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Borntoreport's avatar
Borntoreport
Helper II
10 years ago
Solved

Group values

Hello,

 

i have converted my dates into numbers like 20160122. In my company the business year starts in october. How can i group the converted dates with a new columns like value of column A between 20151001 and 20160930 equals "Business Year 2015/16" in column B. The same for "Business Year 2014/15" which equals 20141001 and 20150930. I am new with Power BI and starting to learn the DAX-Functions. Do you have any recommendations?

 

In general I have the problem that Power BI does not convert my date data in the right way. I have tried to convert them from text fields into date fields, but the results are always errors.

  • Anonymous's avatar
    Anonymous
    10 years ago

    Sorry Borntoreport,

     

       I skipped your question about the conversion. To solve it you have to:

     

    1) Split the column by number of characters ( Transform -> Split columns -> By number of characters) with:

        - "4" as Number of character (to indicate the year)

        - "Once, as far left as possible" as Split

     

    2) Re-split the right column by number of characters with:

        - 2 as number of character (to separate the month from the day)

        - "Once, as far left as possible" as Split

     

    3) After that you have three columns (year-month-day)

     

    4) All you have to do is merge the columns (Add column -> Merge columns) with a custom separator/tab/space (as you want)

     

    5) Finally you select the column and change the data type into date.

     

    I remind to you that I'm not an expert, certainly there is a DAX formula to do it.

     

7 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Sorry Borntoreport,

     

       I skipped your question about the conversion. To solve it you have to:

     

    1) Split the column by number of characters ( Transform -> Split columns -> By number of characters) with:

        - "4" as Number of character (to indicate the year)

        - "Once, as far left as possible" as Split

     

    2) Re-split the right column by number of characters with:

        - 2 as number of character (to separate the month from the day)

        - "Once, as far left as possible" as Split

     

    3) After that you have three columns (year-month-day)

     

    4) All you have to do is merge the columns (Add column -> Merge columns) with a custom separator/tab/space (as you want)

     

    5) Finally you select the column and change the data type into date.

     

    I remind to you that I'm not an expert, certainly there is a DAX formula to do it.

     

    • Borntoreport's avatar
      Borntoreport
      Helper II

      Hey B129,

       

      thank you for your fast response! I have tried it already and it works!

      • Anonymous's avatar
        Anonymous
        Not applicable

        Great, happy for you! I'm also testing a version using the M language, if I reach a point I'll send you some info.

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi Borntoreport,

     

       I'm not an expert, but try with a calculated column like:

     

    IF(AND(Data[Column1] >= 20151001;Data[Column1] <= 20160930); "Business Year 2015/16";IF(AND(Data[Column1] >= 20141001;Data[Column1] <= 20150930); "Business Year 2014/15") ........... )

     

    you can expand the formula with all the year you want to analize.

     

    Let me know if it works.

  • Anonymous's avatar
    Anonymous
    Not applicable

    I was about to forget...after you have applied the formula, you can use a slicer with the calculated column as field. With this slicer it'll be easy to point out your "Business year".