Currency Conversion from the User Interface
In a workbook visualization, you can convert currency values right from the UI for amount fields from transaction and transaction line records. These options aren't available in a dataset.
To convert currencies in a workbook visualization, click the Field Menu icon
next to a transaction or transaction line field in the Layout Panel or column header, then select Currency. The following options are presented:
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Display Original: displays each amount in the transaction's original currency. In table views and pivot tables, this is the default for transaction and transaction line fields.
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Apply Conversion: changes each amount using the currency and date you pick in the Convert To window. By default, it uses the current date and your account's or subsidiary's base currency. In charts, this is the default for transaction and transaction line fields.
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Conversion Options...: opens the Convert To window, where you pick the currency and date to use for conversion. The rates are drawn from your account's currency exchange rates table. For more information, see Currency Exchange Rates List Page.
Note:If you check the Anchor Relative to Today box, the current date is used for conversion every time the workbook is opened.
If you're creating a calculated measure with fields that have values in multiple currencies, you can apply conversion in the measure definition too. For more information, see Calculated Measures.