Dataflow - Storing the values based on the Reporting Unit Default Currency

Efraim · 2025-07-28T10:02:42+00:00

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Hi all,

I would like to get the value from the source cube based on the target's RU Default Currency (Parent of the RU entity). The Source Cube has values in all currencies so would like to get only the value corresponding to the RU's default currency.

If the Target's RU Default Currency is GBP, it should get the value from the Source Cube with the Currency of GBP as well.

As of now I am doing this with multiple Dataflows using the Select and Refer to method (e.g. RU Default Currency Selection: GBP and Source Cube Currency Refer to: GBP)

Is there an easier of doing this using just one Dataflow instead of multiple ones?

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Hamza Mesbahi

Hi @Efraim,

Just to clarify, you're working with a hierarchy where Currency is the parent of Reporting Unit? In your example, is the source cube dimensioned only by Reporting Unit (since both the parent and child entities can't be used together)? Or is Currency a separate dimension in the source cube?

Kind regards,

Hamza

Helmut Heimann

Hi @Efraim ,

I understood that you have two separate entities for the currency—the "standard" currency that is not connected to any other entity (not part of any tree), and the RU default currency that is parent to the RU, correct?

The source cube is dimensioned by RU and the standard currency and has values in different currencies as well as in the RU default currency. The target cube shall be dimensioned by RU only, which would imply the RU default currency.

Then you'd need a mapping cube that connects the standard currency to the default currency of the RU's.

When an RU is selected the RU's default currency will be selected as well. You can then select the standard currency based on the mapping cube to select the slice in the source cube you want to copy to the target.
Then you'll use a simple a*b dataflow

And this would be the result

Best,
Helmut

Efraim

Hello @Hamza Mesbahi , the Currency is a separate entity but I also have a Reporting Unit Currency entity that is related to Reporting Unit. This RU Currency is a parent of the RU.

Efraim

Hello @Helmut Heimann , your understanding is correct. Will try your suggested approach. Thank you so much!

Efraim

@Helmut Heimann I've tried the approach and run it for all Reporting Units. It looks like this approach is storing the combined value of all currencies so I assume this will work only if a Reporting Unit is selected before running the procedure. Is that right?

Helmut Heimann

Hi @Efraim ,

yes, that's correct.
You could do a loop over the RU and inside the loop call the procedure group for the calculation.

In my example with only 4 RU's I've done that manually ;-)

Best,
Helmut

Efraim

Hello @Helmut Heimann , how do I create a loop? I don't remember seeing a Loop Action step in a procedure.