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Anonymous's avatar
Anonymous
Not applicable
2 years ago
Solved

Monthly Cutoff date

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...
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  • JoeBarry's avatar
    JoeBarry
    2 years ago

    Hi Anonymous 

     

    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

JoeBarry's avatar
JoeBarry
Solution Sage
2 years ago

Hi Anonymous 

 

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

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Thanks. This one works fine.

    • JoeBarry's avatar
      JoeBarry
      Solution Sage
      2 years ago

      Hi Anonymous 

       

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

       

      Thanks

      Joe