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Adaptive Planning
Set Default Currency

Set Default Currency

Currency is both a workbook property and an element. In OfficeConnect reports:
  • When you explicitly apply a currency element, it displays in the
    Review
    tab under
    Elements
    .
  • When you don't explicitly apply a currency element, it's implicitly applied based on the currency setting in the workbook properties. It displays in the
    Review
    tab as italicized and includes the source info in parentheses.
    Example: Planning Data Source:
    Currency = CAD - Canada, Dollars (Level)
    Example: Financial Management Data Source:
    Currency = USD- US Dollar (Model Default)
To override the default currency, you can either:
  • Change the currency setting in the workbook properties.
  • Apply currency elements to reports rows, columns, filters, or cells.
Currency defaults and elements follow the precedence rules. See Concept: Default Types and Precedence Rules .

Currency Workbook Defaults

You have two currency default options: Level Currency and Corporate Currency.

Level Currency

  • The report uses the currency associated with the level element.
  • If you don't add a level element to the report, the report uses your default level and the currency that comes along with it.
  • If you add a level element, the report adds the Currency with it.

Corporate Currency

  • The report uses the currency associated with the corporate headquarters.
  • If you add levels to the report, the data continues to display the same currency.

Change the Currency Default

Select the currency you want the report use:
  1. Select
    Workbook Properties
     WoekbookProperties.png .
  2. On the
    General
    tab, select
    Level currency
     or
    Corporate currency
    .
  3. Select
    OK
    .

Currency Elements

If you add a currency element to any part of the report, the report displays the currency you added and overrides the default. See the Understand Currency Elements.