Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
4 years ago
Solved

Converting currency

I have a data table that contains a list of transactions.  Each transaction has a date and the cost in local currency.  There is also a column with the currency code.  I then have a look up table tha...
Need Help
Tutorial Requests
  • Ashish_Mathur's avatar
    Ashish_Mathur
    4 years ago

    Hi,

    You should be able to use the LOOKUPVALUE() function.  To get more help, share the download link of your PBI file and show the expected result there.

amitchandak's avatar
amitchandak
Super User
4 years ago

Anonymous , You can create table like this in you fact table

 

maxx(filter(Curr, Curr[Curr_code] = fact[Curr_code] && Fact[Date] = curr[Curr_date]) , curr[Rate])

 

you can multiple rate by amount and get the other currency value

  • Anonymous's avatar
    Anonymous
    Not applicable
    4 years ago

    I can't get that to work.  My data table is called "All_ads". My Currency table is called "USDBase_Bloomberg".  This is the formula i have.

     

    Conversion rate = maxx(filter(USDBase_Bloomberg,USDBase_Bloomberg[Currency] = All_ads[Currency_local] && All_ads[Date] =USDBase_Bloomberg[Date]) ,USDBase_Bloomberg[Foreign_to_USD])
     
    Where the fields
    "USDBase_Bloomberg[Currency]" is a text field that contains a currency code 
    "All_ads[Currency_local]" is also a text field that contains the equivalent currency code
    "All_ads[Date]" is a date field showing the date of the transaction
    "USDBase_Bloomberg[Date]" is also a date field showing the date of the conversion factor
    "USDBase_Bloomberg[Foreign_to_USD" is a number field returning the exchange rate
     
    The formula does not appear to see the All Ads fields, they are grayed out.
     
    I have created a relationship between the date fields in the two tables and the currency / local_currency fields
     
    This is my error message.
     
    A single value for column 'Currency_local' in table 'All_ads' cannot be determined. This can happen when a measure formula refers to a column that contains many values without specifying an aggregation such as min, max, count, or sum to get a single result.
     
    One other complication.  i do have some USD values in my data table but no USD - USD cconversion in the currency table.  I need to add a conversion of 1 for USD.
     
    Thanks
     
    • Anonymous's avatar
      Anonymous
      Not applicable
      4 years ago

      Hi Anonymous ,

       

      Are you creating a measure? Please try this.

      Conversion rate: = 
MAXX (
    FILTER (
        USDBase_Bloomberg,
        USDBase_Bloomberg[Currency] =MAX( All_ads[Currency_local])
            && MAX(All_ads[Date]) = USDBase_Bloomberg[Date]
    ),
    USDBase_Bloomberg[Foreign_to_USD]
)

      Best Regards,
      Community Support Team_Gao

       

      If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

      How to get your questions answered quickly -- How to provide sample data