SAP SuccessFactors Reporting and Analytics Quick Tips: Converting Currencies
What is this?
This post is the first in a planned series of SAP SuccessFactors Reporting and Analytics Quick Tips. In this post, I’ll walk you through currency conversion in SAP SuccessFactors ORD/Advanced Reporting; if you’re using Report Center, Advanced Reporting is part of Canvas Reports.
Mike Hoekstra is an SAP® SuccessFactors® Reporting and Analytics expert at Aasonn, an SAP® Gold Partner. He is certified in SAP® SuccessFactors® Reporting Tools, and as a Workforce Analytics (WFA) Technical and Functional Consultant. He leads new implementations, delivers training sessions, and assists clients in developing complex reports.
- SAP SuccessFactors Employee Central
- ORD/Advanced Reporting
- Manual load of Currency Exchange Rate table
Add Currency Tables
The Currency and CurrencyExchangeRate Foundation tables can be pulled into your query via the Compensation table:
The CurrencyExchangeRate (CER) table lists Currency Code pairs and an exchange rate conversion from Code 1 to Code 2.
I’ve added the Codes 1 and 2 and exchangeRate from CER to the following Employee Compensation query next to Annual Pay:
As you can see, there are multiple rows returned for this employee, since all currency pairs are returned. In this example, the employee is paid in USD so these are all pairs returned with USD as Code 1. Code 2 is the currency to be converted to with the shown exchange rate.
Return One Row For Each Employee
There are two steps to take to return one row for each employee with your desired currency. Let’s use British Pound Sterling (GBP) as the example currency to be converted to for Annual Pay.
1. Filter by GBP on Code 2
Tip: You can also make this a Runtime Filter so the end user can choose their currency if desired.
2. Create a Calculated Column to calculate the converted Annual Pay
Here is your final result (with Code 1 Code, Code 1 Label, Code 2 Label, and exchangeRate removed from the result set).
I hope you found this useful; feel free to reach out to me with any questions or leave a comment below.
Hi Mike, this is great. Where does Advanced Reporting pull the exchange rates from? Are they the exchange rates loaded in to the system manually, or is it able to pull from an external / live source?
Good question, James Hatch. The Currency Exchange Rate table does indeed need to be loaded manually. I've updated the article to indicate this load as a prerequesite. Thanks for your input!
Mike, I am late to the table. Thank you for this... It worked perfectly!
I have another related question. we store bonuses in 2 ways in our system, %s and Values.
I need to convert them all to values and then apply the exchange rate calculation. I am struggling with how to multiply one pay component (Bonus %) by another (Basic Salary).
Any guidance would be hugely appreciated.
Thank you for the informative blog! I have a query, can you please guide me to update the Dollar sign in the Advance Analytics to the GB Pound sign in the Cost / Application.
the path is
Recruiting > Advanced Analytics > Display Options > Customize > Cost/Application
I would really appreciate it if you could help me out here!
This is helpful, thanks.