Currency Conversion for Tables

This guide explains how you can customize currency related columns on a table to show various currencies without changing the underlying data. Every column you’ve set to Currency is multiplied by that rate and shown with the target currency symbol (e.g. €, £). Conversion applies to the table view, aggregation/totals row, exports (Excel/CSV), and copy.

Note:

• Only columns whose format is set to Currency are converted. Other columns (numbers, percentages, text) are unchanged.

• You configure conversion once per visualization (table, pivot table, or metric card). All currency-formatted columns in that visualization use the same target currency and rate.

Steps to set currency conversion:

1. Switch to Edit mode, hover on the table and click on the Settings icon to open the visualization settings panel.

2. Click the General tab and scroll down to the Currency Conversion section

3. Select your Target Currency from the dropdown or click Other (custom) if your favoured currency is unavailable in the list.

1. If you select Other (custom), input your favored currency code and symbol.

   
2. Once you have selected your Target Currency, manually enter the Exchange Rate for that currency.

3. All the changes will be automatically saved and applied to the visualization, this will persist across different chart types (e.g. Table, Bar Chart, Line, etc).