Forum Discussion

Patryk_PL_92's avatar
Patryk_PL_92
Helper I
3 years ago
Solved

Formula to get the Workday number in Power Query

Hi Experts !

 

I am working on the problem to create a formula in PQ which will output a "workday classification", between WD1 - WD4 only (Mon-Fri only).

On below image I am showing the example for December 2022.

 

Based on Date column, PQ should show values like "WD1/ WD2/ WD3/ WD4" for first 4 workdays every month.

 

I do not see any built-in formula for workdays in PQ, probably that requires some customization and writing complex formula 😞

 

But I hope that some of you have already encountered such problem and can share what approach to take to solve that?? 🙂

 

Thanks in advance!

 

 

Need Help
  • ppm1's avatar
    ppm1
    3 years ago

    Here's one way to do it in the query editor. Add a custom column and put the expression below in the pop-up box.

    = let 
SOM = Date.StartOfMonth([Date]), 
first7 = List.Dates(SOM, 7, #duration(1,0,0,0)),
WDs = List.Select(first7, each List.Contains({1,2,3,4,5}, Date.DayOfWeek(_))),
first4WD = List.FirstN(WDs, 4),
listposition = List.PositionOf(first4WD,[Date]),
result = if listposition >= 0 then "WD"&Text.From(listposition+1) else null
in 
result

     

    Pat

5 Replies

  • serpiva64's avatar
    serpiva64
    Solution Sage
    3 years ago

    Hi,

    if this is what you need

     

     

    look at the attached file. 

    If this post isuseful to help you to solve your issue consider giving the post a thumbs up and accepting it as a solution

    • Patryk_PL_92's avatar
      Patryk_PL_92
      Helper I
      3 years ago

      Hi !
      thanks for your efforts on that 🙂

      This is a good start, but what is needed exactly is to place that classification "WD1" etc. only to first 4 working days in each month, rest of the working days in that month shall be skipped.

       

      like you did for January 2023, those WD1/ WD2/ WD3/ WD4 should be applied only to 2/3/4/5 dayof January.

       

      Sometimes first working day in month may be Friday, then:
      1st day = WD1

      3rd day = WD2

      4th dat = WD3

      5th day = WD4

       

      • ppm1's avatar
        ppm1
        Solution Sage
        3 years ago

        Here's one way to do it in the query editor. Add a custom column and put the expression below in the pop-up box.

        = let 
SOM = Date.StartOfMonth([Date]), 
first7 = List.Dates(SOM, 7, #duration(1,0,0,0)),
WDs = List.Select(first7, each List.Contains({1,2,3,4,5}, Date.DayOfWeek(_))),
first4WD = List.FirstN(WDs, 4),
listposition = List.PositionOf(first4WD,[Date]),
result = if listposition >= 0 then "WD"&Text.From(listposition+1) else null
in 
result

         

        Pat

  • Patryk_PL_92's avatar
    Patryk_PL_92
    Helper I
    3 years ago

    As a follow-up, just wanted to share that I found solution, but it requires more steps:

    1) Create "Period column" - [Year] & [Month no.] (if period lenght is less than 6 then add "0" between Year and Month no.

    2) Add column to evaluate is the day a "workday" or not and filter to have only workdays

    3) Sort by Date (Ascending)

    4) Group by "Period" column

    5) Add index column for each Group (this article was helpful here: https://radacad.com/create-row-number-for-each-group-in-power-bi-using-power-query )

    6) Expand tables with index per group column

    7) Add column with condition that if index is 1/2/3/4 then do "WD" & [Index], else null

     

    Done 🙂

     

    This does not include holidays unfortunately, but I'll find a way to add that functionality as well