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The From Web window will open. The next window to appear will be the Navigator window. We must click through each until we find the one we want. Once you have found the right table, click Transform Data. How easy was that! If the webpage contains live data, it will update the query with that live data each time we click refresh.
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The URL is hardcoded into the query. Edit the M code in the formula bar to change the query to include a different currency and a different date. Click through the remaining steps of the query. The Changed Type step will reveal the following error. Looking at the M code in the Formula Bar reveals the issue; there are specific references to the USD currency in the header see the red highlighted sections below.
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The change in the column headers comes directly from the source webpage; therefore there is nothing we can do to stop it. But, there are things we can do to work around it. We can now change the currency and dates in the source URL meaning we can get the rate for any date we want. If we try this with web queries, we will come across a strange error see the screenshot below. The reasons for this are complicated and too technical for our introductory series.
If you want more details, check out this post from Ken Puls. In a previous post, we combined all files from a folder. To achieve this, we used the Excel. Workbook function to combine any file which happened to be in the folder. We can create our own function, which rather than combining files, will return web queries based on the URLs we give it. It contains the following values:.
The formula in Cell C2 is constructed by concatenating the currency code and date into the URL structure. Next, add this table into Power Query.
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In the query list it shows the FX Rate query we have just changed with an fx next to it, this means it is a function. Click the expand icon at the top of the Imported FX Rates column the new column we just added. Uncheck the Use original column name as prefix box , then click OK. How cool is that, eh? So far we have imported a single web page. But what if we wanted to import multiple web pages? If the Custom Function is working, then this is going to be easy.
With Office 365, you can insert Exchange rate in your worksheets
We can get all the FX Rates for any date for any base currency. Do you need help adapting this to your needs? By taking the time to understand the techniques and principles in this post and elsewhere on this site you should be able to adapt it to your needs. What next? Check out the latest posts:. Thank you so much. This is exactly what I needed to do and I have now implemented. My only hitch is that I want to select the currency on a summary page and have the table refresh. Hi, nice explanation. For the techniques described in this post, the web data must be in a format that can be read by Power Query.
It grinds away but never gets any data. Any idea what I might be able to do to get it working? This ease of this method is dependent on the layout of the webpage. This was really helpful — I am very grateful — thank you. One little enhancement which would make my life even easier is if the code could somehow look up the current date and insert it in the source look-up instead of my having to edit it each day.
Is this possible? Thank you. Yes, this is possible.
Excel formula: Simple currency conversion | Exceljet
Getting easily live forex rates in Excel. Getting historical data in Excel. If you want to see a comparative table of all live feed providers supported by Deriscope, visit the Introduction to Deriscope Live Feeds. As usually, the only prerequisite is that you have previously installed the free Deriscope Excel Add-In — downloaded from the same site as above - that equips your Excel session with a wizard that allows you to fetch live data from various providers and also perform various financial calculations.
The reason I create a different spreadsheet for Currency trading lies partly on the following differences between Stock and Currency trading:. Detailed profile at my About page.