Join us at FabCon Atlanta from March 16 - 20, 2026, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.
Register now!Vote for your favorite vizzies from the Power BI Dataviz World Championship submissions. Vote now!
I have an Excel workbook called "Dates" and used it to create a table in Power BI called "Date_Lookup". I want to create columns for Fiscal Year, Fiscal Quarter, and Fiscale Period (i.e. sequentially numbered months starting with July, the beginning of our fiscal year). I figured out DAX for fiscal year but in seeking help user PhilipTreacy provided some M code for a blank query. I should just need to change the source. I have been trying but I keep getting errors.
What I have is below, using a made-up file path for this purpose. What am I doing wrong?
let
Quarters = {3,3,3,4,4,4,1,1,1,2,2,2},
Period = {7,8,9,10,11,12,1,2,3,4,5,6},
Source = Excel.CurrentWorkbook("C:\Users\cathoms\OneDrive – My Organization\Project Areas\QMDashboard\Dates.xlsx"){[Name="Dates"]}[Content],
#"Changed Type" = Table.TransformColumnTypes(Source,{{"Date", type datetime}}),
#"Added Custom" = Table.AddColumn(#"Changed Type", "Fiscal Year", each if Date.Month([Date])>6 then Date.Year([Date])+1 else Date.Year([Date])),
#"Added Custom1" = Table.AddColumn(#"Added Custom", "Fiscal Quarter", each Quarters{Date.Month([Date])-1}),
#"Added Custom2" = Table.AddColumn(#"Added Custom1", "Fiscal Period", each Period{Date.Month([Date])-1})
in
#"Added Custom2"
Solved! Go to Solution.
I was still having problems implementing some of the solutions proposed so I ended up generating the additional fields in excel and just started with a data source that had the fields already. Thanks everyone for trying to help me out. Hopefully after some time I will have a better grasp on Power Query vis-à-vis Power BI and can circle back to implement what you've suggested here.
Cheers!
Hi @cathoms
Here's a sample Excel file with a table called Dates
The blue table on Sheet1 is the table named Dates.
This line loads that table from the current workbook
Source = Excel.CurrentWorkbook(){[Name="Dates"]}[Content],
To load the same Excel file into PBI use this query.
Download the PBIX file.
let
Quarters = {3,3,3,4,4,4,1,1,1,2,2,2},
Period = {7,8,9,10,11,12,1,2,3,4,5,6},
Source = Excel.Workbook(File.Contents("D:\temp\PQ Custom Fiscal Periods.xlsx"), null, true),
Dates_Table = Source{[Item="Dates",Kind="Table"]}[Data],
#"Changed Type" = Table.TransformColumnTypes(Dates_Table,{{"Date", type date}}),
#"Added Custom" = Table.AddColumn(#"Changed Type", "Fiscal Year", each if Date.Month([Date])>6 then Date.Year([Date])+1 else Date.Year([Date])),
#"Added Custom1" = Table.AddColumn(#"Added Custom", "Fiscal Quarter", each Quarters{Date.Month([Date])-1}),
#"Added Custom2" = Table.AddColumn(#"Added Custom1", "Fiscal Period", each Period{Date.Month([Date])-1})
in
#"Added Custom2"
You'll see that these 2 lines load the file and then the Dates table
Source = Excel.Workbook(File.Contents("D:\temp\PQ Custom Fiscal Periods.xlsx"), null, true),
Dates_Table = Source{[Item="Dates",Kind="Table"]}[Data],
Phil
If I answered your question please mark my post as the solution.
If my answer helped solve your problem, give it a kudos by clicking on the Thumbs Up.
Proud to be a Super User!
I was still having problems implementing some of the solutions proposed so I ended up generating the additional fields in excel and just started with a data source that had the fields already. Thanks everyone for trying to help me out. Hopefully after some time I will have a better grasp on Power Query vis-à-vis Power BI and can circle back to implement what you've suggested here.
Cheers!
Hi, @cathoms , in fact, this expression in your code throws the error
Source = Excel.CurrentWorkbook("C:\Users\cathoms\OneDrive – My Organization\Project Areas\QMDashboard\Dates.xlsx"){[Name="Dates"]}[Content],
It's a syntax error because Excel.CurrentWorkbook requires no parameter.
Source = Excel.CurrentWorkbook(){[Name="Dates"]}[Content],Here's the reference: https://docs.microsoft.com/en-us/powerquery-m/excel-currentworkbook
| Thanks to the great efforts by MS engineers to simplify syntax of DAX! Most beginners are SUCCESSFULLY MISLED to think that they could easily master DAX; but it turns out that the intricacy of the most frequently used RANKX() is still way beyond their comprehension! |
DAX is simple, but NOT EASY! |
But then I get the following Expression.Error: We couldn't find an Excel table named 'Dates'.
How do I set or indicate the current workbook?
@cathoms - manually connect to the Excel table using the UI and connect to the Date table. You will get code that looks like this:
let
Source = Excel.Workbook(File.Contents("C:\Users\filepath\Book1.xlsx"), null, true),
Dates_Table = Source{[Item="Dates",Kind="Table"]}[Data]
in
Dates_Table
You need to put those two lines of code after the quarter/period, but before the Changed Type step, and your change type step should point to Dates_Table. My data was in an Excel table called Dates.
See this article if you need help using this M code in your model.
DAX is for Analysis. Power Query is for Data Modeling
Proud to be a Super User!
MCSA: BI ReportingAttach you workbook pls and I'll show you full steps. I can't make a guess out of anything.
| Thanks to the great efforts by MS engineers to simplify syntax of DAX! Most beginners are SUCCESSFULLY MISLED to think that they could easily master DAX; but it turns out that the intricacy of the most frequently used RANKX() is still way beyond their comprehension! |
DAX is simple, but NOT EASY! |
Vote for your favorite vizzies from the Power BI World Championship submissions!
If you love stickers, then you will definitely want to check out our Community Sticker Challenge!
Check out the January 2026 Power BI update to learn about new features.
| User | Count |
|---|---|
| 7 | |
| 5 | |
| 4 | |
| 3 | |
| 3 |
| User | Count |
|---|---|
| 14 | |
| 14 | |
| 12 | |
| 7 | |
| 6 |