PowerBI中构建日期表的终极方法

可以用简单的方式构建日期表,例如:Power Query / M 日期表。这种方式对于一般场景是足够的,但并非极致,这里记录构建日期表的终极方案,目标是最大限度的使用M或DAX优雅地构建一致可维护的日期表。

PowerBI中日期表的构建位置可以有两个机会:

  1. 在数据模型中用DAX构建
  2. 在查询编辑中用M构建
    下面给出构建日期表的终极方案。
    在日期表的构建通常会考虑一些额外问题,我们会看到不同方案的对比。

用M构建日期表

将以下内容复制到PowerBI查询编辑,创建空查询并保存为CreateCalendar即可。

更新日志:
2018-04-23 加入中文显示


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 )

这里看上去比普通的构建日期表的方式复杂了一些,但它尽量考虑了几乎能考虑到的一切。我们看看效果:

可以看出这种方法给出了四个参数来构建灵活的日期表:

  • 默认构建本年度的
  • 可以构建指定年份之间的
  • 可以指定每周开始的日期
  • 可以指定按中文或英文显示名称

另外,这里充分地使用了M的元数据功能,可以用来做函数的提示并带有完整的示例,代码中还做了有效性校验防止用户输入不合理的数据,例如:

M代码格式做了严格的调校,不失为理解M的一个案例。

用DAX构建日期表

当然还可以在数据建模的时候使用DAX来构建日期表,一种方便的方法是创建计算表并使用如下DAX表达式:


Calendar = 
------------------------------------------------------------------------
VAR WeekNumberFlag = 2 // 1 - sunday , 2 - monday
// 1 - Sunday (1) and ends on Saturday (7). numbered 1 through 7. 
// 2 - Monday (1) and ends on Sunday (7). 
// 3 - Monday (0) and ends on Sunday (6).numbered 1 through 7
VAR WeekDayFlag = 2
VAR CalendarYearStart = 2016
VAR CalendarYearEnd = 2017
-------------------------------------------------------------------------
VAR CalendarBase = CALENDAR( DATE( CalendarYearStart , 1 , 1 ) , DATE( CalendarYearEnd , 12 , 31 ) )
RETURN
    GENERATE (
        CalendarBase,
        VAR CalendarCurrentDate = [Date]
        VAR CalendarYear = YEAR ( CalendarCurrentDate )
        VAR CalendarMonth = MONTH ( CalendarCurrentDate )
        VAR CalendarQuarter = SWITCH( TRUE() , 
            CalendarMonth <= 3 , 1 , 
            CalendarMonth <= 6 , 2 ,
            CalendarMonth <= 9 , 3 ,
            4 
        )
        VAR CalendarYearMonth = CalendarYear * 100 + CalendarMonth
        VAR CalendarYearWeek = CalendarYear * 100 + WEEKNUM( CalendarCurrentDate )
        VAR CalendarDayOfWeek = WEEKDAY( CalendarCurrentDate , WeekDayFlag ) 
        VAR CalendarWeekOfYear = WEEKNUM( CalendarCurrentDate , WeekNumberFlag )
        VAR CalendarDayOfMonth = DAY( CalendarCurrentDate )
        RETURN ROW (
            "Year" , CalendarYear ,
            "Quarter" , CalendarQuarter ,
            "Month" , CalendarMonth ,
            "WeekOfYear" , CalendarWeekOfYear ,
            "DayOfMonth" , CalendarDayOfMonth ,
            "DayOfWeek" , CalendarDayOfWeek ,
            "DayOfWeekName" , FORMAT( CalendarCurrentDate , "aaaa" ) ,
            "YearName" , "Y" & CalendarYear ,
            "QuarterName" , "Q" & CalendarQuarter ,
            "MonthName", FORMAT ( CalendarCurrentDate, "mmm" ) ,
            "WeekName", "W" & CalendarWeekOfYear ,
            "YearQuarter", CalendarYear * 100 + CalendarQuarter ,
            "YearMonth" , CalendarYearMonth ,
            "YearWeek" , CalendarYear * 100 + CalendarWeekOfYear ,
            "DateCode" , CalendarYear * 10000 + CalendarMonth * 100 + CalendarDayOfMonth
        )
    )

这里使用了与上述M构建日期表一样的命名方式,以兼容两个日期表的字段名称。

总结

通过对比上述两种构建日期表的方式,考虑优先使用M的构建方式。
如果您有更好的方法,欢迎提供交流。

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