Forum Discussion
WORKDAY formula in Power BI
I want to count 3 business days from [dateX] The result must exclude weekends and federal holidays. The Excel equivalent would be WORKDAY(dateX,3,'Federal Holiday Sheet'!A;A)) with the Federal Holiday Sheet listing all holiday dates in column A. So if dateX is 6/27/17 I want the result to be 6/30/17; if dateX is 6/30/17, I wante the result to be 6/6/17 (skip weekend and July4th).
- Anonymous9 years ago
Firstly, import your Federal Holiday sheet and data table to Power BI Desktop.
Secondly, create a calendar table using calendar() function, create relationship between data table and calendar table using date field, and create relationship between Federal Holiday table and calendar table using date field, here is an example for you.
Thirdly, create the following calculated columns in the calendar table.
WeekDay = WEEKDAY('Calendar'[Date])
Holiday = RELATED('Federal Holiday'[Holiday])
If work day = IF(OR('Calendar'[WeekDay]=1,'Calendar'[WeekDay]=7),0,IF(ISBLANK('Calendar'[Holiday]),1,0))
Rank = RANKX(FILTER('Calendar','Calendar'[If work day]=1),'Calendar'[Date],,ASC)
Add 3 businss days = LOOKUPVALUE('Calendar'[Date],'Calendar'[If work day],1,'Calendar'[Rank],'Calendar'[Rank]+3)At last, create a calculated column using the following DAX in your data table.
Column = RELATED('Calendar'[Add 3 businss days])
Regards,
7 Replies
- AnonymousNot applicable
Firstly, import your Federal Holiday sheet and data table to Power BI Desktop.
Secondly, create a calendar table using calendar() function, create relationship between data table and calendar table using date field, and create relationship between Federal Holiday table and calendar table using date field, here is an example for you.
Thirdly, create the following calculated columns in the calendar table.
WeekDay = WEEKDAY('Calendar'[Date])
Holiday = RELATED('Federal Holiday'[Holiday])
If work day = IF(OR('Calendar'[WeekDay]=1,'Calendar'[WeekDay]=7),0,IF(ISBLANK('Calendar'[Holiday]),1,0))
Rank = RANKX(FILTER('Calendar','Calendar'[If work day]=1),'Calendar'[Date],,ASC)
Add 3 businss days = LOOKUPVALUE('Calendar'[Date],'Calendar'[If work day],1,'Calendar'[Rank],'Calendar'[Rank]+3)At last, create a calculated column using the following DAX in your data table.
Column = RELATED('Calendar'[Add 3 businss days])
Regards,- Eagles83New Member
I get an error at Step 3 saying Expression.Error: The name 'WEEKDAY' wasn't recognized. Make sure it's spelled correctly.
Is WeekDay a dax formula or do I need to add a WeekDay table?
- Eagles83New Member
This was very helpful. Can you please clarify which 'Date' in your response represents my "DateX" in my question? I'm not sure if my DateX is the Date if the Fact Table for the Date in the Calendar table.
- AnonymousNot applicable
It's possible to calculate workdays without a Date table with the following Measure or Calculated Column in DAX:
Workdays Calculated =//the work days don't consider Saturdays and Sundays//calculate the number of days between the dates, and adds 1VAR numDays = DATEDIFF([Start Date], [End Date], DAY) + 1//verifies the week numbers of each dateVAR weekNumStart = WEEKNUM([Start Date])VAR weekNumEnd = WEEKNUM([End Date])//calculates the number of weekends existing between datesVAR numWeekends = IF(weekNumStart <= weekNumEnd, //weeks in same yearweekNumEnd - weekNumStart, //the difference is the number of weekendsweekNumEnd - weekNumStart + 52 //if different years, adds the number of weeks in one year)RETURNnumDays - (numWeekends * 2) //calculates the number of days (*2 to remove Saturday and Sunday for each weekend)
- AnonymousNot applicable
I have been looking for a Formular equal to Excels <=WORKDAY(start_date, days, [holidays])>, maybe that would be the Solution:
// FnWorkingDays /* @Startdate type DATE @NumOfDays type INT // negative counts back @HDays type Table, */ let FnWorkingDays = (StartDate as date, NumOfDays as number, optional Holidays as table) as date => let // get Holidays from Table ListOfHolidays = if Holidays = null then {} else Table.Column(Holidays,"ColumnNameFromHolydayTable"), // Convert Dates into Numbers for Quiker Search NumListOfHolidays = List.Transform(ListOfHolidays ,each Number.From(_)), // Define the Direction of Count, Negativ: Backwards AddDayDirection = if NumOfDays<0 then -1 else 1, // make NumOfDays Absolute for Count NumOfDaysAbs = Number.Abs(NumOfDays), // generate a Datelist with to many dates GenerateListDates = List.Dates( StartDate, NumOfDaysAbs*3, #duration(1*AddDayDirection,0,0,0)), // Select all none Weendend dates ListDatesNoWeekend = List.Select(GenerateListDates,(_)=>Date.DayOfWeek(_, Day.Monday) < 5), // Select all none Holydaydates ListDatesNoHoliday = List.Select(ListDatesNoWeekend,(_)=>List.PositionOf(NumListOfHolidays,Number.From(_))=-1), // Pick the NumOfDays + 1 from list ListDates = List.LastN(List.FirstN(ListDatesNoHoliday,NumOfDaysAbs+1),1), // Output last Date outputDate = ListDates{0} in outputDate in FnWorkingDaysMy first attempt was to Build the Func. with List.Generate(), couldn´t to work Proberly.
I expect this Function has a Overhead Problem with to Many Records, therefor please comment
- tommuirwebbFrequent Visitor
Hi Steven, this function works well unless the StartDate is a Monday and you attempt to subtract 1 business day from it - it then just returns the StartDate value instead of the last business day.
- Funk-E-Guy
Helper II
The simplest way I found to calculate this without considering holidays (only weekends) is to use a SWITCH function on WEEKDAY of the date:
[Date] + SWITCH(WEEKDAY([Date]), 1, 3, 2, 3, 3, 3, 4, 5, 5, 5, 6, 5, 7, 4)What this does is:
- Sun → Wed (+3)
- Mon → Thur (+3)
- Tue → Fri (+3)
- Wed → Next Mon (+5)
- Thur → Next Tue (+5)
- Fri → Next Wed (+5)
- Sat → Next Wed (+4)