DIfferent exchange rate applied to the amount

Hi Community,

I would like to translate those amount value to certain currency as shown in the screenshot below. I plan to use formula tools to apply these exchange rate and presented value without applying the text input tool (to import the exchange rate and presented value).

May i know if anyone know how to build the workflow to cater the need of situation below.

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Accepted answers

AngelosPachis

Hi @SH_94 ,

You can use a find and replace tool to lookup the values of currency between the two different datasets and then append the exchange rate and presented value.

Then with a formula tool, you can estimate the translated amount

Cheers,

Angelos

example.yxmd

AngelosPachis

Hi @SH_94 ,

There are two ways you can go about it now. As you said, the Find & Replace tool will work best for a single condition, and now that you have two conditions the use of it is not ideal.

What you can do instead is use a Join tool, that will allow you to join the two datasets on both Currency and Country fields, and then proceed normally with the formula tool.

An alternative would be to create a new concatenated lookup field consisted out of country and currency as shown below

That can act as a unique identifier between your two streams, so with that new field you have converted the two different conditions for country and currency into a single condition (I named it lookup here). Then you can go on and use the Find & Replace tool by looking up that new field you have created.

I have created both ways, you can try recreating it and use the workflow if you need any hints

Hope that helps,

Angelos

example.yxmd

All comments

afv2688

Hello @SH_94 ,

You can have the amount "translated as you say but it would be managed as a string.

This means, you can have the numbers to be shown either with thousands separators or not, but if you decide to not have them and to be shown only in a specific coulmn this would be then needed to be transformed into a string.

Would this be ok for you?

AngelosPachis

Hi @SH_94 ,

You can use a find and replace tool to lookup the values of currency between the two different datasets and then append the exchange rate and presented value.

Then with a formula tool, you can estimate the translated amount

Cheers,

Angelos

example.yxmd

SH_94

Hi @afv2688 ,

Yes,it is fine with me but i not sure how to build that up in the alteryx. Do you have any idea on this?

Lastly, can i ask , if it ady transformed into string, can we change it back to number again as i want to do some calculation ( adding or minus ) with other figures.

SH_94

Hi @AngelosPachis ,

Can i ask is it possible if we only using the formula tools as shown below to create the formula, without importing Data A.

Lastly, may i know in what situations we can use the Find and Replace tools to help in the alteryx?

SH_94

Hi @AngelosPachis ,

Thank you for the post previously. I just went through my data and noted i have two criteria that we need to vlookup which is different with previous data (1 criteria) as per screenshot below. Before this, we just need to find and replace the currency and the alteryx will find for us the exchange and presented value in information.

However, currently i need to vlookup country and currency first , then populate the result for the exchange rate and presented value in.

May i know can we still do it using find and replace tool? Could you guide me on how to build the workflow? I also attached the file as shown below.

Currency exchange rate.xlsx

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