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Anonymous
Not applicable

Monthly currency, Daily sales - best way to join?

I have a question regarding efficiency 

 

 fact table of sales values in EUR

-daily grain

-1 currency

 

dimension currency table

-monthly grain

-many currencies

 

dimension date table

-daily

 

i need to report in these currencies.

 

Main question is,

-is it better to use LOOKUPVALUE (as you cant join 1 to many from currency to date with the different grains)?

or

-expand the currency table to daily so can join on date(1) to currency (many) and go from there?

 

thoughts?

1 ACCEPTED SOLUTION
v-yiruan-msft
Community Support
Community Support

Hi @Anonymous ,

You can refer the following links to configure your model and create the measures to get the expected result:

Currency conversion in Power BI reports

Dynamic currency conversion with DAX

💲 Learning to Convert Currencies with Power BI

1. Create relationships among sales, date and currency tables

yingyinr_0-1638172109447.png

2. Create measures to get the sales info base on different currencies

yingyinr_1-1638172254240.png

Best Regards

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

View solution in original post

2 REPLIES 2
v-yiruan-msft
Community Support
Community Support

Hi @Anonymous ,

You can refer the following links to configure your model and create the measures to get the expected result:

Currency conversion in Power BI reports

Dynamic currency conversion with DAX

💲 Learning to Convert Currencies with Power BI

1. Create relationships among sales, date and currency tables

yingyinr_0-1638172109447.png

2. Create measures to get the sales info base on different currencies

yingyinr_1-1638172254240.png

Best Regards

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

@Anonymous , I usually create a key column in both tables like

 

 

[Curr Code]|| "-" || [Month Year]

 

 

Month Year =  format([Date], "YYYYMM")

and join them 

 

If need I can get conversion in fact using related 

 

related(Rate[Conversion Rate])

 

refer 4 ways to copy data from one table to another
https://www.youtube.com/watch?v=Wu1mWxR23jU
https://www.youtube.com/watch?v=czNHt7UXIe8

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