Adding a custom column in DAX and in PQ

[PBI_hlpr1]

Hi all,
n a static table I am adding a calculated column with the following DAX function:

Check FY = 
// Check if a date is in current or last FY
VAR CurrentFY =
    CALCULATE (
        MAX ( Dim_Dates[FY_Val] ),
        Dim_Dates[Date] = TODAY (),
        ALL ( Dim_Dates )
    )

VAR DifFY = Dim_Scen_Auto[FY_val] - CurrentFY
RETURN
    SWITCH ( TRUE (), DifFY = 0, "Current FY", DifFY = -1, "Last FY", "" )

As you can see it is adding a description if a Fiscal Year is "Current FY" or "Last FY" and behaves exactly as expected. For several reasons I would like to have this column added via PQ rather than via DAX but I am struggling in the conversion.

Is this doable in a simple way?

Many thanks in advance,

C.

[v-tianyich-msft · Accepted solution]

Hi @PBI_hlpr1 ,

You can try the following expression:

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WMjIwMtE11DVUitUBc4x1DY10jdG4BjAuSKkRipyRpVJsLAA=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Year = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Year", type date}}),
    #"Inserted Year" = Table.AddColumn(#"Changed Type", "Year.1", each Date.Year([Year]), Int64.Type),
    #"Added Custom" = Table.AddColumn(#"Inserted Year", "Custom", each let
    CurrentDateTime = DateTime.LocalNow(),
    CurrentYear = Date.Year(CurrentDateTime),
    result = if CurrentYear-[Year.1]=0 then "Current FY" else if CurrentYear-[Year.1]=1 then "Last FY" else ""
    in
    result)
in
    #"Added Custom"

An attachment for your reference. Hope it helps!

Best regards,
Community Support Team_ Scott Chang

If this post helps then please consider Accept it as the solution to help the other members find it more quickly.

[PBI_hlpr1]

Hi @v-tianyich-msft ,

your solution works perfectly and helped a lot pointing me to the solution and to a better understanding of M. As my Fiscal Year does not match Calendar Year (it goes from Dec to Nov) I just had to apply a small change to your code as below:

= Table.AddColumn(#"Added Custom6", "Check FY", each let
        CurrentDateTime = DateTime.LocalNow(),
        CurrentYear = Date.Year(CurrentDateTime)-2000,
        CurrentFY = if Date.Month( CurrentDateTime ) = 12 then CurrentYear+1 else CurrentYear,
        result = if CurrentFY-[FY_val]=0 then "Current FY" else if CurrentFY-[FY_val]=1 then "Last FY" else ""
    in
        result)

Thanks, you made my day!

Regards,

C.

[lbendlin]

You would have to show the relevant fragment of your Power Query table and indicate what your fiscal year boundaries are.

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