Editing Preferred Currency Display Names and Enabling Document Currency

Oracle Business Intelligence is installed with a set of preferred currencies with pre-configured preferred currency names and preferred currency codes. Preferred currency names are used on Oracle Business Intelligence dashboards in the Currency drop-down on the My Account dialog\Preferences tab for a user logged into Oracle Business Intelligence.

You can use the Manage Preferred Currencies dialog to edit the default currency display names. You edit preferred currency name values to change the currency labels that are displayed in all modules associated with BI dashboards. For example, you might want to change the 'Local Currency' label from 'Ledger Currency' to 'Local Currency'.

To edit currency display names:

  1. Login to Configuration Manager as the Oracle BI Applications Administrator user.
  2. Under System Setups, select Manage Preferred Currencies to display the Manage Preferred Currencies dialog.
  3. Select a currency in the Preferred Currencies list.

    Selecting the currency displays the associated modules in the bottom table.

  4. Click the value in the Preferred Currency Name column (or click the Edit icon) to display the Preferred Currency Name dialog.
  5. In the Preferred Currency Name field, specify a currency name.

    This is the name that will appear for end users in the Currency drop-down list, located in Preferences tab of the My Accounts dialog of Oracle Business Intelligence.

  6. Click Save and Close.

Enabling Document Currency

By default, document currency is excluded from the Currency drop-down list (located in the Preferences tab of the My Accounts dialog in Oracle Business Intelligence).

To include Document currency in the Currency drop-down list, you must remove a specific filter from all of these security groups in the repository:

  • OBIA_PROJECT_CURRENCY_PREFERENCES

  • OBIA_HCM_CURRENCY_PREFERENCES

  • OBIA_SCM_CURRENCY_PREFERENCES

  • OBIA_FINANCIAL_CURRENCY_PREFERENCES

  • OBIA_MFG_CURRENCY_PRFERENCES

  • OBIA_PROCUREMENT_CURRENCY_PREFERENCES

  • OBIA_MARKETING_CURRENCY_PREFERENCES

  • OBIA_PARTNER_CURRENCY_PREFERENCES

  • OBIA_CRM_CURRENCY_PREFERENCES

  • OBIA_SALES_CURRENCY_PREFERENCES

Note:

The security groups listed above are displayed in Oracle BI Administration Tool on the Application Roles tab on the Identity Manager dialog.
  1. In Oracle BI Administration Tool, click Manage, then Identity, to display the Identity Manager dialog.
  2. In the Identity Manager dialog, click BI Repository.
  3. Display the Application Roles tab.
  4. For each of the security groups in the repository list:
    1. Double-click the security group to display the Application Role - <Name> dialog.
    2. Click Permissions, and then display the Data Filters tab.
    3. In the Data Filter column, remove the filter: 
      AND "Core"."Fact - Preference List"."Currency Preference Code" <> 'Document Currency'

      For example, the filter before editing:

      "Core"."Fact - Preference List"."Module Code" = 'PROJECT_AN' AND "Core"."Fact - Preference List"."Currency Preference Flag" in ('W', 'B') AND   "Core"."Fact - Preference List"."Currency Preference Code" <> 'Document Currency'

      For example, the filter after editing:

      "Core"."Fact - Preference List"."Module Code" = 'PROJECT_AN' AND "Core"."Fact - Preference List"."Currency Preference Flag" in ('W', 'B')
  5. Save the changes.

    If you edited the metadata repository in Offline mode, then you must use Oracle Enterprise Manager Fusion Middleware Control to upload the repository.

    Tip:

    In Oracle Enterprise Manager Fusion Middleware Control, use the Upload BI Server Repository area on the Business Intelligence\coreapplication\Deployment\Repository tab. To upload the repository, see Using Fusion Middleware Control to Upload a Repository and Set the Oracle BI Presentation Catalog Location in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition.