SFDC Object in PowerBI

[SBertozzo77]

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__c, but it must be reported in USD only, without applying any currency conversion, since the company reports everything in USD.

However, when I pull the Opportunity object into Power BI, the Net_ARR__c field appears without being converted into USD (i.e., it reflects the local currency value instead).

Has anyone dealt with this before? I’d love to hear your suggestions on the best way to handle or overcome this issue.

Thanks in advance!

[grazitti_sapna · Accepted solution]

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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[SBertozzo77]

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.

[rohit1991]

Hi @SBertozzo77 ,Thanks for raising this – it’s a common pain point when integrating Salesforce data into Power BI. As both Jai and Rita highlighted, the core issue is that Salesforce stores monetary values like Net_ARR__c in the local currency of the opportunity, unless the corporate currency (USD in your case) is explicitly stored in a separate field. Your first step should be to check whether there is a converted field available, such as Net_ARR__c_converted or a custom field like Net_ARR_USD__c, which Salesforce might already populate with the USD equivalent.

If such a field isn’t available, then you’ll need to handle the conversion yourself. This can be done by incorporating the exchange rate using a DAX calculated column or measure in Power BI (e.g., dividing Net_ARR__c by ExchangeRate). Keep in mind that for this to be accurate, you need access to reliable exchange rate data either from Salesforce fields like ExchangeRate, or by pulling historical rates using objects like CurrencyType or DatedConversionRate. Also, if you're using Power BI’s default connector and not seeing all relevant fields, consider using SOQL queries via the Salesforce API or consulting your Salesforce admin to expose the necessary fields. Lastly, double-check your file’s locale settings in Power BI to ensure consistent interpretation of currency formats.

Passionate about leveraging data analytics to drive strategic decision-making and foster business growth.

Connect with me on LinkedIn: Rohit Kumar.

[Jai-Rathinavel]

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

[Ritaf1983]

Hi @SBertozzo77 

It’s a common issue when pulling data from Salesforce (SFDC) into Power BI, especially when dealing with fields like Net_ARR__c, which are stored in the local currency. Salesforce saves values in the local currency of the user or deal, but it also calculates and stores corporate currency values (usually USD) in special fields — often ending with _converted, or in custom fields or objects.

Possible Solutions:
Check for a parallel field like Net_ARR__c_converted or Net_ARR__c_USD__c

In many cases, Salesforce automatically generates a field that holds the value in the corporate currency.

Access to it might require specific permissions or adjustments to your query/connector.

Manually convert using exchange rate fields

Look for fields like ExchangeRate or CurrencyIsoCode on the Opportunity object.

You can calculate the USD value in Power BI using a DAX measure like:

Net_ARR_USD = 'Opportunity'[Net_ARR__c] / 'Opportunity'[ExchangeRate]
Use the CurrencyType or DatedConversionRate objects in Salesforce

These contain historical exchange rates by date and can be used for accurate conversion.

Advanced: Use SOQL through Power Query

If you're connecting via the Salesforce API (rather than the standard connector), you can control the query (SOQL) and select additional fields, including ones not automatically exposed.

If you're using Power BI's default Salesforce connector, it may not expose all fields, especially system or conversion fields. In that case, consult with your Salesforce admin or inspect the data model using Workbench or the REST API to find the exact field name.

You can also take a look at the linked discussion for more information :

https://community.fabric.microsoft.com/t5/Desktop/Salesforce-Opportunity-Object-Amount-converted-fie...

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly.