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annamill's avatar
annamill
Regular Visitor
9 years ago
Solved

Currency conversion question

I am very new to Power BI and I need help with converting my total amounts from the Local Currency to USD based on the conversion rate (which is in a different table)

 

I have two related tables:

1) Opportunity (2) - has Amount and CurrencyIsoCode fields. Amount is in local currency

2) Currently Type - has IsoCode and ConversionRate fields.

 

CurrencyIsoCode and IsoCode is the same field that has currency codes (USD, EUR, etc)

 

How to I create a measure or a calculated column with the converted amount?

 

Thanks ya'll in advance!

  • annamill's avatar
    annamill
    9 years ago

    I just figured it out!

     

    Amount in USD 3 = SUMX('Opportunity (2)', RELATED('Currency Type'[ConversionRate])*'Opportunity (2)'[Amount])

3 Replies

  • v-jiascu-msft's avatar
    v-jiascu-msft
    Icon for Microsoft Employee rankMicrosoft Employee
    9 years ago

    Hi annamill,

     

    You could try this formula. I created a sample as the picture showed. (There isn't a relationship between these two tables.)

     

    AmountInUSD =
[Amount] * LOOKUPVALUE ( CurrentlyType[Rate], CurrentlyType[ISOCode], "USD" )

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Best Regards!

    Dale

  • v-jiascu-msft's avatar
    v-jiascu-msft
    Icon for Microsoft Employee rankMicrosoft Employee
    9 years ago

    Hi annamill,

     

    Could you please tell me if your problem was resolved? Could you please share the answer or mark the proper answer as solution if it's convenient for you? That will be a help to the others.

    Best Regards!
    Dale

    • annamill's avatar
      annamill
      Regular Visitor
      9 years ago

      I just figured it out!

       

      Amount in USD 3 = SUMX('Opportunity (2)', RELATED('Currency Type'[ConversionRate])*'Opportunity (2)'[Amount])