DATE TABLE for Power BI using Power Query
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- Опубліковано 3 лип 2024
- Learn how to create a date table in Power BI using Power Query. If you just want a quick solution you can copy over the code from the download link below.
Download file here datatraining.io/powerbi-how-to
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⏱️ TIMESTAMPS ⏱️
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0:00 Intro
0:41 Why do you need a custom date table
3:21 Creating a date table using power query
16:21 Connecting a date table and creating a date hierarchy
20:37 Reusing a date table template
21:14 End
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This is the best explanation I've come across on how to do this. I loved how you showed the actual steps so that I could follow along and explained what each step was doing. I'm not a coder, but I could follow this. I like how you went back at the end and showed how it appeared in the data field.
Brilliant. Exactly what I needed to do. Optimal pace on your tutorials; you get straight to the things that matter and crack through them in a methodical and logical way. Excellent stuff.
Thank you for the kind words Graeme! 😀
I've just discovered this Channel, i realize I have at least 2 years of knowledge to catch up. And with your vids which are wisely structured and dense I'll catch up fast. Big thanks !
Thank you so much for taking the time to walk through this date creation. I have seem many different videos and yours is the best, easiest to understand by far and you walk through every possible issue which I just love and very much appreciate!!!
Thanks for the video. One small suggestion is that, it would be much easier to follow if you could make your mouse cursor more visible. I had a hard time to see where did you click sometimes.
yes,pls
This is the best explanation I've come across on how to do this.
Why am I just seeing this?! This is amazing, I really appreciate it.
I know I'm late, but you saved my butt. You are the best
It took me 180 mins to digest this awesome 21 mins video yesterday. I forgot to say "thank you" and LIKE. So I'm coming back to revisit the topic and do I was supposed to do yesterday.😂 Excellent approach to explain the topic in a digestible way!
:):) thank you so much for taking the time!
Awesome! Here I thought I had to create a new Date Table for every range I wanted to look at! Thanks for helping me create my first Date Table!
Thank you! It was great, and easy to follow tutorial.
Thanks for this video. It was very helpful!
Thanks, the PQ method was what I was looking for
Thank you! Very helpful!
Very informative. Thanks!
I needed this film so much. Thanks :D
Great lesson. Tank you.
Man, you are so SMART and HANDSOME! 👏🏼I think I fell in love here. Thanks for this video! It helped me a lot!
Helps a lot. Thanks Dear
Man I love your videos, keep the hard work up.
I appreciate that! thx Sami! 😃 will do
Your videos are awesome. You are very clear and your voice remember me to jhon (the father in this is us). Its very relaxing and nostalgic i dont know
Very helpful Bas!
This was really helpful. Thank you!
Glad to hear you think so! Thank you for your support:)
Many Thanks!
this is a beneficial video !!
Thank you!! 😀
Why this video got only 1k likes... it should be 1million likes.. u deserves it... 😃😃.. nice explanation.. "New subscriber added!!"
Thank you so much 😀
I spent at least one hour to view and practice from what I learnt from this video, at beginning I copied the codes from the end of session into advanced PQ editor, it didn't work, so I do it again from beginning, also learnt the trick to bulk update un-summaries columns 😇
Good lesson!!
Thanks! 😃
Awesome, that's exactly was what I was struggling with thx
Glad to hear it helped! 😀 thx for watching Fernando
Can you please make a video on how to slice between calender year and financial year
Bas - Thank you for this lesson. The one question I have with creating a date table is whether to use Power Query or DAX. I've seen videos on both approaches and I've never really understood the pros and cons of both approaches. If you have any suggestions or tips on this topic, I'd appreciate your insight. Thanks.
Ey CJ, it is more a matter of preference for the datetable. I usually create and modify the tables in PowerQuery when there is no good reason to do it with DAX.
Would help to see other areas of the screen. Lost when you started creating the list of dates after commenting the variables
Solid tutorial Bas - awesome
Glad you liked it!😀
This has been so helpful thank you! Would you be able to do a time table tutorial as well?! I'm working with call center data which is proving to be challengng!!
This was very helpful!
Could you do one on adding a time table and then add this to the hierarchy?
thx for the idea Franziska, will put it on my list! 😀
Good afternoon, Bas (and thank you for sharing you knowledge on the web). Your week_id-column really BLEW MY MIND and open SO many new doors for me regarding things that is possible in BI. I can't understand why no one else (as far as I have found) has done this before! Since this video was uploaded, do you have any new tips/tricks regarding creating this (holy) date table? :) Best regards, Norway!
Great Content man thank you!!! I have a question for you, I have a table that contains Year, month, and day columns separately they are not in date form by the way. How can I convert them into a single date column?
Hello. Thank you for the video. I have a question to ask you. What part should I adjust to make a date table that has a week interval from the start date to the present date?
thank you
You're welcome
Great ! Thanks
You are welcome thx for watching
Thanks for the video, it is really useful, but not beginner friendly. There might be some crucial steps missing.
Which steps are missing?
You are simply brrrrrrriliant. You always knock my socks off. Can l give you my daughter?
Hi Bas! As usual very informative and helpful. But I've gotta question - is it possible to get the max date from fact table in report instead of addin end date manually?
Date.From(List.Max(facttable[columnname]))
Hi Bas, I like all you videos, we just start using Power BI in my organization and they've been very useful. And this one just land on the right time, I just start a new PBI project two days ago and I'll need a personalized calendar (weeks, short names, etc). Thanks once more. Is it possible to have the final code?
thanks Rogério! awesome, I am happy the videos helped! I included the code in the download link (see description section).
FEEDBACK: For beginners your cropped screen view makes it hard to see HOW you got to where you are. Example after setting up the Start and End Date you start to write the function, but I cannot get the Start/End date values out of the fx editor
thanks for the feedback
Yes, how do you do this? I can't set up the end date. Thanks-
Perfect!
thanks Malu!
I am a beginner and Bas's videos really help me a lot. I cannot find how to make multiple selections of the fields and cannot find Filed Properties. Could anyone, please, help me with that?
Great video.. is there any special advantage of using Power Query Date table over DAX date table?
Nice Vid! How do you add Fiscal Year/Quarter as new column?
Thanks for the amazing knowledge.
Is there any change we can set start date dynamically
Another great video!! I have one question. At 16:45 all of the added columns appear to be the Date data type. But at other places (like 11:21) they are still text or whole number. Howe are you managing this conversion? If I simply change the data type, PBI converts the number to a date based on that value (i.e. 2022 becomes Friday, July 14, 1905). Thank you!
Is there any benefit in doing this wit PQ in stead of Dax? Usually I would set the start and end date based on the dataset max and min dates to get the correct date range.
Hi Bas! Great video again. If i have 1million row, in minutes resolution, and want to slice, filtering, hours, days etc, what is the best solution? Create related one date and one time table, or just datetime table?
the more unique values, the worse the data will be compressed. Therefore it is better to split it and make sure to truncate it to minutes (if you dont need seconds or hours if you dont need more granularity).
Hello! Thank you for the video! In your relationships will this only work for order date? If so, how do you make the connection work for your other dates like Due Date or Ship Date?
Yeah, like do you just create multiple relationships and all works out fine and dandy?
Hi Bas, awesome video can my Quarters be different. For example, if my Start Date is in July-Sep for Quarter 1, Oct- Dec= Quarter 2 ?
Great Video!!! As always, your videos are full of excellent info!!!! But, how can I create a collumn that calculates the week number, knowing that the week starts always on saturday?? is it possible??? Thank you so much!!!
Thanks for the tip, the reusable part is what adds value the most. I have followed the steps but the date column gets the icon of unique value, not as a date. does it affect the model? I couldn't add hierarchy with the drag option, only through the model view with right click add to hierarchy. Aparte from that, everything workas as expected.
Same here - ever fix that?
Am I correct to assume the automated date tables also don't allow you to use Dax code that let you compare month to previous month? Only after applying a custom table did such calculations work. But I'm not 100% on whether this is due to the automated date tables or something else.
Hi Bas, great series. I have one question regarding the weeknumber: this seems to be the US weeknumber. Is there an equivalent like the Excel ISOWEEKNUMBER for European weeks. Week no 1 hardly ever starts on jan 1st..... in Europe that is....
Hi Diederik, there is no native function in Power Query that calculated the ISOWEEKNUMBER. However, you could write ( or google ;) ) a custom function . Here is an example I found that could work excel-inside.pro/blog/2018/03/06/iso-week-in-power-query-m-language-and-power-bi/
grreat videeo.. Bro, when i created a relationship with the date with my order_date in sales table , unfortunately it was not showing any hierarchy for the order_date column in my sales table
Nice please Add Fiscal Year April 21 to Mar 22
for inserting new step do you use a keyboard shortcut ?
Why, after clarifying the sort order for the individual columns, like you see at 20:29, does it order the Months alphabetically and not in the order that they occur when covering multiple years?
Bas - Thank you for this video. I'm wondering if you can do a video on how to add fiscal year, fiscal QT and fiscal month. Say company with fiscal year ended June instead of Dec. It's a wish list.😃
you can add further custom columns to the date table -> eg
if [Month]>=FYstart then [Month]-(FYstart-1) else [Month]+(12-FYstart+1)
Bas, Thanks. I'm discovering your video, its brilliant. I nevertheless have a problem: I cannot sort the column Month by the column MonthNo. (it works for quarter). PBI says that there can't be more than one value in MonthNo for the same value in Month. Many Thanks
well,.. :p the error message gives it away .. makes sure that for each monthname there is only 1 corresponding monthnr .. also make sure there are no blanks
I couldn't use analytics trend or forecast in my visualization 'ex. line chart" when I use the calendar table date column that related to data table "ex. sales"
Great video, thanks! You had 3 date fields in your dataset, same as in my dataset. I can link 1 to the Dim_Date but what if we want to have the same for the other date columns as well?
Thank you Claudine! 😊You can make relations on all 3 (2 will be inactive, 1 active). In you measure you can then use the inactive relation ships as follows:
= CALCULATE(SUM(fctSales[SalesAmount]), USERELATIONSHIP(fctSales[OrderDate], dimDate[Date]))
@@HowtoPowerBI Great, this will overrule the primary connection! Thank you for providing this insight!
@@HowtoPowerBI Please could you do a video on this?
Could you do a best practice video for creating data tables? For instance, I used DAX, but I think the italians recomend to use string instead of integers? Also, for instance, in filter cards, I don't know how to order the years o select automatically always the last year. Thanks!
Hi Sergio, thanks for the ideas! I will probably do a video soon on creating a date table with dax as well and touch upon the topics you mentioned.
@@HowtoPowerBI thanks. I've been told that content on filter cards can't be sorted. That's why mainly people prefer to create their own filter pane. You did a video on filter pane, but what are the benefits Vs filter pane? Why should I create a custom filter pane? More ideas 😉
Can my Start Date and End Date be different. For example if my Start Date is in June and End Date May will this still work?
How do you add a column that concatenates Year and Quarter?
Hi Bas,
Very nice vidéo !
How can I add a column where the dates like 12/25 or 12/31 or specific date that I choose appear as 1 and other date as 0 ?
With this column, I could retrieve non working days from calculations.
for working days count, I think there is a Net working days function now, for adding those kinds of holidays, I think you would have to import the days and maybe merge them into the calendar table to create a column that has that data
Hi sir, learn a lot from your videos 😊
Awesome Kunal!
If I want to list all dates between a larger interval etc. 50 years how would i solve the 365 or 366 days issue? Will +1 in the Duration.Days formula fix this for all years?
This is really good information. Is it possible to highlight federal holidays on a line chart with a weekly sales and date table?
thank you!! 😀 how would you want to show it, as a mark on the line?
@@HowtoPowerBIThanks for the reply. As a Mark for sure....such that and a text such that over the line you can see for example we had Thanksgiving hence the reason sales were up or down. Only want to use it as a reference
What would be the benefit of using this technique over DAX? Normally I just create a new table and drop some DAX like Calendar = ADDCOLUMNS((CALENDAR("01-01-2022", "31-12-2022")), "Year", FORMAT([Date], "YYYY"), "Week", WEEKNUM([Date], 1) ...... etc
I lost the slicer style "between" when I use the hierarchy using this approach. It now just gives me Vertical or DropDown options for slicer style. Is there a way to make a slicer style "Between" using this table?
This is so whizzy! How did it take me a year to find? Thanks !
thanks for the video, been following along well but i'm getting an error at about 16.5 minutes in when it's time to name it...because it doesn't like in this step that i'm trying to subtract a date from a datetime value: = Duration.Days(Duration.From(EndDate-StartDate))+1. How do i get around this?
Great! How do you change the Quarter to a Fiscal quarter which starts July 1st?
THX! 😀
First add fiscal month:
if [Month]>=StartOfFiscalYear then [Month]-(StartOfFiscalYear-1) else [Month]+(12-StartOfFiscalYear+1)
then fiscal quarter:
divide by 3 and round up
How to combine dataparts and texts? I'd like to create yyyymm column (and similar)
Hello, so I'm having this problem (i'm new to power bi). I have let's say types of loan portfolios in one column and then i have dates horizontally and information is filled out under each date for all portfolios. and I'm having problem with this format, because power bi doesn't recognize dates that are horizontally spread, at least not automatically, and I can't seem to build a chart for this time series and these portfolios, when i restructure the data and put all the data vertically including dates then it recognizes the dates. If someone has a solution much appreciated :)
Hi Bas, this is extremely helpful. Thnx! But ... (there is always a But 😉) ... the schoolorganisation where I work (vmbo/mbo in the Netherlands) we're so occupied teaching that it feels like the ink on one Q-report is still wet or the next Q-report has to be written. So we decided to split the year in thirds (tertial reporting). It gives us time to breath (and teach). How can I add such a tertial number column to my date table? Is there a mod function in Power Query or DAX e.g. (DayNr mod(122))+1?
... nailed it Bas (thnx, inspired by Your other videos) ... used Number.IntegerDivide 🙂 based on the daynumber of the year. Made it even more dynamic, in case my boss changed his mind about number of reports per year 🙈
Is this the method you recommend when there is no end date? I analyze production data and there is no end date in sight. We've been in operation for 20+ years already. I usually use CalendarAuto but do you think there is a better way?
Hi Todd, you can make the end date dynamic for example by using List.Max([Date Column]) . I generally transform and create my tables in power query when possible. However, that is more of a personal preference. I don't think there is a performance difference between the two methods.
@@HowtoPowerBI - Awesome, thanks for the List.Max([Date Column]) tip.
What If my Fiscal Quarter (q1) start from O1-July?
How to select all the fields?plz help
Lovely Video. Followed all through. Is this method still okay to apply today or is there a better way boss?
this method still is fine
Dear Bas, again a very helpful video. I've been looking for a long time for a solution to have a field in the calandar table descending sort year - month number. The reason is a descending sort in a matrix. Have you got any idea how to bulld such a field ?
Hi Andreas, thank you! you could build a separate year desc and year desc sort column. Then do that as well for the month. I added an example in the download (see description).
@@HowtoPowerBI Hi Bas, thanks a lot for immediate reply. I show in my matrix only one field Year/month (Text.End(Text.From([Year]),2) & "-" & [Month]) and I have build the appropriate sort field with ([MonthNum] + [Year]*100). However, I could not find to get the Year/Month field converted in descending order.
@@andreasschmidt2766 I have updated the example in the download file (datetable_sort_desc.pbix) . The main idea is that you have a YearMonth Desc sort order (multiply by one) (make sure it has data type whole number). Let me know if it is clear from the updated example.
@@HowtoPowerBI Hi Bas, you are very smart, the key is the YearMonth Sort field. Yes it is very clear now. Thanks a lot again.
@@HowtoPowerBI you are genius ! I'm breaking my head for this. Thankyou.
From where and which data you used ?
If I want to have a custom date table for every date field (order date, due date, ship date in your example) , do I need to create 3 custom date tables? Coming from QlikSense, where the "autocalendar" script works like a charm and it is customizable, this seems inefficient
I would create 1 - and then create a relation on all 3 date fields (no 2 and 3 will b inactive). You can then write a measure that uses the relation you like. For example:
CALCULATE (
SUM ( fctSales[Sales] ),
USERELATIONSHIP (
fctSales[Due Date],
'dimDate'[Date]
)
)
@@HowtoPowerBI thank you - in my difficult quest from Qlik to PowerBI, I am drilling down into the data modelling differences and I am very much scared by the loss of the associative modelling :( The fact that custom measures are the best way to cross-filter slicers, given the lack of many to many relationships... probably the result can be the same in 99% of the cases, but building the data model in Power BI seems to require much more knowledge and attention and a lot of workarounds to make things work as one would expect, am I wrong?
pls could you show your full screen next time.
is there a way to show the current and previous month?
your first need to build the date table like in the video .. then you can do the time/period calculations using dax (see vid here ua-cam.com/video/I8Y5fBGwqeQ/v-deo.html )
Hi Bas,
When I was looking for custom date table I found this code to create list of dates, the easiest:
Source = {Number.From(#date(2019,1,1))..Number.From(#date(2020,12,31))},
#"Converted to Table" = Table.FromList(Source, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
#"Changed Type" = Table.TransformColumnTypes(#"Converted to Table",{{"Column1", type date}}),
#"Renamed Columns" = Table.RenameColumns(#"Changed Type",{{"Column1", "Date"}})
What do you think about it?
When I try to Sort Day by column DayNo, I get the error "We can't sort 'Day' column by 'DayNo'. There can't be more than one value in 'DayNo' for the same value in 'Day'. Please chose a different column for sorting or update the data in 'DayNo' ". Does anybody know why? For the other columns the change of default sorting is working
I want to know the same
The function works great.. but when i add it to my data i get errors which makes the query impossible to load. I replaced errors and nulls with zeros. Still same. Im not able to use the function. My dates are dates type and i have no negative results 😢. Help!
I didn't fully understand the reasons for hiding some columns and for disabling the date learning options
Whoa, but what about the range of dates in my sql queries? My start dates aren’t aligned eeek!
I tried to mark as date table but field is grayed out ! Is there a problem
maybe already marked as date table?
13:15 dding comments to power query editor
How did you solve: Can't Sort "Day" by "DayNo." due to multiple values for each entry..?
And what if you have more than 1 date column in your report? this threw everything off..
can someone paste the code for making the date table so we dont have to write from scratch? thx
You can download the file with code, see link in the description :)