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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, 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 nameDateInclude in Month
item11/15/2021Jan. 1, 2021
item211/26/2021Dec. 1, 2021
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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

6 Replies

  • mlsx4's avatar
    mlsx4
    Memorable Member
    2 years ago

    Hi Anonymous 

     

    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)

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      2 years ago

      Thanks. This one works fine.

      • mlsx4's avatar
        mlsx4
        Memorable Member
        2 years ago

        Hi Anonymous 

         

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

  • 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