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create fiscal year dataframe
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import numpy as np | |
import pandas as pd | |
def get_fy_df(start_date, end_date, fy_start=4): | |
df = pd.DataFrame({"date":pd.date_range(start=start_date,end=end_date)}) | |
df["day_of_week"] = df["date"].dt.weekday | |
df["day_name"] = df["date"].dt.day_name() | |
df["month"] = df["date"].dt.month | |
df["month_name"] = df["date"].dt.month_name() | |
df["month_abbr"] = df["month_name"].str.slice(stop=3) | |
df["quarter"] = df["date"].dt.quarter | |
df["year"] = df["date"].dt.year | |
df["fy_month"] = df["month"] | |
months = list(range(fy_start, 13)) + list(range(1, fy_start)) | |
fy_months = list(range(1, 13)) | |
fy_quarter = list(np.repeat(list(range(1, 5)),3)) | |
month_mapping = dict(zip(months, fy_months)) | |
df = df.replace({"fy_month": month_mapping}) | |
df["fy_quarter"] = df["fy_month"] | |
fy_quarter_mapping = dict(zip(fy_months, fy_quarter)) | |
df = df.replace({"fy_quarter": fy_quarter_mapping}) | |
def get_fy(row, fy_start): | |
# closure function to calculate fy | |
if row["month"] >= fy_start: | |
row["fy"] = str(row["year"])[2:4] + "/" + str(row["year"]+1)[2:4] | |
else: | |
row["fy"] = str(row["year"]-1)[2:4] + "/" + str(row["year"])[2:4] | |
return row["fy"] | |
df["fy"] = df.apply(get_fy, fy_start=fy_start, axis=1) | |
df["month-year"] = df.month_abbr + "-" + df.year.astype(str) | |
df["order_id"] = (df.year + df.fy_month) -1 | |
df = df[["date", "day_of_week", "day_name", "month", "month_name", "quarter", "year", "fy_month", "fy_quarter", "fy", "month-year", ]] | |
return df | |
# example | |
df = get_fy_df(start_date = "2018-04-01", end_date="2022-03-31", fy_start=4) | |
df |
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