Forum Discussion

PiyushH1's avatar
PiyushH1
Helper I
7 years ago

Add Live Exchange Rate Month column

Hi Power BI Team ,

 

Can some please help me ?

 

I have imported Exchnage rate table from Excel data sheet from 01/01/2017 to 01/06/2019 (GBP TO EUR). 

can someone guide me how can i add live exchnage rate by Every 1st of the month which can be updated automatically  ?

 

Thanks.

Need Help

3 Replies

  • v-juanli-msft's avatar
    v-juanli-msft
    Community Support
    7 years ago

    Hi PiyushH1 

    If you have Exchange rate table stored in an excel file,

    Every month you update the excel file to contain the lastest rate information,

    You could configure schedule refresh for the Power BI Report so you could see updated information every month.

     

    Steps as below:

    1. Connect to excel with Power BI Desktop, Create reports and publish it Power BI Service

    2. Download the On-premises gateway and add data source under it

    3. Configure schedule refresh for the dataset

     

    It needs a Pro liscense.

    If you only purchase a free one, you can only refresh it from Power BI Desktop manually.

     

    Best Regards
    Maggie

     

    Community Support Team _ Maggie Li
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

    • PiyushH1's avatar
      PiyushH1
      Helper I
      7 years ago

      Hi Maggie,

      thanks for your feed back.

      sorry but my question is different. i have  Excel table (see below ) up to June-19. but how can it will be automatically updated rates in each cell month by month. i.e in July-19

       

      Kind Regards,

      Piyush 

       

       

      • v-juanli-msft's avatar
        v-juanli-msft
        Community Support
        7 years ago

        Hi PiyushH1 

        If you add rate data of 2019/7, 2019/8 in your excel file, then click on "refresh" button in power bi, the data model/ report can update to the newest rate data.

        If you are not this scenario, which scenario do you have?

        Do you want to create new rows of rate data in Power BI with exsiting data?

         

        Best Regards
        Maggie

         

        Community Support Team _ Maggie Li
        If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.