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
When you pull data from Salesforce into Power BI, fields like Net_ARR__c are stored in the local currency of the opportunity (EUR, GBP, etc), not USD. So unless you specifically grab a field that holds the value in USD, you’ll get the local amount, and your reports won’t be in the currency you want.
1. Look for a converted field first: Sometimes, Salesforce already has a field with the USD value, something like Net_ARR__c_converted or Net_ARR__c_USD. If you see that, use it! Done.
2. If not, calculate the USD value in Power BI
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Pull these fields from SFDC: Net_ARR__c (the local currency value). CurrencyIsoCode (currency type for each record, e.g. EUR, GBP). Optionally, the opportunity’s ExchangeRate or grab the org’s exchange rate table (DatedConversionRate) if your Salesforce org uses Advanced Currency Management.
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In Power BI: Join your opportunity data to the exchange rate table using CurrencyIsoCode (and date, if needed). Create a calculated column like: Net_ARR_USD = [Net_ARR__c] * [ConversionRate]. This gives you the value in USD, ready for all your reporting.