Changing the Default Currency for Analyses

You can change the default currency that is displayed, for example, from French Francs to Euros.

For information about using formatting functions in Answers, see User's Guide for Oracle Business Intelligence Enterprise Edition.

  1. Open the currencies.xml file in the directory ORACLE_HOME/bi/bifoundation/web/display.

  2. Search for the currency to make the default, for example, USD, CAD, PEN, or MAD.

  3. Copy the entire currency element.

    For example, copy the currency tag for the Euro:

    - <Currency tag="int:euro-l" type="international" symbol="_" displayMessage="kmsgCurrencyEuroLeft" digits="2" format="$ #">
<negative tag="minus" format="-$ #" />
</Currency>

  4. Search for the text string int:wrhs, located near the top of the file.

  5. Select the entire element and replace it by pasting the copied element over it.

  6. Replace the tag attribute so it reads int:wrhs.

    For example, replace tag="int:euro-l" with tag="int:wrhs".

  7. Restart the service for Oracle BI Server.

Caution:

The currencies.xml file is overwritten when applying an upgrade, a patchset, a bundle patch, or a one-off patch. If you have made changes to this file, reenter your changes in the new currencies.xml.

Use the following procedure to to specify the currency for a column in a customized subject area.

  1. In Answers, modify the analysis that uses the subject area.
  2. In the Analysis editor: Criteria tab, click the Options button for the currency column and select Column Properties to display the Column Properties dialog.
  3. Click the Data Format tab and select the Override Default Data Format box.
  4. In the Treat Numbers As box, select Currency.
  5. In the Currency Symbol list, select User's Preferred Currency.
  6. Complete the other options on the tab as appropriate.
  7. If desired, save this setting as a systemwide default.
  8. Click OK when you have finished, and repeat the preceding steps for any other columns to change.

Considerations for defining user-preferred currency:

  • To create a default for all users, set the CURRENCYTAG element using an INIT BLOCK.

  • If you configure a user-preferred currency, set the PREFERRED_CURRENCY element using an INIT BLOCK.

    See Defining User-Preferred Currency Options.

    For more information about INIT BLOCKs, see Working with Initialization Blocks in Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition.