How do I get a summation Converted onto one currency in a report?

Options
Himanshu Patel
edited 06/05/24 in Smartsheet Basics

The Picture shows the Screenshot of report. If you look the Raw of CAD, it is summery (SUM) of the sub data bellow Not visible in the screen) same goes for USD. HAM is Sum of this USD and CAD. I want this total in USD only or CAD. the requirement is to have va

lues in one currency.

Answers

  • AravindGP
    AravindGP ✭✭✭✭✭✭
    Options

    The sum function in a report will just sum up all values, irrespective of the currency. The only way to get you the list with sums of similar currencies will be to filter it in the report. You will have two reports, one filtered for USD records and the other for CAD records. Another option is to have a separate column to convert all the values to one currency and then sum on that column instead of the standard column you use.

    Thanks,

    Aravind

    Reach out for any help on licenses, configuration, or training