3.
If categories have not been generated for the time dimension in your model,
click
Generate Categories
from the
Run
menu. By generating categories
immediately, you do not have to wait until cube creation to see the
Period
information in the
Conversion Rates
box of the
Currency Table
dialog box.
4.
Add a data source to your model for each conversion rate source file. If you
create the time dimension from more than one source file, make sure that the
date column names match.
5.
For each source in the
Data Sources
list, double-click it to open its property
sheet, click the
General
tab, and clear the
Sets the current period
check box
and all check boxes under
Timing
.
Alternatively, ensure that the conversion date column has a different name
from that of the column used to create the time dimension.
6.
Click
OK
.
Creating a Base Table
Follow these steps to create a base table.
Procedure
1.
From the
File
menu, click
Currency Table
and select the
Use an external
currency data source
check box.
2.
If you want to change the base currency from the default, which matches the
locale setting of your operating system, under
Base Currency
, click
Properties
to open the
Currency Record
dialog box, select a different
Country or region
code
from the list and click
OK
.
3.
Confirm that the
Base table columns
box shows the correct names for the
Date
,
Country or region code
,
Rate
, and optional
Label
source columns. If not,
click the ellipsis (
...
) button to the right of the column name box and make
corrections in the
New Association
dialog box.
If the base table columns are not yet defined, click
Add
to specify the
associations for mandatory source columns in the
New Association
dialog box.
4.
When all of the
Currency Table
options are set, click
Load Table
.
Conversion rates are added for each period (date category) you specified, and
the required currency records are created for your model.
Enabling Currency Conversion
After preparing the conversion source files and creating a base table, you can
enable the currency conversion.
Procedure
1.
Specify the time dimension level to which the conversion rates apply by
clicking each currency in the
Currencies
box of the base
Currency Table
and
clicking
Properties
to open the
Currency Record
dialog box.
2.
Confirm that the
Date level
property is correctly set.
3.
Click
OK
to update the currency data.
4.
Open the property sheet for each measure that requires currency conversion
and, on the
General
tab, click
Allow currency conversion
.
Example - Converting Measures Using a Base Currency File
You use a comma-delimited text file to supply currency conversion rates for the
periods defined by the time dimension in your model.
Chapter 5. Modeling Your Key Performance Measures
117
Summary of Contents for Cognos
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