1. Overview

• When an organization enables multi-language support, the system provides multilingual capabilities. Users can view CRM and other application module interfaces and texts in the chosen language. BI includes built-in translations for all preset resources in the corresponding language environments. All custom resources are connected to the Translation Workbench so users can provide custom translations.

Multilingual Usage in BI

• BI resources are integrated with the Translation Workbench. After you translate BI content for a specific language in the Translation Workbench, the translated content displays when the user interface runs in that language. If no translation exists, the original value displays.

1.1 Folder Names

• Translation steps:
  • 1. In BI categories, choose “Folder Name”
  • 1. Subcategories: “Folder Name” and “Folder Description”
  • 1. After selecting items to translate, enter the translated text in the “Name Translation” column of the table and synchronize

1.2 Chart Names

• Translation steps:
  • 1. In BI categories, choose “Chart Name”
  • 1. Folder Name: select the folder containing items to translate
  • 1. Chart types: “Reports”, “Statistic Chart”, and “Joined Report” — choose the chart type to translate
  • 1. Subcategories: “Chart Name” and “Chart Description”
  • 1. After selecting items to translate, enter the translated text in the “Name Translation” column of the table and synchronize

1.3 Dashboards

• Translation steps:
  • 1. In BI categories, choose “Dashboards”
  • 1. Subcategories: “Dashboard Name”, “Dashboard Description”, and “Dashboard Chart Name” - Dashboard Chart Name: If a chart inside the dashboard lacks a translation, the system looks up that chart’s translation on the Reports list page. If that chart also lacks a translation on the Reports list page, the original value displays.
  • 1. After selecting items to translate, enter the translated text in the “Name Translation” column of the table and synchronize

1.4 Subjects and Metrics

• Translation steps:
  • 1. In BI categories, choose “Subject”
  • 1. Subcategories: “Subject Name”, “Subject Description”, “Metric Name”, “Metric Description”
  • 1. After selecting items to translate, enter the translated text in the “Name Translation” column of the table and synchronize

1.5 Goals

• Translation steps:
  • 1. In BI categories, choose “Goals”
  • 1. Subcategories: “Goal Name”, “Subgoal Name”, “Goal Description”
  • 1. After selecting items to translate, enter the translated text in the “Name Translation” column of the table and synchronize

1.6 Chart Configuration

• Translation steps:
  • 1. In BI categories, choose “Chart Configuration”
  • 1. Folder Name: select the folder containing items to translate
  • 1. Chart types: “Statistic Chart”, “Reports”, and “Joined Report” - Statistic Chart: includes metric names, dimension names, reference line names, and composite header names - Reports: includes header rename fields and calculated column names - Joined Report: includes common dimension names, common data scope names, data scope names, header names, and composite header names
  • 1. After selecting items to translate, enter the translated text in the “Name Translation” column of the table and synchronize

1.7 Preset Templates

• Translation steps:
  • 1. In BI categories, choose “Preset Templates”
  • 1. Subcategories: “Statistic Chart” and “Reports”
  • 1. After selecting items to translate, enter the translated text in the “Name Translation” column of the table and synchronize. Preset templates are available to every organization and already include a default translation shown in the Translation Workbench. If you prefer, you can overwrite the default with a custom translation.