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PowerBI中的函数日期表(修)

PowerBI中的函数日期表(修)

作者: Fabric丨白茶 | 来源:发表于2020-06-07 12:00 被阅读0次

    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:

    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:

    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:

    2、点击操作界面的上方的高级属性编辑器:

    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:

    5、选择调用:

    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:

    2、修改表名之后,复制如下代码:

    日期表 =
    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:

    结果如下图:

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

    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。


    小伙伴们❤GET了么?

    白茶会不定期的分享一些函数卡片

    (文件在知识星球[PowerBI丨需求圈])

    这里是白茶,一个PowerBI的初学者。

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