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RobRayborn
Helper I
Helper I

Power Query, rollup Sat and Sun to Friday.

I have a report where orders that are taken on a Saturday and/or Sunday need to rollup or be combined with the orders from the previous Friday in each column that has order amounts.

So if an order was put in on Nov. 5th {Saturday} or Nov. 6th {Sunday} they would need to be added to the amount in Nov. 4th {Friday}.

I have a column that identifies each day by the Date (11/1/2022, 11/2/2022......), then 8 columns that have order data for each day.

This report is updated each day and at the end of the month should only show Weekdays, with the Friday for each week having the data from the next Sat and Sun included.

Assistance in figuring out the M Code for this would be very appreciated. 

1 ACCEPTED SOLUTION
v-jingzhang
Community Support
Community Support

Hi @RobRayborn 

 

This is my solution. Hope it is helpful. 

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("Zc/BDcAgDAPAXfJGAocCYRbE/mtQVbJ59HsC21nLgIzsxd2S1Wo7feSkCFIlQa8e0qQ0Siuk/qchUlSQ+iBNFVJQVKhZ0Pqpn9B8qBPaP26eDugaAp1w43RCvLYP", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Date = _t, Amount = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Date", type date}, {"Amount", Int64.Type}}),
    #"Added Custom" = Table.AddColumn(#"Changed Type", "DayOfWeek", each Date.DayOfWeek([Date],Day.Monday)),
    #"Added Custom1" = Table.AddColumn(#"Added Custom", "WeekOfYear", each Date.WeekOfYear([Date],Day.Monday)),
    #"Replaced Value" = Table.ReplaceValue(#"Added Custom1",5,4,Replacer.ReplaceValue,{"DayOfWeek"}),
    #"Replaced Value1" = Table.ReplaceValue(#"Replaced Value",6,4,Replacer.ReplaceValue,{"DayOfWeek"}),
    #"Added Custom2" = Table.AddColumn(#"Replaced Value1", "WeekDayKey", each [WeekOfYear]*10+[DayOfWeek]),
    #"Grouped Rows" = Table.Group(#"Added Custom2", {"WeekDayKey"}, {{"New Date", each List.Min([Date]), type nullable date}, {"New Amount", each List.Sum([Amount]), type nullable number}}),
    #"Removed Other Columns" = Table.SelectColumns(#"Grouped Rows",{"New Date", "New Amount"})
in
    #"Removed Other Columns"

vjingzhang_0-1669616090905.png

 

Best Regards,
Community Support Team _ Jing
If this post helps, please Accept it as Solution to help other members find it.

 

View solution in original post

1 REPLY 1
v-jingzhang
Community Support
Community Support

Hi @RobRayborn 

 

This is my solution. Hope it is helpful. 

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("Zc/BDcAgDAPAXfJGAocCYRbE/mtQVbJ59HsC21nLgIzsxd2S1Wo7feSkCFIlQa8e0qQ0Siuk/qchUlSQ+iBNFVJQVKhZ0Pqpn9B8qBPaP26eDugaAp1w43RCvLYP", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Date = _t, Amount = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Date", type date}, {"Amount", Int64.Type}}),
    #"Added Custom" = Table.AddColumn(#"Changed Type", "DayOfWeek", each Date.DayOfWeek([Date],Day.Monday)),
    #"Added Custom1" = Table.AddColumn(#"Added Custom", "WeekOfYear", each Date.WeekOfYear([Date],Day.Monday)),
    #"Replaced Value" = Table.ReplaceValue(#"Added Custom1",5,4,Replacer.ReplaceValue,{"DayOfWeek"}),
    #"Replaced Value1" = Table.ReplaceValue(#"Replaced Value",6,4,Replacer.ReplaceValue,{"DayOfWeek"}),
    #"Added Custom2" = Table.AddColumn(#"Replaced Value1", "WeekDayKey", each [WeekOfYear]*10+[DayOfWeek]),
    #"Grouped Rows" = Table.Group(#"Added Custom2", {"WeekDayKey"}, {{"New Date", each List.Min([Date]), type nullable date}, {"New Amount", each List.Sum([Amount]), type nullable number}}),
    #"Removed Other Columns" = Table.SelectColumns(#"Grouped Rows",{"New Date", "New Amount"})
in
    #"Removed Other Columns"

vjingzhang_0-1669616090905.png

 

Best Regards,
Community Support Team _ Jing
If this post helps, please Accept it as Solution to help other members find it.

 

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