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kevin_ly
kevin_ly
Helper ⭐️
April 20, 2017

Active Multi-currency Conversation for Non Aggregated Tables

  • April 20, 2017
  • 5 replies
  • 136 views
In our reports builder and rules currency type fields do convert when you aggregate. All it takes is to perform a SUM aggregation for that field.

In reports, SUM on the Currency Field when it is pivoted by a field in the "By" Section would also convert values. However, given a tabular report with nothing in the by, you will get the non aggregated data value.

Also, if the report is already pivoted to a column chart or etc, drilling into a column that sums currency, drill down table will show the raw value of the currency instead of a converted value. This is an issue and it would be really nice if we can check a box that says "Convert Currency Fields".

The around is to use rules and push values around, but that can be a real hassle, especially when a dashboard has to be made.


      5 replies

      dstokowski
      dstokowski
      Gainsight Employee ⭐️⭐️
      April 24, 2017
      Kevin - What do you mean by conversion in "Convert Currency Fields"?  Converting what to what?  Are you referring to MDA or SFDC?
      kevin_ly
      kevin_lyAuthor
      Helper ⭐️
      April 24, 2017
      Hey Denise, for example in SFDC for an opportunity in JPY I can convert that into the corporate currency stated in my org via Gainisight rules into USD. I want to be able to do that in reports without performing an aggregation. So we are converting a foreign currency to a common currency in a report and have dashboards in one currency instead of a mix.

      For now I would say SFDC reports that don't do aggregations on currency field, such as reports using just the "Show me" section and drill down tables.
      venky_reddy_k
      venky_reddy_k
      Helper ⭐️
      April 26, 2017
      Hello Kevin, we started tracking this and will put it in the roadmap at a future time. Will update here accordingly.
        johnny_burtchaell
        johnny_burtchaell
        Helper ⭐️
        May 3, 2017
        Agree. Our SFDC currency is US Dollars

        For my dashboards, if i'm showing "Renewal ACV" summed per month, it will be in US dollars. When I click the graph to drill deeper, that same "Renewal ACV" field will not be auto-converted into US dollars. Gainsight is grabbing whatever currency is on the opportunity. If it happens to be a foreign currency, it does not auto-convert to US Dollars. 

        Our SFDC Reports have the option to add a Currency Conversion field, it would be great if Gainsight could also add a currency conversion...
        R
        rakesh_lingala
        Helper ⭐️⭐️⭐️
        February 3, 2020

        Hello Kevin, we started tracking this and will put it in the roadmap at a future time. Will update here accordingly.

        Hello Everyone!

        Super Exciting News!!! Gainsight now supports Multi-Currency feature for new NXT customers. New NXT customers who onboard Gainsight NXT after the V6.10 Release, can enable the Multi-Currency feature to support multiple currencies across Gainsight. When Admins enable the Multi-Currency feature, various related changes are visible across Gainsight functionalities.

        For existing customers who are using single-currency support, we're developing a migration framework to upgrade you to Multi-Currency. We will upgrade customers in batches over the next few months. If you have any questions, please contact your Gainsight Client Outcomes Manager (COM).

        Happy Posting.

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