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Anonymous's avatar
Anonymous
Not applicable
2 years ago
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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...
  • JoeBarry's avatar
    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