Format component settings

Format lets you determine how a given metric is displayed.

Format settings

Setting Description
Format Lets you specify the formatting of a metric as Decimal, Time, Percent, or Currency.
Decimal Places Not visible on Integer schema data types. Lets you specify the number of decimal places a metric displays.
Date Lets you determine how you want the date-time field displayed when used as a dimension in reporting. Learn more
Date-Time Lets you determine how you want the date-time field displayed when used as a dimension in reporting. Learn more
Currency Lets you determine which currency you want the metric to display in. See Currency for more details.
Show upward trend as Lets you specify if an upward trend on this metric is good (green) or bad (red).
True value and False value Only visible on Boolean schema data types. Lets you customize the dimension item label for true and false values.

Currency

When you select Currency as the Format for a metric, you can determine how to display and convert currencies.

Display currency

To display a currency for a metric:

  1. Enter the number of Decimal places.

  2. Select a currency from the Display currency in list.

Convert and display currency

AVAILABILITY

The functionality described in this section is in the Limited Testing phase of release and might not be available yet in your environment. This note will be removed when the functionality is generally available. For information about the Customer Journey Analytics release process, see Customer Journey Analytics feature releases.

To enable the conversion of a currency for one or more metrics:

  • Set up your Customer Journey Analytics connection to contain at least one event dataset that holds a currency code dimension for every event containing a currency metric. That currency code dimension uses an alphabetic currency code conforming to the ISO 4217 standard for representing currencies. These values should be in full uppercase format such as USD for $, EUR for €, GBP for £.

    1. Select the dimension from one of your datasets that holds the currency codes. For example, Currency code.

    2. Select Currency Code from the list of dimensions.

  • Repeat these steps in case that you have more dimensions holding currency codes you want to use for currency conversion.

NOTE

The metric you select for currency conversion must have a numeric type (Double, Long, Integer, Short, Byte).

To define how to convert and display a currency for a metric:

  1. Enter the number of Decimal places.

  2. Select Convert Concurrency.

  3. Select the appropriate dimension from the list of dimensions that contains the currency code field.

  4. Select a currency from the Convert and display currency in list.

Frequently Asked Questions

 How is currency conversion executed?

Upon report time, the value of the metric and original currency code are converted to USD and then converted to the currency configured for display. For this conversion, the daily currency exchange rates are used, applicable for the time of the event.

 How far back are daily conversion rates maintained?

Daily conversion rates are maintained for the last four years?

 What if I don't have a currency code field as part of my current data schema?

Several options exist for creating a new currency code field including Data Prep, Data Distiller and Derived Fields. Data Prep would be ideal for new implementations as it would be only on a go-forward basis. Depending on an organization’s setup, Data Distiller and Derived Fields may be used to access the currency code values historically.

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