topic Re: Best Practice for Currency in QlikView

Best Practice for Currency

vinicius_siquei — Wed, 12 Nov 2014 16:57:05 GMT

Guys,

I'm modelling data for a new project that will handle different currencies.

What is the best practice for that ?

Load data many times, concatenating rows and creating a column "currency" to be used as a filter.

Load data in original format and use IF on the expression, according to the currency selected.

Thanks

Vinicius

Re: Best Practice for Currency

Gysbert_Wassenaar — Wed, 12 Nov 2014 17:51:05 GMT

Load a separate table with the currencies and conversion rates. If you select one currency then only one conversion rate will be possible. You can use this in expressions: sum(Amount)*only(ConversionRate)

Re: Best Practice for Currency

oscar_ortiz — Wed, 12 Nov 2014 17:59:57 GMT

You may simply want to add a currency conversion table containing a currency type and conversion factor.

In your charts you can simply create expressions based upon the currency type:

Sum( {< [Currency Type] = {'US'} >} [Conversion Factor] ) * Sum( [Your Value] )

Hope this helps,

Oscar

Re: Best Practice for Currency

Wed, 01 Jul 2015 08:53:38 GMT

Hello Vinicius,

I have done this last week, i can understand your challenge.

What we have done is to gather information from an XML provided by the Federal state and create a QVD. this QVD has an automatic reload every month, therefore we are always up to date.

This is the script we use to create the QVD.

devise:
LOAD code,
land_de,
land_fr,
land_it,
waehrung,
kurs,
year,
month
FROM
[\\OTG-QVIEW\Report\Data\devises.qvd]
(qvd);

// recharge de données du taux de change
LOAD code,
land_de,
land_fr,
land_it,
waehrung,
kurs,
$(année) as year,
$(mois) as month
FROM [http://www.afd.admin.ch/publicdb/newdb/mwst_kurse/estv/mittelkurse_xml.php?m=$(mois)&j=$(année)] (XmlSimple, Table is [monatsmittelkurs/devise]);

store devise into \\OTG-QVIEW\Report\Data\devises.qvd (qvd);

As you can see, we get the data and we use STORE to create a QVD file that we can use for any other QVW.

Then, in our main QVW that needed those currency information, we do have this script.

Devises:
LOAD code,
land_de,
land_fr,
land_it,
waehrung,
kurs,
year,
month,
Hash128 (code,year,month) as %Clé_Devise
FROM
[\\OTG-QVIEW\Report\Data\devises.qvd]
(qvd);

Hope this help. need more info please ask

Re: Best Practice for Currency

reinholdgraf — Tue, 16 Feb 2016 14:52:24 GMT

This is Best Practice !

Is this valid for QliksenseServer as well ?