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Custom columns #6

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merged 4 commits into from
Feb 6, 2025
Merged

Custom columns #6

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4a0ac1f
M coding new columns
HeartlandNetwork Jan 31, 2025
6d727c0
M code for custom columns
HeartlandNetwork Feb 4, 2025
fa931bc
more custom columns coding
HeartlandNetwork Feb 6, 2025
0b0f2a1
code repair
HeartlandNetwork Feb 6, 2025
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17 changes: 17 additions & 0 deletions src/AddColumn-function.M
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AddCustomerYear =
Table.AddColumn(
NameFormatTable, "Customer Year", each Date.Year({BirthDate]),
Int64.Type
)
CustomerAge =
Table.AddColumn(
AddCustomerDay, "Customer Age", each
if [Customer Month] < CurrentMonth
then CurrentYear - [Current Year]
else if [Current Month] > CurrentMonth
then CurrentYear - [CurrentYear] - 1
else if [CurrentDay] < CurrentDay


)
64 changes: 64 additions & 0 deletions src/AddColumnsAll.M
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let
Source = AdventureWorksDW2022,
dbo_DimCustomer = Source{[Schema="dbo",Item="DimCustomer"]}[Data],
CurrentDate = DateTime.Date(DateTime.LocalNow()),
CurrentYear = Date.Year(CurrentDate),
CurrentMonth = Date.Month(CurrentDate),
CurrentDay = Date.Day(CurrentDate),
NameFormatTble =
Table.AddColumn(
#"Removed Other Columns", "Formatted Name", each
if [Title] = null and [MiddleName] = null
then [FirstName] & " " & [LastName]
else if [Title] = null
then [FirstName] & " " & Text.Range([MiddleName], 0, 1)
& ", " & [LastName]
else
[Title] & " " & [FirstName] & " "
& Text.Range([MiddleName], 0, 1) & ". " & [LastName]
),

AddCustomerYear =
Table.AddColumn(
NameFormatTable, "Customer Year", each Date.Year({BirthDate]),
Int64.Type
),
AddCustomerMonth =
Table.AddColumn(
AddCustomerYear, "Customer Month", each Date.Month([BirthDate]),
Int64.Type
),
AddCustomerDay =
Table.AddColumn(
AddCustomerMonth, "Customer Day", each Date.Day([BirthDate]),
Int64.Type
),

CustomerAge =
Table.AddColumn(
AddCustomerDay, "Customer Age" each
if [Customer Month] < CurrentMonth
then CurrentYear - [Customer Year]
else if [Customer Month] > CustomerMonth
then CurrentYear - [Customer Year] - 1
else if [Customer Day] < CurrentDay
then CurrentYear - [Current Year]
else CurrentYear - [Customer Year] - 1
),

CustomerSegment =
Table.AddColumn(
CustomerAge, "Customer Age Segment", each
if [CustomerAge] < 30 then "Less than 30"
else if [CustomerAge] < 40 then "30 to 39"
else if [CustomerAge] < 50 then "40 to 59"
else if [CustomerAge] < 60 then "50 to 69"
else "60 and older"
)
in
CustomerSegment



13 changes: 13 additions & 0 deletions src/AddCustomerYearMonthDay.M
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AddCustomerYear = Table.AddColumn(
NameFormatTable, "Customer Year", each Date.Year([BirthDate]),
Int64.Type
),
AddCustomerMonth = Table.AddColumn(
NameFormatTable, "Customer Month", each Date.Month([BirthDate]),
Int64.Type
),
AddCustomerDay = Table.AddColumn(
NameFormatTable, "Customer Day", each Date.Month([BirthDate]),
Int64.Type
)
57 changes: 57 additions & 0 deletions src/CustomColumns.M
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let
Source = AdventureWorksDW2022,
dbo_DimCustomer = Source{[Schema="dbo",Item="DimCustomer"]}[Data],
CurrentDate = DateTime.Date(DateTime.LocalNow()),
CurrentYear = Date.Year(CurrentDate),
CurrentMonth = Date.Month(CurrentDate),
CurrentDay = Date.Day(CurrentDate),
#"Removed Other Columns" = Table.SelectColumns(dbo_DimCustomer,{"FirstName", "MiddleName", "LastName", "Title", "BirthDate"}),
NameFormatTable =
Table.AddColumn(
#"Removed Other Columns","Formatted Name", each
if [Title] = null and [MiddleName] = null
then [FirstName] & " " & [LastName]
else if [Title] = null
then [FirstName] & " " & Text.Range([MiddleName],0,1)
& ". " & [LastName]
else
[Title] & " " & [FirstName] & " "
& Text.Range([MiddleName],0,1) & ". " & [LastName]
),
AddCustomerYear =
Table.AddColumn(
NameFormatTable, "Customer Year", each Date.Year([BirthDate]),
Int64.Type
),
AddCustomerMonth =
Table.AddColumn(
AddCustomerYear, "Customer Month", each Date.Month([BirthDate]),
Int64.Type
),
AddCustomerDay =
Table.AddColumn(
AddCustomerMonth, "Customer Day", each Date.Day([BirthDate]),
Int64.Type
),
CustomerAge =
Table.AddColumn(
AddCustomerDay,"Customer Age", each
if [Customer Month] < CurrentMonth
then CurrentYear - [Customer Year]
else if [Customer Month] > CurrentMonth
then CurrentYear - [Customer Year] - 1
else if [Customer Day] < CurrentDay
then CurrentYear - [Customer Year]
else CurrentYear - [Customer Year] - 1
),
CustomerSegment =
Table.AddColumn(
CustomerAge, "Customer Age Segment", each
if [Customer Age] < 30 then "Less than 30"
else if [Customer Age] < 40 then "30 to 39"
else if [Customer Age] < 50 then "40 to 49"
else if [Customer Age] < 60 then "50 to 59"
else "60 or Older"
)
in
CustomerSegment
Binary file added src/CustomColumns.pbix
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58 changes: 58 additions & 0 deletions src/CustomColumnsSoln.M
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let
Source = AdventureWorksDW2022,
dbo_DimCustomer = Source{[Schema="dbo",Item="DimCustomer"]}[Data],
CurrentDate = DateTime.Date(DateTime.LocalNow()),
CurrentYear = Date.Year(CurrentDate),
CurrentMonth = Date.Month(CurrentDate),
CurrentDay = Date.Day(CurrentDate),
#"Removed Other Columns" = Table.SelectColumns(dbo_DimCustomer,{"FirstName", "MiddleName", "LastName", "Title", "BirthDate"}),
NameFormatTable =
Table.AddColumn(
#"Removed Other Columns","Formatted Name", each
if [Title] = null and [MiddleName] = null
then [FirstName] & " " & [LastName]
else if [Title] = null
then [FirstName] & " " & Text.Range([MiddleName],0,1)
& ". " & [LastName]
else
[Title] & " " & [FirstName] & " "
& Text.Range([MiddleName],0,1) & ". " & [LastName]
),
AddCustomerYear =
Table.AddColumn(
NameFormatTable, "Customer Year", each Date.Year([BirthDate]),
Int64.Type
),
AddCustomerMonth =
Table.AddColumn(
AddCustomerYear, "Customer Month", each Date.Month([BirthDate]),
Int64.Type
),
AddCustomerDay =
Table.AddColumn(
AddCustomerMonth, "Customer Day", each Date.Day([BirthDate]),
Int64.Type
),
CustomerAge =
Table.AddColumn(
AddCustomerDay,"Customer Age", each
if [Customer Month] < CurrentMonth
then CurrentYear - [Customer Year]
else if [Customer Month] > CurrentMonth
then CurrentYear - [Customer Year] - 1
else if [Customer Day] < CurrentDay
then CurrentYear - [Customer Year]
else CurrentYear - [Customer Year] - 1
),
CustomerSegment =
Table.AddColumn(
CustomerAge, "Customer Age Segment", each
if [Customer Age] < 30 then "Less than 30"
else if [Customer Age] < 40 then "30 to 39"
else if [Customer Age] < 50 then "40 to 49"
else if [Customer Age] < 60 then "50 to 59"
else "60 or Older"
)
in
CustomerSegment
14 changes: 14 additions & 0 deletions src/CustomerAge.M
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CustomerAge =
Table.AddColumn(
AddCustomerDay, "Customer Age" each
if [Customer Month] < CurrentMonth
then CurrentYear - [Customer Year]
else if [Customer Month] > CustomerMonth
then CurrentYear - [Customer Year] - 1
else if [Customer Day] < CurrentDay
then CurrentYear - [Current Year]
else CurrentYear - [Customer Year] - 1
)


12 changes: 12 additions & 0 deletions src/CustomerSegment.M
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CustomerSegment =
Table.AddColumn(
CustomerAge, "Customer Age Segment", each
if [CustomerAge] < 30 then "Less than 30"
else if [CustomerAge] < 40 then "30 to 39"
else if [CustomerAge] < 50 then "40 to 59"
else if [CustomerAge] < 60 then "50 to 69"
else "60 and older"
)


16 changes: 16 additions & 0 deletions src/CustomerYearMonthDay.M
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AddCustomerYear =
Table.AddColumn(
NameFormatTable, "Customer Year", each Date.Year({BirthDate]),
Int64.Type
),
AddCustomerMonth =
Table.AddColumn(
AddCustomerYear, "Customer Month", each Date.Month([BirthDate]),
Int64.Type
),
AddCustomerDay =
Table.AddColumn(
AddCustomerMonth, "Customer Day", each Date.Day([BirthDate]),
Int64.Type
)
12 changes: 12 additions & 0 deletions src/Customers.M
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let
Source = AdventureWorksDW2022,
dbo_DimCustomer = Source{[Schema="dbo",Item="DimCustomer"]}[Data],
CurrentDate = DateTime.Date(DateTime.LocalNow()),
CurrentYear = Date.Year(CurrentDate),
CurrentMonth = Date.Month(CurrentDate),
CurrentDay = Date.Day(CurrentDate)
in
dbo_DimCustomer

15 changes: 15 additions & 0 deletions src/NameFormatTble.M
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NameFormatTble =
Table.AddColumn(
#"Removed Other Columns", "Formatted Name", each
if [Title] = null and [MiddleName] = null
then [FirstName] & " " & [LastName]
else if [Title] = null
then [FirstName] & " " & Text.Range([MiddleName], 0, 1)
& ", " & [LastName]
else
[Title] & " " & [FirstName] & " "
& Text.Range([MiddleName], 0, 1) & ". " & [LastName]
)

5 changes: 5 additions & 0 deletions src/Source.M.txt
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let
Source = Sql.Database("INPHTLN000431\MSSQLSERVER01", "AdventureWorksDW2022")
in
Source

57 changes: 57 additions & 0 deletions src/temp.M
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let
Source = AdventureWorksDW2022,
dbo_DimCustomer = Source{[Schema="dbo",Item="DimCustomer"]}[Data],
CurrentDate = DateTime.Date(DateTime.LocalNow()),
CurrentYear = Date.Year(CurrentDate),
CurrentMonth = Date.Month(CurrentDate),
CurrentDay = Date.Day(CurrentDate),
#"Removed Other Columns" = Table.SelectColumns(dbo_DimCustomer,{"FirstName", "MiddleName", "LastName", "Title", "BirthDate"}),
NameFormatTable =
Table.AddColumn(
#"Removed Other Columns","Formatted Name", each
if [Title] = null and [MiddleName] = null
then [FirstName] & " " & [LastName]
else if [Title] = null
then [FirstName] & " " & Text.Range([MiddleName],0,1)
& ". " & [LastName]
else
[Title] & " " & [FirstName] & " "
& Text.Range([MiddleName],0,1) & ". " & [LastName]
),
AddCustomerYear =
Table.AddColumn(
NameFormatTable, "Customer Year", each Date.Year([BirthDate]),
Int64.Type
),
AddCustomerMonth =
Table.AddColumn(
AddCustomerYear, "Customer Month", each Date.Month([BirthDate]),
Int64.Type
),
AddCustomerDay =
Table.AddColumn(
AddCustomerMonth, "Customer Day", each Date.Day([BirthDate]),
Int64.Type
),
CustomerAge =
Table.AddColumn(
AddCustomerDay,"Customer Age", each
if [Customer Month] < CurrentMonth
then CurrentYear - [Customer Year]
else if [Customer Month] > CurrentMonth
then CurrentYear - [Customer Year] - 1
else if [Customer Day] < CurrentDay
then CurrentYear - [Customer Year]
else CurrentYear - [Customer Year] - 1
),
CustomerSegment =
Table.AddColumn(
CustomerAge, "Customer Age Segment", each
if [Customer Age] < 30 then "Less than 30"
else if [Customer Age] < 40 then "30 to 39"
else if [Customer Age] < 50 then "40 to 49"
else if [Customer Age] < 60 then "50 to 59"
else "60 or Older"
)
in
CustomerSegment