Advanced Settings

You can use flex.bi advanced settings to add support for:

• Standard ERP fields that are not imported by flex.bi by default
• additional data fields added to your Standard ERP installation using HAL
• to modify import options for standard fields e.g. to import already supported field as a measure or even a separate dimension

Limitations

Currently only fields from the main register i.e. Invoices, Sales Orders, Quotations etc. are supported. For example, you can't import Customer register field Credit limit as a measure. This will be supported in the future versions.

Custom fields are supported for all data cubes except Financials (Transactions and Simulations registers), Job Costing (Projects and Project budgets registers), Stock Movements and Stock (Item History and Item Status registers). Please contact us if you have use cases for these cubes and we will work with you on a solution.

Additional custom fields

If you would like to import in flex.bi additional fields from a custom field that is not supported by default, then you can add a definition of how this custom field should be imported. Also, if some default custom field settings should be changed, then it can be done with adding necessary custom field configuration parameters.

1. Find the field name

First, you need to find out the register and REST API code for the field. You can find codes for registers in the HanasWorld source File import documentation page. Then you can use the code to find code for REST API field in HansaWorld Module Technics → Reports → Import/Export format. 

You can see in the example screenshot below the register code (1.) and codes for REST API fields (2.).

2. Configure custom field settings

Register code and register REST API code

[resgister_code.register_rest_api_code]

Where register_code is register code and register_rest_api_code is the register REST API code. This will start the block of configuration parameters for the custom field. 

Name for the custom field

A name for the field describing the logic in the most understandable for you way e.g.

name = "Price"

Dimension name in flex.bi for the register

Name of the dimension to which this field should be related to e.g. Invoices, Transactions, Quotations etc. Note that currently, this should be the main dimension of the cube e.g.

dimension_name = "Invoice"

Data type of this field

One of the supported data types - integer, value, string e.g.

data_type = "string"

By default, the string maximum length is 255 characters. If there is a need to import longer string values, then use the additional limit setting to specify the maximum length.
Other available types are text, integer, decimal, date, datetime.

If you use the decimal data type, then by default the precision (maximum number of digits) is 15 and the scale (digits after the decimal point) is 2. You can change these defaults with the additional precision and scale settings.

Additional options

If you would like to import custom field as additional dimension then add

dimension = true

If you would like to import custom field as a measure then add

measure = true

If the level where the REST API register code is specified is not on the record level (i.e. it is in the table or matrix of the record) then you also need to specify what level is it on:

level_name = "Invoice Item"

Example of custom string type dimension definition

[IVVc.Price]
name = "Price"
cube_name = "HansaWorld Invoices"
data_type = "decimal"
level_name = "Invoice Item"
dimension_name = "Invoice"
measure = true
dimension = true

Add additional custom field definitions as needed in advanced settings text area field and then click Save.

3. Import the custom field

Finally, Edit the HansaWorld source application again and in "Cube properties" section select your new defined custom field for import.

Save the application settings and start the import. After the import is finished start using your property, measure or dimension in your reports.

In case of any questions please contact support@flex.bi for more information.