Handling Multiple Currencies in Power BI w/DAX

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  • Опубликовано: 30 окт 2024

Комментарии • 37

  • @EnterpriseDNA
    @EnterpriseDNA  7 лет назад

    Updated version can be found here - ruclips.net/video/aNXvc4G3Q7I/видео.html

  • @pgiolo
    @pgiolo 2 года назад

    Good stuff! I was able to adapt your method to my needs. Thank you!

    • @EnterpriseDNA
      @EnterpriseDNA  2 года назад

      Hi Paulo, glad that this video is of help! If you haven't yet, you can subscribe to our channel to see all our upcoming Power BI and Power Platform video tutorials and announcements. Cheers!

  • @NirRobinson
    @NirRobinson 7 лет назад +1

    Very clear explanation and easy for use.
    Thanks!!

  • @TheArchieJones
    @TheArchieJones 4 года назад +1

    Great video thanks- but how do we handle local currency if no lookup on exchange rate source??
    For example in your video how would you handle NZD if sale made in that currency but not on exchange rate table?

  • @joannamanikas7755
    @joannamanikas7755 4 года назад +1

    Sam, great video. Question: my sales table includes sales in the local currency, how can I add these sales to the total, when they do not have a currency pair in the exchange table. In your example, this would be sales in NZD.

  • @ericgottlieb9988
    @ericgottlieb9988 6 лет назад +1

    Great video. This helped a lot! Thanks!

  • @beedeebee179
    @beedeebee179 Год назад +1

    Hello, recently I'm dealing with sum up value multiple by latest exchange rate instead of sumx month exchange rate, do you know how I can go about it?

    • @EnterpriseDNA
      @EnterpriseDNA  Год назад

      Hi Kelvin,
      It's a bit difficult to assess and recommend without looking at the data structure, model and working of the PBIX file for reference.
      You can reach out to us at our Community Forum by providing a detailed description of your query along with relevant files for reference. Our members and team of Experts will be happy to help out!
      If you haven't yet, do subscribe to our RUclips channel and LinkedIn group to keep posted on Power BI, Power Platform, and the Microsoft stack updates.
      Cheers,
      Enterprise DNA
      forum.enterprisedna.co/
      ruclips.net/channel/UCy2rBgj4M1tzK-urTZ28zcA
      www.linkedin.com/groups/12004506/

  • @EnterpriseDNA
    @EnterpriseDNA  7 лет назад

    Updated version of this formulas and video coming soon. It will cover of a few nuances with this particular DAX formula

  • @JeremyKopek
    @JeremyKopek 2 года назад

    May I ask where to find an exchange rate table by date by currency pair from this particular video? A former video showcases a Web link to XE but requires a manual refresh and doesn't provide daily rates by currency pairs. Thank you so much!

    • @EnterpriseDNA
      @EnterpriseDNA  2 года назад

      Hi Jeremy,
      Thank you for posting your query onto our channel. We really appreciate you taking your valuable time to post it.
      Well, you can get the currency rates using the API's or open source websites. We're providing few of the links below which might be useful to you.
      For furthermore queries, you can also reach out to us onto our Community Forum where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference as well.
      Hoping you find this useful. Also, make sure that you're subscribed to our RUclips channel so that you don't miss out on any updates pertaining to the Power BI. You can also join our Power BI group on LinkedIn to receive latest updates on Power BI. Below are the links provided for the reference purposes.
      Cheers,
      Enterprise DNA
      forum.enterprisedna.co/
      ruclips.net/channel/UCy2rBgj4M1tzK-urTZ28zcA
      www.linkedin.com/groups/12004506/
      www.oanda.com/currency-converter/en/?from=EUR&to=USD&amount=1
      www.iban.com/currency-converter-api
      www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/eurofxref-graph-inr.en.html
      data.oecd.org/conversion/exchange-rates.htm

  • @georgie3891
    @georgie3891 4 года назад

    Hi, where did you get the foreign exchange table from that shows the daily rates?

  • @Gergoo1991
    @Gergoo1991 6 лет назад

    Great video, as always! Just one question; how to handle if a currency rate is missing for a certain date?

    • @EnterpriseDNA
      @EnterpriseDNA  6 лет назад

      Check out this video. I expanded on this one to solve just what you're asking for - ruclips.net/video/aNXvc4G3Q7I/видео.html

  • @alexsyoutube6990
    @alexsyoutube6990 7 лет назад

    Another great video!

  • @rafaszkotak2716
    @rafaszkotak2716 2 года назад

    Dear Sam
    Your tutorial is very useful. I`d like to ask about FX rates differencies.
    example:
    There is a value in PLN with date 20.11.2021 equals 100 PLN, USD exchange rate is 4.1. 100 PLN = 24.39 USD
    Then we have correction in December 20.12.2021 equals -100PLN, Usd Exchange rate is 3.9 : -100PLN = -26,64 USD
    After aggegation we have:
    0 PLN = -2.25 USD.
    How you deal with that problem?
    Best regards

    • @EnterpriseDNA
      @EnterpriseDNA  2 года назад

      Hello Rafał,
      Thank you for posting your query onto our channel. We really appreciate you taking your valuable time to post it and we're glad that you liked our content.
      Well it's always a little bit difficult to judge and provide the results without looking at the data structure, model and working of the PBIX file for the reference.
      And therefore we encourage you to please write back to us onto our Community Forum by providing the proper description of the problem that you're facing along with the PBIX file for the reference as well as the mock-up results that you're trying to achieve where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference.
      Hoping you find this useful. Also, make sure that you're subscribed to our RUclips channel so that you don't miss out on any updates pertaining to the Power BI. You can also join our Power BI group on LinkedIn to receive latest updates on Power BI. Below are the links provided for the reference purposes.
      Cheers,
      Enterprise DNA
      forum.enterprisedna.co/
      ruclips.net/channel/UCy2rBgj4M1tzK-urTZ28zcA
      www.linkedin.com/groups/12004506/

  • @jogradinjj5591
    @jogradinjj5591 3 года назад

    helped a lot 👍🏻

    • @EnterpriseDNA
      @EnterpriseDNA  3 года назад

      Hi Jogradin, glad our video helped! You can subscribe to our channel to see all our upcoming Power BI video tutorials. Check out the link below. Cheers!
      ruclips.net/channel/UCy2rBgj4M1tzK-urTZ28zcA

  • @ssanamehmood
    @ssanamehmood 2 года назад

    Hi enterprise DNa Do you know any APi website which gives cross rates free daily as well as historic?

    • @EnterpriseDNA
      @EnterpriseDNA  2 года назад

      Hello syeda sana Mehmood,
      Thank you for posting your query onto our channel. We really appreciate you taking your valuable time to post it.
      We're providing few of the links below based on our search and you can try it out.
      For furthermore queries, you can also reach out to us onto our Community Forum where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference as well.
      Hoping you find this useful! You can subscribe to our RUclips channel so that you won't miss out on any Power BI updates. You can also join our LinkedIn group to receive latest updates on Power BI.
      Cheers,
      Enterprise DNA
      forum.enterprisedna.co/
      ruclips.net/channel/UCy2rBgj4M1tzK-urTZ28zcA
      www.linkedin.com/groups/12004506/
      exchangeratesapi.io/
      www.freeforexapi.com/
      github.com/Live-Rates/live-rates.com

  • @sabyasachighoshbabu640
    @sabyasachighoshbabu640 6 лет назад +1

    Hello Sir,
    Here is the detailed note about POWER BI issue.
    - I need a POWER BI report in USD format, but after formatting also i'm seeing reports in INR format.
    I've tried all the formatting set up in power BI, but still seeing the same issue.
    Assumption: When I downloaded POWER BI, my system set up in INR, but now I changed as USD. But it's not reflecting in POWER BI.
    Please assist me to solve the same.

  • @moquinn1235
    @moquinn1235 4 года назад

    If I just have a table containing the headers ITEM, COST(IN WHICHEVER CURRENCY IT CAME FROM), MARKET(RELATING TO COUNTRY CURRENCY) can I get powerBI to get the exchange rate if I wish to convert all of it to Canadian-CAD? I don't want to add another column of currencies if I do not have to. Is this possible?

    • @EnterpriseDNA
      @EnterpriseDNA  4 года назад

      Hello Megan O'Quinn,
      thank you for posting your query onto our channel.
      We're providing below few of the links of the videos created and available onto our channel as well as providing a link of a blog based onto the currency conversion topic.
      If you've any further query then you can also ask the question onto our Power BI Community Forum where members as well as our expert team will be able to assist you and provide you the results in an efficient manner. Below is the link provided of our forum as well for the reference.
      Hoping you find this useful and meets your requirements that you're looking for.
      Happy Learning!!!
      ruclips.net/video/9oPFgHvGyKc/видео.html
      ruclips.net/video/i8WKBiTHqVI/видео.html
      ruclips.net/video/MQAXL_xkO_s/видео.html
      blog.enterprisedna.co/creating-a-currency-conversion-table-in-power-bi/
      forum.enterprisedna.co/

  • @reng7777
    @reng7777 4 года назад

    Hi i got a question.. i wrote the same measurement like this: Total Annual Salary in USD=
    Measure 1:=SUMX(HC,HC[Annual Salary]/
    LOOKUPVALUE('Exh Rate'[Exch_Rate],
    'Exh Rate'[Calendar],HC[Reporting Date],
    'Exh Rate'[Currency],HC[Currency])
    )
    However, i got a #NUM! as a result is there any mistake here? i double check and the names are correct for each table and Column.
    I would appreciate any help!

    • @EnterpriseDNA
      @EnterpriseDNA  4 года назад

      Hi Rene, you may want to check the Support Forum to find solution to questions on multiple currencies. Link here: multiple currencies

  • @jcmv007
    @jcmv007 7 лет назад

    I use the exchange rates published by our country's central bank but they do not publish exchange rates for weekends, only monday through fridays. We have sales all year long and the exchange rate table has missing dates, any suggestions on how to work with this data?

    • @EnterpriseDNA
      @EnterpriseDNA  7 лет назад +1

      That's an interesting use case, that would take a little while to explain. You need to use the LASTNONBLANK function to retrieve the last exchange rate, amongst some other logic. I'll look to make a video on this in the near future.

  • @chethan4160
    @chethan4160 2 года назад

    what is currency code

    • @EnterpriseDNA
      @EnterpriseDNA  2 года назад

      Hello Chethan H O,
      Thank you for posting your query onto our channel. We really appreciate you taking your valuable time to post it.
      Currency codes are the short names of the respective currencies which is being already showcased in the given video.
      For furthermore queries, you can also reach out to us onto our Community Forum where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference as well.
      Hoping you find this useful! You can subscribe to our RUclips channel so that you won't miss out on any Power BI updates. You can also join our LinkedIn group to receive latest updates on Power BI.
      Cheers,
      Enterprise DNA
      forum.enterprisedna.co/
      ruclips.net/channel/UCy2rBgj4M1tzK-urTZ28zcA
      www.linkedin.com/groups/12004506/

  • @ecofriendlyify
    @ecofriendlyify 4 года назад

    Hi Sam, Thanks for sharing this video, but I have a doubt here: In my case, I am getting the 'Total Sales Ccy Adj' as 'infinity'. I saw that you also had the same issue when you created that table on the left-hand side, But when you converted it to a Matrix it went away. Please help me how to resolve this issue.

    • @EnterpriseDNA
      @EnterpriseDNA  4 года назад

      Hi Kartik - This issue is covered in the updated version. Please check
      ruclips.net/video/aNXvc4G3Q7I/видео.html

  • @chethan4160
    @chethan4160 2 года назад

    dataset

    • @EnterpriseDNA
      @EnterpriseDNA  2 года назад

      Hi Chethan, all pbix file/datasets/resource files are available for download in the Enterprise DNA Online, which is accessible via a Subscription. Check out the link below. Cheers! portal.enterprisedna.co/