Skip to main content
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 

Learn from the best! Meet the four finalists headed to the FINALS of the Power BI Dataviz World Championships! Register now

Reply
hoopaz68
New Member

Dax Help

‎10-07-2024 12:49 PM

Good Afternoon.  I'm fairly new to using DAX so bear with me.    I'm trying to use DAX to calculate invoice amounts in different currencies.  I have two example tables below in my PBI desktop.  These tables are joined by the cruno field in the data model.  The correct rate to apply to the inv_amt_usd is a function of the cruno field and the currency code (which a user would select from a slicer with the currency codes).  I want to add a measure that would calculate the different currency invoice amount for each invoice so I can add the information in the invoice table to a table visual along with the correct billed amount given the selected currency.  Any Ideas?  

 

hoopaz68_0-1728329798743.png

 

Labels:
Message 1 of 9
755 Views
0
1 ACCEPTED SOLUTION
Anonymous
Not applicable

‎10-08-2024 08:10 PM

Hi @hoopaz68 ,

 

In the data you provided, the cruno field does not have a unique identifier and cannot be used as a condition for joining tables.
But based on your requirement, you can refer to the following formula:

SelectedCurrencyRate =
CALCULATE (
    MAX ( 'Currency_Table'[rate] ),
    FILTER (
        'Currency_Table',
        'Currency_Table'[cruno] = SELECTEDVALUE ( 'Invoice Table'[cruno] )
            && 'Currency_Table'[currency] = SELECTEDVALUE ( 'Currency_Table'[currency] )
    )
)

ConvertedInvoiceAmount = 
SUMX(
    'Invoice Table',
    'Invoice Table'[inv_amt_usd] * [SelectedCurrencyRate]
)

vkongfanfmsft_0-1728443362436.png

Best Regards,
Adamk Kong

 

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

 

View solution in original post

Dax Help.pbix
Message 9 of 9
601 Views
0
8 REPLIES 8
Anonymous
Not applicable

‎10-08-2024 08:10 PM

Hi @hoopaz68 ,

 

In the data you provided, the cruno field does not have a unique identifier and cannot be used as a condition for joining tables.
But based on your requirement, you can refer to the following formula:

SelectedCurrencyRate =
CALCULATE (
    MAX ( 'Currency_Table'[rate] ),
    FILTER (
        'Currency_Table',
        'Currency_Table'[cruno] = SELECTEDVALUE ( 'Invoice Table'[cruno] )
            && 'Currency_Table'[currency] = SELECTEDVALUE ( 'Currency_Table'[currency] )
    )
)

ConvertedInvoiceAmount = 
SUMX(
    'Invoice Table',
    'Invoice Table'[inv_amt_usd] * [SelectedCurrencyRate]
)

vkongfanfmsft_0-1728443362436.png

Best Regards,
Adamk Kong

 

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

 

Dax Help.pbix
Message 9 of 9
602 Views
0
hoopaz68
New Member

‎10-08-2024 07:09 PM

Thank you for this help.  This didn't quite work.  Here is the data for the tables and expected results:

 

Currency_Table
       
row_unocrunodatecurrencyrate   
11009/1/2024USD1   
21009/1/2024GBP1.5161   
31009/1/2024EUR1.8946   
41019/2/2024USD1   
51019/2/2024GBP1.5475   
61019/2/2024EUR1.9116   
71029/3/2024USD1   
81029/3/2024GBP1.5421   
91029/3/2024EUR1.9177   
        
Invoice Table
       
row_unocrunoinv_numinv_dateinv_amt_usd   
110040019/1/20245000   
210040029/1/20248700   
310140039/2/20242300   
410240049/3/20241500   
510240059/3/202410000   
        
Results       
row_unocrunoinv_numinv_dateinv_amt_usdcurrencyrateinv_amt_converted
110040019/1/20245,000.00USD1.00005,000.00
110040019/1/20245,000.00GBP1.51617,580.50
110040019/1/20245,000.00EUR1.89469,473.00
210040029/1/20248,700.00USD1.00008,700.00
210040029/1/20248,700.00GBP1.516113,190.07
210040029/1/20248,700.00EUR1.894616,483.02
310140039/2/20242,300.00USD1.00002,300.00
310140039/2/20242,300.00GBP1.54753,559.25
310140039/2/20242,300.00EUR1.91164,396.68
410240049/3/20241,500.00USD1.00001,500.00
410240049/3/20241,500.00GBP1.54212,313.15
410240049/3/20241,500.00EUR1.91772,876.55
510240059/3/202410,000.00USD1.000010,000.00
510240059/3/202410,000.00GBP1.542115,421.00
510240059/3/202410,000.00EUR1.917719,177.00
        

 

Message 8 of 9
648 Views
0
hoopaz68
New Member

‎10-08-2024 07:07 PM

Thank you for this but this didn't quite work.  Here is the data for the tables and expected results:

 

Currency_Table
       
row_unocrunodatecurrencyrate   
11009/1/2024USD1   
21009/1/2024GBP1.5161   
31009/1/2024EUR1.8946   
41019/2/2024USD1   
51019/2/2024GBP1.5475   
61019/2/2024EUR1.9116   
71029/3/2024USD1   
81029/3/2024GBP1.5421   
91029/3/2024EUR1.9177   
        
Invoice Table
       
row_unocrunoinv_numinv_dateinv_amt_usd   
110040019/1/20245000   
210040029/1/20248700   
310140039/2/20242300   
410240049/3/20241500   
510240059/3/202410000   
        
Results       
row_unocrunoinv_numinv_dateinv_amt_usdcurrencyrateinv_amt_converted
110040019/1/20245,000.00USD1.00005,000.00
110040019/1/20245,000.00GBP1.51617,580.50
110040019/1/20245,000.00EUR1.89469,473.00
210040029/1/20248,700.00USD1.00008,700.00
210040029/1/20248,700.00GBP1.516113,190.07
210040029/1/20248,700.00EUR1.894616,483.02
310140039/2/20242,300.00USD1.00002,300.00
310140039/2/20242,300.00GBP1.54753,559.25
310140039/2/20242,300.00EUR1.91164,396.68
410240049/3/20241,500.00USD1.00001,500.00
410240049/3/20241,500.00GBP1.54212,313.15
410240049/3/20241,500.00EUR1.91772,876.55
510240059/3/202410,000.00USD1.000010,000.00
510240059/3/202410,000.00GBP1.542115,421.00
510240059/3/202410,000.00EUR1.917719,177.00
        

 

Message 7 of 9
646 Views
0
Anonymous
Not applicable

‎10-08-2024 02:26 AM

Hi @hoopaz68 ,

 

Did danextian reply solve your problem? If so, please mark it as the correct solution, and point out if the problem persists.

 

Best regards,

Adamk Kong

Message 5 of 9
667 Views
0
hoopaz68
New Member
In response to Anonymous

‎10-08-2024 07:11 PM

Not quite.  I shared data and expected results for this for danextian.  Thanks.

Message 6 of 9
648 Views
0
danextian
Super User
Super User

‎10-07-2024 10:08 PM

Hi @hoopaz68 

 

This is just based on the image  provided. Haven't tested as no workable data was provided.

 

USD Converted Measure =
SUMX (
    ADDCOLUMNS (
        SUMMARIZE (
            invoice_table,
            invoice_table[cruno],
            invoice_table[inv_num],
            invoice_table[inv_date],
            invoice_table[inv_amt_usd]
        ),
        "@Converted",
            CALCULATE (
                Currency_Table[rate],
                FILTER (
                    Currency_Table,
                    Currency_Table[cruno] = [cruno]
                        && Currency_Table[inv_date] = [inv_date]
                )
            ) * [inv_amt_usd]
    ),
    [@Converted]
)

 





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

Did I answer your question? Mark my post as a solution!


"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
Need Power BI consultation, get in touch with me on LinkedIn or hire me on UpWork.
Learn with me on YouTube @DAXJutsu or follow my page on Facebook @DAXJutsuPBI.
Message 4 of 9
676 Views
0
Ashish_Mathur
Super User
Super User

‎10-07-2024 04:34 PM

Hi,

Share data in a format that can be pasted in an MS Excel file and show the expected result very clearly.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Message 2 of 9
700 Views
0
hoopaz68
New Member
In response to Ashish_Mathur

‎10-08-2024 07:07 PM

Here is the data for the tables and expected results:

 

Currency_Table
       
row_unocrunodatecurrencyrate   
11009/1/2024USD1   
21009/1/2024GBP1.5161   
31009/1/2024EUR1.8946   
41019/2/2024USD1   
51019/2/2024GBP1.5475   
61019/2/2024EUR1.9116   
71029/3/2024USD1   
81029/3/2024GBP1.5421   
91029/3/2024EUR1.9177   
        
Invoice Table
       
row_unocrunoinv_numinv_dateinv_amt_usd   
110040019/1/20245000   
210040029/1/20248700   
310140039/2/20242300   
410240049/3/20241500   
510240059/3/202410000   
        
Results       
row_unocrunoinv_numinv_dateinv_amt_usdcurrencyrateinv_amt_converted
110040019/1/20245,000.00USD1.00005,000.00
110040019/1/20245,000.00GBP1.51617,580.50
110040019/1/20245,000.00EUR1.89469,473.00
210040029/1/20248,700.00USD1.00008,700.00
210040029/1/20248,700.00GBP1.516113,190.07
210040029/1/20248,700.00EUR1.894616,483.02
310140039/2/20242,300.00USD1.00002,300.00
310140039/2/20242,300.00GBP1.54753,559.25
310140039/2/20242,300.00EUR1.91164,396.68
410240049/3/20241,500.00USD1.00001,500.00
410240049/3/20241,500.00GBP1.54212,313.15
410240049/3/20241,500.00EUR1.91772,876.55
510240059/3/202410,000.00USD1.000010,000.00
510240059/3/202410,000.00GBP1.542115,421.00
510240059/3/202410,000.00EUR1.917719,177.00
        

 

Message 3 of 9
647 Views
0

Helpful resources

Announcements
Power BI DataViz World Championships carousel

Power BI DataViz World Championships - June 2026

A new Power BI DataViz World Championship is coming this June! Don't miss out on submitting your entry.

Join our Fabric User Panel

Join our Fabric User Panel

Share feedback directly with Fabric product managers, participate in targeted research studies and influence the Fabric roadmap.

March Power BI Update Carousel

Power BI Community Update - March 2026

Check out the March 2026 Power BI update to learn about new features.

View All