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Create a calculated property in a transaction with data coming from a metric

  • September 4, 2025
  • 2 replies
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Hello,

 

I’m sure my question is super easy to answer, but I’m stucked on a silly calculation.

I import a transaction list from my ERP with the amount in local currency.

The properties linked to dimensions in my transactions are : Employee, project, month and currency

I have a metric that store the currency rates with 2 dimensions : currency and month

 

I want to create a new property in the transaction called amount in EUR which is equal to amount * currency rate from the metric

I tried transaction.amount*rates [BY: currency, month] but i does not work. It sums the value of the currencies for all the months and all the currencies.

Can someone tell me where I am wrong ?

Best answer by CDALMAY

Hey ​@FranckLP,

No silly question/calculation here !

Assuming the following rates :

 

You can use the following formula to get the amount in EUR :

'Rates to EUR'[BY:ERP.Currency,ERP.Month]*ERP.'Amount in LC'

 

 

You were close.

Hope this helps,

2 replies

CDALMAY
Master Helper
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  • Master Helper
  • Answer
  • September 4, 2025

Hey ​@FranckLP,

No silly question/calculation here !

Assuming the following rates :

 

You can use the following formula to get the amount in EUR :

'Rates to EUR'[BY:ERP.Currency,ERP.Month]*ERP.'Amount in LC'

 

 

You were close.

Hope this helps,


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  • Author
  • Apprentice Author
  • September 4, 2025

Oh my god, I was just refering the destination dimensions instead of the source dimensions.

 

Thank you !