Hi @Jonah
Sound like you didn’t do it correct or you not looking at the right columns to reflect the fiscal year
I have attached a file for your reference.
If it doesn’t work, please make a new topic
fy20 starts in october within the file…please review it.
Johanedna date table.pbix (88.9 KB)
thanks
Keith
Hi,
Super Thanks!!!
I think I am using an old date table.
Please any solution to this below?
Lets say I have a set target of HIV test of 1000 from Oct 2021 to September 2022. As at June 2022 we have achieved 700 (70%) remaining 300 (30%) to be achieved in Jul/Aug/Sept (i.e Q4). How can I calculate the following and have it show up on timeline bar on my dashboard.
start a new topic please as this topic is closed…You will get better results if you open a new topic. People in the forum sometime don’t read solved item.
thanks
All,
For an analsysis I was doing, I found it helpful to have a dayoffset column in this table so I added it to the version of @Melissa Extended Date table below:
let fnDateTable = (StartDate as date, EndDate as date, optional FYStartMonthNum as number, optional Holidays as list, optional WDStartNum as number ) as table =>
let
FYStartMonth = if List.Contains( {1..12}, FYStartMonthNum ) then FYStartMonthNum else 1,
WDStart = if List.Contains( {0, 1}, WDStartNum ) then WDStartNum else 0,
CurrentDate = Date.From(DateTime.FixedLocalNow()),
DayCount = Duration.Days(Duration.From(EndDate - StartDate))+1,
Source = List.Dates(StartDate,DayCount,#duration(1,0,0,0)),
AddToday = if EndDate < CurrentDate then List.Combine( {Source, {CurrentDate}}) else Source,
TableFromList = Table.FromList(AddToday, 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 number),
InsertDayOffset = Table.AddColumn(InsertYear, "DayOffset", each Number.From([Date]) - Number.From(CurrentDate)),
InsertYearOffset = Table.AddColumn(InsertDayOffset, "YearOffset", each Date.Year([Date]) - Date.Year(Date.From(CurrentDate)), type number),
InsertCompletedYear = Table.AddColumn(InsertYearOffset, "YearCompleted", each Date.EndOfYear([Date]) < Date.From(Date.EndOfYear(CurrentDate)), type logical),
InsertQuarter = Table.AddColumn(InsertCompletedYear, "QuarterOfYear", each Date.QuarterOfYear([Date]), type number),
InsertCalendarQtr = Table.AddColumn(InsertQuarter, "Quarter & Year", each "Q" & Number.ToText([QuarterOfYear]) & " " & Number.ToText([Year]), type text),
InsertQuarternYear = Table.AddColumn(InsertCalendarQtr, "QuarternYear", each [Year] * 10000 + [QuarterOfYear] * 100, type number),
InsertQuarterOffset = Table.AddColumn(InsertQuarternYear, "QuarterOffset", each ((4 * Date.Year([Date])) + Date.QuarterOfYear([Date])) - ((4 * Date.Year(Date.From(CurrentDate))) + Date.QuarterOfYear(Date.From(CurrentDate))), type number),
InsertCompletedQuarter = Table.AddColumn(InsertQuarterOffset, "QuarterCompleted", each Date.EndOfQuarter([Date]) < Date.From(Date.EndOfQuarter(CurrentDate)), type logical),
InsertMonth = Table.AddColumn(InsertCompletedQuarter, "MonthOfYear", each Date.Month([Date]), type number),
InsertDay = Table.AddColumn(InsertMonth, "DayOfMonth", each Date.Day([Date]), type number),
InsertMonthName = Table.AddColumn(InsertDay, "Month Name", each Text.Proper( Date.ToText([Date], "MMMM")), type text),
InsertMonthShort = Table.AddColumn( InsertMonthName, "MonthShortName", each try Text.Proper( Text.Start([Month Name], 3 )) otherwise Text.Proper( [Month Name] ), type text),
InsertMonthInitial = Table.AddColumn(InsertMonthShort, "Month Initial", each Text.Proper(Text.Start([Month Name], 1)) & Text.Repeat( Character.FromNumber(8203), [MonthOfYear] ), type text),
InsertCalendarMonth = Table.AddColumn(InsertMonthInitial, "Month & Year", each [MonthShortName] & " " & Number.ToText([Year]), type text),
InsertMonthnYear = Table.AddColumn(InsertCalendarMonth , "MonthnYear", each [Year] * 10000 + [MonthOfYear] * 100, type number),
InsertMonthOffset = Table.AddColumn(InsertMonthnYear, "MonthOffset", each ((12 * Date.Year([Date])) + Date.Month([Date])) - ((12 * Date.Year(Date.From(CurrentDate))) + Date.Month(Date.From(CurrentDate))), type number),
InsertCompletedMonth = Table.AddColumn(InsertMonthOffset, "MonthCompleted", each Date.EndOfMonth([Date]) < Date.From(Date.EndOfMonth(CurrentDate)), type logical),
InsertMonthEnding = Table.AddColumn(InsertCompletedMonth, "MonthEnding", each Date.EndOfMonth([Date]), type date),
InsertDayInt = Table.AddColumn(InsertMonthEnding, "DateInt", each [Year] * 10000 + [MonthOfYear] * 100 + [DayOfMonth], type number),
InsertDayOfYear = Table.AddColumn(InsertDayInt, "Day of Year", each Date.DayOfYear([Date]), Int64.Type),
InsertDayWeek = Table.AddColumn(InsertDayOfYear, "DayOfWeek", each Date.DayOfWeek([Date], Day.Monday) + WDStart, Int64.Type),
InsertDayName = Table.AddColumn(InsertDayWeek, "DayOfWeekName", each Text.Proper( Date.ToText([Date], "dddd" )), type text),
InsertDayInitial = Table.AddColumn(InsertDayName, "Weekday Initial", each Text.Proper(Text.Start([DayOfWeekName], 1)) & Text.Repeat( Character.FromNumber(8203), [DayOfWeek] ), type text),
InsertWeekNumber= Table.AddColumn(InsertDayInitial, "ISO Weeknumber", each
if Number.RoundDown((Date.DayOfYear([Date])-(Date.DayOfWeek([Date], Day.Monday)+1)+10)/7)=0
then Number.RoundDown((Date.DayOfYear(#date(Date.Year([Date])-1,12,31))-(Date.DayOfWeek(#date(Date.Year([Date])-1,12,31), Day.Monday)+1)+10)/7)
else if (Number.RoundDown((Date.DayOfYear([Date])-(Date.DayOfWeek([Date], Day.Monday)+1)+10)/7)=53 and (Date.DayOfWeek(#date(Date.Year([Date]),12,31), Day.Monday)+1<4))
then 1 else Number.RoundDown((Date.DayOfYear([Date])-(Date.DayOfWeek([Date], Day.Monday)+1)+10)/7), type number),
InsertISOyear = Table.AddColumn(InsertWeekNumber, "ISO Year", each Date.Year( Date.AddDays( Date.StartOfWeek([Date], Day.Monday), 3 )), Int64.Type),
BufferTable = Table.Buffer(Table.Distinct( InsertISOyear[[ISO Year], [DateInt]])),
InsertISOqNum = Table.AddColumn(InsertISOyear, "ISO QuarterOfYear", each if [ISO Weeknumber] >39 then 4 else if [ISO Weeknumber] >26 then 3 else if [ISO Weeknumber] >13 then 2 else 1, Int64.Type),
InsertISOqtr = Table.AddColumn(InsertISOqNum, "ISO Quarter", each "Q" & Number.ToText([ISO QuarterOfYear]), type text),
InsertISOQuarter = Table.AddColumn(InsertISOqtr, "ISO Quarter & Year", each "Q" & Number.ToText([ISO QuarterOfYear]) & " " & Number.ToText([ISO Year]), type text),
InsertISOqNy = Table.AddColumn(InsertISOQuarter, "ISO QuarternYear", each [ISO Year] * 10000 + [ISO QuarterOfYear] * 100, type number),
//InsertISOday = Table.AddColumn(InsertISOqNy, "ISO Day of Year", (OT) => Table.RowCount( Table.SelectRows( BufferTable, (IT) => IT[DateInt] <= OT[DateInt] and IT[ISO Year] = OT[ISO Year])), Int64.Type),
InsertCalendarWk = Table.AddColumn(InsertISOqNy, "Week & Year", each Text.From([ISO Year]) & "-" & Text.PadStart( Text.From( [ISO Weeknumber] ), 2, "0"), type text ),
InsertWeeknYear = Table.AddColumn(InsertCalendarWk, "WeeknYear", each [ISO Year] * 10000 + [ISO Weeknumber] * 100, Int64.Type),
InsertWeekOffset = Table.AddColumn(InsertWeeknYear, "WeekOffset", each (Number.From(Date.StartOfWeek([Date], Day.Monday))-Number.From(Date.StartOfWeek(CurrentDate, Day.Monday)))/7, type number),
InsertCompletedWeek = Table.AddColumn(InsertWeekOffset, "WeekCompleted", each Date.EndOfWeek( [Date], Day.Monday) < Date.From(Date.EndOfWeek(CurrentDate, Day.Monday)), type logical),
InsertWeekEnding = Table.AddColumn(InsertCompletedWeek, "WeekEnding", each Date.EndOfWeek( [Date], Day.Monday), type date),
AddFY = Table.AddColumn(InsertWeekEnding, "Fiscal Year", each "FY" & (if [MonthOfYear] >= FYStartMonth and FYStartMonth >1 then Text.PadEnd( Text.End( Text.From([Year] +1), 2), 2, "0") else Text.End( Text.From([Year]), 2)), type text),
AddFQ = Table.AddColumn(AddFY, "Fiscal Quarter", each "FQ" & Text.From( Number.RoundUp( Date.Month( Date.AddMonths( [Date], - (FYStartMonth -1) )) / 3 )), type text),
AddFQnYr = Table.AddColumn(AddFQ, "FQuarternYear", each (if [MonthOfYear] >= FYStartMonth and FYStartMonth >1 then [Year] +1 else [Year]) * 10000 + Number.RoundUp( Date.Month( Date.AddMonths( [Date], - (FYStartMonth -1) )) / 3 ) * 100, type number),
AddFM = Table.AddColumn(AddFQnYr, "Fiscal Period", each if [MonthOfYear] >= FYStartMonth and FYStartMonth >1 then [MonthOfYear] - (FYStartMonth-1) else if [MonthOfYear] >= FYStartMonth and FYStartMonth =1 then [MonthOfYear] else [MonthOfYear] + (12-FYStartMonth+1), type text),
AddFMnYr = Table.AddColumn(AddFM , "FPeriodnYear", each (if [MonthOfYear] >= FYStartMonth and FYStartMonth >1 then [Year] +1 else [Year]) * 10000 + [Fiscal Period] * 100, type number),
FYCalendarStart = #date( Date.Year(StartDate)-1, FYStartMonth, 1 ),
InsertFFD = Table.AddColumn( AddFMnYr, "FiscalFirstDay", each if [MonthOfYear] >= FYStartMonth and FYStartMonth >1 then #date( Date.Year([Date])+1, FYStartMonth, 1) else #date( Date.Year([Date]), FYStartMonth, 1) ),
AddFYDateRange = Table.Buffer( Table.ExpandTableColumn( Table.ExpandTableColumn( Table.AddColumn( Table.Group( Table.Group( Table.AddColumn( Table.AddColumn(
Table.RenameColumns( Table.TransformColumnTypes( Table.FromList( { Number.From(FYCalendarStart)..Number.From(EndDate) }, Splitter.SplitByNothing()),{{"Column1", type date}}), {{"Column1", "Date"}}),
"FiscalFirstDay", each if Date.Month([Date]) < FYStartMonth then #date( Date.Year([Date]), FYStartMonth, 1) else #date( Date.Year([Date])+1, FYStartMonth, 1)),
"FWStartDate", each Date.AddYears(Date.StartOfWeek( [Date], Day.Monday), 1)),
{"FiscalFirstDay", "FWStartDate"}, {{"AllRows", each _, type table [Date=nullable date, FiscalFirstDay=date, FWStartDate=date]}}),
{"FiscalFirstDay"}, {{"AllRows2", each _, type table [FiscalFirstDay=date, FWStartDate=date, AllRows=table]}}),
"Custom", each Table.AddIndexColumn( [AllRows2], "FY Week", 1, 1))[[Custom]],
"Custom", {"FiscalFirstDay", "FWStartDate", "AllRows", "FY Week"}, {"FiscalFirstDay", "FWStartDate", "AllRows", "FY Week"}),
"AllRows", {"Date"}, {"Date"})[[Date], [FY Week]]
),
MergeFYW = Table.NestedJoin(InsertFFD, {"Date"}, AddFYDateRange, {"Date"}, "AddFYWeek", JoinKind.LeftOuter),
ExpandFYWeek = Table.TransformColumnTypes( Table.ExpandTableColumn(MergeFYW, "AddFYWeek", {"FY Week"}, {"Fiscal Week"}),{{"Fiscal Week", Int64.Type}}),
UpdateFYWeek = if FYStartMonthNum =null then
Table.ReplaceValue(ExpandFYWeek, each [Fiscal Week], each if FYStartMonth =1 then [#"ISO Weeknumber"] else [Fiscal Week],Replacer.ReplaceValue,{"Fiscal Week"})
else ExpandFYWeek,
AddFYW = Table.AddColumn( UpdateFYWeek, "Fiscal Year & Week", each if FYStartMonthNum =null then [#"Week & Year"] else if Date.Month([Date]) < FYStartMonth then Text.From( Date.Year([Date])) & "-" & Text.PadStart( Text.From([Fiscal Week]), 2, "0") else Text.From( Date.Year([Date])+1) & "-" & Text.PadStart(Text.From([Fiscal Week]), 2, "0"), type text),
InsertFWeeknYear = Table.AddColumn(AddFYW, "FWeeknYear", each if FYStartMonthNum =null then [WeeknYear] else (if Date.Month([Date]) < FYStartMonth then Date.Year([Date]) else Date.Year([Date])+1) * 10000 + [Fiscal Week] * 100, Int64.Type),
InsertIsAfterToday = Table.AddColumn(InsertFWeeknYear, "IsAfterToday", each not ([Date] <= Date.From(CurrentDate)), type logical),
InsertIsWorkingDay = Table.AddColumn(InsertIsAfterToday, "IsWorkingDay", each if Date.DayOfWeek([Date], Day.Monday) > 4 then false else true, type logical),
InsertIsHoliday = Table.AddColumn(InsertIsWorkingDay, "IsHoliday", each if Holidays = null then "Unknown" else List.Contains( Holidays, [Date] ), if Holidays = null then type text else type logical),
InsertIsBusinessDay = Table.AddColumn(InsertIsHoliday, "IsBusinessDay", each if [IsWorkingDay] = true and [IsHoliday] <> true then true else false, type logical),
InsertDayType = Table.AddColumn(InsertIsBusinessDay, "Day Type", each if [IsHoliday] = true then "Holiday" else if [IsWorkingDay] = false then "Weekend" else if [IsWorkingDay] = true then "Weekday" else null, type text),
CurrentDateRecord = Table.SelectRows(InsertDayType, each ([Date] = CurrentDate)),
CurrentISOyear = CurrentDateRecord{0}[ISO Year],
CurrentISOqtr = CurrentDateRecord{0}[ISO QuarterOfYear],
CurrentYear = CurrentDateRecord{0}[Year],
CurrentMonth = CurrentDateRecord{0}[MonthOfYear],
CurrentFiscalFirstDay = CurrentDateRecord{0}[FiscalFirstDay],
PrevFiscalFirstDay = Date.AddYears(CurrentFiscalFirstDay, -1),
CurrentFQ = CurrentDateRecord{0}[FQuarternYear],
CurrentFP = CurrentDateRecord{0}[FPeriodnYear],
CurrentFW = CurrentDateRecord{0}[FWeeknYear],
InsertISOQtrOffset = Table.AddColumn(InsertDayType, "ISO QuarterOffset", each ((4 * [ISO Year]) + [ISO QuarterOfYear]) - ((4 * CurrentISOyear) + CurrentISOqtr), type number),
InsertISOYrOffset = Table.AddColumn(InsertISOQtrOffset, "ISO YearOffset", each [ISO Year] - CurrentISOyear, type number),
InsertFYoffset = Table.AddColumn(InsertISOYrOffset, "FiscalYearOffset", each try (if [MonthOfYear] >= FYStartMonth then [Year]+1 else [Year]) - (if CurrentMonth >= FYStartMonth then CurrentYear+1 else CurrentYear) otherwise null, type number),
InsertCurrentFQ = Table.AddColumn(InsertFYoffset, "IsCurrentFQ", each if [FQuarternYear] = CurrentFQ then true else false, type logical),
InsertCurrentFP = Table.AddColumn(InsertCurrentFQ, "IsCurrentFP", each if [FPeriodnYear] = CurrentFP then true else false, type logical),
InsertCurrentFW = Table.AddColumn(InsertCurrentFP, "IsCurrentFW", each if [FWeeknYear] = CurrentFW then true else false, type logical),
InsertPYTD = Table.AddColumn(InsertCurrentFW, "IsPYTD", each if CurrentYear-1 = [Year] and [Day of Year] <= CurrentDateRecord{0}[Day of Year] then true else false, type logical),
ListPrevFYDates = List.Buffer( Table.SelectRows( Table.ExpandTableColumn( Table.NestedJoin(
Table.AddIndexColumn( Table.RenameColumns( Table.TransformColumnTypes( Table.FromList( List.Dates( PrevFiscalFirstDay, Number.From(CurrentFiscalFirstDay-PrevFiscalFirstDay),#duration(1,0,0,0)), Splitter.SplitByNothing()),{{"Column1", type date}}), {{"Column1", "DateFY"}}), "Index", 1, 1), {"Index"},
Table.AddIndexColumn( Table.RenameColumns( Table.TransformColumnTypes( Table.FromList( List.Dates( Date.AddYears( PrevFiscalFirstDay, -1), Number.From( PrevFiscalFirstDay - Date.AddYears( PrevFiscalFirstDay, -1)),#duration(1,0,0,0)), Splitter.SplitByNothing()),{{"Column1", type date}}), {{"Column1", "DateFY"}}), "Index", 1, 1)
, {"Index"}, "Table", JoinKind.LeftOuter), "Table", {"DateFY"}, {"PrevDateFY"}), each [DateFY] <= CurrentDate)[PrevDateFY] ),
InsertPFYTD = Table.AddColumn(InsertPYTD, "IsPFYTD", each if [FiscalYearOffset] = -1 and List.Contains(ListPrevFYDates, [Date] ) then true else false, type logical),
RemoveToday = Table.RemoveColumns( if EndDate < CurrentDate then Table.SelectRows(InsertPFYTD, each ([Date] <> CurrentDate)) else InsertPFYTD, {"Day of Year", "FiscalFirstDay"}),
ChType = Table.TransformColumnTypes(RemoveToday,{{"Year", Int64.Type}, {"QuarterOfYear", Int64.Type}, {"MonthOfYear", Int64.Type}, {"DayOfMonth", Int64.Type}, {"DateInt", Int64.Type}, {"DayOfWeek", Int64.Type}, {"ISO YearOffset", Int64.Type}, {"ISO QuarternYear", Int64.Type}, {"ISO QuarterOffset", Int64.Type}, {"ISO Weeknumber", Int64.Type}, {"WeeknYear", Int64.Type}, {"MonthnYear", Int64.Type}, {"QuarternYear", Int64.Type}, {"FQuarternYear", Int64.Type}, {"Fiscal Period", Int64.Type}, {"FPeriodnYear", Int64.Type}, {"WeekOffset", Int64.Type}, {"MonthOffset", Int64.Type}, {"DayOffset", Int64.Type}, {"QuarterOffset", Int64.Type}, {"YearOffset", Int64.Type}, {"FiscalYearOffset", Int64.Type}}),
ReorderColumns = Table.ReorderColumns(ChType, {"Date", "Year", "YearOffset", "YearCompleted", "QuarterOfYear", "Quarter & Year", "QuarternYear", "QuarterOffset", "QuarterCompleted", "MonthOfYear", "DayOfMonth", "Month Name", "MonthShortName", "Month Initial", "Month & Year", "MonthnYear", "MonthOffset", "MonthCompleted", "MonthEnding", "DateInt", "DayOfWeek", "DayOfWeekName", "Weekday Initial", "Day Type", "ISO Year", "ISO YearOffset", "ISO QuarterOfYear", "ISO Quarter", "ISO Quarter & Year", "ISO QuarternYear", "ISO QuarterOffset", "ISO Weeknumber", "Week & Year", "WeeknYear", "WeekOffset", "WeekCompleted", "WeekEnding", "Fiscal Year", "FiscalYearOffset", "Fiscal Quarter", "FQuarternYear", "IsCurrentFQ", "Fiscal Period", "FPeriodnYear", "IsCurrentFP", "Fiscal Week", "Fiscal Year & Week", "FWeeknYear", "IsCurrentFW", "IsAfterToday", "IsWorkingDay", "IsHoliday", "IsBusinessDay", "IsPYTD", "IsPFYTD"}, MissingField.UseNull)
in
ReorderColumns,
Documentation = [
Documentation.Name = " fxCalendar",
Documentation.Description = " Date table function to create an ISO-8601 calendar",
Documentation.LongDescription = " Date table function to create an ISO-8601 calendar",
Documentation.Category = " Table",
Documentation.Version = " 1.32: Adjusted fiscal weeks logic depending on wheter a fiscal start month was submitted",
Documentation.Source = " local",
Documentation.Author = " Melissa de Korte",
Documentation.Examples = { [Description = " See: https://forum.enterprisedna.co/t/extended-date-table-power-query-m-function/6390",
Code = " Optional paramters: #(lf)
(FYStartMonthNum) Month number the fiscal year starts, Januari if omitted #(lf)
(Holidays) Select a query (and column) that contains a list of holiday dates #(lf)
(WDStartNum) Switch default weekday numbering from 0-6 to 1-7 by entering a 1 #(lf)
#(lf)
Important to note: #(lf)
[Fiscal Week] starts on a Monday and can contain less than 7 days in a First- and/or Last Week of a FY #(lf)
[IsWorkingDay] does not take holiday dates into account #(lf)
[IsBusinessDay] does take optional holiday dates into account #(lf)
[IsPYTD] and [IsPFYTD] compare Previous [Day of Year] with the Current [Day of Year] number, so dates don't align in leap years",
Result = " " ] }
]
in
Value.ReplaceType( fnDateTable, Value.ReplaceMetadata( Value.Type( fnDateTable ), Documentation ))hi @BrianJ,
@Melissa CC
I was just wondering if there will be an updated version on the Analyst Hub?
Thanks
Keith
@Keith ,
Very funny you mention that - I saw your message when I came back here to copy the code to post it on the Analyst Hub. 
It’s up there now at:
it was just a thought 
HI @BrianJ,
Just a question: Should you have hard code date?
StartOfWeekDayName = Text.Proper( Text.Start( Date.DayOfWeekName( #date(2021, 2,1) ), 3))
Thanks
Keith
@Keith ,
Wow – awesome catch! I actually had pasted the wrong code in.
I’ve subsequently corrected it in both the post above and in the Analyst Hub version.
Thanks very much!
– Brian
Sharp eyes 
@Keith ,
Totally kidding - I completely appreciated the extra set of eyes and your great catch.
@Keith Only ever meant as a compliment, it was genuinely a good spot. Besides, we need someone to keep an eye on @BrianJ 
I think someone else had this issue but I didn’t see how it was resolved. The v2 Extended Date Table from the Analyst hub returned errors in “Quarter & Year” and “Month & Year”:
Hi @Schreg,
I’m not experiencing the reported issue, are you using ‘my version’ from the AH or someone elses?
Hi @Schreg,
Thank you for the feedback. Sadly I can only maintain/update code I’ve submitted to the AH so if you want to be sure that you have ‘the most recent’ version of the Extended Date table, please make sure to grab mine, thanks.
just a question @Melissa. Is there a date on AH on when it was loaded with a revised date. If not maybe it should be included in the description or in the code.
just a thought
thanks
Keith
