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titleAdvanced 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. 

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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 : 

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Advanced setting key components & detailed instructions for Standard ERP

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

[TDdmKlBaseSar.customer_type_code]
default_custom_field = true
cube_name = 'CustomerHorizon Type CodeFinancials'
dimension_name = 'Customer'
level_name = 'Customer Type'
cube_name = 'HorizonCustomer Type Financials'
key_field = true
Code'
rest_api_field = 'K.KTIPS'
key_field = true

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

[TDdmKlBaseSar.customer_code]
default_custom_field = true
cube_name = 'CustomerHorizon CodeFinancials'
dimension_name = 'Customer'
cube_name = 'HorizonCustomer FinancialsCode'
rest_api_field = "K.KODS"
key_field = true

[TDdmKlBaseSar.customer_name]
default_custom_field = true
cube_name = 'CustomerHorizon NameFinancials'
dimension_name = 'Customer'
name = 'Customer Name'
rest_api_field = "K.NOSAUK"
name_field = true

[TDdmKlBaseSar.customer_pvn_reg_no]
default_custom_field = true
cube_name = 'Horizon Financials'
name_fielddimension_name = 'Customer'
name = true'VAT Registration No'
rest_api_field = "K.NOSAUK"PVN_REGNR"
property = true