New Column by filtering between dates Power Query

[alan7lp]

Hello,

I need to filter my data in Power Query where TODAY is between FROM_DATE & TO_DATE and return the MAIN_PRICE. If TODAY is not falling between those two dates, return the MAIN_PRICE of the LATEST KNOWN DATE (max date available).

Data Source:

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("hdFRDsMgCAbgqzRmj00EVISzNL3/NSYqi1nX1Zdq8n9Q8TgCZtEc9kAkUu0bIUUCgrZPGBH8sL0QYAvnfjUthh6jEoHsgMMUNwWTGaQkPGtbDrkXALV97SbDjaEl5kQ7KU9EPy21rW74YhT7X7c7Q/Y+8zoo/w0vMe85SL0jaYlNPgctThIQkxGuWqxyjSBusCFeR/DbYF1iXyMYL3q+AQ==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [ITEM_NO = _t, SUP_NO = _t, FROM_DATE = _t, TO_DATE = _t, PUA_MAIN_PRICE = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"ITEM_NO", type text}, {"SUP_NO", type text}, {"FROM_DATE", type date}, {"TO_DATE", type date}, {"PUA_MAIN_PRICE", Currency.Type}})
in
    #"Changed Type"

 
Thanks a lot in advance,

Cheers.

[alan7lp]

Thanks @Vera_33, works wonders.

One additional question, how would you now filter the data to keep only those rows where today is between both dates and also keeping the row for those with the last known date leaving out all the other rows which are not necessary (older dates). 

Keep highligted rows:

I have managed a solution but maybe you have a less complicated one or better performance wise. Curious to learn more alternatives.

Thank you!

[Vera_33]

Hi @alan7lp 

If you only need to keep the rows, then no need to find the Price then compare, so here is one way

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("hZFBEsMgCEXv4joz8lERzpLJ/a9RSLW1bdq6Ecb3QHTfE6paTVtiVu2xZyqZicnjggyaCYjSsX0KzmAy3DJxJIiDNoSGEgK4qIyqAUFOmyziqFTpWuCFmbx53P7w9mhmvjyRd8FwvyllqrPDGAH6Q5CFmd0i7l/4sjDDPd9LB1+IhYOXbi1q9kw6Bbghz5kvBfSFeZn5/LbjBg==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [ITEM_NO = _t, SUP_NO = _t, FROM_DATE = _t, TO_DATE = _t, PUA_MAIN_PRICE = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"ITEM_NO", type text}, {"SUP_NO", type text}, {"FROM_DATE", type date}, {"TO_DATE", type date}, {"PUA_MAIN_PRICE", Int64.Type}}),
    #"Grouped Rows" = Table.Group(#"Changed Type", {"ITEM_NO", "SUP_NO"}, {{"maxDate", each List.Max([TO_DATE]), type nullable date}}),
    #"Merged Queries" = Table.NestedJoin( #"Changed Type", {"ITEM_NO", "SUP_NO", "TO_DATE"},#"Grouped Rows", {"ITEM_NO", "SUP_NO", "maxDate"}, "Grouped Rows", JoinKind.LeftOuter),
    #"Expanded Grouped Rows" = Table.ExpandTableColumn(#"Merged Queries", "Grouped Rows", {"maxDate"}),
    #"Added Custom" = Table.AddColumn(#"Expanded Grouped Rows", "check", each if Date.From( DateTime.LocalNow())>=[FROM_DATE] and Date.From( DateTime.LocalNow())<=[TO_DATE] then 1 
else if [maxDate] <> null then 1 else 0),
    #"Filtered Rows" = Table.SelectRows(#"Added Custom", each ([check] = 1)),
    #"Removed Columns" = Table.RemoveColumns(#"Filtered Rows",{"maxDate", "check"})
in
    #"Removed Columns"

[Vera_33 · Accepted solution]

Hi @alan7lp 

Here is one way, change the currency to number

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("hZFBEsMgCEXv4joz8lERzpLJ/a9RSLW1bdq6Ecb3QHTfE6paTVtiVu2xZyqZicnjggyaCYjSsX0KzmAy3DJxJIiDNoSGEgK4qIyqAUFOmyziqFTpWuCFmbx53P7w9mhmvjyRd8FwvyllqrPDGAH6Q5CFmd0i7l/4sjDDPd9LB1+IhYOXbi1q9kw6Bbghz5kvBfSFeZn5/LbjBg==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [ITEM_NO = _t, SUP_NO = _t, FROM_DATE = _t, TO_DATE = _t, PUA_MAIN_PRICE = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"ITEM_NO", type text}, {"SUP_NO", type text}, {"FROM_DATE", type date}, {"TO_DATE", type date}, {"PUA_MAIN_PRICE", Int64.Type}}),
    #"Grouped Rows" = Table.Group(#"Changed Type", {"ITEM_NO", "SUP_NO"}, {{"max", each List.Max([TO_DATE]), type nullable date}}),
    #"Merged Queries" = Table.NestedJoin(#"Grouped Rows", {"ITEM_NO", "SUP_NO", "max"}, #"Changed Type", {"ITEM_NO", "SUP_NO", "TO_DATE"}, "Grouped Rows", JoinKind.LeftOuter),
    maxTable = Table.ExpandTableColumn(#"Merged Queries", "Grouped Rows", {"PUA_MAIN_PRICE"}, {"PUA_MAIN_PRICE"}),
    Custom2 = Table.NestedJoin(#"Changed Type", {"ITEM_NO", "SUP_NO"}, maxTable, {"ITEM_NO", "SUP_NO"}, "Grouped Rows", JoinKind.LeftOuter),
    #"Expanded Grouped Rows" = Table.ExpandTableColumn(Custom2, "Grouped Rows", {"PUA_MAIN_PRICE"}, {"max.PUA_MAIN_PRICE"}),
    Custom1 = Table.AddColumn(#"Expanded Grouped Rows", "RESULT", each if Date.From( DateTime.LocalNow())>=[FROM_DATE] and Date.From( DateTime.LocalNow())<=[TO_DATE] then [PUA_MAIN_PRICE] else [max.PUA_MAIN_PRICE]),
    #"Removed Columns" = Table.RemoveColumns(Custom1,{"max.PUA_MAIN_PRICE"})
in
    #"Removed Columns"