πŸ“Œ Overview

Workspace Defaults in cofi.ai define the foundational rules that shape how data is displayed and processed across your workspace.

These settings establish the standard formats, measurement units, and refresh behaviors that apply automatically to all new Databases, Models, and Dashboards.

Defaults ensure consistency and accuracy β€” so every calculation, date, and currency displays correctly no matter who creates or views it.


πŸŽ›οΈΒ What Workspace Defaults Control

Category Description
Time Zone Determines how timestamps and closing dates appear across all data views.
Date Format Standardizes date display (e.g., YYYY-MM-DD or MM/DD/YYYY).
Currency Sets the workspace’s default reporting and calculation currency.
Number Formatting Controls decimal places, separators, and unit display (e.g., thousands, millions).
Language (if available) Adjusts system language and regional conventions.
Data Refresh Intervals Defines how often connected data sources are updated or reprocessed.

πŸ’‘ Tip: Workspace Defaults apply globally but can be overridden at the model or dashboard level when specific configurations are required.


βš™οΈ Accessing Workspace Defaults

1. Open Workspace Settings

2. Review Current Defaults

3. Update and Save