Forum Discussion
Custom Fiscal Calendar
- 2 years ago
Thanks for sharing that eisbaer99
Give this a go
UPDATE your table needed to be sorted first.
let TodaysRec = ExpandDate{ [Date = Date.From( DateTimeZone.FixedUtcNow()) ]}? ?? (error "Today's date is not included in the date table range"), Source = Table.FromRows( Json.Document( Binary.Decompress( Binary.FromText( "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", BinaryEncoding.Base64 ), Compression.Deflate ) ), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [#"Period Start Date End Date Weeks in Period Days in Period" = _t] ), #"Removed blank rows" = Table.SelectRows( Source, each ([Period Start Date End Date Weeks in Period Days in Period] <> "") ), #"Changed Type to Text" = Table.TransformColumnTypes( #"Removed blank rows", {{"Period Start Date End Date Weeks in Period Days in Period", type text}} ), #"Split Column" = Table.SplitColumn( #"Changed Type to Text", "Period Start Date End Date Weeks in Period Days in Period", Splitter.SplitTextByDelimiter(" ", QuoteStyle.Csv), { "Period Start Date End Date Weeks in Period Days in Period.1", "Period Start Date End Date Weeks in Period Days in Period.2", "Period Start Date End Date Weeks in Period Days in Period.3", "Period Start Date End Date Weeks in Period Days in Period.4", "Period Start Date End Date Weeks in Period Days in Period.5" } ), #"Changed Field Type" = Table.TransformColumnTypes( #"Split Column", { {"Period Start Date End Date Weeks in Period Days in Period.1", Int64.Type}, {"Period Start Date End Date Weeks in Period Days in Period.2", type date}, {"Period Start Date End Date Weeks in Period Days in Period.3", type date}, {"Period Start Date End Date Weeks in Period Days in Period.4", Int64.Type}, {"Period Start Date End Date Weeks in Period Days in Period.5", Int64.Type} } ), SortRows = Table.Buffer( Table.Sort(#"Changed Field Type",{{"Period Start Date End Date Weeks in Period Days in Period.2", Order.Ascending}})), #"Renamed Headers" = Table.RenameColumns( SortRows, { {"Period Start Date End Date Weeks in Period Days in Period.1", "Period"}, {"Period Start Date End Date Weeks in Period Days in Period.2", "Start Date"}, {"Period Start Date End Date Weeks in Period Days in Period.3", "End Date"}, {"Period Start Date End Date Weeks in Period Days in Period.4", "Weeks in Period"}, {"Period Start Date End Date Weeks in Period Days in Period.5", "Days in Period"} } ), AddPeriodID = Table.AddIndexColumn(#"Renamed Headers", "Period ID", 1, 1, Int64.Type), AddListDates = Table.AddColumn( AddPeriodID, "Date", each List.Dates([Start Date], [Days in Period], Duration.From(1)), type {date} ), ExpandDate = Table.ExpandListColumn(AddListDates, "Date"), AddPeriodOffset = Table.AddColumn(ExpandDate, "Period Offset", each [Period ID] - TodaysRec[Period ID], Int64.Type) in AddPeriodOffsetI hope this is helpful
Hi eisbaer99,
Make sure your custom fiscal calendar includes an ID column for months.
Next you can follow the process described here:
Turn any calendar ID column into an Offset column.
I hope this is helpful
Thanks for this, I have followed a few of the subsequent links and pulled the Extended Date Table from Enterprise DNA.
I'm not sure I explained myself properly so apologies as this so far hasn't given me what I need.
Example, in the UK fiscal, 29/01/2024 is the start of P11 and 26/02/2024 is the start of P12, I need to base my period offsets on these dates so say 25/02/2024 (final day of P11) would show as -1 but 26/02/2024 would show as 0.
- m_dekorte2 years agoResident Rockstar
Hi eisbaer99,
Oh no, that is an ISO-8601 type calendar and does not meet your requirements at all.
The LinkedIn post demonstrates a method to transform any ID column into an Offset. By adding an Index column to your "Period table" before expanding all dates, you can create the offset as described.
I hope that clarifies it. If you require further assistance with the implementation, you should provide a sample.
- eisbaer992 years agoRegular Visitor
Sadly I'm struggling to follow the guide but happy to attempt a youtube video if there is one?
Else my code is below, tried to upload a PBIX but it wouldn't let me (appreciate the help).
let
Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("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", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [#"Period Start Date End Date Weeks in Period Days in Period" = _t]),
#"Removed blank rows" = Table.SelectRows(
Source,
each ([Period Start Date End Date Weeks in Period Days in Period] <> "")
),
#"Changed Type to Text" = Table.TransformColumnTypes(
#"Removed blank rows",
{{"Period Start Date End Date Weeks in Period Days in Period", type text}}
),
#"Split Column" = Table.SplitColumn(
#"Changed Type to Text",
"Period Start Date End Date Weeks in Period Days in Period",
Splitter.SplitTextByDelimiter(" ", QuoteStyle.Csv),
{
"Period Start Date End Date Weeks in Period Days in Period.1",
"Period Start Date End Date Weeks in Period Days in Period.2",
"Period Start Date End Date Weeks in Period Days in Period.3",
"Period Start Date End Date Weeks in Period Days in Period.4",
"Period Start Date End Date Weeks in Period Days in Period.5"
}
),
#"Changed Field Type" = Table.TransformColumnTypes(
#"Split Column",
{
{"Period Start Date End Date Weeks in Period Days in Period.1", Int64.Type},
{"Period Start Date End Date Weeks in Period Days in Period.2", type date},
{"Period Start Date End Date Weeks in Period Days in Period.3", type date},
{"Period Start Date End Date Weeks in Period Days in Period.4", Int64.Type},
{"Period Start Date End Date Weeks in Period Days in Period.5", Int64.Type}
}
),
#"Renamed Headers" = Table.RenameColumns(
#"Changed Field Type",
{
{"Period Start Date End Date Weeks in Period Days in Period.1", "Period"},
{"Period Start Date End Date Weeks in Period Days in Period.2", "Start Date"},
{"Period Start Date End Date Weeks in Period Days in Period.3", "End Date"},
{"Period Start Date End Date Weeks in Period Days in Period.4", "Weeks in Period"},
{"Period Start Date End Date Weeks in Period Days in Period.5", "Days in Period"}
}
)
in
#"Renamed Headers"- m_dekorte2 years agoResident Rockstar
Thanks for sharing that eisbaer99
Give this a go
UPDATE your table needed to be sorted first.
let TodaysRec = ExpandDate{ [Date = Date.From( DateTimeZone.FixedUtcNow()) ]}? ?? (error "Today's date is not included in the date table range"), Source = Table.FromRows( Json.Document( Binary.Decompress( Binary.FromText( "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", BinaryEncoding.Base64 ), Compression.Deflate ) ), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [#"Period Start Date End Date Weeks in Period Days in Period" = _t] ), #"Removed blank rows" = Table.SelectRows( Source, each ([Period Start Date End Date Weeks in Period Days in Period] <> "") ), #"Changed Type to Text" = Table.TransformColumnTypes( #"Removed blank rows", {{"Period Start Date End Date Weeks in Period Days in Period", type text}} ), #"Split Column" = Table.SplitColumn( #"Changed Type to Text", "Period Start Date End Date Weeks in Period Days in Period", Splitter.SplitTextByDelimiter(" ", QuoteStyle.Csv), { "Period Start Date End Date Weeks in Period Days in Period.1", "Period Start Date End Date Weeks in Period Days in Period.2", "Period Start Date End Date Weeks in Period Days in Period.3", "Period Start Date End Date Weeks in Period Days in Period.4", "Period Start Date End Date Weeks in Period Days in Period.5" } ), #"Changed Field Type" = Table.TransformColumnTypes( #"Split Column", { {"Period Start Date End Date Weeks in Period Days in Period.1", Int64.Type}, {"Period Start Date End Date Weeks in Period Days in Period.2", type date}, {"Period Start Date End Date Weeks in Period Days in Period.3", type date}, {"Period Start Date End Date Weeks in Period Days in Period.4", Int64.Type}, {"Period Start Date End Date Weeks in Period Days in Period.5", Int64.Type} } ), SortRows = Table.Buffer( Table.Sort(#"Changed Field Type",{{"Period Start Date End Date Weeks in Period Days in Period.2", Order.Ascending}})), #"Renamed Headers" = Table.RenameColumns( SortRows, { {"Period Start Date End Date Weeks in Period Days in Period.1", "Period"}, {"Period Start Date End Date Weeks in Period Days in Period.2", "Start Date"}, {"Period Start Date End Date Weeks in Period Days in Period.3", "End Date"}, {"Period Start Date End Date Weeks in Period Days in Period.4", "Weeks in Period"}, {"Period Start Date End Date Weeks in Period Days in Period.5", "Days in Period"} } ), AddPeriodID = Table.AddIndexColumn(#"Renamed Headers", "Period ID", 1, 1, Int64.Type), AddListDates = Table.AddColumn( AddPeriodID, "Date", each List.Dates([Start Date], [Days in Period], Duration.From(1)), type {date} ), ExpandDate = Table.ExpandListColumn(AddListDates, "Date"), AddPeriodOffset = Table.AddColumn(ExpandDate, "Period Offset", each [Period ID] - TodaysRec[Period ID], Int64.Type) in AddPeriodOffsetI hope this is helpful