Pré Filtragem

Hi e1smann ,

 Criar uma coluna “Ano Atual” no Power Quer

let
    // Etapa 1: Carregar o arquivo Excel do caminho local
    Fonte = Excel.Workbook(File.Contents("C:\Caminho\Para\Seu\Arquivo\Financial Sample.xlsx"), null, true),

    // Etapa 2: Acessar a planilha ou tabela nomeada correta
    Dados = Fonte{[Item="Sheet1", Kind="Sheet"]}[Data],

    // Etapa 3: Promover cabeçalhos e definir os tipos de dados
    CabecalhosPromovidos = Table.PromoteHeaders(Dados, [PromoteAllScalars=true]),
    Tipado = Table.TransformColumnTypes(CabecalhosPromovidos, {
        {"Date", type date}
    }),

    // Etapa 4: Adicionar coluna personalizada comparando o ano atual com o ano da data
    AnoAtual = Date.Year(DateTime.LocalNow()),
    AdicionarColunaPersonalizada = Table.AddColumn(Tipado, "AnoResultado", each 
        let
            AnoLinha = Date.Year([Date])
        in
            if AnoLinha = AnoAtual then 
                Text.From(AnoAtual) 
            else 
                Text.From(AnoLinha), type text)
in
    AdicionarColunaPersonalizada

let
    // Step 1: Load Excel file from local path
    Source = Excel.Workbook(File.Contents("C:\Path\To\Your\Financial Sample.xlsx"), null, true),

    // Step 2: Access the correct sheet or named table
    Data = Source{[Item="Sheet1", Kind="Sheet"]}[Data],

    // Step 3: Promote headers and set data types
    PromotedHeaders = Table.PromoteHeaders(Data, [PromoteAllScalars=true]),
    Typed = Table.TransformColumnTypes(PromotedHeaders, {
        {"Date", type date}
    }),

    // Step 4: Add custom column comparing year of today vs year of date column
    CurrentYear = Date.Year(DateTime.LocalNow()),
    AddCustomColumn = Table.AddColumn(Typed, "YearOutput", each 
        let
            RowYear = Date.Year([Date])
        in
            if RowYear = CurrentYear then 
                Text.From(CurrentYear) 
            else 
                Text.From(RowYear), type text)
in
    AddCustomColumn

Above is the transalated message so just to help you understand Try to create a column in power query which will give you current year as output or other year value as output

Please give Kudos or mark it ass solution once confirmed.

Thanks and Regards,

Praful

Hi e1smann,

Have you had a chance to review the solution we shared by Praful_Potphode? If the issue persists, feel free to reply so we can help further.

Thank you.

Hi e1smann,

Checking in to see if your issue has been resolved. let us know if you still need any assistance.

Thank you.