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sgannon1's avatar
sgannon1
Frequent Visitor
10 years ago

DAX to convert currency?

Hi all,   My reporting needs to be captured in one currency - EURO. One of my tables is in GBP so I need to convert everything in this table to EURO and then to append this with my EURO table.  I ...
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Eric_Zhang's avatar
Eric_Zhang
Icon for Microsoft Employee rankMicrosoft Employee
10 years ago

sgannon1

 

I have no idea on what exactly your scenario is, however I think you need an exchange rate table for whatever cases. Please check the below sample.

Table = SELECTCOLUMNS(FILTER(CROSSJOIN('exchange table','sales table'),'exchange table'[currency]='sales table'[currency]&&'exchange table'[date]='sales table'[sales date]),"sales date",'sales table'[sales date],"GBP",'sales table'[sales],"ERU",'sales table'[sales]*'exchange table'[exchange rate],"exchange rate",'exchange table'[exchange rate])

 

If you have any question, feel free to let me know.

  • trebgatte's avatar
    trebgatte
    Icon for Most Valuable Professional rankMost Valuable Professional
    10 years ago

    I agree with Eric, though I'd externalize the conversion table for easier maintenance. Most corporate finance groups have a fixed conversion rate for a time period rather than using the market rate. 

     

    Perhaps you can put this in a centralized XLSX or a SharePoint list so that it can easily be updated without having to do anything to the PBIX.

     

    Treb Gatte | Business Solutions MVP | Blog | Twitter

    • sgannon1's avatar
      sgannon1
      Frequent Visitor
      10 years ago

      Thanks for your responses - below is the table, the Amount column is the one I need converted as it is currently GBP (my reporting needs to be in Euro), and the table below it has the currency conversion rate.

      I'd appreciate any help on the how to construct the formula to do the conversion?