Forum Discussion
Custom Fiscal Calendar Look Up
- 6 years ago
How would you do that in Excel? In othe words, how do you count your weeks? We could implement just about any similar logic in Power Query to count the weeks.
EDIT: Had a thought: See if this code works. use this for the date table, or go get the PBIX file I linked to above. It has been updated.let Source = {Number.From(#date(2015,12,5))..Number.From(#date(2020,12,4))}, #"Converted to Table" = Table.FromList(Source, Splitter.SplitByNothing(), {"Date"}, null, ExtraValues.Error), #"Changed Type" = Table.TransformColumnTypes(#"Converted to Table",{{"Date", type date}}), #"Appended Query" = Table.Combine({#"Changed Type", #"Fiscal Calendar Start Date"}), #"Sorted Rows" = Table.Sort(#"Appended Query",{{"Date", Order.Ascending}, {"Fiscal Year", Order.Descending}}), #"Filled Down" = Table.FillDown(#"Sorted Rows",{"Fiscal Year"}), #"Removed Duplicates" = Table.Distinct(#"Filled Down"), #"Inserted Year" = Table.AddColumn(#"Removed Duplicates", "Calendar Year", each Date.Year([Date]), Int64.Type), #"Inserted Day Name" = Table.AddColumn(#"Inserted Year", "Day Name", each Date.DayOfWeekName([Date]), type text), #"Added Fiscal Week" = Table.AddColumn( #"Inserted Day Name", "Fiscal Week", each let varCurrentDate = [Date], varFiscalYear = [Fiscal Year] in Number.RoundUp( Table.RowCount( Table.SelectRows(#"Inserted Day Name", each [Fiscal Year] = varFiscalYear and [Date] <= varCurrentDate) ) / 7 ) ) in #"Added Fiscal Week"1) In Power Query, select New Source, then Blank Query
2) On the Home ribbon, select "Advanced Editor" button
3) Remove everything you see, then paste the M code I've given you in that box.
4) Press Done
See if this helps. It returns a table that starts to look like this. You can and should add other columns to make your date table complete, including an index field, which is helpful in date intelligence functions for fiscal years.
The file is here. You will need to look in Power Query to see how it works. It is a modified version of this pattern.