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Jamming_Mon's avatar
Jamming_Mon
Frequent Visitor
6 years ago
Solved

Creating New Column in Query for Fiscal Year and Fiscal Quarter

Say for Example, Q1 2020 is from 11/16/2019 - 02/14/2020, Q2 from 02/15/2020 - 05/16/2020 and so forth.  Is there a formula I can use in Query to say something like "If Dates are between 11/16/2019 -...
  • v-alq-msft's avatar
    6 years ago

    Hi, Jamming_Mon 

     

    Based on your description, I created data to reproduce your scenario.

     

    Then you may add a column in Power Query as follows.

     

    = Table.AddColumn(#"Changed Type", "Custom", each if [Date] >= #date(2019, 11, 16)and[Date] <= #date(2020, 2, 14) then "FY2020 FQ1" else if [Date] >= #date(2020, 2, 15)and[Date] <= #date(2020, 5, 16) then "FY2020 FQ2" else if [Date] >= #date(2020, 5, 17)and[Date] <= #date(2020, 8, 14) then "FY2020 FQ3" else if [Date] >= #date(2020, 8, 15)and[Date] <= #date(2020, 11, 15) then "FY2020 FQ4" else null)

     

     

    Advanced Editor:

     

    let
        Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WMjTUNzTTNzIwtFSK1YFwzVG5Fgiukb6hCZBnZADjmaLwzBA8U3SeOQrPAsGzQDHTAsVMkPUwbiwA", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type text) meta [Serialized.Text = true]) in type table [Date = _t]),
        #"Changed Type" = Table.TransformColumnTypes(Source,{{"Date", type date}}),
        #"Added Conditional Column" = Table.AddColumn(#"Changed Type", "Custom", each if [Date] >= #date(2019, 11, 16)and[Date] <= #date(2020, 2, 14) then "FY2020 FQ1" else if [Date] >= #date(2020, 2, 15)and[Date] <= #date(2020, 5, 16) then "FY2020 FQ2" else if [Date] >= #date(2020, 5, 17)and[Date] <= #date(2020, 8, 14) then "FY2020 FQ3" else if [Date] >= #date(2020, 8, 15)and[Date] <= #date(2020, 11, 15) then "FY2020 FQ4" else null)
    in
        #"Added Conditional Column"

     

     

    Result:

     

    Best Regards

    Allan

     

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