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 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:
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 (upload to source files and import) all the files associated with the classification or type.
Example: by changing customer classifications you will need to re-import customer classifications for all the enabled cubes that use customer classifications.
3. Deleting records from flex.bi
When you delete records from HansaWorld and want these records to also be removed from flex.bi, you will have to follow these steps:
Deleting can cause serious, irreverisble damage
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 reports and calculated members 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.
Not enabled calculated members
3) Delete the cube.
4) Delete the files that contain the records you want to delete (make sure to back them up) 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.