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Syndicate_Admin's avatar
Syndicate_Admin
Administrator
3 years ago
Solved

Lable YTD Rows in Calendar

I'm trying to create a way to label all YTD comparable rows in a calendar table.  I got close but it doesn't handle leap years (see screenshot)   Can anyone assist in a proper formula that would re...
  • collinsg's avatar
    collinsg
    3 years ago

    ShawnKeeneTF

    The formula will return true for each of those dates. 

    Regards

     

    The following M code generates all dates from 1st Jan 2020 to 31st Dec 2023 and uses the formula to mark each date as in YTD or not so you can check if it does what you want. The screenshot in your question was not readable so maybe there's some other subtlety in the question that it would reveal.

    let
    Source = List.Dates(#date(2020,1,1), Duration.TotalDays(#date(2023,12,31) - #date(2020,1,1)) + 1 , #duration(1,0,0,0)),
    #"Converted to Table" = Table.FromList(Source, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
    #"Changed Type" = Table.TransformColumnTypes(#"Converted to Table",{{"Column1", type date}}),
    #"Renamed Columns" = Table.RenameColumns(#"Changed Type",{{"Column1", "Date"}}),
    #"Add in Year" = Table.AddColumn(
       #"Renamed Columns", 
       "Error Free Version", 
       each Date.IsInYearToDate( 
       Date.AddYears( [Date], Date.Year(DateTime.LocalNow()) - Date.Year([Date]) )
       ),
       type logical
       )
    in
    #"Add in Year"

     

Syndicate_Admin's avatar
Syndicate_Admin
Administrator
3 years ago

I found something like this online but I don't think this is exactly what I'm after. I'll give it a try though.

 

The problem is that I want for example June 1st to show up as true for all years. Basically all dates that are within the completed days this year.

 

So all these should be true for example 

 

June 1 2020

June 1 2021

June 1 2022

June 1 2023

collinsg's avatar
collinsg
Solution Sage
3 years ago

ShawnKeeneTF

The formula will return true for each of those dates. 

Regards

 

The following M code generates all dates from 1st Jan 2020 to 31st Dec 2023 and uses the formula to mark each date as in YTD or not so you can check if it does what you want. The screenshot in your question was not readable so maybe there's some other subtlety in the question that it would reveal.

let
Source = List.Dates(#date(2020,1,1), Duration.TotalDays(#date(2023,12,31) - #date(2020,1,1)) + 1 , #duration(1,0,0,0)),
#"Converted to Table" = Table.FromList(Source, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
#"Changed Type" = Table.TransformColumnTypes(#"Converted to Table",{{"Column1", type date}}),
#"Renamed Columns" = Table.RenameColumns(#"Changed Type",{{"Column1", "Date"}}),
#"Add in Year" = Table.AddColumn(
   #"Renamed Columns", 
   "Error Free Version", 
   each Date.IsInYearToDate( 
   Date.AddYears( [Date], Date.Year(DateTime.LocalNow()) - Date.Year([Date]) )
   ),
   type logical
   )
in
#"Add in Year"