Designating a Logical Table as a Lookup Table About the LOOKUP Function Syntax

16 Configuring Currency Options 16-1 16 Configuring Currency Options When content designers create analyses, they often include data that shows currency, such as American dollars. As the administrator, you can perform various tasks that affect currency options that are available to users. This chapter includes the following topics: ■ Section 16.1, Changing the Default Currency for Analyses ■ Section 16.2, Defining User-Preferred Currency Options

16.1 Changing the Default Currency for Analyses

You can change the default currency that is displayed, for example, from French Francs to Euros. For information about using formatting functions in Answers, see Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition. To set the default currency: 1. Open the currencies.xml file in the directory ORACLE_HOME\bifoundation\web\display. 2. Search for the currency to make the default, for example, USD, CAD, PEN, or MAD. 3. Copy the entire currency element. For example, copy the currency tag for the Euro: - Currency tag=int:euro-l type=international symbol=_ displayMessage=kmsgCurrencyEuroLeft digits=2 format= negative tag=minus format=- Currency 4. Search for the text string int:wrhs, located near the top of the file. 5. Select the entire element and replace it by pasting the copied element over it. 6. Replace the tag attribute so it reads int:wrhs. For example, replace tag=int:euro-l with tag=int:wrhs. 7. Restart the service for Oracle BI Presentation Services. To specify the currency for a column in a customized subject area: 1. In Answers, modify the analysis that uses the subject area.

2. In the Analysis editor: Criteria tab, click the Options button for the currency

column and select Column Properties to display the Column Properties dialog. 3. Click the Data Format tab and select the Override Default Data Format box. 16-2 System Administrators Guide for Oracle Business Intelligence Enterprise Edition

4. In the Treat Numbers As box, select Currency.

5. In the Currency Symbol list, select the symbol.

6. Complete the other options on the tab as appropriate. 7. If desired, save this setting as a systemwide default.

8. Click OK when you have finished, and repeat the preceding steps for any other

columns to change.

16.2 Defining User-Preferred Currency Options

Users can select the currency in which they prefer to view currency columns in analyses and dashboards in two ways: ■ In the Currency box on the My Account dialog: Preferences tab ■ In currency prompts Figure 16–1 Example of the Currency Box on the My Account Dialog: Preferences Tab For information about setting the currency preference on the My Account dialog: Preferences tab or about currency prompts, see Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition. You define the currency options that are to be displayed in the Currency box and in a currency prompt in the userpref_currencies.xml file. These currency options must be for currencies to which your installation can convert columns. Defining the currency options also controls whether the Currency box is available on the My Account dialog: Preferences tab and whether the Currency Prompt option is available on the Definition pane of the Prompt editor. When you define these currency options, you can use one of two types of mappings: ■ Static — Produces a static list of currency options that all users see. ■ Dynamic — Produces a list of currency options that changes dynamically based on a logical SQL statement that you specify. This is useful, for example, to dynamically change the currency options so that each user sees a list specific to his or her account. Each user sees a subset of the total options available. For example, one group of users might want to select from only Global Currency 1 or Global Currency 2 while another group might want to select from different options.