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OneStream Employee
JamesLaneOneStream Employee
OneStream Employee
Oct 8, 2025 3:38 PM UTC

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.

    4 replies

    KH1
    KH1
    Contributor
    Oct 8, 2025 7:44 PM UTC

    Thank you for sharing this video to help us.
    Is it possible to include the two template files that Matt used with his video?
    - Those two files are important and helpful for us to complete his instructions.
    Thank you, OS team.

    OneStream Employee
    JamesLaneOneStream EmployeeAuthor
    OneStream Employee
    Oct 9, 2025 2:04 PM UTC

    Thank you for the feedback. We are planning to include downloads and supplemental materials for certain QuickTips moving forward so this is a helpful request.

    QuickTips are submitted by SMEs and then Matt does the voice over for the video. So although Matt is guiding the video he did not create the recording of the tip.  I will reach out to the submitter and see if I can locate the files.

      KH1
      KH1
      Contributor
      Nov 22, 2025 10:24 PM UTC
      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.

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