Forum Discussion
SFDC Object in PowerBI
Hi SBertozzo77
This is a common issue when working with multi-currency Salesforce orgs in Power BI or other external BI tools. Salesforce stores currency fields like Net_ARR__c in local currency by default, unless you explicitly query the converted (reporting) value, which is stored in USD (or your corporate currency).
Use the CurrencyIsoCode Field + Internal Exchange Rates
If your Salesforce org uses advanced currency management, you'll have the exchange rates.- Pull both:
- Net_ARR__c (local currency amount)
- CurrencyIsoCode (e.g., EUR, GBP, etc.)
2. Get a currency rate table from Salesforce:
- Use the DatedConversionRate object if Advanced Currency Management is enabled
3.Join in Power BI:- Join your opportunity data to the exchange rate table on CurrencyIsoCode .
Create a Calculated Column by Multiply Net_ARR__c by ConversionRate to get USD-equivalent manually.
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Super UserHi SBertozzo77
It’s a common issue when pulling data from Salesforce (SFDC) into Power BI, especially when dealing with fields like Net_ARR__c, which are stored in the local currency. Salesforce saves values in the local currency of the user or deal, but it also calculates and stores corporate currency values (usually USD) in special fields — often ending with _converted, or in custom fields or objects.
Possible Solutions:
Check for a parallel field like Net_ARR__c_converted or Net_ARR__c_USD__c
In many cases, Salesforce automatically generates a field that holds the value in the corporate currency.
Access to it might require specific permissions or adjustments to your query/connector.
Manually convert using exchange rate fields
Look for fields like ExchangeRate or CurrencyIsoCode on the Opportunity object.
You can calculate the USD value in Power BI using a DAX measure like:
Net_ARR_USD = 'Opportunity'[Net_ARR__c] / 'Opportunity'[ExchangeRate]
Use the CurrencyType or DatedConversionRate objects in Salesforce
These contain historical exchange rates by date and can be used for accurate conversion.
Advanced: Use SOQL through Power Query
If you're connecting via the Salesforce API (rather than the standard connector), you can control the query (SOQL) and select additional fields, including ones not automatically exposed.
If you're using Power BI's default Salesforce connector, it may not expose all fields, especially system or conversion fields. In that case, consult with your Salesforce admin or inspect the data model using Workbench or the REST API to find the exact field name.
You can also take a look at the linked discussion for more information :
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