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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 ...
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

     

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
      Super 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

       

      • peb71b's avatar
        peb71b
        Regular Visitor
        9 years ago

        Many thanks for the comments.  Checking Links and using Merge solved my issues.  Full steam ahead now.