Forum Discussion
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
- Anonymous3 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 outputRefer:
Re: Fiscal Year / Calendar Year - Power Platform Community (microsoft.com)
Best Regards,
Gao
Community Support TeamIf 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
- AnonymousNot 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 outputRefer:
Re: Fiscal Year / Calendar Year - Power Platform Community (microsoft.com)
Best Regards,
Gao
Community Support TeamIf 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