ฝัง
- เผยแพร่เมื่อ 6 ก.ย. 2024
- In this Power BI tutorial, we learn how to create a currency conversion solution! This trick is special for two reasons:
1. The solution is refreshable so you can always grab the latest exchange rates (nothing is hardcoded).
2. The different currencies show with their proper formatting! For example, USD show as $ while British Pounds show as £.
This trick uses Calculation Groups through the use of Tabular Editor to provide the dynamic formatting! This is an advanced trick that you will want to add to your Power BI toolbox.
To enroll in my introductory or advanced Power BI courses:
training.bieli...
PBIX Download/Blog Post:
bielite.com/bl...
Elite Power BI Consulting:
bielite.com/
Data Insights Tools:
www.impktful.com/
Exchange Rates:
www.iban.com/e...
Currency Symbols:
justforex.com/...
Connect with me on Twitter!
/ powerbielite
very informative! at 7:32 I was thinking to do the next step (customized currency signs and multiplication) with DAX in a separate measure. However you did it neatly with Tabular Editor 👍
Yes, I like your idea! The only issue would be that you would have to turn the numeric value into a text string to show the dynamic currencies. Not a big deal in a table, but wouldn't work in a bar chart for instance.
@@BIElite you're right with the formatting, but I think it can be sorted out with the FORMAT function, can't it?
Can we refresh this pbix file in Workspace?
What if the currency rate that needed right now is EUR to other country?
can you please provide pbix files of these incredible reports..
I want to get rate from users then want to convert into that rate . how to do ? like if choosed INR then show INR value, if choose USD then pur rate from numeric range parameter and convert into USD using given rate , not manually put into table then convert
Thanks for this quality video 👍.
May I ask how would you control currency conversion if you bring in difference exchange rates at difference dates/ month
Hi Parker, a very neat approach to converting currencies. Do you think you could extend this video or add another one to show the conversion of multiple source currencies to multiple reporting currencies for multiple measures to display in the same table or matrix visual (e.g. sales, profit, cost) and to use a slicer to pick a reporting currency. How can this be done with Tabular Editor (I recently started using it - it's brilliant)? Thanks a lot!
Thanks for this very informative video. However, I have two tables A & B. Table-A called exchange rate contains- CURRENCY TYPE, RATE AND DATE. The rate of the currency is varied monthly. Table B contains DATE, CURRENCY TYPE and Total amount. The two tables have been linked using date. I want to give a monthly report that will use the exchange rate to multiply the total amount column if the currency type on the exchange rate table is the same as that of Tabe-B. If there is no exchange rate change, it should multiply using the old exchange rate monthly. How can I achieve this?
Thanks for sharing this Parker ! Have a great year ahead !
You too Abhishek!
Awesome, in my scenario if currency is already applied based on the date then how can i find with date thanks
Nice video !!!! but I think you miss a basic currency , the EUR, since you change against USD. How we include the EUR with approach?
Amazing as always! I have budget values in a matrix and would be interested in creating a slicer which would switch to the converted values, depending on the currency conversion selected in the slicer. Can this easily be done with what you've created?
how can we keep track of old exchange rates and save it by each day to make sure that we get accurate localized sales amount over the year???
For instance, if i want to check the sales for a year, i need to make sure that each day's sales (Foreign currency) is multiplied by each day's exchange rate.. not just today's rate
I'd recommend writing the data to a database. Better solutions than Power BI exist for this use case, but if you want to stick to Power BI, check this video: th-cam.com/video/UFD5S4Peqc4/w-d-xo.html
@@BIElite thanks..👍👍
Not truly familiar with the Tabular Editor but how do write on it to get the calculation to run to an specific measure? The problem I am having while using your solution is that in my tables I have other measures like "TOTAL QTY" for instance together with "TOTAL QTY USD". When creating the calculation group it's also multiplying the measure of quantity by the exchange rate, not just the one in USD. Is there such a way, please?
Other than that, very useful tip and for sure I will be using it.
Thanks
This is great, as always. I'll definitely be using this.
Great to hear, Azzam!
Dynamical change without use of slicer... Is it possible ???
I mean column header I want to change dynamically but without use of a slicer... ?
Great! It will be perfect if we can do it within Power BI Desktop, without external tools. :)
Agreed! Hopefully one day
super helpful video - thanks so much!
Brilliant!
Thank you Lamin!
Hi ,i have a data with currency/measurment unit like by
USD/kg ,how to convert it to single value ,i have currency separate and unit separate table (multiple currency and multiple units)
Hi Dharani, I would have to see the PBIX to diagnose.
@@BIElite could you share me your email id
Sorry for my downvote. It's because today's currency rates are not enough, we need currency rates for everyday and need to calculate the measure with both date and currency, not only currency.