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ajackett
Newcomer
May 11, 2023

Drilldown to Reporting Currency

  • May 11, 2023
  • 3 replies
  • 0 views

Hi all, 

Using the CV Drilldown function, is there a way to show the Reporting Currency for a group of entities rather than just the Local currency? I've had a few of our users ask for this, but I don't believe it's possible out-of-the-box but interested if anyone has a way of showing this. 

For example, I have a Euro currency group that is comprised of USD and EUR entities. Is it possible to drill or show a drillable view which shows all the amounts in Euros? See below, the users are keen to be able to drill so they can see all the base values in EUR, rather than the mix of USD/EUR. It may not be possible, or I might just be missing something obvious. 

ajackett_0-1683799592544.png

Thanks

3 replies

E
OneStream Employee
EricOsmanskiOneStream Employee
OneStream Employee
May 11, 2023

You should be able to by right clicking on the Entity Parent in the Drill down and selecting "Entity Children Contributions". This will show the value in EUR that the children contributed to that parent.

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ajackettAuthor
Newcomer
May 11, 2023

Thanks Eric - I thought this might be the best case. I'll try and drill down to see if the users can achieve what they need. 

    G
    Guido_Wams
    Newcomer
    November 5, 2024

    Hi ajackett,

    I recently received the same question from end users as you have. The suggested "Entity Children Contributions" drilldown option however doesn't resolve the "issue", Users are looking for the full list of base entities with amounts shown in the group currency. Did you find another solution that meets this requirement?

    Regards, Guido

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