I have a stream of revenue from 7 different countries all in their own currencies. I have created the basic calculated field in order to convert these different currencies all into USD for better comparison, but that requires me to manually edit the calc field and enter in the conversion factors. Is there a way to automate this process by pulling data from a web page data source, like xe.
Someone asked a question similar to this about a year ago and the only response was to check out Tableau Server, I can have access to this but would like to understand what steps I can use to set this up.
I want that 1. Unless your conversion factors are already stored in a database somewhere and Tableau is connected "live" to that database, you're in a bit of a pickle. If you set some sort of automated system up to do this work for you outside of Tableau, all you'd need to do is multiply your revenue by the correct field, ala:. Tableau Server was probably suggested to you because it allows you to run a report but pass values INTO the report dynamically by way of something called a "Parameter".
The values in question could be your conversion factors. You'd still need to go out and grab the values from the source of your choice, but then you could provide them to Tableau Server when you ask it to render a report, and they could be used like this:. I am confused at what steps I need to take to be able to set up my conversion factors and not require me to actually go to xe. Would it be easier then to have excel pull data live from a website and then connect that new data stream to my Tableau.
Is there an easier way to pull data live from a webpage using excel? Neither Tableau Desktop or Tableau Server can connect to a web page and pull data conversion factors - you'd need to come up with some mechanism to do that on your own.
This content has been marked as final. If you set some sort of automated system up to do this work for you outside of Tableau, all you'd need to do is multiply your revenue by the correct field, ala: You'd still need to go out and grab the values from the source of your choice, but then you could provide them to Tableau Server when you ask it to render a report, and they could be used like this: So can Tableau Server connect to a web page and pull that data in a table?
Then I could use that data in my workbook and label them as my individual currency conversions. Sorry, I wasn't clear on that. Go to original post.More...