Setting User Preferences

Set preferences for application settings, display settings, and user variables.

Applies to: EPM Cloud data source providers

To set user preferences for an Oracle Enterprise Performance Management Cloud application:

1. From the tree list in the Smart View Home panel, select a cube or open a form or ad hoc grid.
2. At the prompt, select an option:

   • Ad hoc analysis—Places the initial default ad hoc grid on the sheet

   • Set Active Connection for this Worksheet—Sets the active connection for the worksheet only, without placing a grid on the sheet.

   You can also access User Preferences from an open form or ad hoc grid.

3. From the Smart View Home panel, click the Actions menu and then click User Preferences.

   User Preferences appears as a panel with three tabs: Settings, Display, and Variables.

4. From the User Preferences panel, click a tab and perform an action:

   • Settings tab—Manage email options, specify alias settings, set workflow options for approvals, and specify out of office settings for planning units.

     • Select a check box on the right to use the default application setting for an option.

     • Select a check box on the left to override the default application settings.

     • For Alias Table, select an alias table from the drop-down list on the left to override the default application settings, and then select the check box on the left.

       Note:

       Changes to the alias table require you to restart Smart View and reconnect to take effect.

   • Display—Set number formatting for thousand separator, decimal separator, negative sign, and negative color; Set page options to remember selected page members, allow a search if the number of pages exceeds a number you specify, and set member indentation; Set other options to display consolidation operators, specify number of members on each page and record, and set date format.

     • Select a check box on the right to use the default application settings.

     • For each available property on the left, select an option from the drop-down list or type directly into the text box to override the default application settings.

   • Variables—Variables set up by the administrator to help you navigate large forms and grids.

     The left column displays the user variable name. The associated dimension is displayed below user variable name. Click the ellipses icon to launch the Member Selection dialog. Then select a member to use as the default for the user variable.

   Note:

   User preferences for locale, date format, and decimal/numeric format set on forms from within the web application are not honored on forms in Smart View.

5. After making changes in a tab, click Save, at the top of the User Preferences panel before selecting another tab.
6. When you're finished setting user preferences, click in the panel to close.