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All,
I need a way to setup a fiscal calendar table. The fiscal year looks like this.
Starts 12/27/20 and ends 12/25/21 this also uses a 4,5,4 setup where month 1 has 4 weeks, 2 has 5 weeks, 3 has 4 weeks and that pattern repeats.
4, 5, 4
4, 5, 4
I found this thread and it looks close. Solved: Custom Fiscal Year Calendar - Microsoft Power BI Community When using this code it makes a table that I think is right but it rns from 1999 to 2018 and I need it to do this year and beyond. I couldn't figure out how to adjust the dates.
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"
Maybe there is an all around eaiser way to set the start of a fiscal year and a custom 4, 5, 4 week setup but I am struggling.
Any help?
Thanks
Solved! Go to Solution.
Please see this article/video. You should be able to easily adapt the provided M code for your custom calendar.
445 Calendar with 53-Week Years – Hoosier BI
Pat
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I am looking for standard 4-5-4 calendar where start date is jan-6-2019 and end dare is dec-30-2023 and week 1 starts on 1st sunday of every year ....if you have similar requirement, Can you please share the pbix or code if possible?
Please see this article/video. You should be able to easily adapt the provided M code for your custom calendar.
445 Calendar with 53-Week Years – Hoosier BI
Pat
To learn more about Power BI, follow me on Twitter or subscribe on YouTube.
I have used this solution for my calendar but there is one problem. I need the week number and this only has the FW_Index which does not reset at the beginning of the fiscal year. Is there any way to add a Week Number column that resets at the beginning of each fiscal year?
Thanks
You should be able to adapt this expression to meet your needs in a custom column.
let
FYstartmonth = 10,
refdate = if Date.Month([Date])>=FYstartmonth then #date(Date.Year([Date]), FYstartmonth, 1) else #date(Date.Year([Date]) - 1, FYstartmonth, 1)
in
Number.RoundUp(1+ Duration.TotalDays([Date] - refdate)/7,0)
Pat
To learn more about Power BI, follow me on Twitter or subscribe on YouTube.
It's still a little off. I think maybe because the start and end of the months is not always on the first or last day of the month.
This screenshot shows it is starting at week 2 when this is the first 3 days of the fiscal year for me and should be the start of week 1.
Then you can see in this one it should start over with week 1 on 1/2/22 but it is starting with week 1 on 1/1/22 and then week 2 on 1/2/22.
All I could see to adapt the code was to change the FYstartmonth = 10 to FYstartmonth = 1?
Any help would be great!
Thanks,
Perfect! I searched and searched for this and went through many threads here. I was uanble to get one to work but this one was easy and works great!
Thank you!
I am looking for standard 4-5-4 calendar where start date is jan-6-2019 and end dare is dec-30-2023 and week 1 starts on 1st sunday of every year ....if you have similar requirement, Can you please share the pbix or code if possible?
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