Preferences - Content and translations

Analytics+ columns Preferences allows you to extend Analytics+ with your own custom columns. You can configure new columns into Analytics+ based on key figures you have stored under your securities, or based on a formula, utilizing existing Analytics+ columns in mathematical calculations. (Available from FA 3.5 onward)

See Configuring Analytics columns in Preferences for more details.

Date and decimal formats allow you to can define different date and decimal formats to be used for different user interface languages.

For example, instead of showing dates always with the default format of "dd.MM.yyyy", you can set dates to be shown in formats such as "yyyy-MM-dd" or "MM/dd/yyyy". For numbers, you can control how many decimals are shown with number formatting. For example, use "#,##0" not to show any decimals, "#,##0.00" to always show two decimals, or "#,##0.######" to show up to six decimals if there are decimals to show.

Key figures Preferences allow you to configure the available key figures for contacts, portfolios and securities. You can flexibly decide which types the key figure is available for and what kind of values users can enter. For example, you can link a key figure to certain portfolio or security type, and allow users to select values from a dropdown instead of entering them manually.

See Configuring key figures in Preferences for more details.

Profile definition preferences allow you to define custom fields for your contacts, portfolios and securities. In addition, any profiles you've installed from FA AppStore are shown within the profile definitions preferences.

See Custom fields for contacts, portfolios and securities for more details.

Texts allows you to override any texts visible in the user interface by defining them separately for different user interface languages. The overridden texts are applied both to FA Back and FA Front - whatever text you override, it will be applied everywhere on the user interface.

Search for the default text or key, and override the text in the languages you want. For example, if you want to translate the texts within Analytics+, search with the code "analyticsPlus" and find the correct column with the name.

At the bottom, the Show only overridden texts / Show all texts button allows you to easily detect which formats or texts have been overridden.

Translations allow you to define translations to be used on the portfolio reports for the categorizations, classifications and other configurations you have defined in Preferences. The permanent translations of the reports, such as titles, headings and columns, are translated and saved in the system. However, for example, security or transaction types used in the reports are set and defined in preferences and are not translated automatically: in order to be able to print fully translated reports, you need to define translations in preferences. In addition to reports, the translations are used when the language of the user interface is changed.

The preferences you can translate have been separated on different tabs. The information you can translate is divided into columns:

Widget preferences allow you to define widgets you can select within your dashboard. In addition, any widgets you've installed from FA AppStore are shown within the widget preferences.