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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.
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Updated 8 months ago
Version 4.0KH1
6 months agoContributor III
Application Properties: Currencies
Thanks to vc26516, another practical tip:
Use "Currency Filter" field to update a OS app's Currencies.
- That may be faster than "Currency" pick list.
1. For a mass update, use Notepad++ to edit a list of Currencies for a copy/paste into the "Currency Filter" field.
- Click: "Currency" | "Add All" = "Currency Filter" field to be filled with every currency existing in a OS app
2. For a minor update, edit Currencies in the "Currency Filter" field.