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peb71b's avatar
peb71b
Regular Visitor
9 years ago
Solved

Rookie question: Setting up a calculated column

Hi, just setting up my first report.  So far so good but...

 

In TableA I have a Revenue figure and Currency Code, in TableB I have a Currentcy Code and Exchange Rate to EUR.

 

I've linked Table A and TableB on the Currency Code after converting them to be Text columns.

 

I'd like a column in Table A to be the converted Revenue, when I add a Column or Measure to TableA I cannot reference columns in TableB.

 

I guess I'm missing something obvious, any suggestions welcome.

Need Help
  • zootsuitryan's avatar
    zootsuitryan
    9 years ago

    Hi peb71b,

     

    It sounds like the join should work. You may want to check to make sure that the relationship is marked as active. If you double click on the arrow connecting the table a box will pop up with the relationship information. Here you can check the box 'Make this relationship active.'

     

    Ryan

     

     

  • parry2k's avatar
    parry2k
    9 years ago

     

    You can use merge queries and here are the step

     

    Step 1 - click merge queries

     

     

     

    Step 2 - link table on currency field

    Step 3 - select field you want from merge table in this case it fx rate

     

    Step 4 - you will see fx coloumn 

    Step 5 - add calculated column 

    Step 6 

     

    I hope it is helpful and get you going.

     

    Thanks,

    P

     

6 Replies

  • zootsuitryan's avatar
    zootsuitryan
    Frequent Visitor
    9 years ago

    Hi peb71b,

     

    It sounds like the join should work. You may want to check to make sure that the relationship is marked as active. If you double click on the arrow connecting the table a box will pop up with the relationship information. Here you can check the box 'Make this relationship active.'

     

    Ryan

     

     

    • peb71b's avatar
      peb71b
      Regular Visitor
      9 years ago

      Thanks Ryan,  I'm going to start from scratch and build it up slow, good to know I'm on the right lines.

      • zootsuitryan's avatar
        zootsuitryan
        Frequent Visitor
        9 years ago

        Ok, feel free to post again if you still have the issue. My suggestion was just one possible solution.

         

        Ryan

    • peb71b's avatar
      peb71b
      Regular Visitor
      9 years ago

      Sadly still the same problem.  Wondering if its related to using SharePoint Online Lists as the source.  Will try again with a Excel/Access source and see if the same process works.

      • parry2k's avatar
        parry2k
        Icon for Super User rankSuper User
        9 years ago

         

        You can use merge queries and here are the step

         

        Step 1 - click merge queries

         

         

         

        Step 2 - link table on currency field

        Step 3 - select field you want from merge table in this case it fx rate

         

        Step 4 - you will see fx coloumn 

        Step 5 - add calculated column 

        Step 6 

         

        I hope it is helpful and get you going.

         

        Thanks,

        P