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lcfaria's avatar
lcfaria
Helper II
4 years ago
Solved

Replicate values for the next year - Power Query/DAX

Hi all,

 

I need help, I have a table with some values for my current year (in this example it is year 2015) and I would like to replicate all values from 2015 to year 2016 by adding 10%.

 

I would like to do this using Power Query if possible, but it could be with DAX as well.

 

Example download link: https://1drv.ms/u/s!At5JlMR_naI1gf4y5TmX0kd625M3aw?e=BdI8ri



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  • Fowmy's avatar
    Fowmy
    4 years ago

    lcfaria 

    I created a new table using DAX as follows and I think it should be fine for you.

    Fact Result =
UNION (
    'fact - Issue',
    SELECTCOLUMNS (
        ADDCOLUMNS ( 'fact - Issue', "New Value", 'fact - Issue'[Value] * 1.1 ),
        "Date", EDATE ( 'fact - Issue'[Date], 12 ),
        "Name", 'fact - Issue'[Name],
        "Value", [New Value]
    )
)

     





  • tackytechtom's avatar
    tackytechtom
    4 years ago

    Hi lcfaria ,

     

    How about this:

     

     

    Here the code in Power Query M that you can paste into the advanced editor (if you do not know, how to exactly do this, please check out this quick walkthrough)

    let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WMjDUByIjA0NTJR0lRyA2NDBQitVBk3ACYiNsEs4gHaYICSNcRhnhMsoIw6hYAA==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Date = _t, Name = _t, Value = _t]),
    #"Add One Year" = Table.ReplaceValue(Source,each [Date],each Date.AddYears([Date], 1),Replacer.ReplaceValue,{"Date"}),
    #"Value times 1.1" = Table.ReplaceValue(#"Add One Year",each [Value],each [Value] * 1.1,Replacer.ReplaceValue,{"Value"}),
    #"Appended Query" = Table.Combine({Source, #"Value times 1.1"}),
    #"Changed Type" = Table.TransformColumnTypes(#"Appended Query",{{"Date", type date}, {"Name", type text}, {"Value", Int64.Type}})
    in
    #"Changed Type"

     

    Let me know if this helps or if you get stuck somewhere 🙂

     

    /Tom
    https://www.tackytech.blog/
    https://www.instagram.com/tackytechtom/

3 Replies

  • Fowmy's avatar
    Fowmy
    Super User
    4 years ago

    lcfaria 

    I created a new table using DAX as follows and I think it should be fine for you.

    Fact Result =
UNION (
    'fact - Issue',
    SELECTCOLUMNS (
        ADDCOLUMNS ( 'fact - Issue', "New Value", 'fact - Issue'[Value] * 1.1 ),
        "Date", EDATE ( 'fact - Issue'[Date], 12 ),
        "Name", 'fact - Issue'[Name],
        "Value", [New Value]
    )
)

     





  • tackytechtom's avatar
    tackytechtom
    Most Valuable Professional
    4 years ago

    Hi lcfaria ,

     

    How about this:

     

     

    Here the code in Power Query M that you can paste into the advanced editor (if you do not know, how to exactly do this, please check out this quick walkthrough)

    let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WMjDUByIjA0NTJR0lRyA2NDBQitVBk3ACYiNsEs4gHaYICSNcRhnhMsoIw6hYAA==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Date = _t, Name = _t, Value = _t]),
    #"Add One Year" = Table.ReplaceValue(Source,each [Date],each Date.AddYears([Date], 1),Replacer.ReplaceValue,{"Date"}),
    #"Value times 1.1" = Table.ReplaceValue(#"Add One Year",each [Value],each [Value] * 1.1,Replacer.ReplaceValue,{"Value"}),
    #"Appended Query" = Table.Combine({Source, #"Value times 1.1"}),
    #"Changed Type" = Table.TransformColumnTypes(#"Appended Query",{{"Date", type date}, {"Name", type text}, {"Value", Int64.Type}})
    in
    #"Changed Type"

     

    Let me know if this helps or if you get stuck somewhere 🙂

     

    /Tom
    https://www.tackytech.blog/
    https://www.instagram.com/tackytechtom/