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Evenly distribute Quantity across Fiscal year weeks?

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(@mdenton45)
Posts: 7
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Topic starter
 

Hello,
I am trying to recreate the schedule output of some VBA in PowerQuery with a few tweaks. My Fiscal Year is October 1 through Sept 30 and we try to forecast a schedule for the next two FY.

In the first screenshot, I get a quantity of items I need to schedule over a period of time like Fiscal Quarter. I would spread 15 items evenly across the weeks in Q1. I plug this into my Excel Template and run some VBA and it spreads the total QTY over the weeks in the Fiscal Quarter selected.

I usually have to do this several times selecting Q1-Q8 individually and repeating the process to get all the dates for the entire two FY. second screenshot

This then gets written to a Schedule output table with dates starting the first day of each week. third screenshot.

My current issue with this is I would like to be able to do this at the "day of the week" level rather than having all the items hit the same day of the week. I have experimented with creating a Master Calendar in Power Query that subtracts non work days and holidays as part of the calculation.

My goal is to be able to replicate this in PowerQuery and have a FY schedule spit out with dates based on the Fiscal Quarter they align to. For small quantities, i would choose to load those over the first few weeks in the quarter rather than spread them out every few weeks.

Hope i explained clearly enough. Think its possible in PowerQuery?

1st step
3rd step
2nd step

 

 
Posted : 23/04/2025 5:28 am
Alan Sidman
(@alansidman)
Posts: 221
Member Moderator
 

We cannot manipulate data in a picture.  Please repost your file as an attachment.

 
Posted : 23/04/2025 7:54 am
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