Currency conversion procedure

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Convert currency from filters panel

  1. From the dimension panel, drag a currency onto the filers panel.
  2. Select For conversion, then choose the type of conversion to perform. The filters active as conversion are identified with .
  3. Click the button for the currency filter and select On-the-fly conversion: the data of the entire matrix will be converted into the currency entered as the filter and follow the algorithms used by the reporting engine.

Note: the currency dimension can be entered in the matrix as a row/column header even if it is also present in the filters panel, but only if the relative currency conversion has been defined.

Convert the currency from the matrix

  1. In the matrix, right click on the cell containing the currency to be converted, then select On-the-fly conversion.
  2. Select For conversion, then choose the type of conversion to be performed: the cells in which a conversion has been performed are identified with .
  3. To remove the conversion, right click on the cell, select On-the-fly conversion, then As filter.
  4. Click to view the updated data.

Note: it is possible to perform conversions based on other scenarios/periods apart from those in the matrix.