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Foreign currencies

Hettie2102
6 - Meteoroid

I have 3 currencies in a dataset, CAD, GBP and USD. How do I add a formula to convert the CAD and GBP to USD so there's one USD column.

 

Thanks! 

4 REPLIES 4
atcodedog05
22 - Nova
22 - Nova

Hi @Hettie2102 

 

Can you share a sample data and expected output.

Hettie2102
6 - Meteoroid

Hi, 

 

please see attached document, thank you!

echuong1
Alteryx Alumni (Retired)

I'd start off by using a multi-row formula to add years to each individual row. You also have extra spaces and commas in your dataset, so I'd apply a data cleansing tool to clean these up. From there, you can use a join to do a "vlookup" and add in the FX rates. It is then just multiplication in a formula tool to get the GBP amount.

 

If you want it aggregated by year you can use a summarize tool.

 

echuong1_1-1605031429362.png

 

 

atcodedog05
22 - Nova
22 - Nova

Hi @Hettie2102 

 

Here is a workflow for the task.

 

Workflow:

atcodedog05_0-1605031689113.png

Hope this helps 🙂


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