1. Overview

• After the company enables multi-currency, the system supports multi-currency capabilities. New currency-related fields will be added to built-in objects automatically; for custom objects, administrators must add custom fields themselves.
• BI preset assets (including: preset Dashboard / templates / Home / metrics), which are by default based on the Original Currency, will get an additional set of preset assets based on the Base Currency.
• Base Currency: the company’s functional currency used for accounting. It can only be set once and cannot be changed afterward.
• Original Currency: the transaction currency used in international business.

Multi-currency usage in BI

• After multi-currency is enabled, for preset objects when creating new Reports, amount-type fields will include an additional calculated field in Base Currency. Users can choose to aggregate by Original Currency or by the Base Currency field depending on reporting needs.
• For custom objects, you must add a calculated field on the object to store the Base Currency amount. Calculation: Base Currency = Original Currency * Exchange Rate

• When “Currency” is used as a data-range filter, the default value is the user’s default currency. The selectable options are the currencies marked “Enabled” in the Currency Management list.