Creating Currencies

Select from a predefined list or create your own. You can specify:

  • The three-letter code

  • The symbol

  • A description of up to 256 characters

  • The scaling factor to use when values are displayed

  • For Standard multicurrency applications, the triangulation currency to use for currency conversion

  • The alias table to use to display aliases

  • Number formatting, including thousands separator, decimal separator, negative sign, and color

  • Whether it's a reporting currency

To create currencies:

  1. From the Home page, click Application, and then click Overview.
  2. Click the Dimensions tab, and then select the Currency dimension.
  3. Create a currency:
    • To add a predefined currency, click Actions, then click Add Standard Currency, select from a list of standard currencies, and then click OK.

    • To create a currency, click Actions, then click Add Currency and specify properties:

      • For Member Name, enter an abbreviation or identifier of up to three characters.

      • Optional: For Description, enter a name, such as Japanese yen.

        Note:

        To view all property columns in the grid, including the Description column, right-click any heading on the grid and scroll down until you see the Default mode check box. Clear the Default mode check box to view all the property columns in the grid.

      • For Symbol, enter a symbol, or select a symbol from the Predefined Symbol column.

      • Optional: For Scale, select how to enter and display the currency. For example, 3 yen represents 3000 yen if scaling is set to thousands.

      • Optional: For Triangulation Currency (for Standard multicurrency applications), select the currency to use as the common third currency for conversion.

      • Optional: For Alias Table, select the alias table to use.

      • Optional: For Alias, enter a name for the currency alias.

  4. Optional: Select Reporting Currency (see Working with Currencies in a Standard Multicurrency Application).
  5. Optional: For Thousands Separator, select how to display the thousands separator (it must differ from the decimal separator).
  6. Optional: For Decimal Separator, select how to display numbers with decimal values (it must differ from the thousands separator).
  7. Optional: For Negative Sign, select how to display negative numbers:
    • Prefixed minus: -1000

    • Suffixed minus: 1000-

    • Parentheses: (1000)

  8. Optional: For Negative Color, select the display color.
  9. Optional: Select the type of Data Storage.
  10. Optional: Select Two Pass Calculation.
  11. Optional: Select the Data Type.
  12. Optional: Select a Smart List.
  13. Click Save.