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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๐ As a proud SuperUser and Microsoft Partner, weโre here to empower your data journey and the Power BI Community at large.
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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 .
๐ 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.
๐ก Love the effort? Drop the kudos! Your appreciation fuels community spirit and innovation.
๐ As a proud SuperUser and Microsoft Partner, weโre here to empower your data journey and the Power BI Community at large.
๐ Curious to explore more? [Discover here].
Letโs keep building smarter solutions together!
- SBertozzo771 year agoNew Member
Thank you to everyone who replied to my question! All good comments, but the reply from grazitti_sapna is directed towards the company police and ties the values to Salesforce.