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Dako

Ability to choose running users personal settings for currency in reports

Operational Reporting

When creating a report, in the step "Select criteria" under "Advance settings" you have the possibility to choose currency. In this pick list we would like to have an added value, which is the possibility to choose the local currency settings from the running user of the report, which is stated under in the Personal settings for each user.

As it is now, you either choose the currency manually when you create the report or the report will use the corporate currency. This gives us the problem that we need to create a report in each currency that we need the report in. This is especially a problem regarding to our dashboards, since we have a lot dashboards in different currencies, and it would be a great help just to let the report choose the running users currency, so we only need to create 1 report instead of 10.

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Eleni Barakos - 2 months ago

this would be nice to have(needed) to set in the UI and not just in the metadata
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Thomas Kluson - 6 months ago

Hello Evan,

interesting discovery. I tested it and can confirm that it works. Thank you for sharing it.
It shows that the feature is actually there, but simply can not be accessed by normal means. Too Bad.

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Evan Ponter - 7 months ago

I found a workaround - the documentation states "In reports, the primary currency reflects either the default corporate currency or the currency selected for the record. The secondary currency reflects the personal default currency of the user running the report, or the currency specified in the report criteria."

Since that last statement is either/or, I thought "what if I remove the currency specified on the report?" I edited the XML metadata of the report in order to remove the <currency> property. I used Visual Studio Code for this after getting CLI set up. Then I deployed this new version of the report back into my org. Now, the "Show > Currencies Using" setting on the report will now automatically toggle to the currency for the user running the report.

It seems this is officially supported based on the documentation, but there isn't a way to set this in the UI. The metadata supports defining a report without a <currency> property, so as long as you can edit the metadata for your report, this should work.

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Donna Charron - 10 months ago

This is a problem, especially for dashboards. We have to recreate the same dashboard with reports for each currency.
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Brage Vik - 11 months ago

We need this, yesterday. Same for Dashboards.
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Maud EON - 1 year ago

Another similar ticket was created for this request https://success.salesforce.com/ideaView?id=08730000000jYaUAAU
Merging all the requests would make this ticket viable for dev!
Urgently needed in my international organization as well for reports and dashboards.
Thanks

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David Walker - 1 year ago

As a variation on the idea, we would like to be able to dynamically assign the currency based on a field variable. We have projects in different currencies, for a single office, so just using the user currency settings will not be sufficient.

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Thomas Kluson - 1 year ago

Another idea, same topic: https://success.salesforce.com/ideaView?id=08730000000ZCYWAA4. Should be merged.
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Peter Mandy - 1 year ago

100% Need this. Cloning reports and dashboards for each currency is a long-winded workaround.
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Kristine Curington - 1 year ago

We have 6 currencies enabled in our org. We want to have a dashboard display the currency based on the running user's default currency. Does SF expect us to create 6 dashbards so that we can have a dashboard for each currency?

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Ownly Conseil - 1 year ago

Hi Thomas,

In our case, the main report is filtered by "My Opportunies". hence, it made sense to use the "Owner.Currency__c". However, I'd imagine in some cases you might need to use the $User.Currency__c".
Anyhow please let me know the solution worked out in the end!

Best Regards

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Géraldine ANDERSON GOUBET - 1 year ago

Yes, a dynamic dashboard in user local currency would be great as dynamic dashboard!!!
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Thomas Kluson - 1 year ago

Hello Rod, thank you for this. I have tested step 1 to 3 from your instructions, and it worked. I am wondering why Salesforce allows us to access "DefaultCurrencyIsoCode" within a process, but not within a formula. Strange ...

Regarding step 4: I assume this formula field should be created in the object, where currency amounts need to be converted, e.g. in object "Account"? Right? In the formula you use "Owner.Currency__c". Shouldn't we rather use "$User.Currency__c" instead?

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Ownly Conseil - 1 year ago

Hi There,

I've created a workaround that might not be a one-size-fit-all solution but it has worked for one of our clients.

1. Create a custom field on the user object called "Currency__c"
Setup>User>Fields and relationship> New> text field >save.

2. Create a process builder that will populate the recenlty created "Currency__c" field with the Currency ISO code.
Process builder example

3. Update all users (this will trigger the above mentioned process builder)
4. Create a custom formula field of the type "number" (not currency) with the next formula:
if( TEXT(CurrencyIsoCode) = Owner.Currency__c , Amount , Amount *(CURRENCYRATE(Owner.Currency__c)))

Then Update your report and dashboards by including that field.

I hope this helps someone

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Pavel Nemec - 1 year ago

This is one of the pain points of Salesforce for us right now. We are using 9 different currencies, which means that we are forced to create 9 different copies of the same report just for the sake of different currency. This is a nightmare to manage!