Define workspace settings from a central Settings editor

Administrators, Modelers, and Analysts can now use a single Settings editor to define settings and preferences for multiple Planning Analytics Workspace components and features.

The Settings editor is not available for Consumers.

While the Settings editor defines global settings for components and features, you can still modify settings directly in an instance of a component. For example, when using the dimension editor, you can click the Settings icon and modify the settings for that instance of the editor.

To use the Settings editor:

1. Click your user name on the Planning Analytics Workspace title bar.
2. Click Profile and settings.
3. Click Settings.
4. Click a settings category, then define your settings.

The components and features available in the Settings editor vary according to your user role in Planning Analytics Workspace. You'll see only the components and features for which you can set preferences. For example, an Administrator sees all components and features, but an Analyst sees only Dashboard, Database tree, Dimension editor, and Cube viewer.

You can also reset settings to default values from the same location:

1. Click your user name on the Planning Analytics Workspace title bar.
2. Click Profile and settings.
3. Click Restore settings.
4. Click the category for which you want to restore settings to default.