1. Working with Oracle Smart View for Office
  2. Smart View and EPM Cloud
  3. Setting User Preferences

Setting User Preferences

You can set user preferences for an application.

Data source types: Planning, Planning Modules, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Tax Reporting

To set user preferences for an application:

  1. From the tree list in the Smart View Panel, select an application.
  2. Right-click, and then select User Preferences.
  3. From Preferences, specify options for the following

    • Application Settings: Manage email options, specify alias settings, set options for approvals, and specify out of office settings.

      Note:

      Changes to the alias table require you to disconnect from the provider, and reconnect to take effect.

    • Display Settings: Set number formatting, remember selected page members, allow a search if the number of pages exceeds a number you specify, set member indentation, use consolidation operators, perform partial grid fetch, specify number of members on each Dimensions Page, display specified record on each Assign Access Page, set date formatting.

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

      To change the selected member for a user variable, click Member Select button in User Preferences, User Variables tab to launch the Member Selection dialog.

      Oracle Smart View for Office 21.100+: You can apply an alias table to the members in the Member Selection dialog. Click Options button in the Member Selection dialog, select Alias Table, and then choose an alias table from the list in the popup window. Selecting a table then closes the window. Your alias table selection is now applied to the members in Member Selection dialog. Select a member for the user variable, and then close the dialog.

      Changing the alias table in Member Selection affects only the view in the dialog when setting user variables.

      For more information on using Member Selection, see Selecting Members from the Member Selector.

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.

You may specify a decimal/numeric format for forms in Smart View in the Options dialog, Formatting tab by enabling the Use Thousands Separator option, and setting the Scale and Decimal Places options. For more information, see Formatting Options.