I need help with creating an App that converts foreign currency to USD

Question

Hi,

First off, I appreciate your help and time.

I need some direction on how to create an app that users can upload a file and convert the invoice amount to USD. The input file will need to satisfy at least three criteria, Invoice Date, Currency and Invoice Amount. The interface will need to allow users to select Date field, Currency and Invoice Amount for conversion. I have a separate macro that provides average exchange rate based on first of the month.

I've already created an app that works well but it can only work with one file schema. I don't know how to make this app dynamic so others can use it for other files that at least provide the above three criteria. It would be a plus if users could select multiple value columns from the interface, for example Invoice Amount, Reimbursed Amount etc.

Dummy Data

Invoice NumberInvoice Date CurrencyUSD AmountRefund Amount00000000212/9/2022BRL120.073301863000000000321/1/2023EUR1375.65625812800000000041/5/2023USD352035200000000091/5/2021BRL0.0169310.09

Thanks again.

KimLamNg · Answer

Below is the setup I have to solve a similar problem. In my case, I'm trying to process SIN values and need to standardize the various field names for it (like SIN number, SIN no., etc.) to exactly "SIN" with a dynamic rename tool. Sorry if the screenshots are messy.

mazizpour · Answer

thank you for the reply and you are correct. I want a dynamic app where users can select numerical field for calculation. I don't fully understand what you meant by standardizing fields or place holders.

KimLamNg · Answer

My understanding of your issue is your workflow is not dynamic enough to pick up values when the column names change? My general suggestion is to standardize the field names for the required inputs. You can placeholder and pass the user input (checkbox or drop down list) to the placeholder and process the data with standardized field names from there. Hope this makes sense.