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 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:

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.

Related Topics

General Notices