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na12063 Frequent Visitor
Frequent Visitor

Convert Currency Conversion with Slicer

Hi, let's say I have two tables. OrderDetail_Table, has 5 days of data transactions in USD, EUR and GBP and Currency_Table 5 days currency exchange data for USD, EUR and GBP.
I want to be able to change(currency) of the total_amount based on the currency slicer and to match the date of the order 

How would you create a connection in the Date Column  as well the currency conversion and get the converted column as Total_Amount(Selected Currency).

 

Similar to this Video but to match the date.

https://www.youtube.com/watch?v=88QSf2fB1Rg&t=2s

 

Here below I created Sample Data in PBIX

https://1drv.ms/u/s!ArgoBkRUwmVklwPKYO6q4t_rEpKs

 

Thanks in advance,

na12063

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Convert Currency Conversion with Slicer

Hi @na12063 

 

You may try to use 'Unpivot columns' in query editor for Currency table.Link the two tables with date column.Then create CurrencyByLocation columns and 

SelectedCurrency,Total_Amount(Selected Currency) measures.For further,please refer to the attachment.
SelectedCurrency =
CALCULATE (
    SUM ( 'Currency'[Value] ),
    FILTER (
        'Currency',
        'Currency'[Attribute] = SELECTEDVALUE ( OrderDetail[CurrencyByLocation] )
    )
)
Total_Amount(Selected Currency) =
DIVIDE ( SUM ( OrderDetail[Total_Amount] ), [SelectedCurrency] )
Regards,
Cherie
Community Support Team _ Cherie Chen
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
2 REPLIES 2
Community Support Team
Community Support Team

Re: Convert Currency Conversion with Slicer

Hi @na12063 

 

You may try to use 'Unpivot columns' in query editor for Currency table.Link the two tables with date column.Then create CurrencyByLocation columns and 

SelectedCurrency,Total_Amount(Selected Currency) measures.For further,please refer to the attachment.
SelectedCurrency =
CALCULATE (
    SUM ( 'Currency'[Value] ),
    FILTER (
        'Currency',
        'Currency'[Attribute] = SELECTEDVALUE ( OrderDetail[CurrencyByLocation] )
    )
)
Total_Amount(Selected Currency) =
DIVIDE ( SUM ( OrderDetail[Total_Amount] ), [SelectedCurrency] )
Regards,
Cherie
Community Support Team _ Cherie Chen
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Highlighted
na12063 Frequent Visitor
Frequent Visitor

Re: Convert Currency Conversion with Slicer

Dear Cherie,

I appriciate your help on this solution it's working as expected. Is there any way we can add currency symbol to the values to the column Total_Amount(Selected Currency) or I have to create another column with only symbols based on CurrencyByLocation column. 

Please let me know your comments.

Best Regards,

na12063