1. Adding new records  in HansaWorld

       Adding new records from HansaWorld to flex.bi 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 Transaction registers (TR) invoices, sales orders, transactions or other, the changes will appear after the next automatic import, similar to adding new records, or when you upload and import new file of this register.

2) If you have made changes to other registers like  accounts, customer classification, item classification or object types, then you will need to re-import all the files associated with the record type you changed.  You can do it manually by exporting data upload to source files and import or simply wait for next scheduled import. 

Example: If you have updated of customer classification and analyzing sales data in HansaWorld Invoices Cube -  it will appear in your reports in Flex.bi as soon as new classification ( CCLassVc), customer (CUVc) and Invoices (IVVc) file is imported in Flex.bi.You can do it also manually if you need it right away.

Please see list of full register names included for each cube : 

3. Deleting records from flex.bi

        If you want to delete customer/item classifications or objects from flex.bi then follow use the steps given here. If you wish to delete any other record go to - Data update, change or deletion in 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:

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.

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.

If you have not imported your files into flex.bi, then learn how to do that here.

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1. Data update, change or deletion

1.1 How to Delete data

1.1.1 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. 

The Delete data option will delete the data in all data cubes that is being used from the file.

The Delete option will open window that gives the option for deleting - Just source file or Also imported data.  

Selecting Just source file will only delete the file you have uploaded and will not delete the data in data cubes that is being used from the file.

Selecting Also imported data will delete the file and all the data in data cubes that is being used from the file.

1.1.2 How to delete data manually through the SQL database

To delete data/data files from your SQL database you need to first download an application that allows you to establish a connection to your database through which you can then make changes to the tables and data located in those databases. This is example is demonstrated while using SequelPro, but any other similar programs function by the same methods.

1. Download SequelPro from the following link - http://www.sequelpro.com/download - and install it.
2. Open SequelPro and establish a connection to your database by creating a new connection.
3. Select your connection method - Standard, Socket or SSH and fill in the fields required to connect to your database. Consult your IT specialist or flex.bi support for the required connection information.
4. Once connection has been established you should be able to select a database to display. For this task you will require to select flexbi_private.
5. Once you have selected the database you will see all the tables that database has saved. Search on click on the source_files table.
   
6. Once the source_files folder has been clicked on find and select the content tab or any equivalent of that tab in different program. We are trying to display the information that the table contains.
   
7. You should now see data rows and columns that are located within that table with the data they contain.
8. Find out the account number of the account whose source files you are trying to remove. It can be located in the flex.bi URL.
   
   For the example given the account number is 44.
9. Now return to the source_files table data and search for the column called account_id. The rows with account_id that matches the account number you found in the accounts URL are the source files that account contains. Now you can manually delete all the source files associated with that account number.
   
10. Once you have removed the required rows from the table, you need to also remove the files from your data/source_files folder. The files will be stored in a directory whose name matches the account_id of the account you want to remove the files from.

It is also possible to delete these files through SQL code, all you have to do is enter SQL code in your SQL command prompt that calls for the deletion of the source files where the account_id is equal to the account_id for your account.

1.2 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.

1.3 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.

When you press the Empty data cube button the following window will appear:

         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.

1.4 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.

       It is suggested for accounts that contain a large amount of data (>100 MB). This makes it easier and quicker to both export data from HansaWorld and to upload/import it into flex.bi.
The idea of partial data upload is that you divide data into 2 parts:

1. 1. Data that definitely will not change (data that is older than one year or closed years whose data will not be updated anymore) 
   2. Data that might change or is still being updated

You can only divide the registers IVVc and TRVc into smaller segments, the other registers must be contained in one file.

1.4.1 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:

1. 1. CCLassVc .txt          / for Customer
   2. ClassDIVc.txt           / for Item class
   3. OTVc.txt                  / for Object class
   4.  ObjVc.txt                 / for Objects
   5. CUVc.txt                  / for Customers
   6. INVc.txt                   / for Items
   7. ITVc.txt                    / for Item groups

For Invoices you will have to export several files, we suggest that for the current year the files are divided by months:

8. IVVc_2012.txt                  / for 2013 invoices data
9. IVVc_2013.txt                  / for 2014 invoices data
10. IVVc_2014_Jan.txt        / for 2015 January  invoices data
11. IVVc_2014_Feb.txt       / for 2015 February invoices data
12. IVVc_2014_Mar.txt       / for 2015 March  invoices data
13. IVVc_2014_Apr.txt        / for 2015  April invoices data

To export registers from a period you have to use the HansaWorld module Integration >> Routines >> Export >> Register Export (period)

1.4.2 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:

Prepare the new data by exporting the register files from Register export located in the Database maintenance module with complete data for ALL of the registers that contain the data you wish to change. 

Save files under the SAME NAME as you did before : 

1. 1. CCLassVc .txt          / for Customer Class       
   2.  DIVc.txt                   / for Item class                    
   3. OTVc.txt                  / for Object class
   4. ObjVc.txt                 / for Objects
   5. CUVc.txt                 / for Customers
   6. INVc.txt                  / for Items
   7. ITVc.txt                  / for Item groups   
      
      For Invoices you have to export the file that contains the invoices for the current month from the Register export (period)  in Integration module. If you have data available for the next month you will be required to create an separate file that contains only invoices from that month.
      
      
   8.  IVVc_042015.txt        / Invoice file that contains data from April 2015

Upload these files as you would normally and replace them when flex.bi asks if you would like to replace an existing file.

Replacing a file means that only new records will be added. This will work if you have added new records (New items, New Item classes) or modified the name of a record. 

Replacing will do the following with records:

a) Item class Description name changed:    TAB - Garden tables   --> TAB - Garden Tables and chairs      / Description will be updated 

b) New Item class created:    CHAIRS  - Garden chairs   / New Item class will be created and will show up in the list. Measures values will show after importing Invoices

b) Item class code changed ,  TAB  - Garden Tables  -->  TABLES  - Garden Tables  /  New Item class will be created ( the old one will still be available for Historical records )

c) Item class deleted,  TAB  - Garden Tables  -->  Deleted     /  All Historical records will be available,  will show in the Item class list.

Useful links:

Data update, change or deletion in flex.bi

Importing / Exporting definitions