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eng_123
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2 years ago
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Creation of Flag in Power Query based on Dates

Would require help to create a flag column to identify Past, Present and Future based on the Date in Power Query.

 

The data would come across something similar to this:

TypeDateToday
Level 1 10/07/2024 10/10/2024
Level 1 11/07/2024 10/10/2024
Level 1 26/09/2024 10/10/2024
Level 1 29/09/2024 10/10/2024
Level 1 30/09/2024 10/10/2024
Level 1 1/10/2024 10/10/2024
Level 1 2/10/2024 10/10/2024
Level 1 7/10/2024 10/10/2024
Level 1 8/10/2024 10/10/2024
Level 1 9/10/2024 10/10/2024
Level 1 10/10/2024 10/10/2024
Level 1 11/10/2024 10/10/2024
Level 1 15/10/2024 10/10/2024
Level 116/10/202410/10/2024
Level 1 4/12/2024 10/10/2024
Level 1 5/12/2024 10/10/2024
Level 2 30/09/2024 10/10/2024
Level 2 1/10/2024 10/10/2024
Level 2 9/10/2024 10/10/2024
Level 2 10/10/2024 10/10/2024
Level 2 11/10/2024 10/10/2024
Level 2 12/10/2024 10/10/2024
Level 2 31/12/2024 10/10/2024
Level 2 1/01/2025 10/10/2024

 

 

Create additonal flag column in power query

 

Past= Does not fit in latest cycle of continous day in between todays dates and are previous dates

Present= Fits in latest cycle of continous day in between todays dates 

Future= Does not fit in latest cycle of continous day in between todays dates and are future dates

 

TypeDateTodayType Flag 
Level 1 10/07/2024 10/10/2024 Past
Level 1 11/07/2024 10/10/2024 Past
Level 1 26/09/2024 10/10/2024 Past
Level 1 29/09/2024 10/10/2024  Past
Level 1 30/09/2024 10/10/2024 Past
Level 1 1/10/2024 10/10/2024 Past
Level 1 2/10/2024 10/10/2024 Past
Level 1 7/10/2024 10/10/2024 Present
Level 1 8/10/2024 10/10/2024 Present
Level 1 9/10/2024 10/10/2024 Present
Level 1 10/10/2024 10/10/2024 Present
Level 1 11/10/2024 10/10/2024 Present
Level 1 15/10/2024 10/10/2024 Future
Level 1 16/10/2024 10/10/2024 Future
Level 1 4/12/2024 10/10/2024 Future
Level 1 5/12/2024 10/10/2024 Future
Level 2 30/09/2024 10/10/2024 Past
Level 2 1/10/2024 10/10/2024 Past
Level 2 9/10/2024 10/10/2024 Present
Level 210/10/2024 10/10/2024 Present
Level 2 11/10/2024 10/10/2024 Present
Level 2 12/10/2024 10/10/2024 Present
Level 2 31/12/2024 10/10/2024 Future
Level 2 1/01/2025 10/10/2024 Future
  • Thanks for sharing such a nice challenge. Copy and past the next formula into a blank query 

    let
        Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("jdNBCoMwEIXhq0jWQmZejTZ38AaSpTvXnl+tpdiCzQ/ZhPnIkDfJNIVxXuel8dCGxi3aEGXq3rt9vXal/XbOnPpombjM3MOY80/hf1vGBsaejGXGLpXaKJhLyHl/YfenddEFmqYqExyr2FjFEhZMWDDh09Wf03lbZ6nsf8yPQvplZQM=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Type = _t, Date = _t, Today = _t]),
        #"Changed Type" = Table.TransformColumnTypes(Source,{{"Type", type text}, {"Date", type date}, {"Today", type date}}),
        #"Grouped Rows" = Table.Group(#"Changed Type", {"Type"}, {{"Count", each _}}),
        #"Added Custom" = Table.AddColumn(#"Grouped Rows", "Custom", each Table.AddColumn([Count],"Flag", (x)=>if List.ContainsAll(_[Count][Date],List.Dates(List.Min({x[Date],x[Today]}),Number.Abs(Number.From(x[Today]-x[Date])),#duration(1,0,0,0))) then "Present" else if x[Date]<x[Today] then "Past" else "Future")),
        #"Removed Other Columns" = Table.SelectColumns(#"Added Custom",{"Custom"}),
        #"Expanded Custom" = Table.ExpandTableColumn(#"Removed Other Columns", "Custom", {"Type", "Date", "Today", "Flag"}, {"Type", "Date", "Today", "Flag"})
    in
        #"Expanded Custom"

    If this answer helped resolve your issue, please consider marking it as the accepted answer. And if you found my response helpful, I'd appreciate it if you could give me kudos. Thank you!

3 Replies

  • Thanks for sharing such a nice challenge. Copy and past the next formula into a blank query 

    let
        Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("jdNBCoMwEIXhq0jWQmZejTZ38AaSpTvXnl+tpdiCzQ/ZhPnIkDfJNIVxXuel8dCGxi3aEGXq3rt9vXal/XbOnPpombjM3MOY80/hf1vGBsaejGXGLpXaKJhLyHl/YfenddEFmqYqExyr2FjFEhZMWDDh09Wf03lbZ6nsf8yPQvplZQM=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Type = _t, Date = _t, Today = _t]),
        #"Changed Type" = Table.TransformColumnTypes(Source,{{"Type", type text}, {"Date", type date}, {"Today", type date}}),
        #"Grouped Rows" = Table.Group(#"Changed Type", {"Type"}, {{"Count", each _}}),
        #"Added Custom" = Table.AddColumn(#"Grouped Rows", "Custom", each Table.AddColumn([Count],"Flag", (x)=>if List.ContainsAll(_[Count][Date],List.Dates(List.Min({x[Date],x[Today]}),Number.Abs(Number.From(x[Today]-x[Date])),#duration(1,0,0,0))) then "Present" else if x[Date]<x[Today] then "Past" else "Future")),
        #"Removed Other Columns" = Table.SelectColumns(#"Added Custom",{"Custom"}),
        #"Expanded Custom" = Table.ExpandTableColumn(#"Removed Other Columns", "Custom", {"Type", "Date", "Today", "Flag"}, {"Type", "Date", "Today", "Flag"})
    in
        #"Expanded Custom"

    If this answer helped resolve your issue, please consider marking it as the accepted answer. And if you found my response helpful, I'd appreciate it if you could give me kudos. Thank you!

  • let
        Source = your_table,
        type_flag = (tbl) => 
            (
                (w) => Table.AddColumn(tbl, "Type Flag", each w)
            )(if List.Contains(tbl[Date], tbl[Today]{0}) then "Present" else if tbl[Date]{0} < tbl[Today]{0} then "Past" else "Future"),
        idx = Table.AddIndexColumn(Source, "idx"), 
        group = Table.Group(
            idx, 
            {"Type", "Date", "idx"}, 
            {"x", type_flag}, 
            GroupKind.Local, 
            (s, c) => Number.From(s[Type] <> c[Type] or Duration.Days(c[Date] - s[Date]) <> c[idx] - s[idx])),
        result = Table.Combine(group[x])
    in
        result