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annamill
Regular Visitor

Currency conversion question

I am very new to Power BI and I need help with converting my total amounts from the Local Currency to USD based on the conversion rate (which is in a different table)

 

I have two related tables:

1) Opportunity (2) - has Amount and CurrencyIsoCode fields. Amount is in local currency

2) Currently Type - has IsoCode and ConversionRate fields.

 

CurrencyIsoCode and IsoCode is the same field that has currency codes (USD, EUR, etc)

 

How to I create a measure or a calculated column with the converted amount?

 

Thanks ya'll in advance!

1 ACCEPTED SOLUTION

I just figured it out!

 

Amount in USD 3 = SUMX('Opportunity (2)', RELATED('Currency Type'[ConversionRate])*'Opportunity (2)'[Amount])

View solution in original post

3 REPLIES 3
v-jiascu-msft
Microsoft Employee
Microsoft Employee

Hi @annamill,

 

Could you please tell me if your problem was resolved? Could you please share the answer or mark the proper answer as solution if it's convenient for you? That will be a help to the others.

Best Regards!
Dale

Community Support Team _ Dale
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

I just figured it out!

 

Amount in USD 3 = SUMX('Opportunity (2)', RELATED('Currency Type'[ConversionRate])*'Opportunity (2)'[Amount])

v-jiascu-msft
Microsoft Employee
Microsoft Employee

Hi @annamill,

 

You could try this formula. I created a sample as the picture showed. (There isn't a relationship between these two tables.)

 

AmountInUSD =
[Amount] * LOOKUPVALUE ( CurrentlyType[Rate], CurrentlyType[ISOCode], "USD" )

Currency conversion question.jpg

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Best Regards!

Dale

Community Support Team _ Dale
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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