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swathisudheer
Frequent Visitor

Currency formatting in power query editor

Hi,

I am trying to format a field "Actuals" to currency in query editor. Unlike desktop, I don't see how to set the format for the field to currency. I am trying to do this in power query so that when I change my datasource, the measures based on that field "Actuals" don't lose its formatting.  Is there a way to format the filed in m query to currency? 

 

Also, Is there a different way to change the datasource so that I don't lose the formatting on my measures everytime I change the datasource?

 

3 REPLIES 3
V-pazhen-msft
Community Support
Community Support

@swathisudheer 

You can use format() in Desktop to set measure format to currency. For example: Measure= FORMAT( sum([data]), "Currency")

FORMAT function (DAX) - DAX | Microsoft Docs

 


Paul Zheng _ Community Support Team
If this post helps, please Accept it as the solution to help the other members find it more quickly

Thanks, it did let me carry the currency format on measures when I am changing the datasource. But looks like this method is changing the feild to text and therefore when I am trying to do a feild formatting for negative values to be displayed in red colour, its not working.

 

Jakinta
Solution Sage
Solution Sage

For Column type - Currency, try this:

 

Table.TransformColumnTypes(YourTable,{{"YourColumnName", Currency.Type}})

 

If you have your Source table in raw format, without headers, this is kind of dynamic solution.

In example case, i have used "Sales" string as identifier for column dedicated to currency. I am pretty sure that you have some unique identifier also. Just replace it. 

Until somebody else provides a neater solution, try it. Replace the Source step with your table of course 🙂

 

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("jZK9bsIwFEbfxXMG/xZ7DVUHpEhIsKCIwU1vCCrClbGRePs6TqSCE0edbuwcX5/7JXWNttZ8+cahAu0fPxBKZa6uC/UA2oay0xe4oWNRoz3osC7hDlafwl6BNvrqtX2EJ4oJGwqJbOmdg/74uz5HYIISJXhED+bkrVtCqVAiomvTtgBLErzvzNgq4lvjLy6+qUC7OXRFxX9G61EqyeC78ecmdfiAT/vqzLEYHez3n8CUo5Sy+cSmLMH0bX6wVzbqkjHedQdwg2zfYTQ+sCVAu9yU42wGlbZN9zSYImymaUIRkdNMQYlx5lM9kb2kUCr/syQsleP1k0QTkEgZoj/+Ag==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Column1 = _t, Column2 = _t, Column3 = _t, Column4 = _t, Column5 = _t]),
    Index = Table.SelectRows( Table.AddIndexColumn(Table.AddColumn(Table.FromList(Table.ToRows(Table.Transpose(Source)),Splitter.SplitByNothing()), "Custom", each List.Contains([Column1],"Sales")), "Index",0,1,Int64.Type),each ([Custom] = true))[Index]{0},
    Promoted = Table.PromoteHeaders(Source, [PromoteAllScalars=true]),
    ToCurrency = Table.TransformColumnTypes(Promoted,{{Table.ColumnNames(Promoted){Index}, Currency.Type}})
in
    ToCurrency

 

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