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Display correct currency symbol as per the user preference in Fusion

We have always used 'User's Preferred Currency' for Currency symbol under 'Data Formatting' in OTBI reports. We are rolling out reports to EMEA and APAC users and they only see '$' in the amount columns, not their currencies. They have the right regional settings. Within OTBI 'My Account', the currency is set to 'User Preferred Currency using Simple Currency Management'. Despite this, the reports only show $ sign before amounts.

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ravinat

Thanks Vivek for bringing this up. I raised a SR on this: https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fsupporthtml.oracle.com%2Fepmos%2Ffaces%2FSrDetail%3FsrNumber%3D3-34946251761%26srProdClass%3DCloudNS&data=05%7C02%7Cravi.natarajan%40sas.com%7Cc529e3dc6ac6471e91e008dc4a4bb0cb%7Cb1c14d5c362545b3a4309552373a0c2f%7C0%7C0%7C638466936179007904%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=E4Kqqyko%2BfyE6lUdtw1yX7EemWrIziBZ95wR8c1MwYo%3D&reserved=0

According to the documentation, when a user chooses 'User Preferred Currency' as the formatting option for Currency symbol, the value must be displayed in the report according to the user's preference. This does not change at all. It is constantly a '$' sign. We have rolled out reports to EMEA and APAC and all they see are Fusion budget, cost, revenue numbers with a '$' sign. This appears to be a miss and Oracle Support has advised me to bring this up as an idea here.

I have tried User settings of Fusion, Account Settings of OTBI and this does not change. All the currency symbols are available in OTBI. For example, you can write reports with a Euro symbol. But, 'User Preferred currency' alone does not work. Any OTBI report rolled out globally that has amounts must avoid using this setting, as it does not work. I have around 30 reports where I had to change the formatting to a number and include the currency code instead.

This is a limitation that Oracle needs to address. Some of the budget screens in Fusion do display the correct currency symbol based on the currency the user has setup the budgets. However, OTBI does not seem to globalize well as far as currency symbols go.

Shankar-Oracle

Could you please review the below support document:

Oracle CX Sales: User Preferred Currency Usages in Business Intelligence (BI) (Doc ID 1633382.1)

ravinat

Thanks for sharing the document. The requirement we have is a very simple one. The UK user enters his/her amounts in Pound Sterling and the Italian user enters his/her amounts in Euros. The report, when run by the UK user must simply have the £ symbol before the amount and the Italian user should see € symbol. There is no need to do any currency conversions of any kind. I have seen this document before and it assumes that you have a corp currency and does conversion to the corp currency. The issue here is not any exchange rate. As an example, the British user has a contract for £80,000.00 and the Italian user is surfacing another contract that has a value of € 750,000.00. It is a simple list of contracts that they surface for their projects. Setting the contract amount field to currency format will display $80,000.00 to the British user and $750,000.00 to the Italian user. The British user wants to see the value in their currency and the Italian user in Euros. I have not found a simple method to do this. The British user's Fusion profile is set to £ and the Italian user's Fusion profile is set to €.

ravinat

I forgot to include an important piece of information. In our setup, the British user cannot see Italian contracts and vice versa. They are allowed to see only their own business unit. Barring a few exceptions (Canada, Mexico and Middle East countries), contract, budget, revenues, costs are always in the country's local currency. The countries of exception have USD values apart from their local currency. The focus here is to ensure that the majority requirement of currency symbol (local currency) is met.