Create A Date Power Query

To workaround this issue, one technique is to use the azure-cosmosdb-spark connector which allows you to use Apache Spark as the bridge between Power BI and Azure Cosmos DB. Queries Access queries—the six types that can be created on the easy-to-use query by example (QBE) grid, plus the three SQL-specific queries—give you a tremendous amount of power … - Selection from Access Cookbook, 2nd Edition [Book]. It goes something like this, first of all, create. Using a Configuration Query. Dates(start as date, count as number, step as duration) as list About. Number to create lists from dates. While Power Queries are relatively easy to create, the MS Query Wizard is like a website from the 90's; Power Query stacks operations on top of each other allowing more convenient changes. While analysis is best done in PivotTables, Power Query cleans the data for best use by PivotTables. Create Table. The concept is to add a custom column to your Calendar Table using the following Formula:. 281) download the latest version from Microsoft Here. IsInCurrentMonth. I needed the above for a solution to compare stock levels over time at each month end. A few years ago, before the 'Manage Parameters' was even invented / created by the Power Query / Power BI team, there was only a way to create a pseudo Parameter actually coming from an Excel Table. Here is how, with one date field, you can use DAX in PowerPivot to extract week, month, quarter, and year fields. In my example it is the value for "SickLeaveHours". Often when you create a custom column, Power Query provides it with the data type 'any'. Once in the backend they needed to stay there (and NOT be deleted by the query resfresh). How to load Power Query directly into Power Pivot. I thought about using the Date. It means that you can generate data without some additional source. What expression should I use instead? Todd. When you create a power query in Excel to import or transform your data, Excel is creating the query behind the scenes in a language called M. If you follow the steps below, you will get a good sense of how capable Power Query is, and may spark your interest to learn more about it. From the Design tab, click Mark as Date Table and then choose the column which holds the real date values. When I have used in visualization it is not showing as hierarchy. Generate is the powerful unction of M language (the language of Power Query aka "Get & Transform" for Excel and Power BI query editor), used for lists generation using custom rules. Power Query is available in Excel 2010 and Excel 2013 as a free add-in downloadable from Microsoft's website at microsoft. The following image shows the Power Query Editor window after opening it to create a new query with the Bo-Peep Client list data table entered into the current Excel worksheet (in the cell range, A1:I34 and named, Client_List). From ; So once this is done, it will give the Start Date of 01-01-2016 If I would like to create the Period Table in Power Query for Months instead of dates. 2 - Power Query. Of course, you may have a different date format. The following table contains Excel date functions that help do things like add months, pull out date parts, and get the number of days within a given time period. Note that the Power Query Language is case sensitive so you must capitalise correctly. Predicated on the sovereign rights of countries over their biodiversity and associated genetic resources and intended to harness. This was possible until Excel 2013. Group(Clear. Here is a list of some great resources for these calendar table queries. 3 comments on " How to generate date and time interval list using Power. I get the following long results: I have added a measure with the query counts to the results showing the vast distribution of queries. In this pattern you'll get a custom Power Query function which does exactly that. I name my cell ‘Parameter_Range’ and create a new blank workbook from the ‘Other sources’ option of the ‘New Query’ dropdown, viz. I have a query with date range as shown:-- a. FromText(text as nullable text, optional culture as nullable text) as nullable date About. At the bottom of this page I provide an M script that can be run in the Power BI Query Editor (or Excel Power Query) to generate a robust Date Table with many flags and attributes. With our connection established, we can now create a Power Query query. It usually involves aggregation of data e. Let’s use this principle to change the column type, as in the beginning of this post. From the Design tab, click Mark as Date Table and then choose the column which holds the real date values. The Query Editor is a tool included with Power Query that lets you create data queries and formulas in Power Query. A primary table with a Date column is required in order to create a Date Table. Bucketing Values in DAX I pull my data into Power Pivot and create a new pivot table where I put "Rows Returned" on rows and "Average Duration" in values. LocalNow() or DateTime. IsInCurrentMonth. Of course, you may have a different date format. This is a really simple query and they can get a lot more complex. Looking at the dates, you will notice that they occur somewhere between 2010 and 2022. when creating a date-table such as importing the table from another data source such as a data warehouse or you can create the date-table using the If you have never created a blank query before then you can use the following steps to implement this code. How to convert a datekey into a date in Power Pivot or Power Query Hey - So I'm connecting to a data source with either Power Query or Power Pivot and I'm having trouble converting the datekey column into a date that I could group together by year, month, etc. When you create a power query in Excel to import or transform your data, Excel is creating the query behind the scenes in a language called M. If it's not in the same place every time, then do whatever processing you need to get it to a static location in the query (remove other columns, keep top/bottom rows, etc. Each month extracting with a query refresh SKU stock levels with a date stamp and power querying them into power pivot datamodel. Power Query makes it very fast and easy to merge two tables together with just a few clicks. Following what we learned about the DATEADD() function, we know we have to use a different approach. Creating a data query in Power BI is the same as Power Pivot. Power BI DAX DATE Function. As with most data analysis tasks, working with time can be the most challenging detail to get correct. Creates a date from the given value. Type and Date. We often need to deal with data over a period of weeks, so we’re going to show you how to use Power BI to work with Weeks. Pi = the ith, or last, payment. Sometimes you just need a simple empty table in Power Query where you can throw in some values. Get more value from your data. To do that, you need to adjust the M-code. Creates a date value from a textual representation, text, following ISO 8601 format standard. If you don't know how to create a query, please read How To Create a Data Query in Power BI Desktop. I have Order entry Date in it. The fastest way I've seen to create a dates table in Power Query is to start with the one line statement shown below, which we'll put in a Blank Query. However, for the purpose of this illustration, I will do it in a way most people are familiar with, using DAX (Data Analysis Expressions). It is similar to F-Sharp. Let us elaborate on this feature using an example. function ( start as date, count as number, step as duration) as list. Data sets can have data problems. Stitched query is the one of key concepts of Cognos framework manager. It seems that now when you create a function in Power Query, the editor prevents you from making the mistake I initially made. share | MySQL Query GROUP BY day / month / year. Active 2 years, 9 months ago. When it creates the code, elements of it will be …. This is for a Power Query: I am working on a report that compiles information from different dates and I need a column that generates the most recent date in the list and the previous date to the most current one in separate columns: Most Current Date must be the same for the whole column (same for Previous Date Column). It is possible to generate a group index (unique row ids) by one or many groups in Power Query. There are many date dimensions scripts on the internet, and even there are some scripts for the Power Query (Thanks to Chris Webb for his very early version of the date dimension, and also to Matt Masson for his version of Date Dimension). This does involve a little coding - hence the reference to "M" - which is the language of Power Query. Now to create a table of all the functions I create a new query and reference the first Query I made. Creating a Power BI data model is essentially then same as creating a power query data model. That means, you can extract data from different sources, transform it, and then load it to the worksheet. There are number of ways to do it. Next you are prompted with the Create Table window. If you follow the steps below, you will get a good sense of how capable Power Query is, and may spark your interest to learn more about it. If your data has some date information in it but not the specifics you need, building a DAX date table in Power BI can help. Company, Orders. Note that if you were using this toolkit to create several date tables, you'd need to create one query per set of date data you need. I need to create an dynamic list of months from current month back to 10 months ago using Power Query M. Creating the Date Dimension. It allows you to clean, reshape, and combine your data with ease, no matter where it comes from. Google Sheets function list Google Sheets supports cell formulas typically found in most desktop spreadsheet packages. IsInCurrentDay: Indicates whether the given datetime value dateTime occurs during the current day, as determined by the current date and time on the system. Creating and using Dynamic Query Parameters as a Filters in Power BI Report Scenario: If you want to allow the end users to Filter and view the Sales in their specific Sales Region data, instead of displaying all regions, we can do it by creating dynamic Parameter in the Report. Create a date dimension function (fnDateDim) Steps: In Power BI Desktop > Home tab > Get Data > Blank Query > in query editor > view tab > click advance editor > delete existing code with our script > click Done > rename the function to “fnDateDim”. In this video, I'm showing you how easy is to create a date dimension using Power Query. Create the query. Pass an Excel Parameter to Power Query. With our connection established, we can now create a Power Query query. There are many cases when you will need to create a date table within Power BI desktop. In this tutorial, I'll show you how to unpivot data using Power Query (Get & Transform). Make the following transformations. ToText function. I just need to create a column with the YYYYMMDD format. Chris also shares best practices for working efficiently with Power Query. Returns a Date value from a set of date formats and culture value. We will cover both methods today. Looking at the dates, you will notice that they occur somewhere between 2010 and 2022. There are several ways to create this Calendar, but the most flexible way is to use Power Query / aka Get & Transform / aka Get Data. In this blog post I will show you how […]. I wasn't too happy with the text formatting workaround, but found a much easier way to do it directly in the PQ UI. Unpivot Nested Headings With Power Query Posted on February 27, 2014 by wessexbob If you are a data analyst, you undoubtedly know and love Excel, and undoubtedly know and love pivot tables, they must be a core part of your analysis toolbox. The query will create the Date column (primary key) with a list of unique dates, and also create the additional metadata columns with the date groupings. Select any cell in the source table and click Data -> From Table/Range from the ribbon. Creating a Date Dimension with a Power Query Script Chris Webb has previously blogged a similar approach, but I thought I’d shared my own version of a Power Query function that generates a table of dates that could be used to create a Date Dimension. One of the most common steps I do, is I want to add an index column that serves as a row counter of my data. When it creates the code, elements of it will be hardcoded. The difference is an "Append To" row that specifies which field in the target table each column is inserted into:. Following what we learned about the DATEADD() function, we know we have to use a different approach. When it creates the code, elements of it will be …. Create the query. For example, the dates in the first column of the table below have been used to quickly create new columns displaying various date information:. Show all dates between two dates in M language excel. FromText() - Converts text dates into the date data type. I'll point out menu differences where relevant, but be prepared for them to change in the future. You cannot use a calculated column because of the interference of hidden date tables created by Power BI Desktop automatically. Create a list of 5 values starting from New Year's Eve (#date(2011, 12, 31)) incrementing by 1 day(#. Create an ID Column to Group Address Records. A good way to think about when and why to use Power Query is to consider its relationship to PivotTables. In this blog post, I want to share with you two ways to convert dates in Excel Power Query. However, in order to use these, you need to include a Date dimension table […]. You can, however, "expand" these date ranges or durations to create rows for all the dates including start, end and those in between. For example, the dates in the first column of the table below have been used to quickly create new columns displaying various date information:. There are 2 ways to create an M function: The manual way - where you need to manually step into the advanced editor to transform a query into a function; The assisted way - where Power Query provides you with a framework to create functions instead of having to deal with the M code. when creating a date-table such as importing the table from another data source such as a data warehouse or you can create the date-table using the If you have never created a blank query before then you can use the following steps to implement this code. (A Power Query M Function). This way each date that’s part of the range is then graphed appropriately. click Edit to modify the query before loading the data into Power BI. Group(Clear. Add a Date Model to PowerBI or Power Query. So first, I'll create a new query based on a web source, pointing at my web request… and I'll select the HTML table and choose Edit:. We will cover both methods today. To workaround this issue, one technique is to use the azure-cosmosdb-spark connector which allows you to use Apache Spark as the bridge between Power BI and Azure Cosmos DB. STEP 4: Let us create a simple M expression to combine the Financial Year and the Sales Quarter. I had My Sales Data connection only query ready to use in […]. As noted, above, all the steps will be hardcoded. For example, if you want to view a list of student names and email addresses, but you do not want to see addresses and other data, you can create a query that displays the student’s first name, last name, and email address only. skip to Main Content. Writing Custom Functions in Power Query M One of the most powerful features of M is that you can write custom functions to re-use part of your code. Power BI has direct query capabilities to Apache Spark and with the azure-cosmosdb-spark connector, you can create direct connectivity from Power BI to Azure Cosmos DB. The date format was fine, it is just a date column; no string attached. SumProduct are. Note that if you were using this toolkit to create several date tables, you'd need to create one query per set of date data you need. When you create a column formula, Power Query will validate the formula syntax. It has added 01 day with each yyyy-mm field. 3 comments on " How to generate date and time interval list using Power. Each month extracting with a query refresh SKU stock levels with a date stamp and power querying them into power pivot datamodel. To get a real date from day number, or "nth day of year" you can use the DATE function. Using the Create method also requires that we input the web site name as well. I'm going to start off by creating a blank query. Srishti Girdhar Posted on May 21, 2019 June 3, 2019 0 Comments Categories RERA Consulting Tags extend completion date in case of Builder, if promoter fails to complete the construction in given time, Power of RERA to extend completion date, provision of registration of ongoing Real Estate Project. Find date value of #datetime(2010, 12, 31, 11, 56, 02). The reason for this is two-fold: the first is because I was used to it, the second was because the built-in Parameters are quite static. ID = Orders. To understand the working of Power Query, first, load the data in Power Query as shown below. For this, many search operator and fields are available. It doesn't support many common date formats, like "Apr 84" or "2014-03-10". Create a Blank Query, go to the Home -> Manage Parameters -> New Parameter and make start_date and end_date like in the picture below. Date column. There are a number of ways of building these tables (see, for example, my Power Query query here) but they are all a bit of…. Create the query. Creating a Power BI data model is essentially then same as creating a power query data model. This technique is one that I commonly see my friend Ken Puls using when working with dates. We often need to deal with data over a period of weeks, so we’re going to show you how to use Power BI to work with Weeks. Add a query to an Excel worksheet (Power Query) Note: The Query Editor only appears when you load, edit, or create a new query using Power Query. This data needs to be export to Flat File in Tab Delimited Format with Current Date and Time when ever we run a Package. FromText("2010-02-19") // Date, yyyy-MM-dd Example 1. Its value is 1/1/2014 12:00:00 AM – this is the standard format for a date field. Setting Date Formats in Power Query. Sure, I can set up a Query Parameter and reference it in all the queries, but it's a hard coded date. He then dives into Power Query, explaining how to leverage key query editing tools to connect and transform data. In this series of blog posts I am going to explain in details how you can create a date dimension easily in Power BI (based on Power Query). From(number) and calculating a number something like ((year - 1900)365. This tutorial works in Power Query for Excel or Power BI. If your data has some date information in it but not the specifics you need, building a DAX date table in Power BI can help. Home » 4: Power Query/Power Pivot/Power BI » Power Pivot & Data Model & DAX Formula » สูตรสำเร็จรูปสำหรับสร้าง Date Table ด้วย DAX และ Power Query M Code. No big deal, it is as simple as this: Open PowerBI Desktop; Get Data --> Blank Query. With Power Query you can absolutely do wonders when it comes to create a Calendar Table and you've probably seen that before here. This technique is one that I commonly see my friend Ken Puls using when working with dates. For Excel 2013, select the cells and then go to Power Query tab, and select “From Table” from the ‘Excel Data’ section. A primary table with a Date column is required in order to create a Date Table. I can enter a series of dates to create my list. Firstly create a named range to reference. The Power Query formula language (M) contains a number of library functions that allow you to parse binary data. It means that you can generate data without some additional source. [Order Date] FROM Customers LEFT JOIN Orders ON Customers. LastUpdatedDate < @Dayend ( this one is just for day start and day end. This could be as simple as creating a master date table or more complex such as creating a monthly or weekly index number tied to a date. Select any cell in the source table and click Data -> From Table/Range from the ribbon. You can then add it back into your primary query by doing Add Column = Date, and you're done. Once you’ve defined the dataset, you can use it to create visualizations that you add to your reports, which you can then publish to the Power BI service. Power Query is an Excel add-in that you can use for ETL. Please take into consideration that Power BI is in a fast-paced development and that features and functionality might change in near future. In Excel we often need to work with lists. One of the most common steps I do, is I want to simplify my data and aggregate them together into something like this: Thankfully Power Query has an option that allows us to create Pivot Columns!. source file or date) you can store these variables in named cells and reference. He then dives into Power Query, explaining how to leverage key query editing tools to connect and transform data. This tutorial works in Power Query for Excel or Power BI. Just like in below picture. How to get month name from month number in Power BI? Ask Question Asked 2 years, 7 months ago. If you manage to find the results you want in a simple query or a more complex one the point is that you have the result you. The difference is an "Append To" row that specifies which field in the target table each column is inserted into:. Meet the 2020 Season 1 Power BI Super Users! It's the start of a new Super User season! Learn all about the new Super Users and brand-new tiered recognition system. There are many date dimensions scripts on the internet, and even there are some scripts for the Power Query (Thanks to Chris Webb for his very early version of the date dimension, and also to Matt Masson for his version of Date Dimension). This post contains two samples - a simple query which parses X & Y coordinate values from a binary field, and a more advanced query which reads PNG file headers. We start with Power Query editor and a column that has dates. Year ago I wrote a post Transform table column using own function in Power Query. Active 2 years, 9 months ago. However, if you are new, this will serve as a tutorial for beginners on how to joins in Power BI. Now let's say I want to create a flag for Current Month based on today's date again so that the filter changes dynamically each month. col1 as col1, [/code] [code ] T1. Unfortunately not all of Excel's formulas can be used in M. Of course, you may have a different date format. DatesBetween to retrieve dates between 2 dates in Power BI and Power Query Today I'm sharing a handy function with you that allows you to retrieve all or just a couple of dates between 2 given dates: Date. One of my most popular posts is one about recurring dates with offset in Power Query (url). For this tutorial we will walk through a couple different examples that are specifically addressing creating a date calendar via DAX expressions. Learn everything about Excel Power Query in one place! I'll show you how you can maximize the features of Power Query and harness the power of cleaning your dirty data with just a couple of clicks!. To create an SQL pass-through query, you must first create a system data source name (DSN,) and then you can create the SQL pass-through query. However, for the purpose of this illustration, I will do it in a way most people are familiar with, using DAX (Data Analysis Expressions). Let us elaborate on this feature using an example. Now whereas Power Query is brilliant and can do amazing things, I like to point out the little things it does that …. Two of the new features in the Power BI Desktop April Update are Query Parameters and Power BI Template files. I have written multiple blog posts so far about creating a date dimension. Lesson 5: Creating Microsoft Access Queries. If you don't know how to create a query, please read How To Create a Data Query in Power BI Desktop. If your data has some date information in it but not the specifics you need, building a. Hi, I'm very new to power query and I'd like to ask for a method to use a specific cell to define a date range. If you build your date table in the data source, such as the SQL Server database, you can then use it across multiple visualization tools. The first step is to write out the start and end dates of the calendar. For example, arrange Dimension tables in one group and fact tables as another. In the new world of data, you can spend more time looking for data than you do analyzing it. You can say POWER QUERY is a data cleansing machine as it has all the options to transform the data. Using DATEADD() and other Date Tips for Filtering Data in Power BI. In case of Power BI, output goes to your data model. This will open the query editor with our single column table loaded. The following video shows the Query Editor window appearing after editing a query from an Excel workbook. Following what we learned about the DATEADD() function, we know we have to use a different approach. [Order Date] FROM Customers LEFT JOIN Orders ON Customers. At this point, you can change the month in the filter, as well as the value of N and see the bar chart change (as well as the other measures). You can create date tables in SQL, DAX, M, and many other programming languages. And there's another small fact, each date must be unique. Writing a Blog Post About M Lang/M Language/Power Query Formula Language/Power BI/Get & Transform. And because. Once downloaded, start Power BI open a new report and click Get Data > Text/CSV. Well one of them uses and Menus available on more recent versions of Power Query and one uses the Date. That means, you can extract data from different sources, transform it, and then load it to the worksheet. When you create a power query in Excel to import or transform your data, Excel is creating the query behind the scenes in a language called M. The technique will work with any table that has a Date column. We’re going to use this functionality to create a query that returns the settings we want, and then reference it from other queries to avoid hard coding anything. Each month extracting with a query refresh SKU stock levels with a date stamp and power querying them into power pivot datamodel. In this window you are given the layout of a unfilled table. To get the Monday of the week (i. With the introduction of "calculated columns" in Power BI Desktop, things have become even easier. How to load Power Query directly into Power Pivot. A Power Query query can reference other queries within the current workbook. The first step is to create a query as normal. Now lets create a Calendar from this column. The Power Query editor will open. Custom Functions in Power Query / Power BI. And don't forget we can refresh all the data sources with a single click of Refresh All. Returns the date component of dateTime, the given date, datetime, or datetimezone value. 2 - Power Query. Power Query* can easily take a column of dates and extract, or convert it into various handy date formats with the click of a few buttons. A good way to think about when and why to use Power Query is to consider its relationship to PivotTables. Now to create a table of all the functions I create a new query and reference the first Query I made. Part of Excel Power Pivot & Power Query For Dummies Cheat Sheet. However, I think that old post is quite complex and too long. This validation experience is consistent with how the Advanced Query Editing dialog validates formulas provided by you. Power Query is the most important data preparation tool ever created for business users. If your data has some date information in it but not the specifics you need, building a. Now let's say I want to create a flag for Current Month based on today's date again so that the filter changes dynamically each month. Make the following transformations. Date(dateTime as any) as nullable date About. Use Power BI, Power Query and Power Pivot to create data rich reporting and analytics for your team. One thing I love about Microsft Power Query is the ability to make lists. LastUpdatedDate > @Daystart and a. Creating a Date Dimension with Power Query Devin-Knight , 2015-06-16 A date dimension or table can be extremely important when working on a Power BI project, or BI projects in general for that mater. Active 2 years, 9 months ago. this will be the report date. A couple of years ago, the Power Query team added Parameters as a proper object, but I kept on Creating Dynamic Parameters in Excel Power Query the same way as I always had. For the last two years I’ve been a strong advocate for Power Query. If you want to get random sample with Excel formulas, read this. The article shows how DAX Query Tables can be created in Excel 2019. I have created everything I need in the query, but I have to manually. You have to be familar with Power Query, otherwise I'm afraid that you won't be able to follow every step. It's time to take this table to Power Query. Add a query to an Excel worksheet (Power Query) Note: The Query Editor only appears when you load, edit, or create a new query using Power Query. DAX Date Tables. It goes something like this, first of all, create. A primary table with a Date column is required in order to create a Date Table. Viewed 5k times 2. You can do this operation in the original query (if the data source if a relational database), or in the query in Power BI Desktop (using the Merge function between the two tables). (Avoid writing SQL as Power Query does this for you. -Create a new query to connect to your database using the browser windows, then use the Power Query commands to filter down to the data you want. by Matt Allington. For the last two years I’ve been a strong advocate for Power Query. Here is how, with one date field, you can use DAX in PowerPivot to extract week, month, quarter, and year fields. Create a Blank Query, go to the Home -> Manage Parameters -> New Parameter and make start_date and end_date like in the picture below. I rarely combine steps until I am past the point of folding. The query will create the Date column (primary key) with a list of unique dates, and also create the additional metadata columns with the date groupings. The fastest way I've seen to create a dates table in Power Query is to start with the one line statement shown below, which we'll put in a Blank Query. click Edit to modify the query before loading the data into Power BI. There are times when we want to do things that are not built in the user interface. That will create a query that returns the result of just that date. If you want to know how to create your own Date table you can follow my blog post Power BI – How to Easily Create Dynamic Date Table/Dimension with Fiscal Attributes using Power Qu…. It was fun to experiment with List. This tutorial is based on one of the earlier tutorials – How to Create a Star Schema Model. Converts a list, list into a table by applying the optional splitting function, splitter, to each item in the list. In this approach, I will make use of a Power BI calculated table to generate date values. In step 1 of creating date dimension I explained how to create the base query with calendar columns. In their book “Power Pivot and Power BI: The Excel Users Guide to DAX, Power Query, Power BI & Power Pivot in Excel 2010-2016,” Rob Collie and Avi Singh point to a number of reasons why data analysts and their tools are set to experience a boom in the coming years. Here's an example for months. How do I create in Power BI Desktop the date from separate columns with data for month, day and year. With Power Query you can absolutely do wonders when it comes to create a Calendar Table and you've probably seen that before here. List of numbers, letters, dates, countries, products, you get the idea. This means we can put an end to tedious copy and paste routines for combining multiple files together. With the introduction of "calculated columns" in Power BI Desktop, things have become even easier. Take Power Query to the next level: share your queries and create a corporate data catalog. Using Power Query to replace VLOOKUP is not just easy but fast and the best part is it's a one-time setup. If you want to get month name from a date in a smart way then Power Query is your calling. Date and List. Power Query also provides you with the ability to search for public data from sources such as Wikipedia. They are more compact. For this example, we imported data from our Google Analytics and found that our Country Column had unknown values populated with the phrase: (not set). I'll point out menu differences where relevant, but be prepared for them to change in the future. For Excel 2013, select the cells and then go to Power Query tab, and select “From Table” from the ‘Excel Data’ section. Power Query was designed so that you do NOT have to know how to code to use it. [Customer ID] Query Results. They are: Manually; Dynamically using source data table; How to Dynamically Create a Lookup Table in Power BI Using Power Query. And it comes as native FREE feature with the Excel and Power BI software that you already own. Hi all, I'm trying to create a column in power query editor that looks at a date and inserts 'exclude' if it's after 1Apr2020 and inserts 'include' otherwise. Well one of them uses and Menus available on more recent versions of Power Query and one uses the Date. You have to be familar with Power Query, otherwise I'm afraid that you won't be able to follow every step. Add a query to an Excel worksheet (Power Query) Note: The Query Editor only appears when you load, edit, or create a new query using Power Query.