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sgannon1's avatar
sgannon1
Frequent Visitor
10 years ago
Solved

Report not capturing all relevant data

Hi all,    Apologies if my question is a bit long winded, it's a little difficult to explain my issue.    I imported 6 tables from sql for my report, each giving different information on accounts...
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  • sdjensen's avatar
    sdjensen
    10 years ago

    I have build SSAS multidimentional models with implemented currency conversion, but I still haven't done this in DAX.

     

    However what you should need is you Currency Exch Rate table where (if data exists in your Dynamics NAV) you should be able to find your exchangerate with a from date. I am guessing you source data have some sort of posting date, so you need some DAX code that will lookup the exchangerate that was current when the transaction was made and then multiply with your amount. If you append this table to you already existing one then you should properly need an exchange rate (= 1 assuming that you current date is EURO) for this data too or your measure will break.

     

    I think you should try to open a new thread with your currency problem and provide a good description of your data then I am sure some of the DAX experts here will be able to provide you with a formula. 

sgannon1's avatar
sgannon1
Frequent Visitor
10 years ago

Thanks for your suggestion.

I already have a separate table imported with current salesperson and am using this when building my report. However the report still seems to be looking up the salesperson that is associated with an invoice, and not the one that is currently assigned to an account.  

When I created the relationships between the tables I used invoice number as this was the only common trait. Could this be the reason it is now looking up salesperson by invoice?

sdjensen's avatar
sdjensen
Solution Sage
10 years ago

sgannon1 I would guess that is exactly why. I would create the account table with their current salesperson and then create the link with account and not salesperson - if you link with salesperson you will get your values split by the salesperson at the time the transaction was created.