Forum Discussion
Multiple Calculated fields displaying monthly stacked column chart
- 7 years ago
Here is a query you can use to create a calendar. Link the Date field from your table to the Month field from the calendar. This should help with your calculation.
= (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, "Year", each Date.Year([Date])),
InsertQuarter = Table.AddColumn(InsertYear, "QuarterOfYear", each Date.QuarterOfYear([Date])),
InsertMonth = Table.AddColumn(InsertQuarter, "MonthOfYear", each Date.Month([Date])),
InsertFinYearNumber = Table.AddColumn(InsertMonth, "FinYearNumber",each if [MonthOfYear] >= 7 then [Year] else [Year] -1 ),
InsertFinYearDisplay = Table.AddColumn(InsertFinYearNumber, "FinYear" ,each "FY" & Text.End(Number.ToText([FinYearNumber],"D",""),2) & "/" & Text.End(Number.ToText([FinYearNumber]+1,"D",""),2)),
InsertFinMonth = Table.AddColumn(InsertFinYearDisplay, "FinMonth", each if [MonthOfYear] >= 7 then [MonthOfYear] - 6 else [MonthOfYear] + 6 ),
InsertFinQuarterNumber = Table.AddColumn(InsertFinMonth, "FinQuarterNumber", each if [QuarterOfYear] > 2 then [QuarterOfYear] -2 else [QuarterOfYear] + 2),
InsertFinQuarterDisplay = Table.AddColumn(InsertFinQuarterNumber ,"FinQuarter", each "FQ" & Number.ToText([FinQuarterNumber],"D","") ),
InsertDay = Table.AddColumn(InsertFinQuarterDisplay , "DayOfMonth", each Date.Day([Date])),
InsertDayInt = Table.AddColumn(InsertDay, "DateInt", each [Year] * 10000 + [MonthOfYear] * 100 + [DayOfMonth]),
InsertMonthName = Table.AddColumn(InsertDayInt, "MonthName", each Date.ToText([Date], "MMMM", Culture), type text),
InsertCalendarMonth = Table.AddColumn(InsertMonthName, "MonthInCalendar", each (try(Text.Range([MonthName],0,3)) otherwise [MonthName]) & " " & Number.ToText([Year])),
InsertCalendarQtr = Table.AddColumn(InsertCalendarMonth, "QuarterInCalendar", each "Q" & Number.ToText([QuarterOfYear]) & " " & Number.ToText([Year])),
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),
InsertCurrentThursday = Table.AddColumn(InsertWeekEnding, "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, "ISOWeekYear", 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, "ISOWeekNum", each Number.RoundUp(((Duration.Days(Duration.From([Date] - [ISOWeekFirstMon]))+1) /7 )), type number),
InsertISOWeekID = Table.AddColumn(InsertISOWeekNum, "ISOWeekID", each [ISOWeekYear] * 100 + [ISOWeekNum], type number),
InsertISOWeekName = Table.AddColumn(InsertISOWeekID, "ISOWeekName", each Text.From([ISOWeekYear]) & "W" & Text.End( "0" & Text.From(([ISOWeekNum]*10) + [DayInWeek]),3)),
InsertISOWeekNameLong = Table.AddColumn(InsertISOWeekName, "ISOWeekNameLong", each Text.From([ISOWeekYear]) & "-W" & Text.End( "0" & Text.From([ISOWeekNum]),2) & "-" & Text.From([DayInWeek])),
fnPeriod445a = (weekNum) => let
Periods =
{
{(x)=>x<5, [P=1,Q=1]},
{(x)=>x<9, [P=2,Q=1]},
{(x)=>x<14, [P=3,Q=1]},
{(x)=>x<18, [P=4,Q=2]},
{(x)=>x<22, [P=5,Q=2]},
{(x)=>x<27, [P=6,Q=2]},
{(x)=>x<31, [P=7,Q=3]},
{(x)=>x<35, [P=8,Q=3]},
{(x)=>x<40, [P=9,Q=3]},
{(x)=>x<44, [P=10,Q=4]},
{(x)=>x<48, [P=11,Q=4]},
{(x)=>true, [P=12,Q=4]}
},
Result = List.First(List.Select(Periods, each _{0}(weekNum))){1}
in
Result,
InsertPeriod445 = Table.AddColumn(InsertISOWeekNameLong, "Period445Record", each fnPeriod445a([ISOWeekNum])),
ExpandPeriod445 = Table.ExpandRecordColumn(InsertPeriod445, "Period445Record", {"P","Q" }, {"Period445", "Quarter445"}),
RemovedColumns = Table.RemoveColumns(ExpandPeriod445,{"CurrentThursday", "ISOWeekFirstMon"})
in
RemovedColumns
TCE Chart Values if Exec Date Field used as Axis
Hi Ashsish
Thanks so much for your help, but my company does not give me access to that area to download a file.
Is there any other way you could share the information
- RApbix7 years agoRegular Visitor
Here is a query you can use to create a calendar. Link the Date field from your table to the Month field from the calendar. This should help with your calculation.
= (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, "Year", each Date.Year([Date])),
InsertQuarter = Table.AddColumn(InsertYear, "QuarterOfYear", each Date.QuarterOfYear([Date])),
InsertMonth = Table.AddColumn(InsertQuarter, "MonthOfYear", each Date.Month([Date])),
InsertFinYearNumber = Table.AddColumn(InsertMonth, "FinYearNumber",each if [MonthOfYear] >= 7 then [Year] else [Year] -1 ),
InsertFinYearDisplay = Table.AddColumn(InsertFinYearNumber, "FinYear" ,each "FY" & Text.End(Number.ToText([FinYearNumber],"D",""),2) & "/" & Text.End(Number.ToText([FinYearNumber]+1,"D",""),2)),
InsertFinMonth = Table.AddColumn(InsertFinYearDisplay, "FinMonth", each if [MonthOfYear] >= 7 then [MonthOfYear] - 6 else [MonthOfYear] + 6 ),
InsertFinQuarterNumber = Table.AddColumn(InsertFinMonth, "FinQuarterNumber", each if [QuarterOfYear] > 2 then [QuarterOfYear] -2 else [QuarterOfYear] + 2),
InsertFinQuarterDisplay = Table.AddColumn(InsertFinQuarterNumber ,"FinQuarter", each "FQ" & Number.ToText([FinQuarterNumber],"D","") ),
InsertDay = Table.AddColumn(InsertFinQuarterDisplay , "DayOfMonth", each Date.Day([Date])),
InsertDayInt = Table.AddColumn(InsertDay, "DateInt", each [Year] * 10000 + [MonthOfYear] * 100 + [DayOfMonth]),
InsertMonthName = Table.AddColumn(InsertDayInt, "MonthName", each Date.ToText([Date], "MMMM", Culture), type text),
InsertCalendarMonth = Table.AddColumn(InsertMonthName, "MonthInCalendar", each (try(Text.Range([MonthName],0,3)) otherwise [MonthName]) & " " & Number.ToText([Year])),
InsertCalendarQtr = Table.AddColumn(InsertCalendarMonth, "QuarterInCalendar", each "Q" & Number.ToText([QuarterOfYear]) & " " & Number.ToText([Year])),
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),
InsertCurrentThursday = Table.AddColumn(InsertWeekEnding, "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, "ISOWeekYear", 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, "ISOWeekNum", each Number.RoundUp(((Duration.Days(Duration.From([Date] - [ISOWeekFirstMon]))+1) /7 )), type number),
InsertISOWeekID = Table.AddColumn(InsertISOWeekNum, "ISOWeekID", each [ISOWeekYear] * 100 + [ISOWeekNum], type number),
InsertISOWeekName = Table.AddColumn(InsertISOWeekID, "ISOWeekName", each Text.From([ISOWeekYear]) & "W" & Text.End( "0" & Text.From(([ISOWeekNum]*10) + [DayInWeek]),3)),
InsertISOWeekNameLong = Table.AddColumn(InsertISOWeekName, "ISOWeekNameLong", each Text.From([ISOWeekYear]) & "-W" & Text.End( "0" & Text.From([ISOWeekNum]),2) & "-" & Text.From([DayInWeek])),
fnPeriod445a = (weekNum) => let
Periods =
{
{(x)=>x<5, [P=1,Q=1]},
{(x)=>x<9, [P=2,Q=1]},
{(x)=>x<14, [P=3,Q=1]},
{(x)=>x<18, [P=4,Q=2]},
{(x)=>x<22, [P=5,Q=2]},
{(x)=>x<27, [P=6,Q=2]},
{(x)=>x<31, [P=7,Q=3]},
{(x)=>x<35, [P=8,Q=3]},
{(x)=>x<40, [P=9,Q=3]},
{(x)=>x<44, [P=10,Q=4]},
{(x)=>x<48, [P=11,Q=4]},
{(x)=>true, [P=12,Q=4]}
},
Result = List.First(List.Select(Periods, each _{0}(weekNum))){1}
in
Result,
InsertPeriod445 = Table.AddColumn(InsertISOWeekNameLong, "Period445Record", each fnPeriod445a([ISOWeekNum])),
ExpandPeriod445 = Table.ExpandRecordColumn(InsertPeriod445, "Period445Record", {"P","Q" }, {"Period445", "Quarter445"}),
RemovedColumns = Table.RemoveColumns(ExpandPeriod445,{"CurrentThursday", "ISOWeekFirstMon"})
in
RemovedColumns