HelloEURO Presentation

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HelloEURO Training Presentation Coming Up . . .
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HelloEURO What does it do?
HelloEURO converts any currency amount to the
euro, and back again if required.
HelloEURO works with your Excel Worksheets, Word
Documents, PowerPoint Presentations, potentially
any Database that has an ODBC
Driver available to it including Ms Access, and
any clipboard handling application.
You highlight your figures, press a hot-key and
they are converted.
HelloEURO comes with a Triangulation and Euro
Calculator.
HelloEURO gives you the option of ignoring
measurements such as Litres,
Kgs etc.
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HelloEURO Benefits
HelloEUROs Rounding
HelloEURO by default uses euro compliant rounding.
HelloEURO also caters for non-euro rounding
methods i.e. - truncate - round up and round do
wn
HelloEURO rounding has been tested against euro
compliant test data.
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HelloEURO Benefits contd
HelloEUROs Currency Handling
HelloEURO caters for an infinite number of
currencies.
HelloEURO allows you to create new currencies
with multiple currency abbreviations e.g. DEM, D
, DM, DMK for German Marks.
HelloEURO comes pre-loaded with all major world
currencies, eurozone currencies and their curren
cy symbols.
HelloEURO converts multi currency, works with any
base currency and allows optional insertion of t
he euro symbol .
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HelloEURO Benefits contd
HelloEUROs Currency Rate Download
HelloEURO downloads exchange rates from the
Internet or a Networked Database File.
HelloEUROs Calculators
HelloEUROs Triangulation calculator allows you
to enter any currency amount and see that figure
in any other currency.
HelloEUROs Triangulation Calculations are
performed via the euro e.g. IEP-euro-DMK. It i
ncludes VAT and adheres strictly to EU
Triangulation rules.
HelloEUROs Euro Calculator allows you to perform
ad-hoc calculations displaying Local Currency aga
inst the euro simultaneously.
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HelloEURO Benefits contd
HelloEUROs Help
HelloEURO comes with a Configuration option and
Help.
HelloEUROs Technical Specification
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HelloEURO at Work
HelloEUROs Menu
HelloEUROs Configuration
HelloEUROs Euro Calculator
HelloEUROs Triangulation Calculator
HelloEURO Currency Conversion within Ms Excel
HelloEURO Currency Conversion within Ms Word
HelloEURO Currency Conversion within Ms Access
HelloEURO Conversion Pointers
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HelloEUROs Menu
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HelloEUROs Menu
HelloEURO runs from the Taskbar
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HelloEUROs Menu
Right click on the blue euro symbol to activate
the HelloEURO Menu.
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HelloEUROs Menu
Configure your HelloEURO settings e.g. Setting
Currency Rates
HelloEURO Help
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HelloEUROs Configuration
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HelloEUROs Configuration Configure Exchange
Rates
IMPORTANT EMU Currencies are highlighted in BLUE
and their Rates cannot be edited.
Date Rate, VAT Rates and Ignore field displayed
on scrolling to right
Note Exchange Rates within the eurozone are fixe
d e.g. IEP 0.787564
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HelloEUROs Configuration Configure Exchange
Rates
Click here to Edit Exchange Rates manually.
Remember HelloEURO comes already pre-loaded with
all the major currencies and their exchange
rates, however you can add new currencies and
edit rates manually.
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HelloEUROs Configuration Configure Exchange
Rates
Option to Print Rate information
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HelloEUROs Configuration Configure Exchange
Rates
Click here to Import Exchange Rates from the
Internet.
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HelloEUROs Configuration Configure Exchange
Rates
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HelloEUROs Configuration Configure Exchange
Rates
Click here to Import Exchange Rates from a Local
File.
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HelloEUROs Configuration Configure Exchange
Rates
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HelloEUROs Configuration Configure Exchange
Rates
Click Next
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HelloEUROs Configuration Configure Currency
Prefixes/Postfixes
You can enter any permutation for each currency
and HelloEURO will know that they relate to e.g.
BEF
Remember HelloEURO comes already pre-loaded with
some pre/postfixes, however you can add more.
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HelloEUROs Configuration Configure Currency
Prefixes/Postfixes
Click here to Edit Currency Prefixes or Postfixes.
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HelloEUROs Configuration Configure Currency
Prefixes/Postfixes
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HelloEUROs Configuration Configure Currency
Prefixes/Postfixes
Option to Print Pre/Postfix information
Click Next
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HelloEUROs Configuration Configure Special
Symbols
Enter any appropriate factors e.g. with 30 bil or
30 billion, HelloEURO will multiply 30 by the
factor equivalent to bil or billion
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HelloEUROs Configuration Configure Special
Symbols
Choose to Ignore certain Special Symbols when
converting.
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HelloEUROs Configuration Configure Special
Symbols
Click here to Edit Special Symbols
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HelloEUROs Configuration Configure Special
Symbols
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HelloEUROs Configuration Configure Special
Symbols
Option to Print Special Symbol information
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HelloEUROs Configuration Configure Special
Symbols
Click Next
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HelloEUROs Configuration Configure your
Conversion Hot Key
Click any box(s) and select from the drop down
list of Function Keys to set your own Hot Key
combination.
Remember The default Hot Key for HelloEURO Conve
rsion is
Win F10
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HelloEUROs Configuration Configure your
Conversion Hot Key
Click Next
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HelloEUROs Run Conversion Dialog Box General
Tab
Default Number Format is 0.00,-0.00

• Notice
• The Run Conversion Dialog Box has 3 Tabs
• General
• Font style
• MsExcel

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HelloEUROs Run Conversion Dialog Box General
Tab
Tick if you wish to be prompted before each
conversion.
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HelloEUROs Run Conversion Dialog Box General
Tab
Click the down arrow to list currencies. Now set
your default currency.
Remember In a currency conversion with prefixes/
postfixes, this can be set to any currency.
However, if an amount exists with no prefix or
postfix, then it will be converted to whatever
the default local currency happens to be set to.
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HelloEUROs Run Conversion Dialog Box General
Tab
Click down arrow to reveal a list of Rounding
methods i.e. Euro Compliant, Up, Down and
Truncate.
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HelloEUROs Run Conversion Dialog Box General
Tab
Tick if you wish to round to the smallest coin
for that currency.
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HelloEUROs Run Conversion Dialog Box General
Tab
Click up or down arrow to choose the number of
decimal places you wish to calculate to.
Note In Excel, it will store the amount to 3 dec
imal places, however the amount displayed will be
to 2 decimal places because the Number Format
is set to 0.00
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HelloEUROs Run Conversion Dialog Box General
Tab
Click the down arrow to choose if you wish your
original amount to be either Replaced, Appended
or Pre-pended. (For use in Ms Word and Ms PowerPo
int)
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HelloEUROs Run Conversion Dialog Box Font
Style Tab
To view your converted amounts in a different
Font, Size, Effect and Colour, click these areas.
Remember These settings only apply to conversion
done in Ms Word and Ms Excel.
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HelloEUROs Run Conversion Dialog Box Font
Style Tab
Click here if you wish to ignore these settings
i.e. if you wish to use the default settings used
by Ms Word or Ms Excel.
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HelloEUROs Run Conversion Dialog Box MsExcel
Tab
Tick if you want to use the HelloEURO number
format ie. 0.00,-0.00. Leave unticked if you
wish to use your original Excel number format.
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HelloEUROs Run Conversion Dialog Box MsExcel
Tab
Tick if you wish to choose which values you wish
to convert inside Ms Excel formulas e.g.
(1000-100)/5 You may wish to convert 1000 and 1
00 but ignore 5 (as 5 may be a constant).
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HelloEUROs Run Conversion Dialog Box MsExcel
Tab
Place a bracket around formula cells and divide
by the conversion factor for that currency.
You may have many linked spreadsheets that can be
viewed in a summary sheet. Instead of convertin
g all these sheets you could simply perform a
wrap on the summary sheet.
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HelloEUROs Run Conversion Dialog Box MsExcel
Tab
Click here if you wish to have the old value
displayed in your MsExcel Comment field.
The Value before conversion and the Date Time
of conversion will be displayed in the Comment
field.
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HelloEUROs Run Conversion Dialog Box MsExcel
Tab
Choose whether you wish to - Replace Values in C
ells - Move OLD values BELOW selected cells - Mo
ve OLD values to the RIGHT of selected cells

IMPORTANT Be careful how you use the MOVE opti
ons you could upset Excel cell references etc.
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HelloEUROs Run Conversion Dialog Box MsExcel
Tab
Click OK
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HelloEUROs Euro Calculator
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Example of conversion to and from euro
Example one To convert IR123.25 to euro
IR123.25 divided by 0.787564 EUR156.49
Example two To convert from euro EUR15,000 t
o Irish Pounds EUR15,000 multiplied by 0.787564
IR11,813.46
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HelloEUROs Euro Calculator
Euro Calculator
Note You can also double click on the symbol
in the Taskbar to activate the euro calculator.
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HelloEUROs Euro Calculator
Enter any currency amount you wish to see
converted.
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HelloEUROs Euro Calculator
Use this toggle button to switch the currency
values around.
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HelloEUROs Euro Calculator

• ROUNDING
• Examples of Euro Compliant Rounding of euro
  amounts
  
• 1.1656 rounded to 2 decimal places is 1.17 i.e.
  if the third decimal is 5, then add 1 to the
  previous number.
  
• 1.7242 rounded to 2 decimal places is 1.72 i.e.
  if the third decimal place is nothing to the previous number.
  

Click down arrow to reveal a list of Rounding
methods i.e. Euro Compliant, Up, Down and
Truncate.
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HelloEUROs Euro Calculator
Click up or down arrow to change the number of
decimal places you wish the intermediate amount
to be rounded to.
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HelloEUROs Euro Calculator
Click up or down arrow to change the number of
decimal places you wish your final amount to be
rounded to.
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HelloEUROs Euro Calculator
Tick if you wish to round to the smallest coin.
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HelloEUROs Triangulation Calculator
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What is Triangulation?
EURO
Divide by 0.787564
Multiply by 6.55957
IR
French Francs
Note Monetary amounts to be converted from one n
ational currency unit into another have to be
converted into euro first. Its the legal
requirement that the conversion is done in two
stages.
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HelloEUROs Triangulation Calculator
Triangulation Calculator
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HelloEUROs Triangulation Calculator
Scroll Right
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HelloEUROs Triangulation Calculator
VAT Amount Converted Amount Gross Amount
Scroll Right
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HelloEUROs Triangulation Calculator
The date your triangulation calculation was run.
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HelloEUROs Triangulation Calculator
1. Click the down arrow to choose your base
currency.
3. Click Calculate to see that amount in all
other currencies.

2. Enter the amount you wish to convert.
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HelloEUROs Currency Conversion within MS Exce
l
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Conversions within Ms Excel

• Always make a copy of your Worksheet files.
• HelloEURO does not cater for
• - Hidden Cells you must unhide them first.
• - Cells that appears as you must widen
  your columns.
  
• - Currency calculations done using Visual Basic
  Application code.
  
• - Locked Cells i.e. they must be unlocked
  first.
  
•  
• In Excel be wary of changing the Font style as
  certain Fonts do not support the Euro symbol.
  Stick to Arial or Times Roman if possible.
  
•  
• In Excel, if you reduce the Font Size\View Size
  the Euro symbol () may not display properly. So
  make sure your view size is at 100 (See
  View/Zoom/Magnification in Excel). This is an
  Excel feature and is not caused by HelloEURO.
•  
• Undo does not work in Ms Excel while converting,
  therefore always make a copy of your work.
  
•  
• Analyse each amount before converting e.g.
  formulae linked to other worksheets (that may not
  yet have been converted) etc.
  
•  
• In Excel, HelloEURO should work with Graphs
  provided the automatic calculation box is ticked
  on. To check this, go to Tools/Options/Calculation
  tick the automatic box.

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Conversions within Ms Excel
Conversion Style for MsExcel On pressing Win-F10
, the MsExcel Tab of the Run Conversion Screen,
presents you with a choice. You can
- Replace values in cells - Move OLD values BELOW
selected cells - Move OLD values to the RIGHT of
selected cells IMPORTANT Be careful how you use
the 'MOVE' options you may upset Excel's cell
referencing. A note on linked formula between s
heets for example Sheet1 has 100 in cell A1
100 in cell A2
Sheet2 has a formula in cell A1 of (sheet1!a1
sheet1!a2) Action You should convert cells A1
and A2 in sheet1. Result A1 and A2 in sheet1 are
converted to euros. The formula A1 in sheet2 is
converted to euros however it is not formatted
with a euro symbol. You must format this formula
cell to hold the euro symbol.
TAKING IT A STEP FURTHER Should that formula
have values you need to convert as well, then
they will not be converted. e.g. (sheet1!a1shee
t1!a2)3 i.e. 3 will not be converted between
sheets.
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Multi Currency Conversion within MS Excel
Highlight the column of figures you wish to
convert.
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Multi Currency Conversion within MS Excel
Now Press your Conversion Hot Key Win F10
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Multi Currency Conversion within MS Excel
The Run Conversion dialog box appears. Make any
adjustments you wish and then Click OK.
Remember You can replace your original amounts a
s in the above example or you can move old values
to right of selection or below selection.
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Multi Currency Conversion within MS Excel
Converted amounts
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Formula Conversion within MS Excel
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Formula Conversion within MS Excel
Highlight the Formula you wish to convert and
press your Conversion Hot Key Win-F10
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Formula Conversion within MS Excel
The Run Conversion dialog box appears.
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Formula Conversion within MS Excel
Tick if you wish to choose which values you wish
to convert inside your Ms Excel formula.
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Formula Conversion within MS Excel
Click OK to convert
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Formula Conversion within MS Excel
Tick the values you wish to convert. 5 is a
constant so lets ignore it.
IMPORTANT Your cell references will be converted
, but not your values, unless you click Let me
choose which values to convert inside formulae.
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Formula Conversion within MS Excel
Click OK
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Formula Conversion within MS Excel
Converted amount.
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HelloEUROs Currency Conversion within MS Word
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Conversions within Ms Word

• Always make a copy of your Word Documents.
• To convert figures in a Word Document if some are
  money amounts and others non-money amounts
  
• Select your area for conversion
• Press the Hot-key (Win F10)
• In the General Tab tick the box that says
  'Confirm each conversion'.
  
• - In this way each figure will be presented to
  you before conversion and you can decide if it
  should be converted or not. 
  
• Select approximately half a page at a time for
  conversion while in Ms Word.
  
• Undo works in Ms Word.

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Multi Currency Conversion within MS Word
Highlight the sentence you wish to convert.
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Multi Currency Conversion within MS Word
Now Press your Hot Key Win F10
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Multi Currency Conversion within MS Word
The Run Conversion dialog box appears. Make any
adjustments you wish and then Click OK.
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Multi Currency Conversion within MS Word
Converted amounts
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Things you should know before you use
HelloEUROs Currency Conversion
within Databases

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Things you should know before you use
HelloEUROs
Currency Conversion within Databases
IT IS IMPERATIVE THAT YOU - Convert your databas
e data only once. - Make a Copy of your Database
before you convert your data. - Analyse your Fiel
d Formats before you begin conversion.
GENERAL Converts Single Currencies at a t
ime not fields that have Multi-Currencies
intermixed. If you have fields formatted with
or etc., after conversion these symbols will
still be displayed i.e. these symbols are not
replaced by the euro symbol. You should reformat
these fields either before or after conversion.
HelloEURO would obviously rather convert fields
formatted as for example Double Integers where
decimals are allowed and not whole numbers,
because any number when converted to the euro,
will have decimal places.
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Things you should know before you use
HelloEUROs Currency Conversion within Ms Acces
s Databases
Convert via SQL Will convert to the maximum numbe
r of decimal places allowed by the underlying SQL
engine. Convert via Direct Access Will con
vert to the number of decimal places set by you
in the field 'Final number of decimal places to
round to' on the 'Run Conversion' screen.
Access 97 Close your Database before conversion
. Long Integer In the 'Universal Database Con
verter', on choosing 'Convert Via Direct Access',
you must set the ''Final number of decimal places
to round to' to 0 Decimal Ensure you set th
e 'Scale' in your Access design to whatever
number of decimal places you wish and if you
decide to 'Convert via Direct Access' ensure you
set the 'Final number of decimal places to round
to' to that number. Failing to do this will
result in an error as the database will try to
fit the result into the field and may fail e.g.
123.456 will not go into a field of decimal(3,2)
you should have rounded to 2 in this case.
Currency Percent Will be converted.
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Things you should know before you use
HelloEUROs Currency Conversion within Ms Access
Databases
Other Currency Fields All currency fields will be
displayed to a maximum of 4 decimal places. You
may have set the 'Final number of decimal places
to round to' to 6 yet it will only display to a
maximum of 4 after conversion. This is down to
how Access handles currency fields.
Field names greater than 30 Characters Will be
converted in 'MsAccess Converter' if you use
'Convert via Direct Access'. An error is
displayed using the other methods.
Text Some 'Text' fields may contain numbers, wh
ich need to be converted. HelloEURO will not
display these fields in Blue for conversion as it
reads them as strings. You must change your
format for these fields to something like Double
Integer. Euro-Local Using 'Convert via Direc
t Access', it uses the 'Final number of decimal
places to round to' to set its number of decimal
places to display to. Single Floating Point Nu
mber Field Format When for example 100.27 is ent
ered into a Database and then viewed in an
external application you can see
100.269996643066. This is because the single
floating point number stores as approximations.
This happens naturally, nothing to do with
HelloEURO Conversions. Rounding For informatio
n on Rounding see SQL Rounding in the
Database Conversion Pointers of the Help.
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HelloEUROs Example of Currency Conversion
within MS Access/potentially any Database
that has an ODBC Driver Available
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Universal Database Converter can be used to
convert potentially any database, including Ms
Access
IMPORTANT For FASTER Ms Access Conversions you
can choose MsAccess Converter EXPLAINED
FURTHER ON

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Currency Conversion within MS Access
1. Click on the 3 dots to select your Co
nnection string
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Currency Conversion within MS Access
2. Click Build
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Currency Conversion within MS Access
3. Select your OLE DB Provider
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Currency Conversion within MS Access
4. Click Next
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Currency Conversion within MS Access
5. Click on the 3 dots to select your Databas
e for
conversion
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Currency Conversion within MS Access
6. Choose your database Click Open
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Currency Conversion within MS Access
7. Test the OLE DB Connection to your Databas
e
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Currency Conversion within MS Access
8. Click OK
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Currency Conversion within MS Access
9. Click OK
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Currency Conversion within MS Access
10. Click the Down Arrow to select the Table
within your database that you wish to co
nvert
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Currency Conversion within MS Access
11. Click Next
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Currency Conversion within MS Access
12. Fields to be converted to euro are in b
lue. Tick the
fields you wish to convert
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Currency Conversion within MS Access
You could take a Quick Browse at your database
and indeed edit the data if you wish.
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Currency Conversion within MS Access
Click OK or Cancel
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Currency Conversion within MS Access
13. Convert via SQL will convert to the maximum
number of decimal places allowed by the
underlying SQL engine.
Convert via Direct Access will convert to the
number of decimal places set by you on the Run
Conversion screen.
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Currency Conversion within MS Access
Convert via Direct Access brings up this
screen. Click OK.
Convert via SQL brings up this screen. Click OK.
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Currency Conversion within MS Access
16. Click OK when finished
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HelloEUROs Example of Faster MsAccess Conversio
ns
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Ms Access Converter
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Currency Conversion within MS Access
1. Open your Database to convert
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Currency Conversion within MS Access
2. Double-Click on the file to open it
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Currency Conversion within MS Access
3. Click the Down Arrow and pick up your Table to
Convert inside that Database.
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Currency Conversion within MS Access
4. Click Next.
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Currency Conversion within MS Access
5. Tick the fields you wish to convert.
Convertible fields are displayed in Blue.
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Currency Conversion within MS Access
You could take a Quick Browse at your database
and indeed edit the data if you wish.
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Currency Conversion within MS Access
Click OK or Cancel
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Currency Conversion within MS Access
6. Convert via SQL will convert to the maximum
number of decimal places allowed by the
underlying SQL engine.
Convert via Direct Access will convert to the
number of decimal places set by you on the Run
Conversion screen.
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Currency Conversion within MS Access
Convert via Direct Access brings up this
screen. Click OK.
7. Click OK
Convert via SQL brings up this screen. Click OK.
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Currency Conversion within MS Access
8. Click OK when finished
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HelloEUROs Example of Currency Conversion wit
hin xBase Database
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xBase Converter
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Currency Conversion within xBase
1. Click here to open the Database you wish to
convert
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Currency Conversion within xBase
2. Click Next.
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Currency Conversion within xBase
3. Tick the fields you wish to convert.
Convertible fields are displayed in Blue.
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Currency Conversion within xBase
You could take a Quick Browse at your database
and indeed edit the data if you wish.
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Currency Conversion within xBase
Click OK or Cancel
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Currency Conversion within xBase
6. Convert via SQL will convert to the maximum
number of decimal places allowed by the
underlying SQL engine.
Convert via Direct Access will convert to the
number of decimal places set by you on the Run
Conversion screen.
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Currency Conversion within xBase
Convert via Direct Access brings up this
screen. Click OK.
Convert via SQL brings up this screen. Click OK.
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Currency Conversion within xBase
16. Click OK when finished
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General Conversion Pointers
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Some Conversion IMPERATIVES

• Read the help documentation before running your
  conversions.
  
• Have a clear plan decided before you begin your
  conversions.
  
• ALWAYS make a copy of your work before you begin
  your conversion.
  
• Dont just convert willy nilly. Analyse each
  amount before converting e.g.- In Ms Excel
  analyse formula makeup.- In Databases analyse
  field types.- And so on.
• Perform ad-hoc analysis of your converted amounts
  as you go along in all applications you are
  converting within.
  
• Evaluate HelloEURO's suitability to your
  organisation by running test conversions on
  sample in-house data and also the examples that
  come with the package.
• Should you experience any difficulties please
  look at online help http//www.helloeuro.com/cgi
  -bin/helpdesk
  
• or email us at support_at_helloeuro.com

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THANK YOU FOR YOUR TIME