This guide explains how to use the Currency Conversion enrichment to convert currency-based metrics in your data table from one currency to another.
The Currency Conversion enrichment provides a user-friendly interface that helps you to select the column that contains the currency to convert and the currencies to convert between. The Currency Conversion enrichment uses the currency custom script instruction in the background.
Adverity uses the exchange rate from your chosen exchange rate provider for the specific date to convert between currencies. If the exchange rate is not available for the date or if no date column is specified, Adverity uses the latest available exchange rate.
Before you complete the procedure in this guide, perform all of the following actions:
Make sure that the data extract fetched using the datastream contains a field with a metric in the source currency that you want to convert to the target currency.
If you have multiple currencies in the data extract, make sure that the data extract contains a column with information about the currencies in ISO format.
Configuring the Currency Conversion enrichment
This guide explains how to configure the Currency Conversion enrichment. Before completing this step, start creating an enrichment by following the instructions in Using standard enrichments. To configure this enrichment, follow these steps:
Under the Instructions tab, in the Source column drop-down menu, select the field that contains values in the source currency.
In the Exchange rate provider drop-down menu, select an organization from which to use an exchange rate.
In the From currency drop-down menu, select the source currency. If you have multiple currencies in a column in the data extract, select Automatic. This list of available currencies changes based on the organization selected in the Exchange rate provider field.
If you selected Automatic in From currency, select the column that contains information about currencies in Currency column.
In the To currency drop-down menu, select the target currency.
In the Date column drop-down menu, select the field in your data table that contains the dates associated with the currency-based metric.
(Optional) By default, Adverity replaces the existing values in the field that contained the values text in the source currency. To preserve the original field and add the converted values to a new field, select Add additional column in the Action drop-down menu.
To preview your enrichment at this step, click the Table preview tab. Here, you can see how your current enrichment instructions will transform the data you have previously collected using this datastream.
If the preview shows that the enrichment is not working in the way you want it to, click the Instructions tab to adjust the enrichment settings.
Repeat these steps until the preview shows that the enrichment will have the effect you want.
For more information about the preview, see Previewing enrichments.
Video guide: How to use the Currency Conversion enrichment
This video guide explains how to create and configure a Currency Conversion enrichment.