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Update reporting currency in your existing API framework

This step-by-step guide will help you add reporting amounts to your existing framework in relation to the new reporting currency feature.

Want to start using Reporting Currency? Read the setup guide here: How to set up reporting currency (enterprise) - INDSÆT LINK

BEFORE YOU START

Only relevant if you are on the Enterprise tier and have an existing API framework. Otherwise, you can just download a new one that includes the reporting currency.

Step-by-step video guide

INDSÆT VIDEO 

 

IMPORTANT: Save this as a new report and do not update your existing report. 
  1. Correct the extract from the API
    1. Open the Power Query
    2. Go to the CA table and navigate to the step called “VarColumns”
    3. Add two new lines where you write “ReportingAmountPeriod” and “ReportingAmountYTD”
    4. Close and load
  2. Update formulas so they use the Reporting Amount columns
    1. Copy “CA[AmountYTD]”
    2. Go to “Replace” in Excel
    3. Paste “CA[AmountYTD]” into Find What and type “CA[ReportingAmountYTD]” in the Replace With field
    4. Click “Replace All” – after that, the formulas will use the reporting currency columns