topic Average exchange rate in DAX Commands and Tips

Average exchange rate

Anonymous — Wed, 21 Feb 2024 18:30:42 GMT

I have a table with an exchange rate that converts the companies' local currency to SEK. The exchange rate is available per day and sales transaction. See table 1 for what that table looks like. I also have a table with budget figures, see table 2. I want to calculate an average value for the exchange rate per month and company and multiply by the budget figures for that month and for that company.

Tabel 1

Date	YearMonth	CompanyKey	Exchange Rate LCY To SEK
2024-01-02 00:00	jan-24	Company A	1.49622
2024-01-02 00:00	jan-24	Company B	0.98874
2024-01-02 00:00	jan-24	Company D	11.1545
2024-01-02 00:00	jan-24	Company C	1
2024-01-03 00:00	jan-24	Company A	1.50058
2024-01-03 00:00	jan-24	Company D	11.1915
2024-01-04 00:00	jan-24	Company A	1.50027

Table 2

Budget
Date	SalesRep	Company	Budget
24-jan	4	Company D	1000
24-feb	5	Company B	2000

The budget is made per seller and the transaction where I get the Exchange rate from is per order/sales line.

I've tried the following but can't get it to work because when I bring in salespeople as a hierarchy in a matrix table, it can't find a value for the exchange rate for that salesperson since that salesperson has no sales row. I would like to remove the dependency to everything except company and month and get a fixed value per month and company regardless of whether I want to break it down by salesperson, team or something else.

VAR AVExhange= CALCULATE(AVERAGEX('ExchangeTable', [Exchange Rate LCY To SEK]),USERELATIONSHIP('ExchangeTable'[CompanyKey],Company[CompanyKey]))
VAR BudgetInSEK = CALCULATE('Budget measures'[Budget LCY],USERELATIONSHIP(Budget[CompanyKey],Company[CompanyKey]))

RETURN
BudgetInSEK*AVExhange

Thank you for your help!

Re: Average exchange rate

Greg_Deckler — Wed, 21 Feb 2024 18:44:04 GMT

Anonymous Use ALLEXCEPT or REMOVEFILTERS.

Re: Average exchange rate

Anonymous — Thu, 22 Feb 2024 02:26:27 GMT

Hi Anonymous ,

You can try the following dax:

Measure = var AVExhange= AVERAGEX( FILTER(ALL(ExchangeTable), 'ExchangeTable'[CompanyKey]=MAX('Company'[Company Key])),[Exchange Rate LCY To SEK]) var BudgetInSEK= SUMX( FILTER(ALL('Budget'), 'Budget'[Company Key]=MAX('Company'[Company Key])),'Budget measures'[Budget LCY]) return BudgetInSEK*AVExhange

If it doesn't meet your desired outcome, can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data. We can better understand the problem and help you.

Best Regards,

Liu Yang

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