Create Date Table in Microsoft Power BI

Why?

Using a custom date table in Microsoft Power BI has the advantage of providing more functionality than the "classic" built-in date table does. For example you may have a fiscal year that does not start in January, or you might want to make it easier for yourself to get consecutive results and want to have months numbered from your first data point to the last.

Create custom date table in Microsoft Power BI

  • Go to the "Model" view and click on "Get Data"
  • Choose "Blank Query" from the list -> The Power Query Editor opens
  • Click "Manage Parameters" and add the following parameters:
    • FromYear -> Decimal Number -> Default: your default year to start from, for example 2015
    • ToYear -> Decimal Number -> Default: the default max year to use, for example 2025
    • StartOfFiscalYear -> Decimal Number -> Default: the month your fiscal year starts with, for example 1 for January or 6 for June
  • Close the parameters window
  • Click on "Advanced Editor" in the ribbon bar "Home"
  • Paste the following code:
let
    Today=Date.From(DateTime.LocalNow()), 
    firstDayofWeek=Day.Monday,
    FromDate=#date(FromYear,1,1),
    ToDate=#date(ToYear,12,31),
    Source=List.Dates(
        FromDate,
        Duration.Days(ToDate-FromDate)+1,
        #duration(1,0,0,0)
    ),
    #"Converted to Table" = Table.FromList(Source, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
    #"Renamed Columns" = Table.RenameColumns(#"Converted to Table",{{"Column1", "Date"}}),
    #"Changed Type" = Table.TransformColumnTypes(#"Renamed Columns",{{"Date", type date}}),
    #"Inserted Year" = Table.AddColumn(#"Changed Type", "Year", each Date.Year([Date]), Int64.Type),
    #"Inserted Start of Year" = Table.AddColumn(#"Inserted Year", "Start of Year", each Date.StartOfYear([Date]), type date),
    #"Inserted End of Year" = Table.AddColumn(#"Inserted Start of Year", "End of Year", each Date.EndOfYear([Date]), type date),
    #"Inserted Month" = Table.AddColumn(#"Inserted End of Year", "Month", each Date.Month([Date]), Int64.Type),
    #"Inserted Start of Month" = Table.AddColumn(#"Inserted Month", "Start of Month", each Date.StartOfMonth([Date]), type date),
    #"Inserted End of Month" = Table.AddColumn(#"Inserted Start of Month", "End of Month", each Date.EndOfMonth([Date]), type date),
    #"Inserted Days in Month" = Table.AddColumn(#"Inserted End of Month", "Days in Month", each Date.DaysInMonth([Date]), Int64.Type),
    #"Inserted Day" = Table.AddColumn(#"Inserted Days in Month", "Day", each Date.Day([Date]), Int64.Type),
    #"Inserted Day Name" = Table.AddColumn(#"Inserted Day", "Day Name", each Date.DayOfWeekName([Date]), type text),
    #"Inserted Day of Week" = Table.AddColumn(#"Inserted Day Name", "Day of Week", each Date.DayOfWeek([Date]), Int64.Type),
    #"Inserted Day of Year" = Table.AddColumn(#"Inserted Day of Week", "Day of Year", each Date.DayOfYear([Date]), Int64.Type),
    #"Inserted Month Name" = Table.AddColumn(#"Inserted Day of Year", "Month Name", each Date.MonthName([Date]), type text),
    #"Inserted Quarter" = Table.AddColumn(#"Inserted Month Name", "Quarter", each Date.QuarterOfYear([Date]), Int64.Type),
    #"Inserted Start of Quarter" = Table.AddColumn(#"Inserted Quarter", "Start of Quarter", each Date.StartOfQuarter([Date]), type date),
    #"Inserted End of Quarter" = Table.AddColumn(#"Inserted Start of Quarter", "End of Quarter", each Date.EndOfQuarter([Date]), type date),
    #"Inserted Week of Year" = Table.AddColumn(#"Inserted End of Quarter", "Week of Year", each Date.WeekOfYear([Date],firstDayofWeek), Int64.Type),
    #"Inserted Week of Month" = Table.AddColumn(#"Inserted Week of Year", "Week of Month", each Date.WeekOfMonth([Date],firstDayofWeek), Int64.Type),
    #"Inserted Start of Week" = Table.AddColumn(#"Inserted Week of Month", "Start of Week", each Date.StartOfWeek([Date],firstDayofWeek), type date),
    #"Inserted End of Week" = Table.AddColumn(#"Inserted Start of Week", "End of Week", each Date.EndOfWeek([Date],firstDayofWeek), type date),
    FiscalMonthBaseIndex=13-StartofFiscalYear,
    adjustedFiscalMonthBaseIndex=if(FiscalMonthBaseIndex>=12 or FiscalMonthBaseIndex<0) then 0 else FiscalMonthBaseIndex,
    #"Added Custom" = Table.AddColumn(#"Inserted End of Week", "FiscalBaseDate", each Date.AddMonths([Date],adjustedFiscalMonthBaseIndex)),
    #"Changed Type1" = Table.TransformColumnTypes(#"Added Custom",{{"FiscalBaseDate", type date}}),
    #"Inserted Year1" = Table.AddColumn(#"Changed Type1", "Year.1", each Date.Year([FiscalBaseDate]), Int64.Type),
    #"Renamed Columns1" = Table.RenameColumns(#"Inserted Year1",{{"Year.1", "Fiscal Year"}}),
    #"Inserted Quarter1" = Table.AddColumn(#"Renamed Columns1", "Quarter.1", each Date.QuarterOfYear([FiscalBaseDate]), Int64.Type),
    #"Renamed Columns2" = Table.RenameColumns(#"Inserted Quarter1",{{"Quarter.1", "Fiscal Quarter"}}),
    #"Inserted Month1" = Table.AddColumn(#"Renamed Columns2", "Month.1", each Date.Month([FiscalBaseDate]), Int64.Type),
    #"Renamed Columns3" = Table.RenameColumns(#"Inserted Month1",{{"Month.1", "Fiscal Month"}}),
    #"Removed Columns" = Table.RemoveColumns(#"Renamed Columns3",{"FiscalBaseDate"}),
    #"Inserted Age" = Table.AddColumn(#"Removed Columns", "Age", each [Date]-Today, type duration),
    #"Extracted Days" = Table.TransformColumns(#"Inserted Age",{{"Age", Duration.Days, Int64.Type}}),
    #"Renamed Columns4" = Table.RenameColumns(#"Extracted Days",{{"Age", "Day Offset"}}),
    #"Added Custom1" = Table.AddColumn(#"Renamed Columns4", "Month Offset", each (([Year]-Date.Year(Today))*12)
+([Month]-Date.Month(Today))),
    #"Changed Type2" = Table.TransformColumnTypes(#"Added Custom1",{{"Month Offset", Int64.Type}}),
    #"Added Custom2" = Table.AddColumn(#"Changed Type2", "Year Offset", each [Year]-Date.Year(Today)),
    #"Changed Type3" = Table.TransformColumnTypes(#"Added Custom2",{{"Year Offset", Int64.Type}}),
    #"Added Custom3" = Table.AddColumn(#"Changed Type3", "Quarter Offset", each (([Year]-Date.Year(Today))*4)
+([Quarter]-Date.QuarterOfYear(Today))),
    #"Changed Type4" = Table.TransformColumnTypes(#"Added Custom3",{{"Quarter Offset", Int64.Type}})
in
    #"Changed Type4"
  • Save and apply
  • Back in the Power BI Model View select the newly created Date table
  • Right click and choose "Mark as Date table"
  • Add relations to any date related tables you are using from your newly created date table
  • In all analytics graphics, you can now use the date field (or any other field) of this custom date table to configure your graphs