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Anonymous
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5 years ago
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Salesforce Opportunity Object - Amount (converted) field

Hello!  I am pulling the Salesforce Opportunity Object into PowerBI and I need to pull in the Amount (converted) field. I am not seeing this field as an option. Any suggestions? Thanks< Jessica
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  • v-luwang-msft's avatar
    v-luwang-msft
    5 years ago

    Hi Anonymous  

    Amount converted = CALCULATE(sum(Oportunidade[ValorTotalContrato__c])/
    SUM('Taxa de conversão datada'[ConversionRate]);
    FILTER('Taxa de conversão datada';Oportunidade[CurrencyIsoCode]='Taxa de conversão datada'[IsoCode]);
    FILTER('Taxa de conversão datada';Oportunidade[CloseDate]>='Taxa de conversão datada'[StartDate]&&Oportunidade[CloseDate]<'Taxa de conversão datada'[NextStartDate]))

     

    You can see below:

    https://community.powerbi.com/t5/Desktop/Currency-conversion-with-dates-from-Salesforce-Data/m-p/958111

     

    Wish  it is helpful for you!

     

     

    Best Regard

    Lucien Wang

v-luwang-msft's avatar
v-luwang-msft
Icon for Community Support rankCommunity Support
5 years ago

Hi Anonymous  

Amount converted = CALCULATE(sum(Oportunidade[ValorTotalContrato__c])/
SUM('Taxa de conversão datada'[ConversionRate]);
FILTER('Taxa de conversão datada';Oportunidade[CurrencyIsoCode]='Taxa de conversão datada'[IsoCode]);
FILTER('Taxa de conversão datada';Oportunidade[CloseDate]>='Taxa de conversão datada'[StartDate]&&Oportunidade[CloseDate]<'Taxa de conversão datada'[NextStartDate]))

 

You can see below:

https://community.powerbi.com/t5/Desktop/Currency-conversion-with-dates-from-Salesforce-Data/m-p/958111

 

Wish  it is helpful for you!

 

 

Best Regard

Lucien Wang