Multi-Currency Service in Cloudability

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Multi-Currency Service offers a centralized platform to manage currency exchange tables for your Apptio products. The service simplifies administration and eliminates the need to maintain separate tables for individual products. You can upload the currency exchange tables from a common interface and configure the different Apptio products to use the same tables for currency calculations.

For more information, refer to https://www.ibm.com/docs/en/apptio-platform/multi-currency-service/saas?topic=multi-currency-service.

The Apptio Multi Currency Exchange Rate Service allows you to use a common currency across all of Cloudability , regardless of the cloud service provider or currency they are billed in. Organizations can operate and communicate in their preferred currency without the need to convert currencies outside of Cloudability.

An organization's Cloudability Billing Contact can designate a preferred currency for users to view reports and dashboards and define exchange rates used for currency conversion.

Only Cloudability admin users can configure currency preferences. To become a Cloudability admin user, contact your organization’s Cloudability administrator, Apptio Support or Apptio account representative.

Learn more about user roles in Cloudability .

Note: The Apptio Multi Currency Exchange Rate Service rates are not currently applied to data in Apptio BI that is surfaced from Cloudability.

How to enable multi-currency configuration in Cloudability

In Cloudability , multi-currency configuration can be enabled only by users with Billing Admin permission.

First, Billing Admin needs to set the Preferred Currency with below steps:

  1. Access Cloudability home page.

  2. Select the Profile icon at the top-right corner of the page, and select Manage Profile .

  3. On your profile page, select CURRENCY tab.

  4. Under the CURRENCY menu, select your preferred currency.

  5. Under the LOCALE menu, select the preferred locale. A preview of the set currency is displayed dynamically.

  6. Select Save Currency settings.

This is a one-time configuration, applicable only during the initial setup.

After this, Billing Admin should go to multi-currency configuration screen from the Settings (gear icon) menu at the upper right corner for the Apex Shell, select Multi-Currency Configuration. This will open the Manage Currency Exchange page. Upload a table in CSV format, that defines the exchange rate of their preferred currency relative to USD.

Once these 2 steps are done, it may take up to 24 hours for the changes to take effect.

Is it possible to update the currency conversions via API?

At present, it is not possible to update the currency conversions via API. The only supported way is using the MCS UI.