Date code | Add FY Month & FY Month + FY Year

Power BI
1

Hi,
I am using the Power BI Data Table code to generate the dates table. How can I update the code to add two columns, FYMonthYear which is determined on the basis of financial year start, for e.g. July - 01, Aug - 02 etc. Second column for FYMonthYear, for e.g. July 2021 would be 20210100 etc.

Thank you

let fnDateTable = (StartDate as date, EndDate as date, FYStartMonth as number) as table =>
let
DayCount = Duration.Days(Duration.From(EndDate - StartDate)),
Source = List.Dates(StartDate,DayCount,#duration(1,0,0,0)),
TableFromList = Table.FromList(Source, Splitter.SplitByNothing()),
ChangedType = Table.TransformColumnTypes(TableFromList,{{“Column1”, type date}}),
RenamedColumns = Table.RenameColumns(ChangedType,{{“Column1”, “Date”}}),
InsertYear = Table.AddColumn(RenamedColumns, “Year”, each Date.Year([Date]),type text),
InsertYearNumber = Table.AddColumn(RenamedColumns, “YearNumber”, each Date.Year([Date])),
InsertQuarter = Table.AddColumn(InsertYear, “QuarterOfYear”, each Date.QuarterOfYear([Date])),
InsertMonth = Table.AddColumn(InsertQuarter, “MonthOfYear”, each Date.Month([Date]), type text),
InsertDay = Table.AddColumn(InsertMonth, “DayOfMonth”, each Date.Day([Date])),
InsertDayInt = Table.AddColumn(InsertDay, “DateInt”, each [Year] * 10000 + [MonthOfYear] * 100 + [DayOfMonth]),
InsertMonthName = Table.AddColumn(InsertDayInt, “MonthName”, each Date.ToText([Date], “MMMM”), type text),
InsertCalendarMonth = Table.AddColumn(InsertMonthName, “MonthInCalendar”, each (try(Text.Range([MonthName],0,3)) otherwise [MonthName]) & " " & Number.ToText([Year])),
InsertCalendarQtr = Table.AddColumn(InsertCalendarMonth, “QuarterInCalendar”, each “Q” & Number.ToText([QuarterOfYear]) & " " & Number.ToText([Year])),
InsertDayWeek = Table.AddColumn(InsertCalendarQtr, “DayInWeek”, each Date.DayOfWeek([Date])),
InsertDayName = Table.AddColumn(InsertDayWeek, “DayOfWeekName”, each Date.ToText([Date], “dddd”), type text),
InsertWeekEnding = Table.AddColumn(InsertDayName, “WeekEnding”, each Date.EndOfWeek([Date]), type date),
InsertWeekNumber= Table.AddColumn(InsertWeekEnding, “Week Number”, each Date.WeekOfYear([Date])),
InsertMonthnYear = Table.AddColumn(InsertWeekNumber,“MonthnYear”, each [Year] * 10000 + [MonthOfYear] * 100),
InsertQuarternYear = Table.AddColumn(InsertMonthnYear,“QuarternYear”, each [Year] * 10000 + [QuarterOfYear] * 100),
ChangedType1 = Table.TransformColumnTypes(InsertQuarternYear,{{“QuarternYear”, Int64.Type},{“Week Number”, Int64.Type},{“Year”, type text},{“MonthnYear”, Int64.Type}, {“DateInt”, Int64.Type}, {“DayOfMonth”, Int64.Type}, {“MonthOfYear”, Int64.Type}, {“QuarterOfYear”, Int64.Type}, {“MonthInCalendar”, type text}, {“QuarterInCalendar”, type text}, {“DayInWeek”, Int64.Type}}),
InsertShortYear = Table.AddColumn(ChangedType1, “ShortYear”, each Text.End(Text.From([Year]), 2), type text),
AddFY = Table.AddColumn(InsertShortYear, “FY”, each “FY”&(if [MonthOfYear]>=FYStartMonth then Text.From(Number.From([ShortYear])+1) else [ShortYear]))
in
AddFY
in
fnDateTable

2

Hi @doug.swaniawski

Are you using the EDNA Date Table (M Code) created by @Melissa ?
link is below:
Extended Date Table (Power Query M function) - Power Query / M Code Showcase - Enterprise DNA Forum

I hope this helps.
Keith

3

Hi Keith,
I did try and use Melissa’s updated code, however the code does not have a dedicated FY month column. It however has a FPeriodinYear column which has the Financial Year and Month that I can separate to get the month, but was hoping to add this column within the code to avoid extra steps when creating the dates table.
Thank you

4

Hi @doug.swaniawski,

This should do it. I’ve had a Dates dimension with a fiscal month number for a while, with July as month 1, so I just had to add a padded version (left-side 0 for single digit months - thanks to @Melissa for that bit of code :slight_smile: ) and then string together the bits for your FYMonthYear.

My full M code is attached along with a sample PBIX. Because I use Power BI Report Server, my PBIX may not open for you so here is a screenshot example of the data as well.

image

EDNAForum_DatesDimension.pq (2.9 KB)
Custom FY Month Example.pbix (48.6 KB)

John

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