Support center for flex.bi version 3.2

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What is  "account parameter"  and how to use it ?

When making a new account it is possible to add different account options - called account parameters.

  • Plan parameters  - To validate subscription plans  and filtering by object, item, customer classes 
  • Data import parameters  - Specify the amount of parallel SQL threads during data import

  • Features parameters  - Adds some 
     
     

    Please Note

    Add in the parameters textbox when making a new customer account. 

     Parameters can be added only when making a new account otherwise, data for the account should be re-imported (in case of account upgrade or etc.)


  1. Plan parameters

 Assign parameters to predefined flex.bi plan packages:

 

 

[hansaworld]
flex.bi_plan = "start" 

This parameter automatically will enable  Object Type or Item, Customer classifications if that is included in plan. If no account plan is selected with parameter, "start"  will be selected as default.

 

 There are 3 predefined packages at the moment:

 

  • "start "- enables the sales cube, the financials cube, the sales order cube and the quotations cube
  • "standard"  - enables everything in the start plan and additionally enables the stock cube and adds support for item classes, customer classes, objects
  • "business" - enables everything in the standard plan and additionally enables the CRM and the Job Costing cube


 

2. Data import parameters

 

Set up profit account to be ignored when importing transactions

 

[hansaworld]
profit_account = 31100

 

Set this to true to also import not OKed invoices

 

[hansaworld]
import_not_ok_invoices = true

 

Set this to true to also import not OKed Sales Orders

 

[hansaworld]
import_not_ok_sales_orders = true

 

Specify the amount of parallel SQL threads during data import

 

[hansaworld]
import_thread_count = 3

 

The parameter import_thread_count = 3 will import activities, invoices and transactions in 3 parallel SQL threads which should roughly double the speed of import. 
Setting import_thread_count = 1 will import at the default speed.
Setting import_thread_count = 3 will reduce the import time by roughly 10%.
Setting import_thread_count = 4 will reduce the import time by roughly 20%.

 

Features parameters

Enable loyal / active / new customer etc. features 

 

[hansaworld]
update_active_customers = true
update_loyal_customers = true
update_new_customers = true

Availible options

  • update_active_customers - import row counts active clients. True/false option which will be availible in the propertyCustomers dimension. Example:

     

    Count(Filter([Customer].[Customer].Members, [Customer].getBoolean('Active')))

  • update_loyal_customers - at the time of import loyal clients will be counted. It will become a true/false option and after thet availible in the propertyCustomers dimension. (A loyal customer has at least 3 invoices in the last 6 months, but not in the same month) Example:

     

    Count(Filter([Customer].[Customer].Members, [Customer].getBoolean('Loyal')))

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