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Jackie003
Frequent Visitor

Sum of sales with different currency rate for each month

Hello, I would like to ask you for help. I need to calculate Total sales with PLN currency and EUR. I need to calculate in dax Total Sales with EUR currency (every month has different rate). Of course between these tables is relationship - many to 1 

Jackie003_0-1716545614992.png

 

2 ACCEPTED SOLUTIONS
mark_endicott
Responsive Resident
Responsive Resident

@Jackie003 

 

I think the DAX below should work, so long as your relationship is set up as I anticipate it is.

 

 

    VAR Sales_in_Currency =
        ADDCOLUMNS (
            SUMMARIZE (
                'PLN Table',
                'PLN Table'[Date]
            ),
            "Amt_In_Currency", SUM(Sales PLN),
            "Rate",
                CALCULATE (
                    SELECTEDVALUE ( 'EUR Table'[EUR] )
                )
        )
    VAR calc =
        SUMX (
            Sales_in_Currency,
            [Amt_In_Currency] * [Rate]
        )
    RETURN
        calc
	)

 

 

It's not clear what you tables are named, so I have done my best to make this easy to see. 

 

If this works, please could you mark this as the solution?

View solution in original post

Hi @Jackie003 one possible solution:

create 2 calculated columns in Sales table (order is important) and two measures (starting with M)

EUR_rate = CALCULATE(
    MAX(EUR[EUR]),
    FILTER(EUR,EUR[Date]>=Sales[Date] && EUR[Date]<=Sales[Date])
    )
 
Sales_EUR = ROUND(Sales[Sales_PLN]*Sales[EUR_rate],0)
 
 
Measures:
M_Sales_PLN = SUM(Sales[Sales_PLN])
M_Sales_EUR = SUM(Sales[Sales_EUR])

some_bih_0-1716552936145.png

 

some_bih_1-1716553009110.png

 

 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!






View solution in original post

5 REPLIES 5
mark_endicott
Responsive Resident
Responsive Resident

@Jackie003 

 

I think the DAX below should work, so long as your relationship is set up as I anticipate it is.

 

 

    VAR Sales_in_Currency =
        ADDCOLUMNS (
            SUMMARIZE (
                'PLN Table',
                'PLN Table'[Date]
            ),
            "Amt_In_Currency", SUM(Sales PLN),
            "Rate",
                CALCULATE (
                    SELECTEDVALUE ( 'EUR Table'[EUR] )
                )
        )
    VAR calc =
        SUMX (
            Sales_in_Currency,
            [Amt_In_Currency] * [Rate]
        )
    RETURN
        calc
	)

 

 

It's not clear what you tables are named, so I have done my best to make this easy to see. 

 

If this works, please could you mark this as the solution?

mark_endicott
Responsive Resident
Responsive Resident

@Jackie003 

 

I think the DAX below should work, so long as your relationship is set up as I anticipate it is.

 

 

    VAR Sales_in_Currency =
        ADDCOLUMNS (
            SUMMARIZE (
                'PLN Table',
                'PLN Table'[Date]
            ),
            "Amt_In_Currency", SUM(Sales PLN),
            "Rate",
                CALCULATE (
                    SELECTEDVALUE ( 'EUR Table'[EUR] )
                )
        )
    VAR calc =
        SUMX (
            Sales_in_Currency,
            [Amt_In_Currency] * [Rate]
        )
    RETURN
        calc
	)

 

 

It's not clear what you tables are named, so I have done my best to make this easy to see. 

 

If this works, please could you mark this as the solution?

some_bih
Super User
Super User

Hi @Jackie003 you need solution in Excel with DAX or in Power BI?





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!






In Power Bi.

What's more, every month new currency rate is updated 🙂 

Hi @Jackie003 one possible solution:

create 2 calculated columns in Sales table (order is important) and two measures (starting with M)

EUR_rate = CALCULATE(
    MAX(EUR[EUR]),
    FILTER(EUR,EUR[Date]>=Sales[Date] && EUR[Date]<=Sales[Date])
    )
 
Sales_EUR = ROUND(Sales[Sales_PLN]*Sales[EUR_rate],0)
 
 
Measures:
M_Sales_PLN = SUM(Sales[Sales_PLN])
M_Sales_EUR = SUM(Sales[Sales_EUR])

some_bih_0-1716552936145.png

 

some_bih_1-1716553009110.png

 

 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!






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