Forum Discussion
SFDC Object in PowerBI
- 1 year ago
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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Hi SBertozzo77
1. To resolve this you can either create a custom column at power query level or a calculated column in the model. You just need to multiply/divide the value with US dollar. You can create a calculated column like below
Net_ARR_USD_Mod = 'Opportunity'[Net_ARR__c] * 1.25 -- Example: Assuming exchange rate is 1.25 USD
2. Not sure this approach would work but try setting your locale to English (United States) so by default all the data interpreted will be in US Format
Go to Options -> Settings _> Current File -> Regional Settings
Thanks,
Jai