Customizing Administrator Preferences

Setting Your Warehouse Preferences

You can customize your preferences for the current warehouse by selecting Configure from the horizontal menu, and then Warehouse Preferences from the vertical menu. This gives you flexibility in how you view, navigate, and format your windows and their content. Click Save to save any changes you make to your preferences, Reset to reload the most recent saved version of your preferences, or Defaults to restore the preferences to the default values.

Customizing your warehouse preferences is different from customizing your site preferences. When you customize your warehouse preferences, you only edit preferences for the warehouse you are logged in under. Customizing your site preferences affects the preferences for all warehouses. If you've never changed your warehouse preferences for a particular warehouse, or you've changed them and then returned them to the same value that the site preferences are set at, then customizing the site preferences will alter that warehouse's preferences as well. If you have changed your warehouse preferences for a warehouse, then changing the site preferences will not affect that particular warehouse.

You can customize the following sets of preferences, as described in the tables below:

General Preferences

Preference

Description

Startup Entry Point Select what you want to view at startup.
Shut down auxiliary windows when logging off Automatically closes all HR Vision windows when you log off.
Use formats when exporting data to Excel Preserves the format of your data when exporting to Excel.
Ignore case in employee profile searches Determines whether employee profile searches will be case-sensitive.
Display user prompts when opening a user prompted query Determines whether user prompts will be displayed when you open a query that has user prompts specified. For more information about user prompts, see Creating user prompts.
Preferred Organization Hierarchy Starting Level Indicates the hierarchy to start at when viewing reports and grouping data.
Default Report Format Indicates which format you will use to display your reports. You can display your reports in HTML or PDF formats.
Column ordering in table properties display Indicates which order you want to use when you view the properties of a table.

Display Preferences

Preference

Description

Display all pages in the current window Does not launch secondary windows in the interface.
Display the menubar, toolbar, and location on auxiliary windows Displays browser navigational tools on all windows associated with HR Vision.
Enable left menu expand/collapse Allows you to expand and collapse the vertical menu.
Enable page items expand/collapse Allows you to expand and collapse the lists on a page.
Display page items initially explanded Expands all lists on pages automatically at startup.
Present record count when viewing employee profiles Displays the total number of employee records in the lower left-hand corner of your browser window. For a large number of records, this option can be time-intensive.
Present the record count when viewing tables Displays (in the lower right corner of your browser) the total number of table records. This option also enables you to go directly to the end of the table by clicking the double arrow. For more information, see Viewing Tables and Viewing a Query.
For a large number of records, this option can be time-intensive.
Display row numbers in table viewer Displays the row numbers in a table. In the table viewer, this column is labeled Obs.
Create queries in advanced mode Determines that you want to use the advanced mode when you add calculated columns to your queries. When you add calculated columns in the advanced mode, you are able to select all of the functions and columns that are displayed.
No validity test is performed to verify that the functions and column types you select are compatible.
Menu Width in Pixels Indicates how many pixels wide you want the vertical menu to be.
Number of rows shown in table viewer Indicates how many rows you would like to display in the browser window.
Number of rows shown in employee profile table viewer Indicates how many rows you would like to display in the browser window.
Number of users displayed on Manage User Attributes Indicates how many users to display at a time when you select Manage User Attributes from the vertical menu.

Format Preferences*

Preference

Description

Numbers Indicates how many significant digits to display.
Date Indicates how to display dates in the interface.
Time Indicates how to display time in the interface.
Date-Time Indicates how to display date-time values in the interface.
Currency Indicates how to display monetary values in the interface.

* You can only apply formats to columns that do not have formats of their own in the metadata.

Warehouse Options

Option

Description

Compress tables Stores the tables in a compressed state. Tables that are compressed take up less space, but require more time to build.
Encrypt tables Stores the tables in an encrypted state.
Direct Reports Text Indicates what text will be displayed in an MDDB for groups of employees that directly report to a different employee in the organizational hierarchy.
Data Warehouse Password The password on SAS data sets that are created by the warehouse. This is the password that is on the data set in the warehouse itself.
Language to use for warehouse builds This allows the columns labels in tables and the text in reports to display in the language that you specify. If you select this item, you must refresh the report or table to see any changes.
For some languages, the column labels have not been translated.