How to auto update exchange rate in Excel?
If you are working in a financial enterprise, sometimes, you may use Excel worksheet to list all different currencies and convert them based on the exchange rates. And it will be very convenient for you if Excel supports to auto update exchange rates. This tutorial introduces the ways for solving this job.
Note: the methods provided in this tutorial are tested in Excel 2021, there may be some different in different Excel verisions.
If you are in Excel 365, with the Currencies data type you can easily get the real-time exchange rate.
1. Select a cell and type the currency pair separated by “/” or “:”, for example, convert AUD to USD, type AUD/USD or AUD:USD. See screenshot:
2. Keep the cell selected, go to Data tab, and click Currencies in the Data Type group to change the data type to currencies.
3. Now you can extract the information such as the last time price, currency, from currency, change, last trade time by clicking on the Insert Data icon, then in the Field list, click the information you want to add beside the currency pair.
1. Click Price will insert the exchange rate in the next cell, you can change the decimal number of the rates as you need.
2. Click the Show Card icon or press Shift + Ctrl + F5 will show the data card.
3. Click Data > Refresh All to update all exchange rates at once.
If you are in other Excel versions (Microsoft), there is no Currencies data type for you to quickly get the exchange rates. In this case, the Currency Conversion of Kutools for Excel can quickly convert the currency and insert the exchange rates as comments.
1. Select the data that you want to convert currency, then click Kutools > Content > Currency Conversion.
Tip: If you cannot see Currency Conversion in Contents group, please click Kutools > Conversion > Currency Conversion.
And to change the Toolbar Mode as you need, please click Kutools > Help > Help > Toolbar Mode.
2. In the Currency Conversion dialog, choose the currency pair you want to use, then click Update rate button to use the latest rate, then click Fill options to set the filling type and contents.
3. In the Fill options dialog, choose the options as you need:
1) Only cells. will only output the converted result into the active cells;
2) Only comment, will output the conversion value, currencies, rate, and output date (you can specify the contents you want to output from these four options) as the comment;
3) Cells and comment, will output the converted result into the active cells; and insert comments with the conversion value, currencies, rate, and output date (you can specify the contents you want to output from these four options)
4. Click Ok or Apply.
For more details about Currency Conversion, please visit the tutorial.
For free download the Kutools for Excel,please click DOWNLOAD.