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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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Parameter NameExampleDescription
default_custom_fielddefault_custom_field = trueThis parameter specifies that this field is loaded from the default custom fields file and is required for building the standard cube structure. A custom field with this parameter enabled can't be de-selected for import. Also, if this parameter is set, then the custom field definition is not validated.
dimension_in_separate_tabledimension_in_separate_table = true

This parameter specifies that the particular dimension will be created in a separate table. However, when key_field, name_field, source_id_field parameters are used, the dimension will already be created in a separate table. 

key_fieldkey_field = trueThis parameter specifies that this field will be used as the key field for binding the dimension to the measures and as the first part of dimension member's name ("key_field - name_field").
name_fieldname_field = trueThis parameter specifies that this field will be used as the second part of dimension member's name ("key_field - name_field").
level_namelevel_name = "Invoice Item"If a dimension has multiple levels level_name parameter should be used to specify the level. This parameter should not be used with dimensions that have only 1 level. 
source_id_fieldsource_id_field = trueThis parameter specifies that this field should be used for binding the dimension to the measures instead of the key field. For example, when importing data from a relational database, this could be the primary key of the table that is used for dimension creation.
rest_api_fieldrest_api_field = 'T.NAME'If an REST API field contains a full stop characters (“.“) or the same REST API should be used twice you can use rest_api_field to define the REST API field name instead. If rest_api_field is used then in order to change the returned value for the whole custom field using Javascript the name in rest_api_field needs to be referenced instead as well. 
for_custom_dimensionfor_custom_dimension = 'Customer'

This parameter specifies that this field from the measures register or table will be used for binding the measures to the particular dimension. This parameter should be used together with the following parameters, to specify the particular use of the custom field:   key_field, name_field, source_id_field.

for_custom_dimension_levelfor_custom_dimension_level = 'Customer'This field is an addition to for_custom_dimension field and can be used to also specify a level for binding measures to the particular dimension.
import_sort_dateimport_sort_date = trueThis parameter specifies that this field  will be used for limiting data requests from the particular register or table. For instance, it will be used to get data starting from a particular start date, to rewrite data for a specified refresh period and also for incremental import of only those data lines that have been changed since the last import run.
skip_requestskip_request = true

This parameter specifies that the REST API request should be skipped for this field. This can be useful when the field has been already requested in another custom field or the field is calculated with Javascript.

bind_field_namebind_field_name =  'status_code'

This parameter specifies what custom field's register code should be used for binding measures to another dimension. With this parameter the same field can be referenced multiple times. 

matrix_fieldmatrix_field = trueThis parameter specifies that the information should be taken from matrix level of a record for creating a dimension. 
ordinal_fieldordinal_field = trueThis parameter specifies that the field should be used as an ordinal column for dimensions in a separate table.
credit_debit_dimension_columncredit_debit_dimension_column = trueThis parameter specifies that the values for the particular custom field should be taken from 2 separate custom fields with name prefixed credit_ and debit_. Works only for specific cubes (Jumis Financials, Horizon Financials).
for_standard_dimensionfor_standard_dimension = "Customer"Similar to for_custom_dimension this parameter specifies that this field from the measures register or table will be used for binding the measures to the particular dimension with the difference that this parameters should be used for already standard existing dimensions that have been defined without custom fields. 
for_standard_dimension_levelfor_standard_dimension_level = "Customer"Similar to for_custom_dimension parameter and can be used to also specify a level for binding measures to the particular dimension with the difference that this parameters should be used for already standard existing dimensions that have been defined without custom fields. This is optional if the data is linked to the lowest hierarchy level. 
property_with_mdxproperty_with_mdx = trueAutomatically creates a calculated measure for the imported property.
drill_through_returndrill_through_return = truedrill_through_return parameter can be used to specify that the dimension should be included in the result as a column when "Drill through cell" is used on a cell.
drill_through_default_measuredrill_through_default_measure = true

drill_through_default_measure parameter can be used to specify that the measure should be included in the result as a column when "Drill through cell" is used on a cell with a value from a calculated member.

drill_through_dimension_leveldrill_through_dimension_level = truedrill_through_dimension_level parameter can be used to specify that the dimension will be available in the selection when using "Drill through" option on a cell.
default_measuredefault_measure = truedefault_measure parameter can be used to specify that the measure should be enabled by default when a new, empty report is created. 
rest_api_item_fieldrest_api_item_field = "TRANSORDER_P"

This field can be used to specify how to reference item level from a record correctly. Using this field once is sufficient as this will overwrite the item level name reference from request for the same dimension for other custom fields as well. 

rest_api_nested_fieldrest_api_nested_field = "SHIPTO2"This parameter can be used to specify a record sub-level that's field will be requested through the REST API for the register, and available for custom field definition on the record level. If the sub-level is an array then the first element from the array will be used. 
request_filterrequest_filter = 'NDOK.D.T.KODS+eq+RREK'

This parameter can be used to add additional filters to the REST API link when requesting data. Currently only supported for Horizon. 

item_level_from_header_keyitem_level_from_header_key = 'NDOK_PK_DOK'

This parameter can be used to as a key value to

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create the item level from the header level data. The key is used as the unique identifier for aggregating item level rows that belong to the same record.

Advanced Settings examples

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