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Matas
Advocate II
Advocate II

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).

Screenshot_8.png

 

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:

Screenshot_10.png

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

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

4 REPLIES 4
Matas
Advocate II
Advocate II

Thank you for all the suggestions.

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

Cheers!

speedramps
Super User
Super User

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 ! 

 

hashtag_pete
Helper V
Helper V

Hello @Matas ,
you could use the switch function as explained here 
(775) DAX Fridays! #15: SWITCH - YouTube
You will need to use explicit measures and an additional table. 
Is that what you are looking for?

best

hashtag_pete

amitchandak
Super User
Super User

@Matas , A very similar topics ha been solved here, see if that can help

https://www.sqlbi.com/articles/currency-conversion-in-power-bi-reports/

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