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How to convert currency in real time in Excel | Productivity

Excel 2016 allows you to set up spreadsheets with conversion systems for different types of currencies from dollar to real, euro to real etc. with resources to import and update data online about current exchange rates.

READ: Seven Excel functions that few people know

Using the Get data tool, the program allows you to extract tables from the Internet, and you can also periodically update the information directly in the document. Check out in this tutorial how to create making currency conversion systems, to know the value of money in real time.

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Step 1. Access a website with exchange rates that has data presented in tables. One of the easiest to configure and convert to Excel is the X-Rates portal. Access it through the browser, choose a currency and click on the Rates Table option;

Access X-Rates through the browser, choose the currency and click on Rates Table Photo: Reproduo / Daniel RibeiroAccess X-Rates through the browser, choose the currency and click on Rates Table Photo: Reproduo / Daniel Ribeiro

Access X-Rates through the browser, choose the currency and click on Rates Table Photo: Reproduo / Daniel Ribeiro

Step 2. In the Rates Table environment, select the link in the browser and copy the address, to export the data to Excel;

Copy the address of the X-Rates Rates Table environment Photo: Reproduo / Daniel RibeiroCopy the address of the X-Rates Rates Table environment Photo: Reproduo / Daniel Ribeiro

Copy the address of the X-Rates Rates Table environment Photo: Reproduo / Daniel Ribeiro

Step 3. In Microsoft Excel, go to the Data tab and select Get Data. Then check the option From Other Sources and then From the Web;

On the Excel Data tab, click Get Data and follow the image guidelines Photo: Reproduo / Daniel RibeiroOn the Excel Data tab, click Get Data and follow the image guidelines Photo: Reproduo / Daniel Ribeiro

On the Excel Data tab, click Get Data and follow the image guidelines Photo: Reproduo / Daniel Ribeiro

Step 4. Then, insert the address of the Rates Table environment of the X-Rates website to extract the data from the table with the exchange rates found;

Paste the address of the X-Rates Rates Table Photo: Reproduo / Daniel RibeiroPaste the address of the X-Rates Rates Table Photo: Reproduo / Daniel Ribeiro

Paste the address of the X-Rates Rates Table Photo: Reproduo / Daniel Ribeiro

Step 5. Before extracting the data, Excel will confirm the type of access to the content to be extracted from the web. Confirm the Annimo option with the website address and press Connect;

Confirm the option with the website link and click Connect Photo: Reproduo / Daniel RibeiroConfirm the option with the website link and click Connect Photo: Reproduo / Daniel Ribeiro

Confirm the option with the website link and click Connect Photo: Reproduo / Daniel Ribeiro

Step 6. Obtaining data from Excel will present a preview of the types of data that can be extracted from the chosen page. Select one of the models in the left part of the window, check the data presentation in the example and press the Load button;

Choose one of the data extraction models, check the preview and confirm in Upload Photo: Reproduo / Daniel RibeiroChoose one of the data extraction models, check the preview and confirm in Upload Photo: Reproduo / Daniel Ribeiro

Choose one of the data extraction models, check the preview and confirm in Upload Photo: Reproduo / Daniel Ribeiro

Step 7. The extracted data will be presented in a new spreadsheet, inside the open Excel file. Before proceeding, check the data, as the extraction of tables from the web can displace or exclude commas fundamental detail in a currency converter;

Check the data in the X-Rates table, extracted in a new spreadsheet Photo: Reproduo / Daniel RibeiroCheck the data in the X-Rates table, extracted in a new spreadsheet Photo: Reproduo / Daniel Ribeiro

Check the data in the X-Rates table, extracted in a new spreadsheet Photo: Reproduo / Daniel Ribeiro

Step 8. In another spreadsheet, within the same Excel document, create the parameters to make the currency converter, with values ??and currencies in rows and columns. Then, create the function = X *, with X representing the cell that will have the Real value converted into other currencies;

In another spreadsheet, type = X *, with X representing the cell with the converted value Photo: Reproduo / Daniel RibeiroIn another spreadsheet, type = X *, with X representing the cell with the converted value Photo: Reproduo / Daniel Ribeiro

In another spreadsheet, type = X *, with X representing the cell with the converted value Photo: Reproduo / Daniel Ribeiro

Step 9. Right after that, and without finishing the formula created, go back to the spreadsheet extracted from the X-Rates and choose the rate corresponding to the currency column in the case, the example in American Dollar. The function stay = X * SheetY! W, with SheetY representing the name of the extracted sheet and W the cell with the currency conversion rate;

Complete the formula by changing spreadsheets and selecting the field with the desired exchange rate Photo: Reproduo / Daniel RibeiroComplete the formula by changing spreadsheets and selecting the field with the desired exchange rate Photo: Reproduo / Daniel Ribeiro

Complete the formula by changing spreadsheets and selecting the field with the desired exchange rate Photo: Reproduo / Daniel Ribeiro

Step 10. Repeat the operation to reproduce the conversion of other currencies and, after creating your currency conversion spreadsheet, click on the Data tab and press on Queries and Connections. In the External Data Property window, press the button with a window's cone;

On the Data tab, click on Queries and Connections and in the configuration window, click on the highlighted icon Photo: Reproduo / Daniel RibeiroOn the Data tab, click on Queries and Connections and in the configuration window, click on the highlighted icon Photo: Reproduo / Daniel Ribeiro

On the Data tab, click on Queries and Connections and in the configuration window, click on the highlighted icon Photo: Reproduo / Daniel Ribeiro

Step 11. In Query Property, check the options for configuring the update of data extracted from the web so that the spreadsheet with rates and confirm with OK.

Select the options for updating the exchange rate spreadsheet and press OK Photo: Reproduo / Daniel RibeiroSelect the options for updating the exchange rate spreadsheet and press OK Photo: Reproduo / Daniel Ribeiro

Select the options for updating the exchange rate spreadsheet and press OK Photo: Reproduo / Daniel Ribeiro