This article explains how to configure a Currency field in a Data Table and use Base Currency to convert and display values in a standard format for reporting.
Let’s consider a cafe chain with outlets in the United States, where daily sales are recorded in USD. At the end of the month, the business owner wants to review the total revenue in another currency for reporting purposes. Since all sales are recorded in USD, it becomes difficult to understand the value in the required currency without manual conversion.
To address this, a Currency field is configured in the Data Table with a Base Currency. This ensures that all values entered in USD are automatically converted into the selected base currency using the current exchange rate.
As a result, all revenue data is displayed in a single currency, making it easy to review totals, compare outlet performance, and generate reports.
For this use case, make sure you have an application created. While creating the Data Table, add the required fields and include a Currency field. Once the field is added, select it to open the Properties panel.
Configure the following:
This ensures all values entered in USD are automatically converted into INR using the current exchange rate. To capture and store data in the Data Table, the application uses App Data Functions. These ensure that data entered in the application is automatically stored in the corresponding Data Table. The Base Currency configuration is shown in the GIF below for reference.