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Question

Conversion of Currency to EURO

  • October 20, 2025
  • 3 replies
  • 48 views

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Hello,

I would like to convert the amounts in my Transactional List into euros.
To do this, I created the Tab_Rate metric corresponding to the conversion rate:

 

I also created an Amount metric, which directly reflects the amount in the Transactional List:

Now, I would like to create a new metric, Amount converted to euros (target amount):

Can you please tell me how to do this? I need your help.

3 replies

Min Li
Master Helper
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  • Master Helper
  • 70 replies
  • October 20, 2025

Your current Sales metric is in local currency. You can convert it to Euros by multiplying it directly by the Rate metric. The shared Currency dimension between both metrics will act as a bridge for this calculation.

Next, update your Target Metric by removing the Currency dimension and assigning EUR as the fixed currency, since the values are now expressed in Euros:

Target Metric [remove: currency] [by: currency.EUR]


Nathan
Employee
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  • Employee
  • 227 replies
  • October 20, 2025

You should remove the Currency dimension from the Amount metric: there is no need to have every entity in every currency.

 

Then simply divide or multiple with the Tab_Rate[by:Entity.Currency]

 

tip: name your Tab_Rate “DivideBy_Rate” so you never hesitate (and others don’t make the mistake)


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  • Author
  • Author
  • 9 replies
  • October 20, 2025

Hello,

Thank you for your help.

I forgot to clarify the structure of the Currency Dimension and to point out that Currencies were not expressed by Entity:

But I still used your advice to arrive at this solution: and I get the correct amounts converted into EUR

 

Thank you very much to you