Currency

The Currency dimension defines the currencies used in the application. All applications must include a member named Local with an ID of 0 to indicate reported, untranslated data. This member is included in the starter database. It must be added to shell databases.

Property or Attribute Required Required by the Import Wizard when Adding Members Required by the Import Wizard when Updating Members Notes Default set by Import Wizard if value is missing from import file
ID Required Optional Required (if Name not provided) The starter database includes a default member named Local with ID 0. This member stores the reported data, regardless of currency. All applications are required to have this member. The ID is automatically generated if not included.
Name Required Required Required (if ID not provided) The name can have up to 40 characters. Must be unique within the dimension. No default. User must supply.
Description Optional Optional Optional The description can have up to 255 characters. If not specified, defaults to the name.
Translation Type Required Optional Optional Indicates whether the currency exchange rate should be used as a multiplier (M) or divisor (D) factor for translation. M
Precision Optional Optional Optional Specifies the number of decimal places to use for the currency exchange rate factor. 0-9 is accepted. If not included, no special precision is set for the currency. Null
Symbol Optional Optional Optional Sets the symbol to use when reporting numbers in a given currency. For example, specify $ for the U.S. dollar. Null
Required Optional Optional Optional Indicates if this currency is required for documenting acquisitions: Y – Yes, N- No. If set to Y, the currency is included for the acquisition journal and the user must provide a value. N – No

The minimum file format to add members to this dimension is:

  • Name
  • Local
  • USD
  • EUR
  • GBP
  • CAD
  • HKD