Forum Discussion

SBertozzo77's avatar
SBertozzo77
New Member
1 year ago
Solved

SFDC Object in PowerBI

Good morning, everyone! I would really appreciate your help with something. I’m working on building a pipeline report in Power BI using Salesforce (SFDC) data. The key value field I need is Net_ARR...
  • grazitti_sapna's avatar
    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.


    🌟 I hope this solution helps you unlock your Power BI potential! If you found it helpful, click 'Mark as Solution' to guide others toward the answers they need.
    💡 Love the effort? Drop the kudos! Your appreciation fuels community spirit and innovation.
    🎖 As a proud SuperUser and Microsoft Partner, we’re here to empower your data journey and the Power BI Community at large.
    🔗 Curious to explore more? [Discover here].
    Let’s keep building smarter solutions together!