PowerBI中的函数日期表

PowerBI中的函数日期表_第1张图片

在PowerBI中,日期表的问题是始终都无法绕过的一个问题,首先是微软默认的日期表月份显示如下:


PowerBI中的函数日期表_第2张图片

可能这种形式我们自己看起来没啥的,但是要考虑做出来的可视化报表呈现的对象绝对不仅仅是自己,那么就需要我们自己来制作自己的日期维度表。

太多方法就不说了,这里提供两种方法大家参考:

一、M函数:


PowerBI中的函数日期表_第3张图片

1、在PQ编辑器界面,左边查询的位置,点击鼠标右键,新建空白查询:


PowerBI中的函数日期表_第4张图片

2、点击操作界面的上方的高级属性编辑器:


PowerBI中的函数日期表_第5张图片

3、将查询里面所有的内容清空,复制下面这段代码进去:

let

    CalendarType =  type function (


        optional CalendarYearStart as (type number meta [

            Documentation.FieldCaption = "开始年份,日期表从开始年份1月1日起。",

            Documentation.FieldDescription = "日期表从开始年份1月1日起",

            Documentation.SampleValues = { Date.Year( DateTime.LocalNow( ) ) - 1 } // Previous Year

        ]),


        optional CalendarYearEnd as (type number meta [

            Documentation.FieldCaption = "结束年份,日期表至结束年份12月31日止。",

            Documentation.FieldDescription = "日期表至结束年份12月31日止",

            Documentation.SampleValues = { Date.Year( DateTime.LocalNow( ) ) } // Current Year

        ]),

        optional CalendarFirstDayOfWeek as (type text meta [

            Documentation.FieldCaption = "定义一周开始日,从 Monday,Tuesday,Wednesday,Thursday,Friday,Saturday,Sunday中选择一个,缺省默认为Monday。",

            Documentation.FieldDescription = "从 Monday,Tuesday,Wednesday,Thursday,Friday,Saturday,Sunday中选择一个,缺省默认为Monday。",

            Documentation.SampleValues = { "Monday" }

        ]),

        optional CalendarCulture as (type text meta [

            Documentation.FieldCaption = "指定日期表显示月以及星期几的名称是中文或英文,en 表示英文,zh 表示中文,缺省默认与系统一致。",

            Documentation.FieldDescription = " en 表示英文,zh 表示中文,缺省默认与系统一致。",

            Documentation.SampleValues = { "zh" }

        ])

    )

    as table meta [

        Documentation.Name = "构建日期表",

        Documentation.LongDescription = "创建指定年份之间的日期表。并可进行各种设置。",

        Documentation.Examples = {

        [

            Description = "返回当前年份日期表",

            Code = "CreateCalendar()",

            Result = "当前年份日期表。"

        ],

        [

            Description = "返回指定年份的日期表",

            Code = "CreateCalendar( 2017 )",

            Result = "返回2017/01/01至2017/12/31之间的日期表。"

        ],

        [

            Description = "返回起止年份之间的日期表",

            Code = "CreateCalendar( 2015 , 2017 )",

            Result = "返回2015/01/01至2017/12/31之间的日期表。"

        ],

        [

            Description = "返回起止年份之间的日期表,并指定周二为每周的第一天",

            Code = "CreateCalendar( 2015 , 2017 , ""Tuesday"" )",

            Result = "2015/01/01至2017/12/31之间的日期表,且周二是每周的第一天。"

        ],

        [

            Description = "返回起止年份之间的日期表,并指定周二为每周的第一天,并使用英文显示名称。",

            Code = "CreateCalendar( 2015 , 2017 , ""Tuesday"", ""en"" )",

            Result = "2015/01/01至2017/12/31之间的日期表,且周二是每周的第一天,并使用英文显示月名称及星期几的名称。"

        ]

        }

    ],



    CreateCalendar = ( optional CalendarYearStart as number, optional CalendarYearEnd as number, optional CalendarFirstDayOfWeek as text, optional  CalendarCulture as text) => let

        begin_year = CalendarYearStart ,

        end_year = CalendarYearEnd ,

        first_day_of_week = if Text.Lower( CalendarFirstDayOfWeek ) = "monday" then Day.Monday

                            else if Text.Lower( CalendarFirstDayOfWeek ) = "tuesday" then Day.Tuesday

                            else if Text.Lower( CalendarFirstDayOfWeek ) = "wednesday" then Day.Wednesday

                            else if Text.Lower( CalendarFirstDayOfWeek ) = "thursday" then Day.Thursday

                            else if Text.Lower( CalendarFirstDayOfWeek ) = "friday" then Day.Friday

                            else if Text.Lower( CalendarFirstDayOfWeek ) = "saturday" then Day.Saturday

                            else if Text.Lower( CalendarFirstDayOfWeek ) = "sunday" then Day.Sunday

                            else if CalendarFirstDayOfWeek <> null then error "参数错误:参数CalendarFirstDayOfWeek必须是Monday,Tuesday,Wednesday,Thursday,Friday,Saturday,Sunday中的一个。"

                            else Day.Monday ,

        culture = if CalendarCulture <> null then CalendarCulture else "zh" , // "en" , "zh"

        y1 = if begin_year <> null then begin_year else if end_year <> null then end_year else Date.Year( DateTime.LocalNow() ) ,

        y2 = if end_year <> null then end_year else if begin_year <> null then begin_year else Date.Year( DateTime.LocalNow() ) ,

        calendar_list = { Number.From ( #date( Number.From( y1 ) , 1 , 1 ) ) .. Number.From( #date( Number.From( y2 ) , 12, 31 ) ) },

        calendar_list_table = Table.FromList(calendar_list, Splitter.SplitByNothing(), null, null, ExtraValues.Error),

        #"Changed Type" = Table.TransformColumnTypes(calendar_list_table,{{"Column1", type date}}),

        #"Renamed Columns" = Table.RenameColumns(#"Changed Type",{{"Column1", "Date"}}),

        #"Inserted Year" = Table.AddColumn(#"Renamed Columns", "Year", each Date.Year([Date]), Int64.Type),

        #"Inserted Quarter" = Table.AddColumn(#"Inserted Year", "Quarter", each Date.QuarterOfYear([Date]), Int64.Type),

        #"Inserted Month" = Table.AddColumn(#"Inserted Quarter", "Month", each Date.Month([Date]), Int64.Type),

        #"Inserted Week of Year" = Table.AddColumn(#"Inserted Month", "WeekOfYear", each Date.WeekOfYear( [Date] , first_day_of_week ), Int64.Type),

        #"Inserted Week of Month" = Table.AddColumn(#"Inserted Week of Year", "WeekOfMonth", each Date.WeekOfMonth( [Date] ), Int64.Type),

        #"Inserted Start of Week" = Table.AddColumn(#"Inserted Week of Month", "DateOfWeekStart", each Date.StartOfWeek( [Date] ), type date),

        #"Inserted End of Week" = Table.AddColumn(#"Inserted Start of Week", "DateOfWeekEnd", each Date.EndOfWeek([Date]), type date),

        #"Inserted Day" = Table.AddColumn(#"Inserted End of Week", "DayOfMonth", each Date.Day([Date]), Int64.Type),

        #"Inserted Day of Week" = Table.AddColumn(#"Inserted Day", "DayOfWeek", each Date.DayOfWeek( [Date] , first_day_of_week ), Int64.Type),

        #"Inserted Day of Year" = Table.AddColumn(#"Inserted Day of Week", "DayOfYear", each Date.DayOfYear([Date]), Int64.Type),

        #"Inserted Day Name" = Table.AddColumn(#"Inserted Day of Year", "DayOfWeekName", each Date.DayOfWeekName( [Date] , culture ), type text),

        #"Inserted Year Name" = Table.AddColumn(#"Inserted Day Name", "YearName", each "Y" & Text.From( [Year] )  , type text  ),

        #"Inserted Quarter Name" = Table.AddColumn(#"Inserted Year Name", "QuarterName", each "Q" & Text.From( [Quarter] ) , type text ),

        #"Inserted Month Name" = Table.AddColumn(#"Inserted Quarter Name", "MonthName", each Date.MonthName( [Date] , culture ), type text),

        #"Inserted Week Name" = Table.AddColumn(#"Inserted Month Name", "WeekName", each "W" & Text.From( [WeekOfYear] ) , type text ),

        #"Inserted Year Quarter" = Table.AddColumn(#"Inserted Week Name", "YearQuarter", each [Year] * 100 + [Quarter] , Int64.Type ),

        #"Inserted Year Month" = Table.AddColumn(#"Inserted Year Quarter", "YearMonth", each [Year] * 100 + [Month] , Int64.Type ),

        #"Inserted Year Week" = Table.AddColumn(#"Inserted Year Month", "YearWeek", each [Year] * 100 + [WeekOfYear] , Int64.Type ),

        #"Inserted Date Code" = Table.AddColumn(#"Inserted Year Week", "DateCode", each [Year] * 10000 + [Month] * 100 + [DayOfMonth] , Int64.Type )

    in

        if culture = "zh"

        then Table.RenameColumns( #"Inserted Date Code" ,{{"Date", "日期"}, {"Year", "年"}, {"Quarter", "季"}, {"Month", "月"}, {"WeekOfYear", "周"}, {"WeekOfMonth", "月周"}, {"DayOfMonth", "月日"}, {"DateOfWeekStart", "周开始日期"}, {"DateOfWeekEnd", "周结束日期"}, {"DayOfWeek", "周天"}, {"DayOfYear", "年日"}, {"DayOfWeekName", "星期几名称"}, {"YearName", "年份名称"}, {"QuarterName", "季度名称"}, {"MonthName", "月份名称"}, {"WeekName", "周名称"}, {"YearQuarter", "年季"}, {"YearMonth", "年月"}, {"YearWeek", "年周"}, {"DateCode", "日期码"}})

        else #"Inserted Date Code"

in

    Value.ReplaceType( CreateCalendar , CalendarType )

4、之后会变成如下界面,可以设置起始日期等参数:


PowerBI中的函数日期表_第6张图片

5、选择调用:


PowerBI中的函数日期表_第7张图片

这是方法一,生成了一个带有中文月份的日期表。

§§

二、表函数:

1、在建模窗口下,选择新建表格:


PowerBI中的函数日期表_第8张图片

2、修改表名之后,复制如下代码:

GENERATE(

CALENDAR(

    MIN('事实表'[日期]),

    MAX('事实表'[日期])

),

VAR DA=[Date]

VAR YEAR=YEAR(DA)

VAR QUARTER="季度"&FORMAT(DA,"Q")

VAR MONTE=FORMAT(DA,"MM")&"月"

VAR DAY=DAY(DA)

VAR WEEKID=WEEKDAY(DA,2)

RETURN

ROW(

    "年度",YEAR,

    "季度",QUARTER,

    "月份",MONTE,

    "日",DAY,

    "年度季度",YEAR&QUARTER,

    "年度月份",YEAR&MONTE,

    "星期",WEEKID

)

)

3、由于没有数据,用之前M函数生成的例子修改代码如下图:


PowerBI中的函数日期表_第9张图片

结果如下图:


PowerBI中的函数日期表_第10张图片

﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌﹌

两种方法都可以生成带有中文字样的日期表,区别在于:

一、M函数生成的日期表是固定的,静态的日期表。

二、表函数运用了MIN/MAX,这样生成出来的日期表是随着事实表而变动的动态日期表。

推荐大家选择第二个。

本期就到这里,我是白茶,一个PowerBI的初学者,偶尔会不定时更新一些自己的学习心得。

-END -

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ID:Storysming

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