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title	Advanced settings - Step by Step

With Advanced settings for Custom Fields functionality you can:

1) create new data structures :

Add New Dimensions
Add new Properties
Add new Measures
Add new Hierarchies
Add new Data cubes (See Example HERE)

2) define custom views and advanced sharing

Share measures between data cubes
Define Custom Drill Options

What is a considered as a "custom field" for flex.bi ?

field in Source system that is not imported in flex.bi by default
For example : Custom Field that is customer specific

transaction Register Field in Source system that is not imported in flex.bi by default,
For example : Custom Module that is customer specific and is based on customer register
any addition data structure that exists in Source system that needs be used in flex.bi as dimension/ Measures or property etc. in reports

Where to find Advanced settings ?
Advanced settings is a section in flex.bi applications that allow you to define custom data input for flex.bi data cubes, create new data cubes and adjust them.

Image Modified

How to use this function?

STEP 1

Define what you want to add in “Advanced settings” sectioning XXX language.
Custom field Code has to be described in blocks and organised based on type

STEP 2

Select in Cube Properties section — Custom Fields section what you want to import and how.

Watch a Demonstration here :

Youtube macro

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Advanced setting key components & detailed instructions for Standard ERP

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Code Block
[ORVc.LangCode] name = "Language code" cube_name = "HansaWorld Sales Orders" data_type = "string" dimension_name = "Sales Order" level_name = "Sales Order" dimension = true

Example of custom measure definition with javascript that imports the row gross profit but turns the numbers negative:

Code Block

[QtVcQTVc.negative_rowGP]
name = "Quotation negative GP"
cube_name = "HansaWorld Quotations"
data_type = "decimal"
dimension_name = "Quotation"
level_namerest_api_item_field = "Quotation Itemrows"
measure = true
javascript_code ='''
if (doc.rows) {
  doc.rows.forEach(function(row){
    row.negative_rowGP = String(Number(row.rowGP) * -1);
  })
}
'''

...

Code Block
[INVc.item_code] name = 'Item Code' dimension_name = 'ItemItem2' cube_name = "HansaWorld Invoices" rest_api_field = "Code" key_field = true

...

Code Block
[INVc.item_name] name = 'Item Name' dimension_name = 'ItemItem2' cube_name = "HansaWorld Invoices" name_field = true rest_api_field = "Name"

...

Code Block

[IVVc.item_code_bind]
name = 'Item Code bind'
dimension_namerest_api_item_field = 'Invoice'
level"rows"
cube_name = 'Invoice Item'
cube_name = "HansaWorld Invoices"
for_custom_dimension = 'ItemItem2'
bind_field_name = 'item_code'
rest_api_field = 'ArtCode'

...

Code Block

[TdmGramatSL.customer_code]
default_custom_field = true
name = 'Transaction Customer Code'
dimension_name = 'Transaction'
cube_name = 'Horizon Financials'
for_custom_dimension = 'Customer'
bind_field_name = 'customer_code'
rest_api_field = 'D.K.KODS'

[TDdmKlBaseSar.customer_type_code]
default_custom_field = true
name = 'Customer Type Code'
dimension_name = 'Customer'
level_name = 'Customer Type'
cube_name = 'Horizon Financials'
key_field = true
rest_api_field = 'K.KTIPS'
dimension_in_separate_table = true

[TDdmKlBaseSar.customer_type_name]
default_custom_field = true
skip_request = true
rest_api_field = 'T.NOSAUK'
name = 'Customer Type Name'
dimension_name = 'Customer'
level_name = 'Customer Type'
cube_name = 'Horizon Financials'
name_field = true
dimension_in_separate_table = true
javascript_code = '''
cust_type = doc.K_KTIPS;
switch(cust_type) {
  case "0":
    doc.T_NOSAUK =  "Active";
    break;
  case "1":
    doc.T_NOSAUK =  "Potential";
    break; }
'''

[TDdmKlBaseSar.customer_code]
default_custom_field = true
name = 'Customer Code'
dimension_name = 'Customer'
cube_name = 'Horizon Financials'
rest_api_field = "K.KODS"
key_field = true
dimension_in_separate_table = true

[TDdmKlBaseSar.customer_name]
default_custom_field = true
name = 'Customer Name'
dimension_name = 'Customer'
cube_name = 'Horizon Financials'
name_field = true
rest_api_field = "K.NOSAUK"
dimension_in_separate_table = true

In the example below, a

...

combination of Price List, Price and Customer registers are used to create 3 level hierarchy.

Code Block

[FinancialDocLinePLVc.currencyF_idPriceList]
default_custom_field = true
name = 'TransactionPrice CurrencyList IDCode'
dimension_name = 'TransactionPrice'
cube_name = 'JumisHansaworld FinancialsInvoices'
forlevel_custom_dimensionname = 'Currency'
bindPrice list'
rest_api_field_name = 'currency_id'
rest_api_"PLCode"
key_field = 'FinancialDocLine.CurrencyID'true

[CurrencyPLVc.currencyF_codePriceListName]
default_custom_fieldname = true
 'Price List Name'
dimension_name = 'Currency CodePrice'
dimensioncube_name = 'CurrencyHansaworld Invoices'
cubelevel_name = 'JumisPrice Financialslist'
rest_api_field = "CurrencyCodePLCode"
keyname_field = true
dimension_in_separate_table = true

[CurrencyPLVc.currencyF_namePriceItemCode]
default_custom_field = true
name = 'CurrencyPrice Item NameCode'
dimension_name = 'CurrencyPrice'
cube_name = 'JumisHansaworld FinancialsInvoices'
level_name_field = true'Item'
rest_api_field = "DescriptionArtCode"
dimension_in_separate_tablekey_field = true

[CurrencyPLVc.currencyF_idPriceItemName]
default_custom_field = true
name = 'CurrencyPrice Item IDName'
dimension_name = 'CurrencyPrice'
cube_name = 'JumisHansaworld FinancialsInvoices'
sourcelevel_id_fieldname = true'Item'
rest_api_field = "CurrencyIDComment"
dimension_in_separate_tablename_field = true

In the example below field FinancialDocLine.status_code has to be used twice so bind_field_name field is used to reference the same field twice.

Code Block

[FinancialDocLine.status_code]
rest_api_field = 'FinancialDoc.Disbursement'
default_custom_field = true


[PLVc.F_PriceCustomerCode]
name = 'Price Customer Code'
dimension_name = 'Price'
cube_name = 'DisbursementHansaworld Status CodeInvoices'
dimensionlevel_name = 'Disbursement StatusCustomer'
cube_name = 'Jumis Financials'
dimension_in_separate_tablerest_api_field = true"CustCode"
key_field = true

[FinancialDocLinePLVc.statusF_name]
skip_request = true
default_custom_field = true
PriceCustomerName]
name = 'DisbursementPrice StatusCustomer Name'
dimension_name = 'Disbursement StatusPrice'
cube_name = 'JumisHansaworld FinancialsInvoices'
dimension_in_separate_tablelevel_name = true
name_field = true

[FinancialDocLine.a_disbursement_flag]
'Customer'
rest_api_field = 'FinancialDoc.Disbursement'
default_custom"CustCode"
name_field = true

[IVVc.PriceListProperty]
name = 'Transaction"Price Documentlist Disbursement Flag'
dimensionProperty"
cube_name = 'TransactionHansaworld Invoices'
fordata_custom_dimensiontype = 'Disbursement Status'
cube"string"
dimension_name = 'Jumis FinancialsInvoice'
bindlevel_field_name = 'status_codeInvoice'
javascriptrest_api_codefield = 'PriceList''
if
(doc.FinancialDocDisbursement[IVVc.RowPriceListCode]
name === true)'Invoice Price List  {doc.FinancialDocDisbursementCode'
cube_name = 'trueHansaworld Invoices'}
elsefor_custom_dimension = 'Price'
 {doc.FinancialDocDisbursement for_custom_dimension_level = 'false'};
'''

In the example below, a combination of Price List, Price and Customer registers are used to create 3 level hierarchy.

Code Block

[PLVc.F_PriceList]
name = 'Price List Code'
dimension_name = 'Price'
cube_name = 'Hansaworld Invoices'
level_name = 'Price list'
rest_api_field = "PLCode"
key_field = true

[PLVc.F_PriceListName]
name = 'Price List Name'
dimension_name = 'Price'
cube_name = 'Hansaworld Invoices'
level_name = 'Price list'
rest_api_field = "PLCode"
name_field = true

[PLVc.F_PriceItemCode]
name = 'Price Item Code'
dimension_name = 'Price'
cube_name = 'Hansaworld Invoices'
level_name = 'Item'
rest_api_field = "ArtCode"
key_field = true

[PLVc.F_PriceItemName]
name = 'Price Item Name'
dimension_name = 'Price'
cube_name = 'Hansaworld Invoices'
level_name = 'Item'
rest_api_field = "Comment"
name_field = true

[PLVc.F_PriceCustomerCode]
name = 'Price Customer Code'
dimension_name = 'Price'
cube_name = 'Hansaworld Invoices'
level_name = 'Customer'
rest_api_field = "CustCode"
key_field = true

[PLVc.F_PriceCustomerName]
name = 'Price Customer Name'
dimension_name = 'Price'
cube_name = 'Hansaworld Invoices'
level_name = 'Customer'
rest_api_field = "CustCode"
name_field = true

[IVVc.PriceListProperty]
name = "Price list Property"
cube_name = 'Hansaworld Invoices'
data_type = "string"
dimension_name = 'Invoice'
level_name = 'Invoice'
rest_api_field = 'PriceList'

[IVVc.RowPriceListCode]
name = 'Invoice Price List Code'
cube_name = 'Hansaworld Invoices'
for_custom_dimension = 'Price'
for_custom_dimension_level = 'Price list'
bind_field_name = 'F_PriceList'
rest_api_item_field = "rows"
javascript_code = '''
if (doc.rows) {
doc.rows.forEach(function(row){
if (doc.PriceList){
row.RowPriceListCode = doc.PriceList;
}
})
}
'''

[IVVc.ArtCode]
name = 'Invoice Item Code'
cube_name = 'Hansaworld Invoices'
for_custom_dimension = 'Price'
for_custom_dimension_level = 'Item'
bind_field_name = 'F_PriceItemCode'
rest_api_item_field = "rows"

[IVVc.RowCustCode]
name = 'Invoice Customer Code'
cube_name = 'Hansaworld Invoices'
for_custom_dimension = 'Price'
for_custom_dimension_level = 'Customer'
bind_field_name = 'F_PriceCustomerCode'
rest_api_item_field = "rows"
javascript_code = '''
if (doc.rows) {
  doc.rows.forEach(function(row){
    if (doc.CustCode){
      row.RowCustCode = doc.CustCode;
    }
  })
}
'''

In the example below, account_code value will be populated from the credit_account_code for the credit transaction and from debit_account_code for debit transaction.

Code Block

[FinancialDocLine.account_code]
skip_request = true
default_custom_field = true
name = 'Transaction Account Code'
dimension_name = 'Transaction'
cube_name = 'Jumis Financials'
for_custom_dimension = 'Account'
bind_field_name = 'account_code'
credit_debit_dimension_column = true

[FinancialDocLine.credit_account_code]
default_custom_field = true
name = 'Credit Account Code'
dimension_name = 'Transaction'
cube_name = 'Jumis Financials'
rest_api_field = 'CreditAccount.AccountCode'

[FinancialDocLine.debit_account_code]
default_custom_field = true
name = 'Debit Account Code'
dimension_name = 'Transaction'
cube_name = 'Jumis Financials'
rest_api_field = 'DebetAccount.AccountCode'
dimension_in_separate_table = true

In the example below a new cube is build for Jumis application build on Payment Orders:

Code Block

[PaymentOrder.Amount]
default_custom_field = true
cube_name = 'Jumis Payment Order'
name = 'Amount'
dimension_name = 'Payment Order'
measure = true

[PaymentOrder.PaymentOrderID]
default_custom_field = true
name = 'Payment Order ID'
dimension_name = 'Payment Order'
cube_name = 'Jumis Payment Order'
source_id_field = true
rest_api_field = "PaymentOrderID"
dimension_in_separate_table = true

[PaymentOrder.PaymentOrderNo]
default_custom_field = true
name = 'Payment Order No'
dimension_name = 'Payment OrderPrice list'
bind_field_name = 'F_PriceList'
rest_api_item_field = "rows"
javascript_code = '''
if (doc.rows) {
  doc.rows.forEach(function(row){
    if (doc.PriceList){
      row.RowPriceListCode = doc.PriceList;
    }
  })
}
'''

[IVVc.ArtCode]
name = 'Invoice Item Code'
cube_name = 'JumisHansaworld Payment OrderInvoices'
restfor_apicustom_fielddimension = 'PaymentOrderNoPrice'
dimensionfor_incustom_separatedimension_tablelevel = true'Item'
keybind_field_name = true

[PaymentOrder.Comments]
default_custom_field = true'F_PriceItemCode'
rest_api_item_field = "rows"

[IVVc.RowCustCode]
name = 'PaymentInvoice OrderCustomer CommentsCode'
dimensioncube_name = 'PaymentHansaworld OrderInvoices'
cubefor_custom_namedimension = 'Jumis Payment Order'
rest_api_field'Price'
for_custom_dimension_level = 'Customer'
bind_field_name = 'CommentsF_PriceCustomerCode'
dimensionrest_inapi_separateitem_tablefield = true"rows"
name_field = true

[PaymentOrder.PaymentOrderID2]
default_custom_field = true
name = 'Payment Order ID bind'
dimension_name = 'Payment Order'
cube_name = 'Jumis Payment Order'
for_custom_dimension = 'Payment Order'
bind_field_name = 'PaymentOrderID'
rest_api_field = 'PaymentOrderID'

[PaymentOrder.PaymentOrderDate]
default_custom_field = true
dimension_in_separate_tablejavascript_code = '''
if (doc.rows) {
  doc.rows.forEach(function(row){
    if (doc.CustCode){
      row.RowCustCode = doc.CustCode;
    }
  })
}
'''

In the example below, account_code value will be populated from the credit_account_code for the credit transaction and from debit_account_code for debit transaction.

Code Block

[FinancialDocLine.account_code]
skip_request = true
default_custom_field = true
name = 'PaymentTransaction OrderAccount DateCode'
dimension_name = 'Payment OrderTransaction'
cube_name = 'Jumis Payment OrderFinancials'
restfor_apicustom_fielddimension = 'PaymentOrderDateAccount'
databind_field_typename = 'dateaccount_code'
importcredit_debit_sortdimension_datecolumn = true
for_standard_dimension = "Time"

[PaymentOrder.CurrencyIDFinancialDocLine.credit_account_code]
default_custom_field = true
name = 'Payment Order Currency ID'
dimension_name = 'Payment Order'
cube_name = 'Jumis Payment Order'
for_custom_dimensionCredit Account Code'
dimension_name = 'CurrencyTransaction'
bindcube_field_name = 'currency_idJumis Financials'
rest_api_field = 'CurrencyIDCreditAccount.AccountCode'

[PaymentOrder.PartnerIDFinancialDocLine.debit_account_code]
default_custom_field = true
name = 'PaymentDebit OrderAccount Partner IDCode'
dimension_name = 'Payment OrderTransaction'
cube_name = 'Jumis Payment OrderFinancials'
forrest_customapi_dimensionfield = 'PartnerDebetAccount.AccountCode'
binddimension_field_name = 'partner_id'
rest_api_fieldin_separate_table = 'PartnerID'true

Versions Compared

Old Version 87

New Version 88

Key

Advanced setting key components & detailed instructions for Standard ERP

Example of custom measure definition with javascript that imports the row gross profit but turns the numbers negative: