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peb71b
Regular Visitor

Rookie question: Setting up a calculated column

Hi, just setting up my first report.  So far so good but...

 

In TableA I have a Revenue figure and Currency Code, in TableB I have a Currentcy Code and Exchange Rate to EUR.

 

I've linked Table A and TableB on the Currency Code after converting them to be Text columns.

 

I'd like a column in Table A to be the converted Revenue, when I add a Column or Measure to TableA I cannot reference columns in TableB.

 

I guess I'm missing something obvious, any suggestions welcome.

2 ACCEPTED SOLUTIONS
zootsuitryan
Frequent Visitor

Hi peb71b,

 

It sounds like the join should work. You may want to check to make sure that the relationship is marked as active. If you double click on the arrow connecting the table a box will pop up with the relationship information. Here you can check the box 'Make this relationship active.'

 

Ryan

 

 

View solution in original post

 

You can use merge queries and here are the step

 

Step 1 - click merge queries

 

 Fx1.PNG

 

Step 2 - link table on currency field

fx2.PNG

Step 3 - select field you want from merge table in this case it fx rate

 

fx3.PNG

Step 4 - you will see fx coloumn 

fx4.PNG

Step 5 - add calculated column 

fx5.PNG

Step 6 

fx6.PNG

 

I hope it is helpful and get you going.

 

Thanks,

P

 



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View solution in original post

6 REPLIES 6
zootsuitryan
Frequent Visitor

Hi peb71b,

 

It sounds like the join should work. You may want to check to make sure that the relationship is marked as active. If you double click on the arrow connecting the table a box will pop up with the relationship information. Here you can check the box 'Make this relationship active.'

 

Ryan

 

 

Sadly still the same problem.  Wondering if its related to using SharePoint Online Lists as the source.  Will try again with a Excel/Access source and see if the same process works.

 

You can use merge queries and here are the step

 

Step 1 - click merge queries

 

 Fx1.PNG

 

Step 2 - link table on currency field

fx2.PNG

Step 3 - select field you want from merge table in this case it fx rate

 

fx3.PNG

Step 4 - you will see fx coloumn 

fx4.PNG

Step 5 - add calculated column 

fx5.PNG

Step 6 

fx6.PNG

 

I hope it is helpful and get you going.

 

Thanks,

P

 



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Many thanks for the comments.  Checking Links and using Merge solved my issues.  Full steam ahead now. 

Thanks Ryan,  I'm going to start from scratch and build it up slow, good to know I'm on the right lines.

Ok, feel free to post again if you still have the issue. My suggestion was just one possible solution.

 

Ryan

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