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romovaro
Responsive Resident
Responsive Resident

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

 

romovaro_0-1665648670648.png

 

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

1 ACCEPTED SOLUTION
romovaro
Responsive Resident
Responsive Resident

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

 

Created a table with the currencies Used 

romovaro_0-1665665678945.png

Linked to my other table

romovaro_1-1665665774164.png

 

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]))

View solution in original post

1 REPLY 1
romovaro
Responsive Resident
Responsive Resident

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

 

Created a table with the currencies Used 

romovaro_0-1665665678945.png

Linked to my other table

romovaro_1-1665665774164.png

 

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]))

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