---
sourceDocument: Xanadu ServiceNow AI Platform Administration
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/platform-administration

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    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu ServiceNow AI Platform Administration

ft:clusterId :

    - platadm

bundleId :

    - platadm

workflow :

    - Platform


---

# Understanding FX Currency values in lists and reports

# Understanding FX Currency values in lists and reports {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read

By default, the currency values that appear in the FX Currency fields in lists and
reports are the values that you directly enter into the FX Currency fields. For reports, the
aggregations of FX Currency fields are, by default, reference currency values.

## FX Currency values in list views {#fx-currency-values-lists-reports__section_evs_ng5_tjb}

In lists, FX Currency values appear as a formatted currency string returned from getDisplayValue().

* The settings in the Display Digits and Display Value Currency fields in System LocalizationFX Currency Configuration determine how the currency values appear in lists.
* To learn more, see [Identify the FX Currency field and its display parameters](https://servicenow-prod.fluidtopics.net/eQirYio0Gk2kO3KlanTc2Q "Specify the table, and the field within the table (for example, cost), that the FX Currency configuration applies to. Then, select the decimal precision and currency display parameters for the field.").
{#fx-currency-values-lists-reports__ul_x5c_jxv_pkb}  
For an FX Currency field that depends on another FX Currency field, the currency value comes from the Currency Instance \[fx_currency2_instance\] record associated with the latter. The display value format is based on how you configured its display settings in System LocalizationFX Currency Configuration.  
Note:  
An FX Currency field in a custom table is a reference field that stores the reference (sys_id) to the actual record. Because the sys_id is 32 characters, the Max length of the FX Currency column must be 32 (default).

## Filtering FX Currency values in lists {#fx-currency-values-lists-reports__section_t3v_gcx_zjb}

In lists, FX Currency field filtering behaves differently than with standard currency fields. The filtering takes place using the currency type selected when a currency value is originally entered into an FX Currency field. It doesn't take reference currencies into account when you filter a list. So, if the unfiltered list contains FX Currency field entries in multiple currencies, a filtered list would only contain those records originally entered using the specified filtering currency.

* For example, if you entered a currency value in Euros (EUR) and the reference currency is US Dollars (USD), the reference currency value may appear in an unfiltered list.
* However, if you filter the list, and select USD as the currency, the currency value, originally entered in Euros, doesn't appear. In this case, only currency values originally entered in USD would appear.
{#fx-currency-values-lists-reports__ul_d33_gvt_1kb}

## Dependent FX Currency fields {#fx-currency-values-lists-reports__section_zf4_ntt_1kb}

Use of FX Currency view or dependent fields enable you to use alternate display
configurations defined in System LocalizationFX Currency Configuration for a particular FX Currency field. To learn more about FX Currency field
configurations, see [Configuring FX Currency field behavior](https://servicenow-prod.fluidtopics.net/qK7lN0TKzVNY9eYTRS1nHA "After establishing global currency defaults, you can create custom FX Currency configurations for specific table fields. Identify the table fields that use FX Currency, and define how currency conversion calculations should be performed, displayed, filtered, and aggregated.").

When you create an FX Currency field, you can mark it as dependent on another FX Currency
field. Marking an FX Currency field as dependent enables it to use the configuration
settings for the original FX Currency field to display the amount values in different
currency. Any changes that you make to the dependent field don't affect the original FX
Currency field.

## FX Currency reporting, aggregation, and group by {#fx-currency-values-lists-reports__section_x1q_pg5_tjb}

You can select FX Currency fields for inclusion on reports, and they display in the same manner as in list views.

* FX Currency fields appear as a formatted currency string returned from getDisplayValue().
* If you set the Display Value Currency field in System LocalizationAll Properties to Display in Session Currency, the session currency assigned to the user running the report appears.
{#fx-currency-values-lists-reports__ul_c2h_cdq_5jb}

You can aggregate like reference currency values within a Currency Instance record. The
following is the aggregated FX Currency data format in the ServiceNow AI Platform®:  
{#fx-currency-values-lists-reports__table_wnw_24t_1mb__entry__2}

| Type | Description |
|-|-|
| String | Value of the aggregation. If the values being aggregated are FX Currency values, the returned value is in the format `currency_code:currency_value`, such as: `USD:134.980000` Otherwise, the returned value is just the currency value, such as: `134.980000`. Note: If the field contains FX Currency values of mixed currency types, the values cannot be aggregated. The value is returned as a semicolon (;). |
[Table 1. Aggregate FX Currency value]

{#fx-currency-values-lists-reports__table_wnw_24t_1mb}  
For example, if the Cost field on a transaction record is an FX Currency field, you can group by cost.amount or cost.currency.

* Aggregation operations, such as SUM, translate as `SUM(amount)` or `SUM(reference_amount)`. The aggregation source determines the translation when the currency associated with the currency values in the grouping is the same.

  For example, the aggregate value returned by
  `GlideAggregate.getAggregate()` is a string of the format USD;
  1234.56. The total currency value is expressed in the single reference currency that
  is associated with all currency values in the grouping.
* If there are different currencies associated with currency values in the grouping, then the aggregate value is empty. For example, if some of the currency values are in US Dollars, some are in Euros, and others in Yen, the aggregate value would be empty.
{#fx-currency-values-lists-reports__ul_kfh_xcq_5jb}  
You can also use a Group By command on FX Currency fields.

* It is equivalent to grouping by currency and amount, or by reference_currency and reference_amount, as dictated by the aggregation source.
* The value of the grouping is available by dot-walking on the FX Currency field, or using an API such as `getDisplayValue()`.
{#fx-currency-values-lists-reports__ul_l2y_yrm_1kb}
**Related concepts**   

* [Configuring FX Currency field behavior](https://servicenow-prod.fluidtopics.net/qK7lN0TKzVNY9eYTRS1nHA "After establishing global currency defaults, you can create custom FX Currency configurations for specific table fields. Identify the table fields that use FX Currency, and define how currency conversion calculations should be performed, displayed, filtered, and aggregated.")  
**Related tasks**   

* [Configuring FX Currency global settings](https://servicenow-prod.fluidtopics.net/RbeWJk6tHAyh5VW6dHS8VA "Before setting up and using FX Currency, review the related system properties to confirm or modify its default behavior.")

*[\>]: and then