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Change currency in quotation (automatically if an certain currency is selected.

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    Change currency in quotation (automatically if an certain currency is selected.

    I am currently making a sheet to make it easier to make quotations, however we work on ''international level''. Therefor i was wondering if it is possible to have some kind of formula (maybe in combination with conditional formatting) that will change the currency from EUR to USD? I think the swapping of the symbol should be possible (correct me if I am wrong), but i don´t know how. Also the problem with currency´s is (ofcourse) that the exchange rate isn´t a stable factor, so is it possible that my worksheet will somehow retrieve this data from the internet?

    -note: The quotation sheet will draw the numbers from a main information sheet using ''=''formulas and also add's calculates the total price using the SUM function.

    Any help/suggestions will be greatly appreciated, thanks in advance!

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    Re: Change currency in quotation (automatically if an certain currency is selected.

    Post a sample file (not image) showing expected results.

    Exchange probably needs a date-driven table .." Effective from Date" ?/EUR/USD.

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    Re: Change currency in quotation (automatically if an certain currency is selected.

    I will see if i can draft an example.

    What do you mean with date-driven table?

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    Re: Change currency in quotation (automatically if an certain currency is selected.

    Simply a table which shows when a particular exchange rate is valid from: In case you have transactions where the exchange for a particular time period apply.

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    Re: Change currency in quotation (automatically if an certain currency is selected.

    See the attachement, a pretty basic concept of my file.
    Attached Files Attached Files

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    Re: Change currency in quotation (automatically if an certain currency is selected.

    I am not sure if I understand you correctly. You mean i would make a table with expected exchange rate of the currencies (that seems rather odd)? Or do you mean i enter the rate which i wil assume to be valid for a certain period of time?

    I would also be satisfied if i could google the current exchange rate , put that data in a cell manually so that excel can calculate the new prices in the new currency (and add the fitting symbol ofcourse).

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    Re: Change currency in quotation (automatically if an certain currency is selected.

    I am not sure if I understand you correctly. You mean i would make a table with expected exchange rate of the currencies (that seems rather odd)? Or do you mean i enter the rate which i wil assume to be valid for a certain period of time?

    I would also be satisfied if i could google the current exchange rate , put that data in a cell manually so that excel can calculate the new prices in the new currency (and add the fitting symbol ofcourse).

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    Re: Change currency in quotation (automatically if an certain currency is selected.

    Perhaps this ..

    =IF(I5="EUR",TEXT(J5,"€ #,##0.00"),TEXT(J5,"$ #,##0.00"))

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    Re: Change currency in quotation (automatically if an certain currency is selected.

    Thank you, could you be so nice to explain this to me as if i were a 5 year old?
    I forgot to make a dropdownlist where the currency can be selected in the first sheet, but i can figure to change I5 to whatever cell this will come.
    What i don't understand however is where i should place this formula you provided, and whether (and how) this will work for all prices?

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    Re: Change currency in quotation (automatically if an certain currency is selected.

    It wasn't clear to me where you wanted the formula: just put in any cell where you want the currency value placed: Column G in Blad2 (?)

    e.g. in G5 .... change I5 to your dropdown cell

    =IF(I5="EUR",TEXT(Blad3!I22,"€ #,##0.00"),TEXT(Blad3!I22,"$ #,##0.00"))

    It merely formats the cell with either the Euro or Dollar sign.

    There is no currency conversion as you did not indicate how that was be done but it could done as below

    =IF(I5="EUR",TEXT(Blad3!I22*Conversion_Factor,"€ #,##0.00"),TEXT(Blad3!I22*Conversion_Factor,"$ #,##0.00"))

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    Re: Change currency in quotation (automatically if an certain currency is selected.

    I couldn't figure it out, but i did it another way.
    Thanks anyway!

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    Re: Change currency in quotation (automatically if an certain currency is selected.

    how do you do it

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    Re: Change currency in quotation (automatically if an certain currency is selected.

    how do you do it ????
    Please start a new thread and explain what you want, preferably with a sample file.

    See yellow banner at top of page.
    Last edited by JohnTopley; 04-29-2021 at 04:07 AM.

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