Viewing and Editing Default Settings

In this section:

You can view and edit all default settings in PMF by clicking Settings in the Manage tab to open the Settings menu, as shown in the following image.


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Debugging Settings

The Debugging panel is shown in the following image. After you make changes on the panel, click Save to save your changes.

The following table lists and describes the default PMF settings you can view and change on the Debugging panel.

Setting

What To Set It To

AJAX debugging

Select OFF or ON to indicate whether the system should display the AJAX execution code before submitting the request. The default is OFF.

Application Tracing

Select ON or ALL to debug PMF by turning WebFOCUS ECHOing on. ON displays FOCUS code for the last processing step. ALL displays FOCUS code for all processing and is not recommended. The default is OFF.



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Integration Settings

The Integration panel is shown in the following image. After you make changes on the panel, click Save to save your changes.

The following table lists and describes the default PMF setting you can view and change on the Integration panel.

Setting

What To Set It To

iWay Service Manager

Provide the URL for the iWay Service Manager Console.



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Look Settings

The Look panel is shown in the following image. After you make changes on the panel, click Save to save your changes.

The following table lists and describes the default PMF settings you can view and change on the Look panel.

Setting

What To Set It To

CSS File URL

Provide the URL of the Cascading Style Sheet that controls the appearance of PMF.

Chart Palette

Select one of the following default color palettes for charts.

  • RYG_PASTELS to use a red-yellow-green pastel color scheme to describe performance on charts. The default is RYG_PASTELS.
  • BLUES_GREYS to use gradations of blues to describe performance on charts.
  • TANS_BROWNS to use gradations of tans to describe performance on charts.

Data Font

Type the name of the default font style you want used in all views and grids. The default is ARIAL. If you specify a font and want to ensure the font is used for WebFOCUS PDF output, the font must be defined on the WebFOCUS Server in the PDF.FMP file.

Heading Font

Type the name of the default font style for headings in all reports. The default is ARIAL.

Organization Logo File

Provide the directory path and name of a file that contains the logo of your organization (for display on some reports).

Organization Name

Provide the name of your company, organization, or enterprise (for display on some reports).

Style Sheet

Select one of the following default style sheets for all PMF views.

  • Set 01. Uses 10 point Sans-Serif font to provide good readability and compatibility with the ISO shapes, ISO signs, 3-D, and Few indicator sets.
  • Set 02. Uses 8 point Sans-Serif font to provide much denser information on-screen (with slightly less readability) and is compatible with the Glass indicator set.
  • Set 03. White, silver, black. Uses Set 01 specifications.
  • Set 04. Black (Hitech). Uses Set 02 specifications.
  • Set 05. Blue (Hitech). Uses Set 02 specifications.
  • Set 06. Orange (Hitech). Uses Set 02 specifications.
  • Set 07. Corporate blue. Uses Set 02 specifications.
  • Set 08. Sporty 3D Blue. The default is Set 08.
  • Set 09. Sporty Red & Black.
  • Set 10. Rainbow Hip.
  • Set 11. Rainbow Floral.

Indicator set

Select one of the following indicator sets to display in views and grids in PMF.

  • Set one (ISO shapes)
  • Set two (ISO signs)
  • Set three (3-D). This is the default.
  • Set four (Few - no Green)
  • Set five (Glass - no Green)
  • Set six (Glass)
  • Set seven (Huebgen)
  • Set eight (O’Grady)

Using the same number elements will give you all of the essential designs, but you can also mix and match them to get a number of combinations.



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Security Settings

The Security panel is shown in the following image. After you make changes on the panel, click Save to save your changes.

The following table lists and describes the default PMF settings you can view and change on the Security panel.

Setting

What To Set It To

Access Security

Select the level of security. Choose one of the following:

  • O (Off)
  • G (Global). The default is G (Global).
  • S (Scorecard)

Scorecard Functional Access

Set Scorecard Functional Access on either a Global or Scorecard basis. Select G (Global) or S (Scorecard). The default is S (Scorecard).



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Summarization Settings

The Summarization panel is shown in the following image. After you make changes on the panel, click Save to save your changes.

The following table lists and describes the default PMF settings you can view and change on the Summarization panel.

Setting

What To Set It To

Alternate Time Summary

Select whether to allow alternate methods of summarizing data for the Time Dimension. Choose one of the following:

  • Y (Yes)
  • N (No). The default is N (No).

Distinct Count Aggregation

Select whether to allow aggregate measure values with distinct Dimension counts for higher-level aggregation. Choose one of the following:

  • Y (Yes)
  • N (No). The default is N (No).

External Aggregation

Select whether to allow aggregate measure values using external tables with pre-populated rollup values. Choose one of the following:

  • Y (Yes)
  • N (No). The default is N (No).

External Aggregation MFD

Type the name of the Master File to use for external aggregation.

Measure Detail Sorting

Select whether to sort measure detail from the report context or the Measure Dimension order. Choose one of the following:

  • R to pick up sorting from the report context. The default is R.
  • M to enforce the Measure Dimension order for sorting.

Multi-Level Dimension Display

Select whether to display data at lower levels of non-Time Dimensions than what is measured. Choose one of the following:

  • Y (Yes)
  • N (No). The default is N (No).

Multi-Level Time Display

Select whether to display data at lower levels of Time than what is measured. Choose one of the following:

  • Y (Yes)
  • N (No). The default is N (No).

Previous Period Forward

Select whether previous measure data should be carried over into the current period until actual data becomes available. PMF marks carried over data to distinguish from actual data. Choose one of the following:

  • Y (Yes)
  • N (No). The default is N (No).

Rebalance weights for no data?

Select Y to rebalance weights to compensate for measure series with no data. The default is Y.

Default Dimension

Select the default dimension to be displayed in views. Choose a Dimension to use.

Default Dimension Level

Select the default dimension level to be displayed in views. Choose 1-Region, 2-Plant, or 3-Store. All views will pre-drill to the selected level.

Default Time Level

Select one of the following default time levels for displaying data when the time level is not specified.

  • Year
  • Quarter. The default is Quarter.
  • Month



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System Settings

The System panel is shown in the following image. After you make changes on the panel, click Save to save your changes.

The following table lists and describes the default PMF settings you can view and change on the System panel.

Setting

What To Set It To

Default Target Field

Select the default target field to be displayed in views. Choose one of the following:

  • Benchmark. A comparative average or median value for a business sector for displaying measures in reports.
  • Forecast. A predictive alternate target or an estimate of future performance for displaying measures in reports.
  • Stretch Target. An alternate target field for displaying measures in reports.
  • Target. The default target field for displaying measures in reports. The default is Target.

Note: You might see additional Target fields, or different ones, depending on how your administrator has configured PMF at your site.

Default Perspective

Select the default perspective to be displayed by PMF in the Today views.

Today Date

Select the "now date" shown for all PMF views. Choose one of the following options from the drop-down list:

  • Use system clock date. PMF uses the clock time and date on the server where your PMF application is running.
  • Set to fixed time. PMF overrides the "now date" with the date you select from the drop-down list below. This setting freezes PMF in time and does not allow PMF to slide as time elapses. This capability is best used for demonstrations of PMF when working with historical data and is not recommended for use in any other situation.
  • Use custom procedure. You can modify a supplied procedure that calculates a custom date if the system clock date and fixed time options are not suited to your needs. Edit the procedure pmf_set_date.fex, which is located in your apps\mainstreet directory. Create three WebFOCUS Dialogue Manager variables: &TLVL01_CUR, &TLVL02_CUR, and &TLVL03_CUR.

    For example, the following code sets the current default time period to the previous calendar month:

    -SET &CURRENT_DATE_INTERNAL_FORMAT =
    -  DATECVT(&YYMD, 'I8YYMD', 'YYMD');
    -SET &PREV_MONTH_INTERNAL_FORMAT =
    -  DATEADD(&CURRENT_DATE_INTERNAL_FORMAT, 'M', -1);
    -SET &PREV_MONTH_DATE = 
    -  DATECVT(&PREV_MONTH_INTERNAL_FORMAT, 'YYMD', 'A8YYMD');
    -SET &TLVL01_CUR = EDIT(&PREV_MONTH_DATE, '9999');
    -SET &TLVL03_CUR = EDIT(&PREV_MONTH_DATE, '$$$$99');
    -SET &TLVL02_CUR = DECODE &TLVL03_CUR ('01' '1' '02' '1'
    -  '03' '1' '04' '2' '05' '2' '06' '2' '07' '3' '08' '3'
    -  '09' '3' ELSE '4');



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Tolerances Settings

The Tolerances panel is shown in the following image. After you make changes on the panel, click Save to save your changes.

The following table lists and describes the default PMF settings you can view and change on the Tolerances panel.

Setting

What To Set It To

Dimensional Measure Tolerances

Activates dimensional measure tolerances. Choose one of the following:

  • N. Do not allow dimensional measure tolerances. Force all tolerances to respect the global tolerances set up for each measure. The default is N.
  • Y. Allow dimensional measure tolerances. Global tolerances for each measure are applied unless overridden by setting dimensional tolerances for specific measures.

Dimensional Measure Weights

Activates dimensional measure-to-objective weighting. Choose one of the following:

  • N. Do not allow dimensional measure-to-objective weighting. Force all objective weights to respect the global weights set up for each objective. The default is N.
  • Y. Allow dimensional measure-to-objective weighting. Global weighting for each objective is applied unless overridden by setting dimensional weighting for specific objectives.



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UI Settings

The UI panel is shown in the following image. After you make changes on the panel, click Save to save your changes.

The following table lists and describes the default PMF settings you can view and change on the UI panel.

Setting

What To Set It To

Display Language

Select the default language for panels and reports. Choose one of the following:

  • en (English).
  • br (Brazilian Portuguese)
  • ca (Catalan)
  • nl (Dutch)
  • fr (French)
  • de (German)
  • ja (Japanese)
  • es (Spanish)

Object Display Type

Select to display all objects or only the objects owned by the user who is viewing the Author tab. Choose one of the following:

  • A (All objects). The default is A (All objects).
  • U (Only user-owned objects)

Pop Up Window Handling

Select NEW or SAME to determine whether views open in a new window or the same window. The default is NEW.

Weighting Decimals

Select the number of significant decimal places to use for weighting. Choose 0, 1, or 2 decimal places. The default is 1.



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Changing Language Display

How to:

PMF has the ability to support English, Brazilian Portuguese, Catalan, Dutch, French, German, Japanese, and Spanish for its user interface. You can switch PMF to display the user interface (panels, trees) and all report column titles and headings in any of these languages. There can be only one primary language configured for PMF at this time.

If you change the user interface to display a language other than English, PMF runs a process to automatically change some internal data depending on the selected language. This data includes shipped versions of units of measure, content, dashboards, gadgets, time ranges, system settings, and functional roles.

The internal information that is not automatically translated when the primary language is changed includes scorecard data, dimension data, user-entered data, and static components such as Business Intelligence Dashboard (BID) tab titles and shipped documentation. You should select your desired language at installation time, otherwise you have to manually change BID tab titles when you change the PMF language. For documentation, you have to download and install non-English documentation for PMF.

The primary language is stored as a setting in the PMF primary data mart. It is possible to connect the application to a data mart and have PMF automatically adopt the language configured there after an automatic metadata resync is performed (as long as the language configured is one PMF supports).

If you want user interfaces and data display to be appropriate for the language you select, you should change the primary language of your WebFOCUS environment. The WebFOCUS primary language controls BID menus, WebFOCUS tools available from BID menus, and right-click menus in the PMF trees. For more information about changing the primary language for WebFOCUS, see the WebFOCUS Security and Administration manual, and the WebFOCUS and ReportCaster Installation and Configuration manual for your platform.

Before changing the Display Language setting on the UI Settings panel, do the following:



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Procedure: How to Change Language Display

To change the PMF language display, perform the following steps:

  1. Log on to PMF as an Administrator.
  2. Click the Manage tab.
  3. Click the Settings panel button.

    The Settings menu displays.

  4. On the UI panel, select one of the following two-character language codes from the Display Language drop-down list.
    • en - English
    • br - Brazilian Portuguese
    • ca - Catalan
    • nl - Dutch
    • fr - French
    • de - German
    • ja - Japanese
    • es - Spanish
  5. Click Save to save the changes.

    PMF automatically changes the internal language code and display items. You must log off PMF and then log on again to see the changes.


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