Data update, change or deletion
How to Delete data
How to delete data from the source data/source files tab
To delete data files -> Go to the Source Data tab and select the Source files tab. All the files that have been uploaded for the current account will be displayed in a list. Under the Actions column on right hand side are the options Delete, Delete data. Sometimes when files are not properly recognized by flex.bi the HansaWorld logo will not appear under the File Name and instead of the options to Delete and Delete data in the Actions column the options to Preview or Delete the data will be displayed.
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Selecting Also imported data will delete the file and all the data in data cubes that is being used from the file.
How to replace register files
To replace register files you have to delete the file and the imported data then upload the new register file using the Source Files tab. When you have deleted the old data/files and uploaded the new files you have to import the new data using the button Import in the Source Applications tab.
How to empty cubes and re-import data
To empty a data cube you have to press the Empty cube button in the Analyze tab.
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When you press Yes all the data from the cube will be deleted (The cube definition, reports and calculated members will not be deleted). Once all the data has been deleted you can then re-import the data again by going to the Source Data tab and selecting the Source Application tab and pressing the import button. Data from all uploaded files will then be imported into the appropriate cubes and reports.
Partial data upload for BIG databases
Partial data upload means that you upload data (invoice, activity, transaction registers and other transactional data) divided into several parts - by month, year, day or invoice number etc.
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You can only divide the registers IVVc and TRVc into smaller segments, the other registers must be contained in one file.
How to export data from HansaWorld for a partial data upload/import
For example if you have data for the years 2013, 2014 and 2015 till the end of April and you want to create the Sales data cube and update flex.bi with your monthly changes, you have to prepare this list of files:
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Please use filenames as mentioned above - number in the importing sequence and register name , for example ObjVc, IVVc and year, quarter, month , week, day of data. It will save us and for you a lot of time during system maintenance and regular data updating. In addition you can add name of register, if you like, but the you have write it correctly every time you Re-Import these files ( that might sound easy, but misspelling is very common problem of wrong data cases ) . If you are not using Objects or any other register in the system and exported file is empty, you do not have to export it or upload in Flex.bi, but you still have to keep the same numbering for all the rest of files - as they are in the sequence. It will make your life much easier in the future when you update files - so you know which files you have to reload after you update any of these files. |
Uploading recently changed data (Updating your data)
When you have uploaded all the data listed above and at a later date you decide to update the imported data in flex.bi you will not have to delete all of your uploaded and imported data, but you will have to do the following:
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| If you would like to delete Historical data, that has been imported in your account, because records have been deleted from the system or you have simply imported the wrong data - you have to empty the data cubes. Emptying data cubes is covered in section 3.3 How to empty data cubes and re-import data. |
Editing existing records in flex.bi
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 edited:
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