How do I add a new exchange rate table?

If you have enabled exchange rates for your PowerSteering site, you now have the ability to create multiple exchange rate tables. Once created you can display multiple exchange rates in dashboards and include multiple exchange rates in reports. This article describes how to create a new exchange rate table.

Note: A PowerSteering team member must enable exchange rates for your site AND the ability to have multiple exchange rates before you can use this feature.

1. Click Exchange Rates

Click Exchange Rates
  1. On the Icon Bar click the Admin button.
  2. Click Configuration to expand the menu, then click Exchange Rates.

Note: The exchange rate and multiple exchange rate features must be enabled by a PowerSteering team member.

2. Click Add Table

  • Click Add Table.

3. Enter Table Information

Enter Table Information
  1. In the Name field, type the name of your new exchange rate table.
  2. Click Save.

Copy Current: Selecting this option will copy the rates within the table currently displayed to the new table.

Set as a default: Selecting this option will indicate that you want to use this newly created table as the default within PowerSteering.

4. Confirm Table Addition

  • View confirmation message that the new table was added.

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