Forum Discussion

Anonymous

Not applicable

9 years ago

Solved

year to date in query editor

Hello Is it possible make a year to date column in query editor? I need the year to date column for a conditional column where would do something like that: if customer turnover is bigger than...

ImkeF
9 years ago
There are multiple ways to do it. Here are some links:

https://www.powerquery.training/portfolio/time-intelligence-with-power-query/
https://www.mrexcel.com/forum/power-bi/973390-calculate-ytd-values-power-query.html
https://www.excelguru.ca/blog/2015/03/31/create-running-totals-in-power-query/
https://www.youtube.com/watch?v=ZCxI12JB_ps

if you run into performance-problems, you might need to dig into this thread: https://social.technet.microsoft.com/Forums/en-US/1275f33f-71df-41ee-914f-c482d2f0678e/sumifs-in-power-query-rolling-12-months?forum=powerquery

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Community Champion

8 years ago

I'm not sure if I got your request right, so please share sample data of:

1) Your source data and

2) The desired result.

Thanks.

Frequent Visitor

8 years ago

If its just generating fiscal calendar, then, open query editor, on the left hand side go to new source, blank query and write below formula

= List.Dates(#date(2017,4,1) , 365 ,#duration(1,0,0,0))

I hope it helps