urgent help needed in power query

Hi tkavitha911 ,

You can achieve this in Power Query by creating a date column from your Year and Month values, then comparing that date to the current date with the required offset. Here’s a step-by-step example:

1. Combine Year and Month into a Date column

Assume your columns are [Year] and [Month]. Add a custom column with this formula:

= #date([Year], [Month], 1)

This will create a date at the start of each month.

2. Get today’s date and calculate offsets

Add two custom columns:

• For "After 3 months" (includes current month and next two months):

let
    CurrentDate = Date.From(DateTime.LocalNow()),
    StartMonth = Date.StartOfMonth(CurrentDate),
    EndMonth = Date.AddMonths(StartMonth, 2),
    ThisDate = #date([Year], [Month], 1)
in
    ThisDate >= StartMonth and ThisDate <= EndMonth

• For "After 9 months":

let
    CurrentDate = Date.From(DateTime.LocalNow()),
    CheckDate = Date.AddMonths(Date.StartOfMonth(CurrentDate), 9),
    ThisDate = #date([Year], [Month], 1)
in
    ThisDate > CheckDate

3. Filter your table

• Use the "After 3 months" column to filter for dates within the current and next two months.
• Use the "After 9 months" column to filter for dates after 9 months from now.

Summary of Steps:

1. Combine year and month into a date.
2. Add logical columns for your two filter conditions.
3. Filter your data based on those columns.

Let me know if you need a sample M code or further clarification!
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Hi tkavitha911 ,

As rightly said by burakkaragoz , you may have to use Custom Column to flag those days which fall in current month and next two month and a separate custom column to flag those records that fall after 9 months.

In case you want to have this flag in the same custom column, you may have to use the below logic inside the custom column.

let
    CurrentDate = Date.From(DateTime.LocalNow()),
    StartMonth = Date.StartOfMonth(CurrentDate),
    EndMonth = Date.AddMonths(StartMonth, 3),
    After9Months = Date.AddMonths(StartMonth,9)
    ThisDate = #date([Year], [Month], 1)
in
    (ThisDate >= StartMonth and ThisDate <= EndMonth) or  ThisDate >= After9Months

or if you have a separate Date Column available you can use the below Logic

let
    CurrentDate = Date.From(DateTime.LocalNow()),
    StartMonth = Date.StartOfMonth(CurrentDate),
    EndMonth = Date.AddMonths(StartMonth, 3),
    After9Months = Date.AddMonths(StartMonth,9)
in
    ([Dates] >= StartMonth and [Dates] <= EndMonth) or  [Dates] >= After9Monthsac

Regards,