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Use Multiple Currencies in Data 360 Reports

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Use Multiple Currencies in Data 360 Reports

Use a report currency to analyze data that contains currency values from multiple countries or business units. Convert currency fields to a single reporting currency so you can accurately compare, sort, filter, group, and summarize records in the same report.

Required Editions

Available in: Lightning Experience
Available in: Data 360 in Enterprise, Performance, Unlimited, and Developer Editions

Before you begin, complete these prerequisites.

  1. Open an existing Data 360 report based on a data model object (DMO), or create a new one.
    Multicurrency reporting in Data 360 reports
  2. In the report edit mode, click Fields.
    The Fields panel displays a converted field for each currency field that’s mapped to the Currency field type in the DMO. If a currency field isn’t mapped to the Currency field type, a converted field isn’t available for that field.
  3. From the Fields panel, drag the converted currency field into the Columns section.
    The converted field is added as a column on the right side of the report. Place it next to the corresponding currency field to make it easier to compare the values.
  4. Select a report currency from the bottom of the report editor.
    The values in the converted currency column are displayed in the selected report currency. If you change the report currency, the converted values are recalculated using the new report currency.
  5. Save the report.
Example
Example To compare annual revenue across regions, add Annual Revenue (Converted) to the report and group the report by Region. With the report currency set to USD, the report converts annual revenue values stored in USD, EUR, GBP, and JPY to USD before calculating regional subtotals and the grand total.
 
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