Connecting People to XE

Transcription

1 Connecting People to XE Standard and Medium Edition 30th June P age

2 Connecting People to XE Your business needs accurate and reliable exchange rate data. XE delivers businesses real-time exchange rate information and eliminates the errors associated with manual data entry. Yellowfin s XE Connector provides access to the world s top traded currencies, empowering you to visualize and track currency rates in real-time/daily. Actively monitor the currencies that matter to you and your business. Take action at the right time to optimize payments, invoicing and purchase decisions. Leverage by converting any value within the connector to uncover the true value of your payments and invoices. Yellowfin makes connecting to XE and sharing insights easy: 1. Install your connector 2. Connect to your account 3. Pre-packaged content 4. Share live insights 5. Create custom reports (optional) 2 P age

3 Install your connector Add a New Data Source a) Log into Yellowfin (user must have permissions to add a new data source) b) Click Create and select Data Source 3 P age

4 Upload new connector If you can see the icon for the XE Connector at the New Connection step, then you can skip to step Connect to your XE account. Otherwise you will need to select the Not here? links below: Search Marketplace download your connector from the Yellowfin Marketplace Upload New upload your connector to your instance of Yellowfin Download the connector from the Yellowfin Marketplace c) Go to the Yellowfin Marketplace d) Download the XE Connector (it s free!) e) Two files should download - connector-xe.yfp and connector-xe.xml f) Before creating the Data Source, place the connector-xe.xml file in your yellowfin_install_directory/appserver/webapps/r OOT/WEB_INF folder. 4 P age

5 Upload new connector g) Click Upload New. h) Give your connector a name and description. i) Click Connect Platform. Your connector will now be available under Data Source. 5 P age

6 Connect to your account Once your XE Connector is installed, you can use it to connect to your XE account. Create a new Data Source a) Click Create and select Data Source. (If you have just installed your connector, then you will be immediately taken to the next step). b) Select XE 6 P age

7 Name your connection and enter your account details c) Give your connector a name and description. d) Enter username and password for your XE account. e) Enter the base currency in which you trade, accept or make payments. f) Click Launch Pre-Built Content. 7 P age

8 Pre-packaged content Congratulations, you have now connected Yellowfin to XE, enabling you to see the latest exchange rates and utilizing the currency convertor. Once you have added a New Connection, Yellowfin will take you to the Browse Page. Add XE dashboard a) From the Browse Page, open the XE dashboard. b) Click Add, to add XE to your dashboard. 8 P age

9 XE pre-built content The XE Connector comes with a single tab of pre-built content, which includes the following reports: Current Rates Currency Convertor This report displays live or daily exchange rates, based on your type of XE account, for the world s nine top traded currencies. This chart enables you to see the value of converted currency in your chosen base / home currency. Use Filters Filters are included on the dashboard to make it easy to modify the converted currency and the amount you wish to convert. To use a Filter, click on the Choose Currency button on the left hand side of your screen, search the currency by clicking on the Search button from the list provided, or by manually entering the currency. Then, click on Value and enter the value you wish to convert. By clicking on Go, you can then view the results in the Currency Convertor report. 9 P age

10 Share live insights (optional) Yellowfin s XE Connector makes it easy to share live insights with colleagues who do not have regular access to XE. Share Click on any report or dashboard and, then click Share. Now you can Distribute, , Embed or send Links to your content to colleagues with an accompanying message. 10 P age

11 Comment Collaborate where your data lives by using the Activity Stream to add comments and discuss any report or dashboard. Discussion Streams Create an XE Discussion Stream to discuss multiple reports and put your ideas into Kanban boards. 11 P age

12 Storyboard Add your XE insights into Storyboards and present your insights with live data in meetings. 12 P age

13 Create custom reports (optional) Yellowfin makes it easy to create custom insights from your XE data source. You may wish to create custom reports for XE data if: Your choice of currency is not in the pre-built content You wish to view live rates You want to change the frequency with which exchange rates are updated You wish to visualize inverse rates The configuration file, which comes with the connector, allows you to: Edit your choice of currency Change the daily rates interval to live rates interval Change the frequency with which exchange rates are updated In order to view live rates, your XE account must be registered as a live package. Edit the configuration file (if required) a) You can edit the connector-xe.xml file located in the yellowfin_install_directory/appserver/webapps/root/web_inf folder. <connector> <xe> <countercurrencies> AUD, USD, CAD, EUR, GBP, INR, ZAR, NZD, JPY </countercurrencies> <!-- Default : AUD --> <!-- Counter Currencies : The number of currencies for which you want to get the exchange rate with respect to Base currency. You can edit the currencies here by entering the three letter currency code separated by commas--> <package> Daily </package> <!-- Default : Daily --> <!-- <package> Daily/Live </package> --> <!-- If your account is registered for a Daily package, your endpoint will return history rates at your preferred daily lock-in time, ending on the date specified in your request. If your account is registered for a Live package, your endpoint will return rates at 00:00 UTC, unless you specify a time parameter in your rate request. --> <history> N </history> <! -- Default : N --> <! -- If your XE subscription is of ENTERPRISE LEVEL, then only this history option is used, or else this option is not taken into consideration because of XE s Data Caching Policy. --> <fetch_interval> daily </fetch_interval> <! -- Default : daily --> <! -- Values: daily/hourly/minutes --> <! --Fetches updated currency daily if option is set to daily, hourly if option set to hourly, and minutes if option is set to minutes --> <fetch_frequency> 2 </fetch_frequency> <! -- This option is used to specify the frequency for currency rates. If fetch_frequency is 2 and fetch_interval is hourly, your exchange rate data will be refreshed every 2 hours. Likewise, if 13 P age

14 fetch_interval is set to minutes and fetch_frequency is set to 2, data shall be refreshed every two minutes. --> </xe> </connector> b) Create a new Data Source after you have edited the configuration file. If you have already established a connection and edited the file after creating a connection, you must delete the old connection and create a new Data Source. If you have changed the currencies from the default list, pre-built content needs to be edited by clicking on the report and editing it. Create a new custom report c) Click on the + button and select Report d) Select your XE View. 14 P age

15 e) Build your query by adding the Data in which you are interested. For the XE Connector, you have two filters available: The Multiplier and Choose Currency filter. The Multiplier filter can either be set as a defined filter, where you can set the definitive value to be converted, or, it can be set as a user prompt filter, allowing you to enter a value of your choice to convert when running a report. The Choose Currency filter allows you to set or select only filtered counter currencies. For a full description regarding XE Connector and its parameters, visit: f) Since the XE small and medium packages only display spot rates, visualizing your data using big number charts in the Chart builder is suggested. 15 P age

16 g) Save your new custom report. Customize your XE dashboard a) Click on the XE dashboard drop down menu, then click Edit. b) While in edit mode, click on the report folder on the left. 16 P age

17 c) Drag your custom report onto the dashboard. d) Save your dashboard changes. 17 P age

18 Limitations of XE API API request limits XE Package level API Requests - Upper Limit Small Package Level 10,000 requests / month Medium Package Level Enterprise Package Level 100,000 requests / month Unlimited requests / month Yellowfin Requests / Hour Unlimited 10 Refresh Interval (in Min) Each rate returned is considered one API request towards your monthly package limit. You can request multiple rates in a single query. For example: Converting $1,500 from USD to CAD and GBP will count as two rate requests towards your monthly package limit, as it contains two counter currencies (CAD and GBP). When you have used your monthly package allowance, your access will be blocked until your new monthly access period begins. You can check your current package limit status by using the account info API endpoint without impacting your API request count. Yellowfin can download data from XE in real-time, however, XE updates currency values every ten minutes, thus data is displayed in Yellowfin in near real-time. 18 P age

19 One platform for all your finance data As a finance expert, Yellowfin enables you to connect, visualize and act on your critical financial data pulled from various disparate sources in one place. Enjoy a single, trustworthy view of your data to empower people throughout your organization to share the best information and confidently make the right decisions. Now that you have successfully connected to XE, you might want to try our other connectors from the Yellowfin Marketplace. About Yellowfin Yellowfin is a global Business Intelligence (BI) and analytics software vendor passionate about making BI easy. Founded in 2003 in response to the complexity and costs associated with implementing and using traditional BI tools, Yellowfin is a highly intuitive 100 percent Web-based reporting and analytics solution. Yellowfin is a leader in mobile, collaborative and embedded BI, as well as Location Intelligence and data visualization. Over 10,000 organizations, and more than 2 million end-users across 70 different countries, use Yellowfin every day. For more information, visit Additional Resources Yellowfin Website Yellowfin Marketplace Yellowfin Wiki Support Forum YouTube Channel 19 P age