Monthly Cutoff date

[ivandgreat]

I am attempting to create a query that uses calendar dates to include all items that fall on my "cutoff" date to happen each month.  The Cutt off date is the 25th of each month. If my date is Jan. 15, it should fall under Month of Jan, but if it's Jan. 26, it should be on Feb. on so on also for December that should include all items from Nov. 26 until Dec. 31.

i have a table that has a date, i wanted to add a column month for each item that falls on that cutoff.

I am stuck creating a conditional column that will set the Cutoff date correctly if the dates fall on 25th of the month.

Any ideas?  

item name	Date	Include in Month
item1	1/15/2021	Jan. 1, 2021
item2	11/26/2021	Dec. 1, 2021

[JoeBarry · Accepted solution]

Hi @ivandgreat 

I would approach this in Power Query 

Create a custom column in your table and something similar replacing the Date column with your date column name

if Date.Day([Date]) >= 26 and Date.Month([Date]) >= 11 and 
Date.Day([Date]) <= 31 and Date.Month([Date]) <= 12 then #date(Date.Year([Date]), 12, 1) else

if Date.Day([Date]) >= 26  then Date.StartOfMonth(Date.AddMonths([Date], +1))
 else  Date.StartOfMonth([Date])

If you are then using a Date Table and want to make calculations on the the Cut off, create either a one to many relationship with the new Cutoff date column or create the same relationship and have it set as in active relationship. When creating measures, use USERELATIONSHIP to activate the relationship

Hope this helps

Joe

If this post helps, then please Accept it as the solution

[ivandgreat]

Thanks. This one works fine.

[JoeBarry]

Hi @ivandgreat 

If it works, can yopu accept it as a solution, it helps other user find the correct answer easier for similar questions

Thanks

Joe

[mlsx4]

Hi @ivandgreat 

You can do the following:

if Date.Day([Date])<25 then #date(Date.Year([Date]),Date.Month([Date]),1) else if Date.Month([Date])=12 then #date(Date.Year([Date]),Date.Month([Date]),1) else #date(Date.Year([Date]),Date.Month([Date])+1,1)

[ivandgreat]

Thanks. This one works fine.

[mlsx4]

Hi @ivandgreat 

I'm glad it works. Please, mark it as solved for other users who may need it