Forum Discussion
populate a column from a previous value
Hi -
Not sure if this can be done.
I have the following table in which I would like to create a column from previous values.
Example :
table_abc
| ProductID | Year-Month | Quantity | |
| A | 01/2024 | 10 | |
| A | 02/2024 | 30 | |
| A | 03/2024 | 50 | |
| A | 01/2025 | 20 | |
| A | 02/2025 | 27 | |
| A | 03/2025 | 7 | |
| B | 01/2024 | 10 | |
| B | 02/2024 | 15 | |
| B | 01/2025 | 17 | |
| B | 02/2025 | 32 |
Output (new column prior-year-month-quantity):
| ProductID | Year-Month | Quantity | prior-year-month-quantity |
| A | 01/2024 | 10 | |
| A | 02/2024 | 30 | |
| A | 03/2024 | 50 | |
| A | 01/2025 | 20 | 10 |
| A | 02/2025 | 27 | 30 |
| A | 03/2025 | 7 | 50 |
| B | 01/2024 | 10 | |
| B | 02/2024 | 15 | |
| B | 01/2025 | 17 | 10 |
| B | 02/2025 | 32 | 15 |
Any thoughts ? Thanks - Jerry
Hi jerryr125 ,
To do this in Power Query, please try the following code. Make sure to replace the Source with your actual table source:let Source = PlaceYourSourceHere, SplitDate = Table.SplitColumn(Source, "Year-Month", Splitter.SplitTextByDelimiter("/", QuoteStyle.Csv), {"Month", "Year"}), ChangedTypes = Table.TransformColumnTypes(SplitDate, {{"Month", Int64.Type}, {"Year", Int64.Type}, {"Quantity", Int64.Type}}), AddDate = Table.AddColumn(ChangedTypes, "Date", each #date([Year], [Month], 1), type date), PreviousTable = Table.SelectColumns(AddDate, {"ProductID", "Date", "Quantity"}), RenamedPrev = Table.RenameColumns(PreviousTable, {{"Date", "PriorDate"}, {"Quantity", "PriorQuantity"}}), AddShiftedDate = Table.AddColumn(AddDate, "PriorDate", each Date.AddMonths([Date], -1), type date), MergedTables = Table.NestedJoin(AddShiftedDate, {"ProductID", "Date"}, RenamedPrev, {"ProductID", "PriorDate"}, "PriorData", JoinKind.LeftOuter), Expanded = Table.ExpandTableColumn(MergedTables, "PriorData", {"PriorQuantity"}, {"prior-year-month-month-quantity"}) in ExpandedIf this helped, please mark it as the solution so others can benefit too. And if you found it useful, kudos are always appreciated.
Thanks,Samson
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And another possible solution..
Staring with: (note that the dates are provided as a string).
Using this:
let Source = ProductQuantityByMonth, // replace with your table #"Changed Type" = Table.TransformColumnTypes(Source,{{"ProductID", type text}, {"Year-Month", type date}, {"Quantity", Int64.Type}}), // The change type interprets the date string as an actual date #"Added Custom" = Table.AddColumn(#"Changed Type", "Last-Year-Month Quantity", each // we add a new column let last_year = Table.SelectRows(#"Changed Type", // get the previous month's row (row) => // a funtion with the current row as a parameter row[ProductID] = [ProductID] // for the same product and row[#"Year-Month"] = Date.AddYears([#"Year-Month"],-1)) // for the previous year [Quantity] // but only the column [Quantity] in List.SingleOrDefault(last_year) // returns the first and only element of the list, null when empty or generarate an error if there are more. You can change this to a List.Sum() if the same month can occur more than once for the same product. ) in #"Added Custom"Producing this:
10 Replies
- Omid_MotamediseSuper User
Hi jerryr125
Use the following formula in the advanced editor window.
let Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WclTSUTIw1DcyMDIBsgwNlGJ1oIJGMEFjJEFjmKApkiBYuymQZYSuHSxojqYdJAgRc8JmuROK5YamaCpBug3N0VSCBI2NlGJjAQ==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [ProductID = _t, #"Year-Month" = _t, Quantity = _t]), #"Added Custom" = Table.AddColumn(Source, "Custom", each try Table.SelectRows(Source, (x)=> x[ProductID]=[ProductID] and Date.From("01/"& [#"Year-Month"])= Date.AddYears(Date.From("01/"& x[#"Year-Month"]),1))[Quantity]{0} otherwise "") in #"Added Custom" - SamsonTruongSuper User
Hi jerryr125 ,
To do this in Power Query, please try the following code. Make sure to replace the Source with your actual table source:let Source = PlaceYourSourceHere, SplitDate = Table.SplitColumn(Source, "Year-Month", Splitter.SplitTextByDelimiter("/", QuoteStyle.Csv), {"Month", "Year"}), ChangedTypes = Table.TransformColumnTypes(SplitDate, {{"Month", Int64.Type}, {"Year", Int64.Type}, {"Quantity", Int64.Type}}), AddDate = Table.AddColumn(ChangedTypes, "Date", each #date([Year], [Month], 1), type date), PreviousTable = Table.SelectColumns(AddDate, {"ProductID", "Date", "Quantity"}), RenamedPrev = Table.RenameColumns(PreviousTable, {{"Date", "PriorDate"}, {"Quantity", "PriorQuantity"}}), AddShiftedDate = Table.AddColumn(AddDate, "PriorDate", each Date.AddMonths([Date], -1), type date), MergedTables = Table.NestedJoin(AddShiftedDate, {"ProductID", "Date"}, RenamedPrev, {"ProductID", "PriorDate"}, "PriorData", JoinKind.LeftOuter), Expanded = Table.ExpandTableColumn(MergedTables, "PriorData", {"PriorQuantity"}, {"prior-year-month-month-quantity"}) in ExpandedIf this helped, please mark it as the solution so others can benefit too. And if you found it useful, kudos are always appreciated.
Thanks,Samson
Connect with me on LinkedIn
Check out my Blog
Going to the European Microsoft Fabric Community Conference? Check out my Session
- CookistadorSuper User
Hi jerryr125
I had à similar issue ar à customer, this is how I solved it
1) transform your year month on sat/year/month,
2) create a column previous year
Previousyear= Date.AddYears([#"Year-Month"], -1)
3) make a self right join of your table, for your right table select product id and date & for the left one, select productid and preciousyear (the column de added at the previous step)
4) expand the quantity from the merge table and renamme it
And that's ho you can solve this issue 🙂
- AlienSxSuper User
let fx_prior_year = (txt) => ((split) => split{0} & "/" & Text.From(Number.From(split{1}) - 1))(Text.Split(txt, "/")), Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content], data_rec = Function.Invoke( Record.FromList, List.Reverse( Table.ToColumns( Table.Group(Source, "Year-Month", {"x", (x) => Record.FromList(x[Quantity], x[ProductID])}) ) ) ), prior_year = Table.AddColumn( Source, "prior_year", (x) => Record.FieldOrDefault( Record.FieldOrDefault(data_rec, fx_prior_year(x[#"Year-Month"]), []), x[ProductID]), null ) in prior_year - Nasif_AzamSuper User
Hey jerryr125 ,
Calculated column that retrieves the quantity from the same ProductID and same Month but in the previous Year.
prior-year-month-quantity = VAR CurrentProduct = table_abc[ProductID] VAR CurrentDate = table_abc[Year-Month] VAR PriorYearDate = EOMONTH(CurrentDate, -12) RETURN CALCULATE( MAX(table_abc[Quantity]), FILTER( table_abc, table_abc[ProductID] = CurrentProduct && table_abc[Year-Month] = PriorYearDate ) )If you found this solution helpful, please consider accepting it and giving it a kudos (Like) it’s greatly appreciated and helps others find the solution more easily.
Best Regards,
Nasif Azam - PwerQueryKeesSuper User
And another possible solution..
Staring with: (note that the dates are provided as a string).
Using this:
let Source = ProductQuantityByMonth, // replace with your table #"Changed Type" = Table.TransformColumnTypes(Source,{{"ProductID", type text}, {"Year-Month", type date}, {"Quantity", Int64.Type}}), // The change type interprets the date string as an actual date #"Added Custom" = Table.AddColumn(#"Changed Type", "Last-Year-Month Quantity", each // we add a new column let last_year = Table.SelectRows(#"Changed Type", // get the previous month's row (row) => // a funtion with the current row as a parameter row[ProductID] = [ProductID] // for the same product and row[#"Year-Month"] = Date.AddYears([#"Year-Month"],-1)) // for the previous year [Quantity] // but only the column [Quantity] in List.SingleOrDefault(last_year) // returns the first and only element of the list, null when empty or generarate an error if there are more. You can change this to a List.Sum() if the same month can occur more than once for the same product. ) in #"Added Custom"Producing this:
- Abhilash_PSuper User
Hi jerryr125 ,
You can create a calculated column in power bi desktop with below DAX codeprior-year-month-quantity =
VAR CurrentProduct = table_abc[ProductID]
VAR CurrentDate = DATEVALUE("01-" & table_abc[Year-Month])
VAR PriorYearDate = EDATE(CurrentDate, -12)RETURN
CALCULATE(
MAX(table_abc[Quantity]),
FILTER(
table_abc,
table_abc[ProductID] = CurrentProduct &&
DATEVALUE("01-" & table_abc[Year-Month]) = PriorYearDate
)
) - v-prasareCommunity Support
Hi jerryr125,
we haven't heard back from you regarding our last response and wanted to check if your issue has been resolved.
If our response addressed by the community member for your query, please mark it as Accept Answer and click Yes if you found it helpful.
Should you have any further questions, feel free to reach out.
Thank you for being a part of the Microsoft Fabric Community Forum! - v-prasareCommunity Support
Hi @jerryr125,
we haven't heard back from you regarding our last response and wanted to check if your issue has been resolved.
If our response addressed by the community members?
Should you have any further questions, feel free to reach out.
Thank you for being a part of the Microsoft Fabric Community Forum! - v-prasareCommunity Support
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