Help with a Currency Conversion

11/24/21 Edited 12/04/21
Accepted

Hi there, wondering if anyone can assist....

I am looking for a way to take various native currency amounts in say 2 separate columns (i.e. USD and EUR) - when I enter a respective amount a formula automatically takes that value, changes it to GBP in a separate destination column cell. The exchange rate can be a fixed rate - say USD to GBP being 0.72 for example.

Many thanks

Best Answers

  • Paul NewcomePaul Newcome ✭✭✭✭✭
    Accepted Answer

    Are you able to provide some screenshots for reference?

    thinkspi.com

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    Accepted Answer

    @laurenceharper

    Here's the formula again. (I noticed a typo)

    =IF([Amount in Native GBP (No exchange rate required)]@row > 0, 
    [Amount in Native GBP (No exchange rate required)]@row, 
    IF([Amount in Native USD (USD to GBP @ 0.72)]@row > 0, 
    [Amount in Native USD (USD to GBP @ 0.72)]@row * 0.72, 
    IF([Amount in Native Euro (EUR to GBP @ 0.86)]@row > 0, 
    [Amount in Native Euro (EUR to GBP @ 0.86)]@row * 0.86)))
    


    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    Accepted Answer

    @laurenceharper

    Excellent!

    You're more than welcome!

    Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

Answers

  • Paul NewcomePaul Newcome ✭✭✭✭✭
    Accepted Answer

    Are you able to provide some screenshots for reference?

    thinkspi.com

  • Hi Paul

    Thanks for the reply...can you open the attached and does it make sense?

    Regards

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @laurenceharper

    I hope you're well and safe!

    Try something like this in the Stock Deployment Amount column.

    =IF([Amount in Native GBP (No exchange rate rquired)]@row > 0, 
    [Amount in Native GBP (No exchange rate rquired)]@row, 
    IF([Amount in Native USD (USD to GBP @ 0.72)]@row > 0, 
    [Amount in Native USD (USD to GBP @ 0.72)]@row * 0.72, 
    IF([Amount in Native Euro (EUR to GBP @ 0.86)]@row > 0, 
    [Amount in Native Euro (EUR to GBP @ 0.86)]@row * 0.86)))
    

    Did that work/help?

    I hope that helps!

    Have a fantastic weekend & Happy Thanksgiving!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    @Andrée Starå's formula is what I would also suggest.

    thinkspi.com

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    Accepted Answer

    @laurenceharper

    Here's the formula again. (I noticed a typo)

    =IF([Amount in Native GBP (No exchange rate required)]@row > 0, 
    [Amount in Native GBP (No exchange rate required)]@row, 
    IF([Amount in Native USD (USD to GBP @ 0.72)]@row > 0, 
    [Amount in Native USD (USD to GBP @ 0.72)]@row * 0.72, 
    IF([Amount in Native Euro (EUR to GBP @ 0.86)]@row > 0, 
    [Amount in Native Euro (EUR to GBP @ 0.86)]@row * 0.86)))
    


    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Thank both that's really very helpful.

    I have another question but need to work out the most succinct way of describing the problem.

    Again - many thanks for your help!

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    Accepted Answer

    @laurenceharper

    Excellent!

    You're more than welcome!

    Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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