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romovaro
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3 years ago
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Create new column with exchange rate conversion

HI all,

 

I have a question regarding echange rate conversion.

I have my data source Excel with the columns below:

 

CUID. Unique customer number

Currency used

Start value: Total amount

 

 

I am struggling to create a formula combining the 3 columns. THe idea is to create a new column showing

 

If CUID is in USD, then we leave the same number. USD do not change

IF CUIDS in in EUR, then we use a conversion rate of (1.13 example)

IF CUID is in GBP, then we use a conversion rate of (1.11 example)

 

thanks

  • Find a solution that works for "fix" exchange rate.

     

    Created a table with the currencies Used 

    Linked to my other table

     

    and used the formula below:

     

    TOTAL usd = SUMX('PV Celergo Report',
    'PV Celergo Report'[Start Value]*
    LOOKUPVALUE('Exchange Rate'[Conversion rate], 'Exchange Rate'[Currency], 'PV Celergo Report'[Currency]))

     

    How To Work With Multiple Currencies In Power BI - Microsoft Power BI Community

     

    Thanks

     

     

    TOTAL usd = SUMX('PV Celergo Report',
    'PV Celergo Report'[Start Value]*
    LOOKUPVALUE('Exchange Rate'[Conversion rate], 'Exchange Rate'[Currency], 'PV Celergo Report'[Currency]))

1 Reply

  • romovaro's avatar
    romovaro
    Icon for Responsive Resident rankResponsive Resident

    Find a solution that works for "fix" exchange rate.

     

    Created a table with the currencies Used 

    Linked to my other table

     

    and used the formula below:

     

    TOTAL usd = SUMX('PV Celergo Report',
    'PV Celergo Report'[Start Value]*
    LOOKUPVALUE('Exchange Rate'[Conversion rate], 'Exchange Rate'[Currency], 'PV Celergo Report'[Currency]))

     

    How To Work With Multiple Currencies In Power BI - Microsoft Power BI Community

     

    Thanks

     

     

    TOTAL usd = SUMX('PV Celergo Report',
    'PV Celergo Report'[Start Value]*
    LOOKUPVALUE('Exchange Rate'[Conversion rate], 'Exchange Rate'[Currency], 'PV Celergo Report'[Currency]))