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NatWinckler's avatar
NatWinckler
Regular Visitor
3 years ago
Solved

Convert date ranges e.g. 2021/22, 2022/23 etc

I receive budget and actual amounts with assigned date ranges e.g. 2021/22, 2022/23 etc in their own "Financial Year" column, I am very new to Power Query and BI and would love to know how to these assigned dates to an actual fiscal year range. My financial year runs April to March 

  • Anonymous's avatar
    Anonymous
    3 years ago

    Hi NatWinckler ,

    Please new a blank query in Power Query Editor:

    let
        startDate = #date(2020, 1, 1),                                      //start date. update the date if you need it
        endDate = Date.From(DateTime.LocalNow()),                           //Today date
        numMonths = Duration.Days(endDate - startDate),                     //get number of months
        dateList = List.Dates(startDate, numMonths, #duration(1,0,0,0)),    //generate a list of dates
        generateCalendar = List.Transform(
                                dateList, 
                                each 
                                {                                           
                                        _,                                  //date
                                        Date.Day(_),                        //get day
                                        Date.Month(_),                      //get month
                                        Date.Year(_),                       //get year
                                        Date.DayOfWeekName(_),              //get day of week name
                                        Date.MonthName(_),                  //get month name    
                                        (                                   //get financial period
                                            if Date.Month(_)-3 < 1 
                                            then Date.Month(_)+9 
                                            else Date.Month(_)-3
                                        ), 
                                        (                                   //get financial year
                                            if _ > #date(Date.Year(_),3,31) 
                                            then Date.ToText(_,"yyyy")&"/"&Date.ToText(Date.AddYears(_,1),"yy") 
                                            else Date.ToText(Date.AddYears(_,-1),"yyyy")&"/"&Date.ToText(_,"yy")
                                        )
                                    }
                            ),
        output = Table.FromRows(
                        generateCalendar, 
                        {                                                   //column name: same order as above
                            "Date",                                         
                            "Day", 
                            "Month", 
                            "Year", 
                            "Day Of Week", 
                            "Month Name", 
                            "Financial Period", 
                            "Financial Year"
                        }
                    )
    in
        output

    Refer:

    Re: Fiscal Year / Calendar Year - Power Platform Community (microsoft.com)

     

    Best Regards,
    Gao

    Community Support Team

    If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

    How to get your questions answered quickly -- How to provide sample data

1 Reply

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi NatWinckler ,

    Please new a blank query in Power Query Editor:

    let
        startDate = #date(2020, 1, 1),                                      //start date. update the date if you need it
        endDate = Date.From(DateTime.LocalNow()),                           //Today date
        numMonths = Duration.Days(endDate - startDate),                     //get number of months
        dateList = List.Dates(startDate, numMonths, #duration(1,0,0,0)),    //generate a list of dates
        generateCalendar = List.Transform(
                                dateList, 
                                each 
                                {                                           
                                        _,                                  //date
                                        Date.Day(_),                        //get day
                                        Date.Month(_),                      //get month
                                        Date.Year(_),                       //get year
                                        Date.DayOfWeekName(_),              //get day of week name
                                        Date.MonthName(_),                  //get month name    
                                        (                                   //get financial period
                                            if Date.Month(_)-3 < 1 
                                            then Date.Month(_)+9 
                                            else Date.Month(_)-3
                                        ), 
                                        (                                   //get financial year
                                            if _ > #date(Date.Year(_),3,31) 
                                            then Date.ToText(_,"yyyy")&"/"&Date.ToText(Date.AddYears(_,1),"yy") 
                                            else Date.ToText(Date.AddYears(_,-1),"yyyy")&"/"&Date.ToText(_,"yy")
                                        )
                                    }
                            ),
        output = Table.FromRows(
                        generateCalendar, 
                        {                                                   //column name: same order as above
                            "Date",                                         
                            "Day", 
                            "Month", 
                            "Year", 
                            "Day Of Week", 
                            "Month Name", 
                            "Financial Period", 
                            "Financial Year"
                        }
                    )
    in
        output

    Refer:

    Re: Fiscal Year / Calendar Year - Power Platform Community (microsoft.com)

     

    Best Regards,
    Gao

    Community Support Team

    If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

    How to get your questions answered quickly -- How to provide sample data