Forum Discussion
Custom Fiscal Year Calendar
- 9 years ago
For anyone who is interested, I was able to adapt the approach in this blog post to solve my calendar needs. Take a look if you're interested in the solution:
- 9 years ago
Here is the code from the Advanced Editor for those who prefer not to download the file (red text refers to paramters but can be replaced with hard coded dates or dynamic retrieval of earliest and latest dates in you Fact table).
let DayCount = Duration.Days(Duration.From(EndDate - StartDate)), Source = List.Dates(StartDate,DayCount,#duration(1,0,0,0)), TableFromList = Table.FromList(Source, Splitter.SplitByNothing()), ChangedType = Table.TransformColumnTypes(TableFromList,{{"Column1", type date}}), RenamedColumns = Table.RenameColumns(ChangedType,{{"Column1", "Date"}}), InsertDayName = Table.AddColumn(RenamedColumns, "DayOfWeekName", each Date.ToText([Date], "dddd"), type text), InsertDayWeek = Table.AddColumn(InsertDayName, "DayInWeek", each Date.DayOfWeek([Date],6)+1), InsertWeekEnding = Table.AddColumn(InsertDayWeek, "WeekEndingFriday", each Date.EndOfWeek([Date],6), type date), InsertCurrentSaturday = Table.AddColumn(InsertWeekEnding, "CurrentSaturday", each Date.AddDays([Date], -Date.DayOfWeek([Date],6)), type date), DateOffset = Table.AddColumn(InsertCurrentSaturday, "Offset", each Date.FromText(Number.ToText(Date.Year([CurrentSaturday])) & "-02-01") - [CurrentSaturday]), #"Changed Type" = Table.TransformColumnTypes(DateOffset,{{"Offset", Int64.Type}}), InsertISOWeekFeb1 = Table.AddColumn(#"Changed Type", "ISOWeekFeb1", each if [Offset] > 6 then Date.FromText(Number.ToText(Date.Year([CurrentSaturday])-1) & "-02-01") else Date.FromText(Number.ToText(Date.Year([CurrentSaturday])) & "-02-01"),type date), InsertISOWeekYear = Table.AddColumn(InsertISOWeekFeb1, "ISOWeekYear", each Date.Year([ISOWeekFeb1])), InsertISOWeekFirstSat = Table.AddColumn(InsertISOWeekYear, "ISOWeekFirstSat", each if [CurrentSaturday] < [ISOWeekFeb1] then Date.AddDays([CurrentSaturday],0) else Date.AddDays([ISOWeekFeb1], - Date.DayOfWeek([ISOWeekFeb1],6) ), type date), InsertFYWeekNum = Table.AddColumn(InsertISOWeekFirstSat, "ISOWeekNum", each Number.RoundUp(((Duration.Days(Duration.From([Date] - [ISOWeekFirstSat]))+1) /7 )), type number), FiscalYear = Table.AddColumn(InsertFYWeekNum, "FY", each [ISOWeekYear]+1), InsertFYWeekID = Table.AddColumn(FiscalYear, "ISOWeekID", each [FY] * 100 + [ISOWeekNum], type number), InsertIFYWeekNameLong = Table.AddColumn(InsertFYWeekID, "ISOWeekNameLong", each Text.From([FY]) & "-W" & Text.End( "0" & Text.From([ISOWeekNum]),2) & "-" & Date.ToText([Date],"ddd")), #"Renamed Columns" = Table.RenameColumns(InsertIFYWeekNameLong,{{"ISOWeekNameLong", "FYWeekNameLong"}, {"ISOWeekID", "FYWeekID"}, {"ISOWeekNum", "FYWeekNum"}, {"ISOWeekFirstSat", "FYWeekFirstSat"}}), #"FY Quarter" = Table.AddColumn(#"Renamed Columns", "FY Quarter", each if [FYWeekNum] <= 13 then 1 else if [FYWeekNum] >= 14 and [FYWeekNum] <= 26 then 2 else if [FYWeekNum] >= 27 and [FYWeekNum] <= 39 then 3 else 4), #"Week of FY Quarter" = Table.AddColumn(#"FY Quarter", "Week of Quarter", each if [FYWeekNum] <> 53 then ([FYWeekNum] - (Number.RoundUp([FYWeekNum]/13)-1) * 13) else 14), #"Quarter Week ID" = Table.AddColumn(#"Week of FY Quarter", "QtrWeekID", each [FY Quarter]*100+[Week of Quarter]), #"FY Quarter ID" = Table.AddColumn(#"Quarter Week ID", "FYQtrID", each [FY]*100+[FY Quarter]), #"Changed Type1" = Table.TransformColumnTypes(#"FY Quarter ID",{{"FY Quarter", Int64.Type}, {"Week of Quarter", Int64.Type}, {"QtrWeekID", Int64.Type}, {"FYQtrID", Int64.Type}}), fnPeriod454a = (weekNum) => let Periods = { {(x)=>x<5, [P=1, M="Feb"]}, {(x)=>x<10, [P=2, M="Mar"]}, {(x)=>x<14, [P=3, M="Apr"]}, {(x)=>x<18, [P=4, M="May"]}, {(x)=>x<23, [P=5, M="Jun"]}, {(x)=>x<27, [P=6, M="Jul"]}, {(x)=>x<31, [P=7, M="Aug"]}, {(x)=>x<36, [P=8, M="Sep"]}, {(x)=>x<40, [P=9, M="Oct"]}, {(x)=>x<44, [P=10, M="Nov"]}, {(x)=>x<49, [P=11, M="Dec"]}, {(x)=>true, [P=12, M="Jan"]} }, Result = List.First(List.Select(Periods, each _{0}(weekNum))){1} in Result, InsertPeriod454 = Table.AddColumn(#"Changed Type1", "Period454Record", each fnPeriod454a([FYWeekNum])), #"Expanded Period454Record" = Table.ExpandRecordColumn(InsertPeriod454, "Period454Record", {"M", "P"}, {"M", "P"}), #"Renamed Columns1" = Table.RenameColumns(#"Expanded Period454Record",{{"M", "FY Month Name"}, {"P", "FY Month ID"}}), #"Removed Columns" = Table.RemoveColumns(#"Renamed Columns1",{"CurrentSaturday", "Offset", "ISOWeekFeb1", "ISOWeekYear", "FYWeekFirstSat"}) in #"Removed Columns"
I've been using a similar date dimension to the one referenced about for a while now and recently had a customer who used a FY calendar starting on July 1st. Since nothing I've seen anywhere else did what I needed, I built the following. In the middle starting at "InsertFyYear" I've added in logic to build some specific columns for an FY Calendar.
let CreateDateTable = (StartDate as date, EndDate as date, optional Culture as nullable text) as table =>
let
DayCount = Duration.Days(Duration.From(EndDate - StartDate)),
Source = List.Dates(StartDate,DayCount,#duration(1,0,0,0)),
TableFromList = Table.FromList(Source, Splitter.SplitByNothing()),
ChangedType = Table.TransformColumnTypes(TableFromList,{{"Column1", type date}}),
RenamedColumns = Table.RenameColumns(ChangedType,{{"Column1", "Date"}}),
InsertYear = Table.AddColumn(RenamedColumns, "CALYear", each Date.Year([Date])),
InsertQuarter = Table.AddColumn(InsertYear, "CALQuarterOfYear", each Date.QuarterOfYear([Date])),
InsertMonth = Table.AddColumn(InsertQuarter, "CALMonthOfYear", each Date.Month([Date])),
InsertDay = Table.AddColumn(InsertMonth, "DayOfMonth", each Date.Day([Date])),
InsertDayInt = Table.AddColumn(InsertDay, "DateInt", each [CALYear] * 10000 + [CALMonthOfYear] * 100 + [DayOfMonth]),
InsertMonthName = Table.AddColumn(InsertDayInt, "CALMonthName", each Date.ToText([Date], "MMMM", Culture), type text),
InsertMonthShort = Table.AddColumn(InsertMonthName, "CALMonthNameShort", each Date.ToText([Date], "MMM", Culture), type text),
InsertCalendarMonth = Table.AddColumn(InsertMonthShort, "CALMonthInCalendar", each (try(Text.Range([CALMonthName],0,3)) otherwise [CALMonthName]) & " " & Number.ToText([CALYear])),
InsertCalendarQtr = Table.AddColumn(InsertCalendarMonth, "CALQuarterInCalendar", each "Q" & Number.ToText([CALQuarterOfYear]) & " " & Number.ToText([CALYear])),
InsertDayWeek = Table.AddColumn(InsertCalendarQtr, "DayInWeek", each Date.DayOfWeek([Date],1)+1),
InsertDayName = Table.AddColumn(InsertDayWeek, "DayOfWeekName", each Date.ToText([Date], "dddd", Culture), type text),
InsertWeekEnding = Table.AddColumn(InsertDayName, "WeekEndingFriday", each Date.EndOfWeek([Date],6), type date),
InsertFyYear = Table.AddColumn(InsertWeekEnding, "zFyYearSort", each if [CALMonthOfYear] <= 6 then Date.Year([Date])-1 else Date.Year([Date])),
InsertFyYearCode = Table.AddColumn(InsertFyYear , "FyYear", each Text.End(Text.From([zFyYearSort]),2)&"/"&Text.End(Text.From([zFyYearSort]+1),2),type text),
InsertFyQtr = Table.AddColumn(InsertFyYearCode , "FyQuarter", each if [CALMonthOfYear] <= 6 then "Q"&Text.From(Date.QuarterOfYear([Date])+2) else "Q"&Text.From(Date.QuarterOfYear([Date])-2)),
InsertFyMonth = Table.AddColumn(InsertFyQtr , "FyMonth", each if [CALMonthOfYear] <= 6 then Date.Month([Date])+6 else Date.Month([Date])-6),
InsertFyYearQtr = Table.AddColumn(InsertFyMonth , "FyYearQtr", each [FyYear] & "-" & [FyQuarter], type text),
InsertFyYearMonth = Table.AddColumn(InsertFyYearQtr , "FyYearMonth", each [FyYear] & "-" & [CALMonthNameShort], type text),
InsertFyYearMonthNum = Table.AddColumn(InsertFyYearMonth, "FyYearMonthNum", each Text.From([zFyYearSort]) & "-" & Text.PadStart(Text.From([FyMonth]),2,"0"), type text),
InsertCurrentThursday = Table.AddColumn(InsertFyYearMonthNum , "CurrentThursday", each Date.AddDays([Date], -Date.DayOfWeek([Date],1) + 3), type date),
InsertISOWeekJan4 = Table.AddColumn(InsertCurrentThursday, "ISOWeekJan4", each Date.FromText(Number.ToText(Date.Year([CurrentThursday])) & "-01-04") ,type date),
InsertISOWeekYear = Table.AddColumn(InsertISOWeekJan4, "ISOYear", each Date.Year([CurrentThursday])) ,
InsertISOWeekFirstMon = Table.AddColumn(InsertISOWeekYear, "ISOWeekFirstMon", each
if [CurrentThursday] < [ISOWeekJan4]
then Date.AddDays([CurrentThursday],-3)
else Date.AddDays([ISOWeekJan4], - Date.DayOfWeek([ISOWeekJan4],1) )
,type date),
InsertISOWeekNum = Table.AddColumn(InsertISOWeekFirstMon, "ISOWeek", each Number.RoundUp(((Duration.Days(Duration.From([Date] - [ISOWeekFirstMon]))+1) /7 )), type number),
InsertISOWeekID = Table.AddColumn(InsertISOWeekNum, "ISOWeekID", each [ISOYear] * 100 + [ISOWeek], type number),
InsertISOWeekName = Table.AddColumn(InsertISOWeekID, "ISOWeekName", each Text.From([ISOYear]) & "W" & Text.End( "0" & Text.From(([ISOWeek]*10) + [DayInWeek]),3)),
InsertISOWeekNameLong = Table.AddColumn(InsertISOWeekName, "ISOWeekNameLong", each Text.From([ISOYear]) & "-W" & Text.End( "0" & Text.From([ISOWeek]),2) & "-" & Text.From([DayInWeek])),
fnPeriod445a = (weekNum) => let
Periods =
{
{(x)=>x<5, [P=1,Q=1,M="Jan"]},
{(x)=>x<9, [P=2,Q=1,M="Feb"]},
{(x)=>x<14, [P=3,Q=1,M="Mar"]},
{(x)=>x<18, [P=4,Q=2,M="Apr"]},
{(x)=>x<22, [P=5,Q=2,M="May"]},
{(x)=>x<27, [P=6,Q=2,M="Jun"]},
{(x)=>x<31, [P=7,Q=3,M="Jul"]},
{(x)=>x<35, [P=8,Q=3,M="Aug"]},
{(x)=>x<40, [P=9,Q=3,M="Sep"]},
{(x)=>x<44, [P=10,Q=4,M="Oct"]},
{(x)=>x<48, [P=11,Q=4,M="Nov"]},
{(x)=>true, [P=12,Q=4,M="Dec"]}
},
Result = List.First(List.Select(Periods, each _{0}(weekNum))){1}
in
Result,
InsertPeriod445 = Table.AddColumn(InsertISOWeekNameLong, "Period445Record", each fnPeriod445a([ISOWeek])),
ExpandPeriod445 = Table.ExpandRecordColumn(InsertPeriod445, "Period445Record", {"P","Q","M" }, {"ISOMonth", "ISOQuarter", "ISOMonthName"}),
RemovedColumns = Table.RemoveColumns(ExpandPeriod445,{"CurrentThursday", "ISOWeekFirstMon", "ISOWeekJan4"}),
DaysFromToday = Table.AddColumn(RemovedColumns, "Days from Today" , each Date.From(DateTime.LocalNow()) - [Date]),
WeeksFromToday = Table.AddColumn(DaysFromToday, "Weeks from Today" , each (Date.From(DateTime.LocalNow()) - [Date])/7),
MonthsFromToday = Table.AddColumn(WeeksFromToday, "Months from Today" , each (Date.From(DateTime.LocalNow()) - [Date])/(365/12)),
ChangedType1 = Table.TransformColumnTypes(MonthsFromToday,{{"Date", type date}, {"CALYear", Int64.Type}, {"CALQuarterOfYear", Int64.Type}, {"Days from Today", Int64.Type}, {"Weeks from Today", Int64.Type}, {"Months from Today", Int64.Type}, {"CALMonthOfYear", Int64.Type}, {"DayOfMonth", Int64.Type}, {"DateInt", Int64.Type}, {"CALMonthName", type text}, {"CALMonthNameShort", type text}, {"CALMonthInCalendar", type date}, {"CALQuarterInCalendar", type text}, {"DayInWeek", Int64.Type}, {"DayOfWeekName", type text}, {"WeekEndingFriday", type date}, {"zFyYearSort", Int64.Type},{"FyYear", type text}, {"FyQuarter", type text}, {"FyMonth", Int64.Type}, {"ISOYear", Int64.Type}, {"ISOWeek", Int64.Type}, {"ISOWeekID", Int64.Type}, {"ISOWeekName", type text}, {"ISOWeekNameLong", type text}, {"ISOMonth", Int64.Type}, {"ISOQuarter", Int64.Type}, {"ISOMonthName", type text}}),
InFuture = Table.AddColumn(ChangedType1 , "Date in Future" , each if Number.Sign([Days from Today]) = -1 then true else false, type logical),
ReorderedColumns = Table.ReorderColumns(InFuture ,{"Date", "CALYear", "CALQuarterOfYear", "CALMonthOfYear", "DayOfMonth", "DateInt", "CALMonthName", "CALMonthNameShort", "CALMonthInCalendar", "CALQuarterInCalendar", "DayInWeek", "DayOfWeekName", "WeekEndingFriday", "zFyYearSort", "FyYear", "FyQuarter", "FyMonth", "FyYearQtr", "FyYearMonth", "FyYearMonthNum", "ISOYear", "ISOMonth", "ISOQuarter", "ISOWeek", "ISOMonthName", "ISOWeekID", "ISOWeekName", "ISOWeekNameLong"})
in
ReorderedColumns ,
#"Invoked FunctionCreateDateTable" = CreateDateTable(#date(1999, 01, 01), #date(2018, 12, 31), "en-US")
in
#"Invoked FunctionCreateDateTable"By the way, the ISO calendar part in this is based on a 4-4-5 calendar, if you wanted a 4-5-4 calendar, make the following changes to the Period lookup near the middle.
Periods =
{
{(x)=>x<5, [P=1,Q=1,M="Jan"]},
{(x)=>x<10, [P=2,Q=1,M="Feb"]},
{(x)=>x<14, [P=3,Q=1,M="Mar"]},
{(x)=>x<18, [P=4,Q=2,M="Apr"]},
{(x)=>x<23, [P=5,Q=2,M="May"]},
{(x)=>x<27, [P=6,Q=2,M="Jun"]},
{(x)=>x<31, [P=7,Q=3,M="Jul"]},
{(x)=>x<36, [P=8,Q=3,M="Aug"]},
{(x)=>x<40, [P=9,Q=3,M="Sep"]},
{(x)=>x<44, [P=10,Q=4,M="Oct"]},
{(x)=>x<49, [P=11,Q=4,M="Nov"]},
{(x)=>true, [P=12,Q=4,M="Dec"]}
},My company fiscal month starts from 1st Jan and ends on 31st Dec. following the pattern of 4-4-5. How to edit the calendar you have created.Also if the week ends on saturday instead of Friday