Forum Discussion
Power Query | Create Column out of two dates
I have differents projects and each has budget, a start date and an end date.
The mission is to create month columns with the respective month name (or number) and distribute the budget on theses columns equally. Every row should be a project.
I am actually strugling with the creation of the columns. Anyone an idea?
The real challenge in your scenario is to calc. the #Months between [Start Date] and [End Date] as PQ currently doesn't have a function like Duration.Months or an equivalent to Excel/Dax https://docs.microsoft.com/en-us/dax/datediff-function-dax. I'm not aware of a perfect solution to this (One on the Net "claims" he figured it out but there are situations where his function doesn't return the correct #Months) ==> In the below query adjust AvgDaysPerMonth at your convenience
With https://docs.microsoft.com/en-us/powerquery-m/list-accumulate in attached sample:
(can be shortened)
let Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content], ChangedTypes = Table.TransformColumnTypes(Source, {{"Project", type any}, {"Budget", type number}, {"Start Date", type date}, {"End Date", type date}} ), AvgDaysPerMonth = 365/12, CalcMonths = Table.AddColumn(ChangedTypes, "Months", each Number.RoundUp( (Duration.Days(Date.EndOfMonth([End Date]) - Date.StartOfMonth([Start Date])) +1) / AvgDaysPerMonth, 0 ), Int64.Type ), MaxMonths = List.Max(CalcMonths[Months]), EarliestStart = Date.StartOfMonth(List.Min(CalcMonths[Start Date])), MonthsList = List.Transform({0..MaxMonths}, each Date.AddMonths(EarliestStart, _)), AddedMonths = List.Accumulate(MonthsList, CalcMonths, (accum,current) as table => Table.AddColumn(accum, Date.ToText(current,"MMM yyyy"), each if (Date.StartOfMonth([Start Date]) <= current) and ([End Date] >= current) then [Budget] / [Months] else null, type nullable number ) ), RemovedMonths = Table.RemoveColumns(AddedMonths,{"Months"}) in RemovedMonths
4 Replies
- LorenzoSilver Contributor
The real challenge in your scenario is to calc. the #Months between [Start Date] and [End Date] as PQ currently doesn't have a function like Duration.Months or an equivalent to Excel/Dax https://docs.microsoft.com/en-us/dax/datediff-function-dax. I'm not aware of a perfect solution to this (One on the Net "claims" he figured it out but there are situations where his function doesn't return the correct #Months) ==> In the below query adjust AvgDaysPerMonth at your convenience
With https://docs.microsoft.com/en-us/powerquery-m/list-accumulate in attached sample:
(can be shortened)
let Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content], ChangedTypes = Table.TransformColumnTypes(Source, {{"Project", type any}, {"Budget", type number}, {"Start Date", type date}, {"End Date", type date}} ), AvgDaysPerMonth = 365/12, CalcMonths = Table.AddColumn(ChangedTypes, "Months", each Number.RoundUp( (Duration.Days(Date.EndOfMonth([End Date]) - Date.StartOfMonth([Start Date])) +1) / AvgDaysPerMonth, 0 ), Int64.Type ), MaxMonths = List.Max(CalcMonths[Months]), EarliestStart = Date.StartOfMonth(List.Min(CalcMonths[Start Date])), MonthsList = List.Transform({0..MaxMonths}, each Date.AddMonths(EarliestStart, _)), AddedMonths = List.Accumulate(MonthsList, CalcMonths, (accum,current) as table => Table.AddColumn(accum, Date.ToText(current,"MMM yyyy"), each if (Date.StartOfMonth([Start Date]) <= current) and ([End Date] >= current) then [Budget] / [Months] else null, type nullable number ) ), RemovedMonths = Table.RemoveColumns(AddedMonths,{"Months"}) in RemovedMonths
- Laurent500Copper Contributor
This looks really good to me.
I did not know List.Accumulate. In the meantime I kind of solved my problem through complicated if then formulas which I obviously did not like at all.
The table you send was of great help. Your solution will expand my horizont for further challenges too.
Thank you very much for your help.
- LorenzoSilver Contributor
Re-edited my post. My bad, forgot to do +1 on the Duration.Days calc.
Please re-re-download & sincere apologies for the inconvenience