Forum Discussion
Help with Currency Conversion, Need to have Fixed Rate and Transaction Rate
I tried a different approach and it works well for handling transactions across different dates. The idea is to use time intelligence to shift the transactions while keeping the rate difference (fixed vs transaction) as a constant. This way, the transactions convert according to the desired date logic, and the rate difference variable simply determines whether the calculation uses the fixed rate or the transaction rate
Super UserHi HinW12
as a first support, here you see what is exactly happening, you can inspect the rows retrieved and see if they are what you expect or not.
The file is attached with some comments on the measure GBP Amount PY that I changed to show you the rows that are subject to your DAX code.
I hope this helps to understand if the numbers you are seeing are or not what you were looking for, then we can fix
If this helped, please consider giving kudos and mark as a solution
@me in replies or I'll lose your thread
Want to check your DAX skills? Answer my biweekly DAX challenges on the kubisco Linkedin page
Consider voting this Power BI idea
Francesco Bergamaschi
MBA, M.Eng, M.Econ, Professor of BI
Thanks FBergamaschi for breaking down this information.
The solution provided by AI was split into two variables and force the rate. Just confirming there isn't a way to just shift context of transactions but keep the rate.
- FBergamaschi
HI HinW12
so are the nrs shown the correct ones? If not, which is wrong, so we fix it?
Best
If this helped, please consider giving kudos and mark as a solution
@me in replies or I'll lose your thread
Want to check your DAX skills? Answer my biweekly DAX challenges on the kubisco Linkedin page
Consider voting this Power BI idea
Francesco Bergamaschi
MBA, M.Eng, M.Econ, Professor of BI
The rates are correct but when I write a previous year value the filters change. I have thought of another approach which I will share.