User defaults are a set of options to drive default choices for numerous features for users across the application. The settings are initially defined administratively for a specific tenant (as described in this topic), governing the default user experience for all new users created at that tenant.
Once created, individual users can override the user defaults set up by their admin in their own personal session, using the options in User Defaults or User Defaults (Discover).
Managing User Defaults
Adding a User Default Definition
In the Admin Console:
- Click Access > User Defaults.
- Click Add User Default to add a new definition.
- Provide a Name for the definition package and then configure the settings that define the defaults.
- Click Save to save your changes and create a set of defaults.
The User Defaults page opens.
Assigning to tenants
You can set which user defaults definition should be used as the default package for all users within the tenancy, by clicking Set Tenant to go to the tenants page and, from there, selecting the User Defaults for an individual tenant.
For more information, see Tenant Management.
Editing a user default definition
If you update User Defaults in the Admin Console after creation:
- The new settings will be applied for any new user created within the tenant.
- The new settings will not affect any existing users; that is, no user that was created before the change is affected by your change automatically. Existing users will be updated with your changes if they click Restore Defaults in their User Defaults.
From the User Defaults panel:
- Click Edit alongside the name of the User Defaults definition.
- Update the settings that define the user defaults.
- Click Apply.
Default Settings
Content Manager
- Presentation Dashboard Launcher: Indicates how presentations should "load up" when they are opened from the content manager:
- Slides View Mode: With this option set, clicking on presentation in the CMS opens a preview of all slides; You can then open the presentation in edit mode, or click on a slide to open the presentation at runtime from the selected slide.
- Direct: With this option set, clicking a presentation in the CMS opens the runtime presentation at its first slide.
- Default Content View: Sets which view of the content manager to start with when a user first accesses the content system.
- Inherit Roles on Copy/Paste: Content inherits the Role security of the folder that it is copy/pasted into.
- Inherit Roles on Cut/Paste and Move: Content inherits the Role security of the folder that it is cut/pasted and moved into
Discover
- Single Click / Touch: users can interact with visualizations via the selection tools and the context menus. Select a data interaction type that should occur with a single left mouse click.
- Double Click: select a data interaction type that should occur with a double left mouse click.
- Slicer: set the default slicer type; when a new slicer is configured, it will use the default type. Slicers can be edited and visualized as a different type.
- Slicer Elements Limit: set the maximum number of elements to be returned by a slicer.
- Row Limit: set the maximum number of rows retrieved by the query.
- Visual: set the default visual; when building queries in Discover, they will automatically be displayed with the default visual.
- Grid Design: set the default grid design.
- Color Logic: set the default color logic for the color drop zone.
- Tree Mode: how multi level hierarchies are displayed, Tree, Flat, Optimized.
- Slicer Execution: define whether default execution should be automatic or manual for slicers.
- Query Execution: define whether query execution should be automatic or manual. Selecting Automatic enables Auto Run in Discover.
- Default Tooltip: automatically show or hide the default tooltips.
- Empties: automatically show or hide empty cells in the query when working with MS OLAP or Tabular data models.
- Chart Scale Starts From: define the default start for chart axis scales; either 0 or automatic.
- Display Property Names in Column Caption: define whether to show or hide the property names in brackets next to the column caption. Click here to see how you can use cube-defined (SQL Server Analysis Services or SAP BW) hidden hierarchy properties as alternative captions for elements in the hierarchy - affecting the way they appear in the application, in visualizations and in slicers.
Model
General
- Choose Language: set the language to the cube's default language, or to the application language (the currently selected language in Pyramid).
OLAP and BW
- Context Heuristics: automatically enable context heuristics when working with MS OLAP or Tabular data models.
- Model Colors: automatically enable model colors when working with MS OLAP or Tabular data models.
- Model Formats: automatically enable model formats when working with MS OLAP or Tabular data models.
- Calculated Members: automatically include calculated members from the cube structure in the query.
- Sub Query Mode: automatically enable sub query mode when working with MS OLAP or Tabular data models.
- Optimize Totals: automatically enable optimize totals when working with MS OLAP or Tabular data models.
Present
- Show Panels: turn visualization panels on or off by default.
- Auto Interact: enable auto interaction by default.
- Snap to Grid: enable snap to grid by default.
Publish
- Captions: enable captions by default.
- Snap to Grid: enable snap to grid by default.
Tabulate
Note: The spreadsheets that you interact with in Tabulate are known as "tabulations."
- Discovery Display Type: Specify the default selection for discovery data when it is added to a tabulation. Options are as follows:
- Formula - Data is copied from the discovery to the tabulation. There is no ongoing connection between the discovery and the tabulation. (This is the legacy option.)
- Direct - Data from the discovery is used in the tabulation. You can open and manipulate the data in Discover and your changes are reflected in Tabulate. You can also change drop zone and other selections in the spreadsheet, although these changes are not fed back into Discover.
- Dialog (default) - You are prompted to select Formula or Direct from a dialog box whenever you drag a discovery into your tabulation.
AI
Define the default settings for the LLM when generating AI Insights in Publish and Present:
- User Tone Type: Set the appropriate tone for the insight message. This can be one of a set of tones ranging from Professional to Whimsical.
- LLM Verbosity: Set the level of detail used for the generated insights. This can be one of Low, Medium, or High.
Note: You can override these default selections in Present Pro or Publish Pro.
General
- New Context Menu: Show right-click context menus as compact, multi-level menus or flat menus in Discover and Present. The new context menus are streamlined to provide a smoother user experience.
- Show Context Menu Folder Structure: Show or hide custom folders in the right-click context menu.
- Sort Servers List: Determine the default sort order for the Servers List. The list can be sorted by name, by server type, or by folder.
- Chatbot Audio Response: Enable or disable the spoken / audio responses from the Chatbot throughout Pyramid. If you want to override this setting on a case-by-case basis, use the Mute button in the Chatbot to mute and unmute the response.
- Clipboard Mode: The format to use when copying raw data to the clipboard. You should select the option that reflects the toolset you are most likely to paste your raw data to. If you typically paste your raw data into a Microsoft file (such as Microsoft Excel Spreadsheets), you should select Microsoft Compatible. If you typically paste your raw data into Google Docs (such as Google Sheets), you should select Google Docs Compatible.
Note: New installations automatically display the New Context Menu view. However, existing installations retain the old context menu view, so you must explicitly choose the new context menu if that is what you want displayed.