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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:
Type | Date | Today |
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 1 | 16/10/2024 | 10/10/2024 |
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
Type | Date | Today | Type 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 2 | 10/10/2024 | 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 |
Solved! Go to Solution.
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!
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
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!