How to work with currencies

How to create a currency

Dimensions > Currency > List

  1. In the Currencies list, click : an empty row will be added.
  2. In the Attributes tab, insert the code for the new currency and define its characteristics, then click Save: the currency will be listed in the data table.

How to recode a currency

Dimensions > Currency > List

  1. In the Currencies list, select > Recode: the Recode - Currency dimension page will open.
  2. Click : an empty row will be added.
  3. In the Attributes tab, under Code, select the code to be replaced.
  4. Under New Code, insert the new code to be assigned to the scenario.

IMPORTANT: the new code must not already be used in Tagetik. 5. Select Primary if the code inserted must prevail in case of any conflict. 6. Click Save to save the new code. 7. Repeat from step 3 in order to change other codes. 8. Click Run to recode all the new codes saved.

Note: this operation may take several minutes.