Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

Index Match - Match row datas with table header

I'm looking for similar function like Index Match- Refer below table. From "Currency" table- I wish to bring exchange rate in "data" table- by matching date and Currency with currency table date and column header- withought pivoting the Currency Table ( As my currency table has 10 years date data)

Excel Equivalent" 

=INDEX($A$3:$D$10,MATCH(G4,$A$3:$A$10,0),MATCH(I4,$A$3:$D$3,0))

 

Sample Tables

Result in calculated column 

Thank in advance for your help.

  • Anonymous's avatar
    Anonymous
    7 years ago

    Currency Table unpivot no relation now

     

    Thanks for help. As suggested by you, I have unpivot the table as below: But unable to write the lookup formulae- As I need to match date as well as currency before picking up the value. Could you help me with the formulae.

     

9 Replies

  • parry2k's avatar
    parry2k
    Icon for Super User rankSuper User
    7 years ago

    Anonymous set relationship between currency and data table on date, where currency table will be on one side of the relationship.

     

    Add following column:

     

    FX Rate = 
SWITCH(
  DataTable[Currency],
  "OMR", RELATED( CurrencyTable[OMR] ),
  "USD", RELATED( CurrencyTable[USD] ),
  "EURO", RELATED( CurrencyTable[EURO] )
)

    This is one way to do this, other way would be to unpivot currency table and then use lookup.

     

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      7 years ago

      Thanks. Great. It helps. Is there any other way that it reads the Currency abreviations like OMR, USD etc and match it. As my table has several currencies and more than 3650 dates.

      • parry2k's avatar
        parry2k
        Icon for Super User rankSuper User
        7 years ago

        Anonymous in thst case you have to unpivot your currency table, to do so, go to query editor, select date column in currency table, right click, and select unpivot other columns. You will get two columns attribute and value, rename those to currency and rate.

         

        Once these changes are applied, we don't need to set relationship between currency and sales table but use lookupvalue function, read here about this function.

    • Anonymous's avatar
      Anonymous
      Not applicable
      7 years ago

      Anyone else know any medoth, where the formulae ready amd match curreny in rows with table headers.

      parry2k wrote:

      Anonymousset relationship between currency and data table on date, where currency table will be on one side of the relationship.

       

      Add following column:

       

      FX Rate = 
SWITCH(
  DataTable[Currency],
  "OMR", RELATED( CurrencyTable[OMR] ),
  "USD", RELATED( CurrencyTable[USD] ),
  "EURO", RELATED( CurrencyTable[EURO] )
)

      This is one way to do this, other way would be to unpivot currency table and then use lookup.

       

       

      parry2k wrote:

      Anonymousset relationship between currency and data table on date, where currency table will be on one side of the relationship.

       

      Add following column:

       

      FX Rate = 
SWITCH(
  DataTable[Currency],
  "OMR", RELATED( CurrencyTable[OMR] ),
  "USD", RELATED( CurrencyTable[USD] ),
  "EURO", RELATED( CurrencyTable[EURO] )
)

      This is one way to do this, other way would be to unpivot currency table and then use lookup.

       

       

       

      • Anonymous's avatar
        Anonymous
        Not applicable
        7 years ago

        Hello, how to write measures for above two currency table options?

        Will they be more effective or effiecient and consume less computing power?  In my data-what happens every time new data or new data table comes and the currency exchange rate has to be applied. So wish too know out of the four options- i.e. with currency table- calculated column or measure  ,  pivot currency table- calculated column or measure- which one will be the effienct way