Best practice

  • The exchange rates in this configuration are added with the custom dimension as part of the rate record. As always, rates must be loaded properly so that all regulations are satisfied.
  • All financial data must be associated with a custom dimension that supports currency. Best practice is to use a single Other dimension. You can use a single Other dimension, a single Category dimension, or several Category dimensions.
  • All reporting views should be set to show a specific currency, not local currency.
  • When currency is associated with a custom dimension, local currency does not provide relevant financial numbers for consolidated members of any Category or Other dimensions. This is because the various currencies are summed in the local currency view before they are translated.