Melissa de Korte Extended Date Table

gistfile1.txt

let fnDateTable = (#date(2022, 1, 1), #date(2024, 12, 31, 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 ))