First friday of every month - Power Query

[mb0307]

Hi,

Need below in Power Query only please:

Using Current Month as reference, I want to create 12 blank queries which will be used as parameters -- which shows Date of First Friday of every month.  12 queries will be for last 12 months.

Thanks in advance

[goncalogeraldes · Accepted solution]

@mb0307 my bad, I didnt understand your question correctly! You can either add a custom column based on your Date column and fetch the first friday of each month for your calendar table:

Date.StartOfWeek(#date(Date.Year([Date_Key]),Date.Month([Date_Key]),7),Day.Friday)

or, you can create a table with the last 12 months and add a custom column to fetch the correspondent first friday of the month:

let
    Dates = Table.FromList(    
        List.Generate(
            ()=> [Month Start = Date.StartOfMonth(Date.AddMonths(DateTime.LocalNow(),-12)), idx = 11],
            each [idx] >= 0,
            each [Month Start = Date.StartOfMonth(Date.AddMonths(DateTime.LocalNow(),-[idx])), idx = [idx]-1],
            each [Month Start]), 

            Splitter.SplitByNothing(),{"Month Start"}),
    dateType = Table.TransformColumnTypes(Dates,{"Month Start", Date.Type}),
    #"Added Custom" = Table.AddColumn(dateType, "First Friday", each Date.StartOfWeek(#date(Date.Year([Month Start]),Date.Month([Month Start]),7),Day.Friday))
in
    #"Added Custom"

Hope this answer solves your problem!
If you need any additional help please @ me in your reply.
If my reply provided you with a solution, please consider marking it as a solution ✔️ or giving it a kudoe 👍
Thanks!

You can also check out my LinkedIn!

Best regards,
Gonçalo Geraldes

[goncalogeraldes]

Hello there @mb0307 ! You can achieve that with the following:

let
    Dates = Table.FromList(    
        List.Generate(
            ()=> [Month Start = Date.StartOfMonth(Date.AddMonths(DateTime.LocalNow(),-12)), idx = 11],
            each [idx] >= 0,
            each [Month Start = Date.StartOfMonth(Date.AddMonths(DateTime.LocalNow(),-[idx])), idx = [idx]-1],
            each [Month Start]), 

            Splitter.SplitByNothing(),{"Month Start"}),
    dateType = Table.TransformColumnTypes(Dates,{"Month Start", Date.Type})
in
    dateType

Hope this answer solves your problem!
If you need any additional help please @ me in your reply.
If my reply provided you with a solution, please consider marking it as a solution ✔️ or giving it a kudoe 👍
Thanks!

You can also check out my LinkedIn!

Best regards,
Gonçalo Geraldes

[mb0307]

@goncalogeraldes  thanks for the response, but this is not giving me First Friday of the month as shown the in image of my post.  

Your query just return Start of Month.

[goncalogeraldes · Accepted solution]

@mb0307 my bad, I didnt understand your question correctly! You can either add a custom column based on your Date column and fetch the first friday of each month for your calendar table:

Date.StartOfWeek(#date(Date.Year([Date_Key]),Date.Month([Date_Key]),7),Day.Friday)

or, you can create a table with the last 12 months and add a custom column to fetch the correspondent first friday of the month:

let
    Dates = Table.FromList(    
        List.Generate(
            ()=> [Month Start = Date.StartOfMonth(Date.AddMonths(DateTime.LocalNow(),-12)), idx = 11],
            each [idx] >= 0,
            each [Month Start = Date.StartOfMonth(Date.AddMonths(DateTime.LocalNow(),-[idx])), idx = [idx]-1],
            each [Month Start]), 

            Splitter.SplitByNothing(),{"Month Start"}),
    dateType = Table.TransformColumnTypes(Dates,{"Month Start", Date.Type}),
    #"Added Custom" = Table.AddColumn(dateType, "First Friday", each Date.StartOfWeek(#date(Date.Year([Month Start]),Date.Month([Month Start]),7),Day.Friday))
in
    #"Added Custom"

Hope this answer solves your problem!
If you need any additional help please @ me in your reply.
If my reply provided you with a solution, please consider marking it as a solution ✔️ or giving it a kudoe 👍
Thanks!

You can also check out my LinkedIn!

Best regards,
Gonçalo Geraldes

[mb0307]

@goncalogeraldes 

worked perfectly.  

I hope you won't mind me tagging you for my future queries? 

Thanks again!

[goncalogeraldes]

@mb0307 Of course not! I'll help in whatever I can 🙂

[mb0307]

@goncalogeraldes  sorry to ask agian, what if I want to extract the LAST friday data of month please?   my requirement changed to Last friday on month.  thanks in advance if you can help.

[goncalogeraldes · Accepted solution]

@mb0307 hey there! No problem at all! The code is pretty similar actually:

let
    Dates = Table.FromList(    
        List.Generate(
            ()=> [Month End = Date.EndOfMonth(Date.AddMonths(DateTime.LocalNow(),-12)), idx = 11],
            each [idx] >= 0,
            each [Month End = Date.EndOfMonth(Date.AddMonths(DateTime.LocalNow(),-[idx])), idx = [idx]-1],
            each [Month End]), 

            Splitter.SplitByNothing(),{"Month End"}),
    dateType = Table.TransformColumnTypes(Dates,{"Month End", Date.Type}),
    #"Added Custom" = Table.AddColumn(dateType, "Last Friday", each Date.AddDays([Month End], -Date.DayOfWeek([Month End],Day.Friday)))
in
    #"Added Custom"

For additional help, please @ me in your reply!

You can also check out my LinkedIn!

Best regards,
Gonçalo Geraldes

[mb0307]

@goncalogeraldes  superb!  perfect result.  THANKS A LOT 🙂