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Matas's avatar
Matas
Icon for Advocate II rankAdvocate II
4 years ago
Solved

Creating and Switching between Currencies

Hi,

 

I would like to get a suggestion for my issue. Currently, I am receiving many documents in different reporting currencies. So my calculations are as follows:

  1. I am receiving documents with different reporting currencies and with their unique Identifiers (GBP, EUR, USD).
  2. I have a different Currency_Exchange table.
  3. I am merging both tables based on the Unique Identifier (GBP = GBP, USD=USD, GBP=GBP).
  4. After merging, I am expanding the Units_Per_EUR and everything is being calculated based on the conversion in EUR (if 200 USD it will output as  189,97 EUR).

 

Now I am trying to show the total amount as default in EUR, but also in USD or GBP if the right tile is being pressed or selected as:

Also, will the Pie Chart will be updated accordingly? And how could I achieve such functionality? Any tips or suggestions would be highly appreciated.

 

Cheers,

Matas

 

 

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4 Replies

  • speedramps's avatar
    speedramps
    Icon for Super User rankSuper User
    4 years ago

    Change your GBP, EUR and DOL queries to a merge with the exchange rate file.
    The amounts as a new base currency column eg all GBP. 

     

    Then create a Currency pick list table

     

    Currency Exchangerate
    GBP 1
    EUR 1.19
    DOL 1.26

     

    and this measure

     

    GBPAmount =
    SUM(Sales[GMPValue)])


    Sales in currency =
    VAY myexchangerate= SELECT(picklist(Exchangerate))
    RETURN
    [GBPAmount] * myexchangerate

     

    The either add a slicer with the picklist(Currency)

    or use the filter menu to specify the picklist(Currency) for each visual.

     

    Drag the [Sales in currency] to your visual and it should work.

     

    Please click thumbs up and Accepot As Solution, thank you ! 

     

  • Matas's avatar
    Matas
    Icon for Advocate II rankAdvocate II
    4 years ago

    Thank you for all the suggestions.

    I was able to figure it out pretty much by combining all of your provided information.

    Cheers!