
www.LearnPowerBI.com by Avi Singh
*/
#"LearnPowerBI.com by Avi Singh" = 1,
StartDate = #date(2019, 1, 1),
EndDate = Date.EndOfYear(DateTime.Date(DateTime.FixedLocalNow())) /*was "#date(2017, 1, 1)" Updated on 201802027: hard Coded End of Year caused some formulas to break, switching to dynamic date*/,
//Used for 'Offset' Column calculations, you may Hard code CurrentDate for testing e.g. #date(2017,9,1)
CurrentDate = DateTime.Date(DateTime.FixedLocalNow()),
// Specify the last month in your Fiscal Year, e.g. if June is the last month of your Fiscal Year, specify 6
FiscalYearEndMonth = 2,
#"==SET PARAMETERS ABOVE==" = 1,
#"==Build Date Column==" = #"==SET PARAMETERS ABOVE==",
ListDates = List.Dates(StartDate, Number.From(EndDate - StartDate)+1, #duration(1,0,0,0)),
#"Converted to Table" = Table.FromList(ListDates, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
#"Renamed Columns as Date" = Table.RenameColumns(#"Converted to Table",{{"Column1", "Date"}}),
// As far as Power BI is concerned, the 'Date' column is all that is needed 🙂 But we will continue and add a few Human-Friendly Columns
#"Changed Type to Date" = Table.TransformColumnTypes(#"Renamed Columns as Date",{{"Date", type date}}),
#"==Add Calendar Columns==" = #"Changed Type to Date",
#"Added Calendar MonthNum" = Table.AddColumn(#"==Add Calendar Columns==", "MonthNum", each Date.Month([Date]), Int64.Type),
#"Added Month Name" = Table.AddColumn(#"Added Calendar MonthNum", "Month", each Text.Start(Date.MonthName([Date]),3), type text),
#"Added Month Name Long" = Table.AddColumn(#"Added Month Name", "MonthLong", each Date.MonthName([Date]), type text),
#"Added Calendar Quarter" = Table.AddColumn(#"Added Month Name Long", "Quarter", each "Q" & Text.From(Date.QuarterOfYear([Date]))),
#"Added Calendar Year" = Table.AddColumn(#"Added Calendar Quarter", "Year", each Date.Year([Date]), Int64.Type),
#"==Add Fiscal Calendar Columns==" = #"Added Calendar Year",
#"Added FiscalMonthNum" = Table.AddColumn(#"==Add Fiscal Calendar Columns==", "FiscalMonthNum", each if [MonthNum] > FiscalYearEndMonth
then [MonthNum] - FiscalYearEndMonth
else [MonthNum] + (12 - FiscalYearEndMonth), type number),
#"Added FiscalMonth Name" = Table.AddColumn(#"Added FiscalMonthNum", "FiscalMonth", each [Month]),
#"Added FiscalMonth Name Long" = Table.AddColumn(#"Added FiscalMonth Name", "FiscalMonthLong", each [MonthLong]),
#"Added FiscalQuarter" = Table.AddColumn(#"Added FiscalMonth Name Long", "FiscalQuarter", each "FQ" & Text.From(Number.RoundUp([FiscalMonthNum] / 3,0))),
#"Added FiscalYear" = Table.AddColumn(#"Added FiscalQuarter", "FiscalYear", each "FY" &
Text.End(
Text.From(
if [MonthNum] > FiscalYearEndMonth
then [Year] + 1
else [Year]
)
, 2
)),
#"==Add Calendar Date Offset Columns==" = #"Added FiscalYear",
// Can be used to for example to show the past 3 months(CurMonthOffset = 0, -1, -2)
#"Added CurMonthOffset" = Table.AddColumn(#"==Add Calendar Date Offset Columns==", "CurMonthOffset", each ( Date.Year([Date]) - Date.Year(CurrentDate) ) * 12
+ Date.Month([Date]) - Date.Month(CurrentDate), Int64.Type),
// Can be used to for example to show the past 3 quarters (CurQuarterOffset = 0, -1, -2)
#"Added CurQuarterOffset" = Table.AddColumn(#"Added CurMonthOffset", "CurQuarterOffset", each /*Year Difference*/
( Date.Year([Date]) - Date.Year(CurrentDate) )*4
/*Quarter Difference*/
+ Number.RoundUp(Date.Month([Date]) / 3)
- Number.RoundUp(Date.Month(CurrentDate) / 3),
Int64.Type),
// Can be used to for example to show the past 3 years (CurYearOffset = 0, -1, -2)
#"Added CurYearOffset" = Table.AddColumn(#"Added CurQuarterOffset", "CurYearOffset", each Date.Year([Date]) - Date.Year(CurrentDate), Int64.Type),
// Can be used to for example filter out all future dates
#"Added FutureDate Flag" = Table.AddColumn(#"Added CurYearOffset", "FutureDate", each if [Date] > CurrentDate then "Future" else "Past" ),
// FiscalYearOffset is the only Offset that is different.
// FiscalQuarterOffset = is same as CurQuarterOffset
// FiscalMonthOffset = is same as CurMonthOffset
#"==Add FiscalYearOffset==" = #"Added FutureDate Flag",
#"Filtered Rows to CurrentDate" = Table.SelectRows(#"==Add FiscalYearOffset==", each ([Date] = CurrentDate)),
CurrentFiscalYear = #"Filtered Rows to CurrentDate"{0}[FiscalYear],
#"Continue...Orig Table" = #"==Add FiscalYearOffset==",
#"Added CurFiscalYearOffset" = Table.AddColumn(#"Continue...Orig Table", "CurFiscalYearOffset", each Number.From(Text.Range([FiscalYear],2,2)) -
Number.From(Text.Range(CurrentFiscalYear,2,2))
/*Extract the numerical portion, e.g. FY18 = 18*/),
#"==Add General Columns==" = #"Added CurFiscalYearOffset",
// Used as 'Sort by Column' for MonthYear columns
#"Added MonthYearNum" = Table.AddColumn(#"==Add General Columns==", "MonthYearNum", each [Year]*100 + [MonthNum] /*e.g. Sep-2016 would become 201609*/, Int64.Type),
#"Added MonthYear" = Table.AddColumn(#"Added MonthYearNum", "MonthYear", each [Month] & "-" & Text.End(Text.From([Year]),2)),
#"Added MonthYearLong" = Table.AddColumn(#"Added MonthYear", "MonthYearLong", each [Month] & "-" & Text.From([Year])),
#"Added WeekdayNum" = Table.AddColumn(#"Added MonthYearLong", "WeekdayNum", each Date.DayOfWeek([Date], 1)),
#"Added Weekday Name" = Table.AddColumn(#"Added WeekdayNum", "Weekday", each Text.Start(Date.DayOfWeekName([Date]),3), type text),
#"Added WeekdayWeekend" = Table.AddColumn(#"Added Weekday Name", "WeekdayWeekend", each if [WeekdayNum] = 0 or [WeekdayNum] = 6
then "Weekend"
else "Weekday"),
#"==Improve Ultimate Table" = #"Added WeekdayWeekend",
#"----Add WeekSequenceNum----" = #"==Improve Ultimate Table",
#"Filtered Rows Sundays Only (Start of Week)" = Table.SelectRows(#"----Add WeekSequenceNum----", each ([WeekdayNum] = 0)),
#"Added Index WeekSequenceNum" = Table.AddIndexColumn(#"Filtered Rows Sundays Only (Start of Week)", "WeekSequenceNum", 2, 1),
#"Merged Queries Ultimate Table to WeekSequenceNum" = Table.NestedJoin(#"==Improve Ultimate Table",{"Date"},#"Added Index WeekSequenceNum",{"Date"},"Added Index WeekNum",JoinKind.LeftOuter),
#"Expanded Added Index WeekNum" = Table.ExpandTableColumn(#"Merged Queries Ultimate Table to WeekSequenceNum", "Added Index WeekNum", {"WeekSequenceNum"}, {"WeekSequenceNum"}),
// somehow it ends up being unsorted after Expand Column, should not matter for the end table, but makes it harder to debug and check everything is correct. Thus sorting it.
#"ReSorted Rows by Date" = Table.Sort(#"Expanded Added Index WeekNum",{{"Date", Order.Ascending}}),
#"Filled Down WeekSequenceNum" = Table.FillDown(#"ReSorted Rows by Date",{"WeekSequenceNum"}),
#"Replaced Value WeekSequenceNum null with 1" = Table.ReplaceValue(#"Filled Down WeekSequenceNum",null,1,Replacer.ReplaceValue,{"WeekSequenceNum"}),
#"----WeekSequenceNum Complete----" = #"Replaced Value WeekSequenceNum null with 1",
Current_WeekSequenceNum = #"----WeekSequenceNum Complete----"{[Date = CurrentDate]}?[WeekSequenceNum],
#"Added Custom CurWeekOffset" = Table.AddColumn(#"----WeekSequenceNum Complete----", "CurWeekOffset", each [WeekSequenceNum] - Current_WeekSequenceNum, Int64.Type)
in
#"Added Custom CurWeekOffset"
