Knowledge Base Article

QuickTips: Loading FX Rates

This QuickTips video explores FX Rates in OneStream. Learn how to add currency to an application, create new FX Rate Types, load FX Rates by a CSV file, and use a FX Rate function in spreadsheets. ...

Updated 2 months ago

Version 4.0

FXRatesExcelRetrieve_BudgetRates2020.xlsx22 KB

FxRates_2020.xlsx12 KB

Contributor II

3 days ago

Another practical tip: use the "Currency Filter" field to update Currencies
- That may be faster than the "Currency" pick list.
- For a mass update, use Notepad++ to edit a list of Currencies for a copy/paste into the "Currency Filter" field.
- For a minor update, edit Currencies in the "Currency Filter" field.