When preparing a main database outline for currency conversion, you need to assign currency categories to the accounts dimension and its members. For example, you may want to convert the members Gross Profit and Net Profit using one category of rates (e.g., Profit & Loss), and use a different set of rates for other accounts (e.g., Balance Sheet).
When you assign currency categories in the main database, Essbase can create a dimension in the currency database that contains members for each of the individual currency categories. When defining currency categories in the main database, you can use inheritance in the hierarchy to allow a category at a higher level to pass its currency category to its children.
To set currency conversion properties for an accounts member:
Open the main database outline.
Select the member. The member must be in a dimension tagged as accounts.
Right-click and select Edit member properties.
Select the Information tab and find the Account information node.
In the Currency conversion drop-down list, select a conversion option.
If you select Category, enter the appropriate conversion category in the Category text box.
Tag members not to be converted as No Conversion. The No Conversion tag is not inherited.
Click OK.
Note: | Each descendant of a member inherits the currency category tag of its ancestor. A member or sub-branch of members can also have its own category defined. |