Reply To: FX conversion

Great question - this is a common requirement when consolidating multi-entity plans and we've already published a video demonstrating this end-to-end approach, which closely matches your use case. You may find it helpful: https://community.fabricplan.com/videos/currency-translation-multi-granularity-consolidation-in-microsoft-fabric/

The approach, at a glance:

1. Local currency planning sheets - Each entity enters its sales volumes, prices, and discounts in its own planning sheet, in local currency.
2. Exchange rates in a Power Table - Rates are maintained centrally in a Power Table. This allows exchange rates to be updated independently, with any changes immediately available for downstream calculations.
3. Bring both into Infobridge -The local currency planning sheets and the exchange rate Power Table are both pulled into Infobridge and joined into a single query.
4. Create conversion measures - In Infobridge, we can create measures with formulas that reference the local currency values and multiply them by the corresponding exchange rate to derive the group currency values.
5. Fully dynamic consolidated view - The consolidated query can then be used for reporting or further planning. Since the calculations are based on the Infobridge queries, any changes to either the local revenue plan or the exchange rates are automatically reflected in the global currency values without requiring manual updates.

This gives you a single consolidated view in group currency that stays live as entities keep planning and as rates get updated.