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
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 .
🌟 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!
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.