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Creating a Dynamic Date Table in Power BI - Updated

Creating a Dynamic Date Table in Power BI - Updated


Angelica Choo Quan shares her expertise in creating a dynamic date table using the Power Query Editor in a recent YouTube tutorial. This post provides a comprehensive summary of her tutorial, designed to assist users in enhancing their Power BI reports through effective date management.


Why Use a Separate Date Table?

  • Time Intelligence Functions: Power BI's time intelligence functions, such as year-to-date and quarter-to-date, necessitate a separate date table to function correctly.
  • Granular Control: A dedicated date table allows for detailed data analysis down to the day level, with the ability to add specific columns for fiscal periods, holidays, and more.
  • Unified Data Model: For models with multiple fact tables, a separate date table helps build relationships between these tables, facilitating unified filters across data sets.

Steps to Create a Dynamic Date Table

Angelica guides viewers through the process of setting up a dynamic date table in Power BI Desktop and Power Query Editor using a failed banks dataset as an example.

  1. Start with a Blank Query:
    • From the Home tab, choose 'New Source' and select 'Blank Query'.
    • Use the 'DateTime.LocalNow()' function to fetch the current date and time.
  2. Convert and Rename Columns:
    • Convert the query to a table and rename the column to 'Current Date' for clarity.
  3. Set Up Date Ranges:
    • Add a custom column named '3 Years Prior' using 'Date.AddYears' to calculate dates three years back.
    • Create a 'Start Date' using 'Date.StartOfYear' to align the date to the beginning of the year.
    • Implement an 'End Date' column with 'Date.AddMonths' to extend the date range six months into the future.
  4. Generate the Full Date List:
    • Develop a 'Full Date' column that lists all dates between 'Start Date' and 'End Date'.
    • Expand this list into new rows to visualize the complete range of dates.
  5. Add Time Segments:
    • Enrich the date table by including additional columns for year, quarter, and month, utilizing Power Query's date functions.


Through her tutorial, Angelica not only demonstrates the creation of a dynamic date table but also emphasizes its strategic importance in data analysis and report generation in Power BI. This functionality enhances users' ability to perform complex time-based calculations and to delve deeper into their data's insights.

Don't forget to check out the Pragmatic Works' on-demand learning platform for more insightful content and training sessions on Power BI and other Microsoft applications. Be sure to subscribe to the Pragmatic Works YouTube channel to stay up-to-date on the latest tips and tricks.

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