I regularly add a model to my Power BI or Power Query to represent the date and functions around date.
me@jaykilleen.com wrote this almost 7 years ago and it was last updated almost 7 years ago.
Add this query to your Power BI or Power Query and you can use it to relate any other existing model to Date. This is more powerful than using the inbuilt date model that comes with PowerBI.
let
//Capture the date range from the parameters
StartDate = #date(2015, 01, 01),
EndDate = #date(2099, 12, 30),
CurrentFinancialYear = if Date.Month(DateTime.LocalNow()) > 6 then Date.Year(DateTime.LocalNow())+1 else Date.Year(DateTime.LocalNow()),
//Get the number of dates that will be required for the table
GetDateCount = Duration.Days(EndDate - StartDate),
//Take the count of dates and turn it into a list of dates
GetDateList = List.Dates(StartDate, GetDateCount,
#duration(1,0,0,0)),
//Convert the list into a table
DateListToTable = Table.FromList(GetDateList,
Splitter.SplitByNothing(), {"Date"}, null, ExtraValues.Error),
//Convert the Date column to a Date type
ChangeDateToDateType = Table.TransformColumnTypes(DateListToTable,{{"Date", type date}}),
//Create various date attributes from the date column
//Add DateKey
DateKey = Table.AddColumn(ChangeDateToDateType, "Key",
each Number.ToText(Date.Year([Date]))&
Text.PadStart(Number.ToText(Date.Month([Date])),2,"0")&
Text.PadStart(Number.ToText(Date.Day([Date])),2,"0")),
ChangeKeyToNumber = Table.TransformColumnTypes(DateKey,{{"Key", Int64.Type}}),
MoveKeyToBeginning = Table.ReorderColumns(ChangeKeyToNumber,{"Key", "Date"}),
// Add Year Column
Year = Table.AddColumn(MoveKeyToBeginning, "Year",
each Date.Year([Date])),
FinancialYear = Table.AddColumn(Year, "FinancialYear", each if Date.Month([Date]) > 6 then Date.Year([Date])+1 else Date.Year([Date])),
// Add Quarter Column
Quarter = Table.AddColumn(FinancialYear , "Quarter",
each "Q" & Number.ToText(Date.QuarterOfYear([Date]))),
FinancialQuarter = Table.AddColumn(Quarter, "FinancialQuarter", each if [Quarter] = "Q1" then "Q3" else if [Quarter] = "Q2" then "Q4" else if [Quarter] = "Q3" then "Q1" else "Q2"),
// Add Week Number Column
Week= Table.AddColumn(FinancialQuarter , "Week",
each Date.WeekOfYear([Date])),
// Add Month Number Column
Month = Table.AddColumn(Week, "Month",
each Date.Month([Date])),
//Add Month Name Column
MonthName = Table.AddColumn(Month , "MonthName",
each Date.ToText([Date],"MMMM")),
FinancialMonth = Table.AddColumn(MonthName, "FinancialMonth", each if Date.Month([Date]) < 7 then Date.Month([Date]) + 6 else Date.Month([Date]) - 6 ),
//Add Day of Week Column
DayOfWeek = Table.AddColumn(FinancialMonth , "Day of Week",
each Date.ToText([Date],"dddd")),
// Add YearsAgo
YearsAgo = Table.AddColumn(
DayOfWeek,
"YearsAgo",
each
Date.Year(DateTime.LocalNow()) - [Year]
),
MonthsAgo = Table.AddColumn(YearsAgo, "MonthsAgo", each (12*[YearsAgo])+ Date.Month(DateTime.LocalNow()) - [Month]),
WeeksAgo = Table.AddColumn(MonthsAgo, "WeeksAgo", each (52*[YearsAgo]) + Date.WeekOfYear(DateTime.LocalNow()) - Date.WeekOfYear([Date])),
// Add DaysAgo
DaysAgo = Table.AddColumn(
WeeksAgo,
"DaysAgo",
each
(365*[YearsAgo]) + Date.DayOfYear(DateTime.LocalNow()) - Date.DayOfYear([Date])
),
// FinancialPeriod
FinancialPeriod = Table.AddColumn(DaysAgo, "FinancialPeriod", each Number.ToText([FinancialYear])&Text.PadStart(Number.ToText([FinancialMonth]),2,"0")),
ShortMonthName = Table.AddColumn(FinancialPeriod, "ShortMonthName", each Text.Range([MonthName],0,3)),
IsInCurrentMonth = Table.AddColumn(ShortMonthName, "IsInCurrentMonth", each Date.IsInCurrentMonth([Date])),
IsInCurrentYear = Table.AddColumn(IsInCurrentMonth, "IsInCurrentYear", each Date.IsInCurrentYear([Date])),
IsInCurrentFinancialYear = Table.AddColumn(IsInCurrentYear, "IsInCurrentFinancialYear", each if CurrentFinancialYear = [FinancialYear] then true else false),
MTD = Table.AddColumn(IsInCurrentFinancialYear, "MTD", each if ([IsInCurrentMonth] = true and [DaysAgo] >= 0) then true else false),
ChangeYearType = Table.TransformColumnTypes(MTD,{{"Year", Int64.Type}, {"FinancialYear", Int64.Type}, {"Week", Int64.Type}, {"Month", Int64.Type}, {"FinancialMonth", Int64.Type}, {"YearsAgo", Int64.Type}, {"MonthsAgo", Int64.Type}, {"WeeksAgo", Int64.Type}, {"DaysAgo", Int64.Type}, {"FinancialPeriod", Int64.Type}, {"Quarter", type text}, {"FinancialQuarter", type text}, {"MonthName", type text}, {"Day of Week", type text}, {"ShortMonthName", type text}, {"IsInCurrentMonth", type logical}, {"IsInCurrentYear", type logical}, {"IsInCurrentFinancialYear", type logical}, {"MTD", type logical}})
in
ChangeYearType