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WM117's avatar
WM117
Frequent Visitor
2 years ago
Solved

Generate new rows based on Quarter Year table in Power Query

Hi Everybody,   I want to generate extra rows in my dataset based on the column QuarterYear   Current situation QuarterYear Q1-2023 Q2-2023 Q3-2023 Q4-2023 Q1-2024 Q2-2024 ...
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  • tackytechtom's avatar
    tackytechtom
    2 years ago

    Hi WM117 ,

     

    How about this:

     

    I first created a lookup table called TableQM specifying the months per quarter:

     

    Here the code in Power Query M that you can paste into the advanced editor (if you do not know, how to exactly do this, please check out this quick walkthrough)

    let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("TcqxDQAgCEXBXaw1UfgMYk3Yfw2J1euuuMxxz7JtPmq2DXZY8P/CF77whR/4gR/47Xo=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [QuarterYear = _t]),
    #"Added Custom" = Table.AddColumn(Source, "Custom", each [QuarterYear]),
    #"Split Column by Delimiter" = Table.SplitColumn(#"Added Custom", "Custom", Splitter.SplitTextByDelimiter("-", QuoteStyle.Csv), {"Custom.1", "Custom.2"}),
    #"Merged Queries" = Table.NestedJoin(#"Split Column by Delimiter", {"Custom.1"}, TableQM, {"Quarter"}, "TableQM", JoinKind.LeftOuter),
    #"Expanded TableQM" = Table.ExpandTableColumn(#"Merged Queries", "TableQM", {"Month"}, {"TableQM.Month"}),
    #"Added Custom1" = Table.AddColumn(#"Expanded TableQM", "Custom", each [TableQM.Month] & "/" & Text.End([Custom.2], 2)),
    #"Removed Columns" = Table.RemoveColumns(#"Added Custom1",{"Custom.1", "Custom.2", "TableQM.Month"})
in
    #"Removed Columns"

     

    Let me know if this solves the issue 🙂

     

    /Tom
    https://www.tackytech.blog/
    https://www.instagram.com/tackytechtom/

m_dekorte's avatar
m_dekorte
Resident Rockstar
2 years ago

Hi WM117,

 

Sound and low code solution by tackytechtom 

However if you are set on "calculating" those dates, you can try something like this:

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("TcqxDQAgCEXBXaw1UfgMYk3Yfw2J1euuuMxxz7JtPmq2DXZY8P/CF77whR/4gR/47Xo=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [QuarterYear = _t]),
    AddDates = Table.AddColumn(Source, "Custom", each 
        [
            Q = Number.From( Text.ToList([QuarterYear]){1} ),
            Y = Text.End( [QuarterYear], 4),
            M = List.Transform( List.Range( {1..12}, if Q = 1 then 0 else (Q-1) *3, 3 ), 
                (x)=> Date.ToText( Date.FromText( Text.From(x) & "-" & Y ), [Format="MMM/yy", Culture="en-US"] ))
        ][M] ),
    ExpandDates = Table.ExpandListColumn(AddDates, "Custom")
in
    ExpandDates

 

That will return a list with values you can expand, final result below.

 

I hope this is helpful