I’m setting up a dashboard for a travel agent with 5k+ carried out in 3 different currencies. The set-up I have right now works, but I’m wondering if anyone can suggest improvements or more enhanced approaches to this case.
- In the main table I’m extracting the ‘day’, ‘month’ and ‘year’ from the transaction date with formulas, then I get the user to link each ‘day’, ‘month’ and ‘year’ to the relevant Day, Month and Year tables where I can summarize the data accordingly. This is working fine but if you can think of a more elegant way to do it, I’d love to hear.
The main issue I’m facing is that:
- I also need to convert transactions to a unique currency, so I prepared a different table with FX daily values - which I link to the main table (where all transactions are recorded) to pull the relevant exchange rate.
Is there a way to do so without having the user to link the again to a different date, in this casem in the FX base?
Any other schema/formula/functionality suggestion to streamline this set-up highly appreciated.
thanks for reading!