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KougaGennosuke's avatar
KougaGennosuke
New Member
4 years ago
Solved

Currency conversion

Hello community,   I'm a new Power BI user and would greatly appreciate your help regarding setback I encountered.   I'm building a quite simple dashboard consisting of yearly data (year end, for...
Need Help
  • v-henryk-mstf's avatar
    v-henryk-mstf
    4 years ago

    Hi KougaGennosuke ,

     

    According to your description, you can refer to the following companies. Create three separate measures corresponding to REVENUES, LOGISTICS COST, and TAX PAID fields. Depending on the choice of currency in the slicer, the corresponding column visual is dynamically displayed.

    M_REVENUES =
SWITCH (
    SELECTEDVALUE ( 'FX table'[Currency] ),
    "USD",
        CALCULATE (
            SUM ( 'Table'[REVENUES (EUR)] ),
            ALLEXCEPT ( 'Table', 'Table'[Product name], 'Table'[DATE] )
        ),
    "GBP",
        CALCULATE (
            SUM ( 'Table'[REVENUES (EUR)] ),
            ALLEXCEPT ( 'Table', 'Table'[Product name], 'Table'[DATE] )
        )
)


    If the problem is still not resolved, please provide detailed error information and let me know immediately. Looking forward to your reply.


    Best Regards,
    Henry


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

parry2k's avatar
parry2k
Super User
4 years ago

KougaGennosuke it should have 3 columns:

 

Date, Currency, FX Rate

 

Date is the date of FX Rate

Currency what currency it is EUR -> USD, EUR -> GBP

FX Rate -. Converion Rate 

 

So if you have 2 other currencies you want to see data in, and if we take one day as an example, you will have two record in this table

 

Jan 1/USD/0.90

Jan 1/EBP/1.10

 

I hope this helps

 

 

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  • KougaGennosuke's avatar
    KougaGennosuke
    New Member
    4 years ago

    Yes, this is tremendous help, thank you.

     

    I created a sample FX table:

     

    And made a connection between dates:

    Would you be so kind to suggest DAX formula (or some other method) how I can make sure conversion takes place on the visuals?

    Sorry for very basic questions and thank you very much for the help 🙂