AX1279

Data conversion properties

This topic is a reference for all the properties that can be defined for data conversion. Data conversion is set up on the Data Conversion tab of the Edit Table dialog. All fields are required.

Item Description

Configure Data Conversion

Specifies whether data conversion is enabled for the table. This check box can only be selected if the system contains at least one valid data conversion table to hold the conversion rates.

Choose Table

The table that holds the data conversion rates to be applied to the values in the current table. You can select any table that meets the requirements of a data conversion table. For more information, see Conversion table requirements.

Conversion Table Columns

This section maps the key columns in the selected conversion table to their role in the data conversion process:

Item Description

From

The column that contains the "from" or "source" codes for the conversion.

To

The column that contains the "to" or "target" codes for the conversion.

Type

The column that contains the type codes for the conversion.

Scenario

The column that contains the scenario codes for the conversion.

Sequence Map

This section maps the sequence in the conversion table to corresponding sequence in the current table. This is used to determine which rates in the conversion table are applied to each column in the current table.

Item Description

Conversion Table

The sequence in the conversion table that contains the conversion rates.

Current Table

The sequence in the current table for which you want to convert data.

Other Settings

Item Description

Conversion Value

Specifies the "from" or "source" value for the conversion:

  • From: Select this option if every record in the data table uses the same start value. Enter the appropriate "from" value in the box. The value must be present in the specified From column.

  • Use Lookup: Select this option if different records in the data table use different start values. Select the appropriate column that holds the "from" value assignments. This column must be located in a lookup reference table. When a conversion query is made to the table, the appropriate "from" value will be looked up from the specified column.

For example, if all of the departments in this data table use United States dollars (USD) as the base currency, you can select From and then specify USD directly. However, imagine that some departments use USD as the base currency, but other departments use Canadian dollars (CAD). In this case you would set up a column on the DEPT table, such as DEPT.Currency, and assign each department to either USD or CAD. You would then select Use Lookup and specify the DEPT.Currency column.

Conversion Type

Specifies the conversion type:

  • Type: Select this option if every record in the data table uses the same conversion type. Enter the appropriate "type" value in the box. The value must be present in the specified Type column.

  • Use Lookup: Select this option if different records in the data table use different conversion types. Select the appropriate column that holds the type assignments. This column must be located in a lookup reference table. When a conversion query is made to the table, the appropriate type will be looked up from the specified column.

For example, if all of the accounts in this data table use end-of-month (EOM) as the conversion type, you can select Type and then specify EOM directly. However, imagine that some accounts should be converted using EOM, but other accounts should be converted using an average rate (AVG). In this case you would set up a column on the ACCT table, such as ACCT.ConvType, and assign each account to either EOM or AVG. You would then select Use Lookup and specify the ACCT.ConvType column.

NOTE: The conversion type can be overridden when querying data via an Axiom query. When using GetData functions, the type will always be the type specified here.

Scenario

The name of the scenario to be used for data conversions. The value must be present in the specified Scenario column. This value is required, even if all of the records in the conversion table use the same scenario value.

NOTE: The scenario can be overridden when querying data via an Axiom query. When using GetData functions, the scenario will always be the scenario specified here.