1. Adding new records from HansaWorld to flex.bi
Adding new records from HansaWorld is simple. If you have set up automatic exporting from HansaWorld and importing into flex.bi then your new changes will appear after the new data is uploaded during the next automatic import.
2. Editing existing records
When you have edited a record and want the new changes to appear in flex.bi the steps required are entirely dependent on what kind of records you have added:
1) If you have edited invoices, sales orders, transactions etc. the changes will appear after the next automatic import, similar to adding new records.
2) If you have made changes to customer classification, item classification or object types, then you will need to re-import all the files associated with the classification or type. Example: by changing customer classifications you will need to re-import Invoices, Customers, Customer classifications (Invoice cube only).
3. Deleting records
When you delete records from HansaWorld and want these records to also be removed from flex.bi, you will have to follow these steps:
| Warning | ||
|---|---|---|
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Deleting data from flex.bi is a risky process that you should only do at your own risk. Backup all reports, data and calculated members before you attempt to delete anything. |
1) First you must find the cube that would contain the data you want to delete. If you want to delete an invoice, you have to find the invoice cube, transactions - Financials cube etc.
2) Now you have to back up the data located in that cube
a) Create a calculated member report - Create a blank report and enable all the calculated members in that report for the cube. This will ensure you wont lose calculated members that aren't enabled.
b) Back up all the reports by exporting the definition for the entire cube.
| Warning | ||
|---|---|---|
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| Most not enabled calculated members are used for testing, displaying the data in another way or for calculations that are not used in reports but are used for data validation. |
3) Delete the cube.
4) Delete the files that contain the records you want to delete and upload the newly exported files that do not contain the records you want gone.
5) Re-import the data.
6) Import all of the report definitions you exported in the previous steps.