[solved] Using Mysql or PowerBI and 3 tables(datasets), how do you add working days to date sold?
# How to Add Working Days to Date Sold Using MySQL, PowerBI, and 3 Tables: A Comprehensive Guide
In the realm of data analytics and business intelligence, efficiently manipulating dates and timings is pivotal. Adding working days to a 'Date Sold' field is a common requirement, especially when estimating delivery dates or processing times. However, incorporating business logic like excluding weekends and holidays can complicate this task. Both MySQL and PowerBI offer robust tools for managing such complexities, but each requires a tailored approach.
This comprehensive guide demonstrates how to add working days to a 'Date Sold' field, leveraging three distinct datasets in MySQL and PowerBI. Discover methodologies that can be replicated and adapted for diverse analytical needs, making your data work harder for you.
## Why This Is Crucial for Business Intelligence and Data Analytics
Adding working days to a Date Sold field is more than a technical exercise; it's a critical function for businesses forecasting delivery times, managing customer expectations, and coordinating supply chain operations. Accurate calculations ensure better decision-making and resource planning, directly impacting customer satisfaction and operational efficiency.
## Setting the Stage with Three Key Tables
Before diving into the technicalities, it's essential to understand the datasets at our disposal:
1. **Sales_Data**: Houses transaction details, including a 'Date Sold' column.
2. **Holidays**: Contains dates designated as holidays; these are non-working days and should be excluded from our calculation.
3. **Weekend_Days**: Defines which days of the week are considered weekends for the business.
## Adding Working Days in MySQL
MySQL, renowned for its powerful data manipulation capabilities, can achieve this through a combination of functions and table joins. The strategy involves creating an auxiliary table of dates, then joining it with our primary dataset to filter out weekends and holidays.
### Step 1: Create a Date Series
Firstly, generate a dynamic list of dates that spans beyond the maximum date in your `Sales_Data` by a buffer of working days you wish to add. This can be done using a recursive common table expression (CTE).
```sql
WITH RECURSIVE Date_Series AS (
SELECT MIN(`Date Sold`) AS date
FROM Sales_Data
UNION ALL
SELECT date + INTERVAL 1 DAY
FROM Date_Series
WHERE date + INTERVAL 1 DAY <= (SELECT MAX(`Date Sold`) FROM Sales_Data) + INTERVAL 20 DAY
)
SELECT * FROM Date_Series;
Step 2: Mark Weekends and Holidays
Then, mark all dates that are weekends or holidays. This can be achieved by left joining the Date_Series
with Weekend_Days
and Holidays
.
SELECT ds.date,
CASE
WHEN wd.weekend_day IS NOT NULL THEN 'Weekend'
WHEN h.holiday_date IS NOT NULL THEN 'Holiday'
ELSE 'Working Day'
END AS day_type
FROM Date_Series ds
LEFT JOIN Weekend_Days wd ON DAYOFWEEK(ds.date) = wd.weekday
LEFT JOIN Holidays h ON ds.date = h.holiday_date;
Step 3: Adding Working Days to Date Sold
Finally, for each Date Sold
, count the number of working days forward, excluding weekends and holidays, until reaching the desired number of working days.
UPDATE Sales_Data sd
SET sd.`Estimated Delivery Date` = (
SELECT ds.date
FROM (
SELECT ds.date, @rownum := @rownum + 1 AS rn
FROM Date_Series ds
JOIN (SELECT @rownum := 0) r
WHERE ds.day_type = 'Working Day'
ORDER BY ds.date
) AS working_days
WHERE working_days.rn = sd.`Working Days to Add`
AND sd.`Date Sold` <= working_days.date
LIMIT 1
);
Adding Working Days in PowerBI
PowerBI offers a different approach, relying on its DAX language and data model relationships to calculate the addition of working days.
Creating the Relationships
Ensure your dataset relationships are correctly set up in PowerBI. Sales_Data
should have relationships with the Holidays
and Weekend_Days
tables that prevent weekends and holidays from being considered in our calculation.
DAX Formula for Calculating Working Days
Using DAX, create a calculated column in the Sales_Data
table to perform this operation. This involves iterating over each day after the Date Sold and counting only the working days.
Estimated Delivery Date =
VAR StartDate = Sales_Data[Date Sold]
VAR EndDate = StartDate + 20 // Arbitrary number exceeding expected addition
RETURN
CALCULATE(
MIN('Date'[Date]),
FILTER(
ALL('Date'),
'Date'[Date] > StartDate
&& 'Date'[Date] < EndDate
&& NOT ('Date'[Date] IN VALUES(Holidays[Date]))
&& NOT (WEEKDAY('Date'[Date], 2) IN {6, 7}) // Excludes weekends
&& RANKX(
FILTER(
ALL('Date'),
'Date'[Date] > StartDate
&& 'Date'[Date] < EndDate
&& NOT ('Date'[Date] IN VALUES(Holidays[Date]))
&& NOT (WEEKDAY('Date'[Date], 2) IN {6, 7})
),
'Date'[Date],
,
ASC,
DENSE
) = Sales_Data[Working Days to Add]
)
)
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Conclusion
Whether using MySQL or PowerBI, adding working days to a 'Date Sold' field involves considering business calendars, holidays, and weekends. By following the steps detailed in this guide for both platforms, developers and data analysts can ensure accurate and meaningful data manipulation. Always remember, in the landscape of data analytics, precision and adaptability are your allies in unveiling actionable insights.
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