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Support center for flex.bi version 3.2

Flex.bi version 2.0

New features

The possibility to use parallel imports 

            To ensure that your data is kept up to date as fast and as often as possible, our team has implemented multi-thread support for your data import needs. With the option to add additional parallel threads to increase importing speed by up to 50%, you can now import all of your files even faster. Not only is it available in the data cubes we have been providing you since version 1.0, but also in the newly created Job costing and CRM cubes that allow you to handle data about your projects and activities.

Newly implemented CRM cube

            The CRM cube allows you to handle data that is connected with projects, activities, people and companies that you deal with on a daily basis. It allows you to analyse activities per customers, sales staff etc. which in turn makes it possible to display the sales efforts and the results of your workforce. By analysing your customers you can pinpoint which of them are the most important so you can focus on them and their needs. 

            By popular demand we have implemented a feature that allows you to import OK’d and un-OK’d activities and implemented measures that allow them to be sorted by their counts and durations. The customer dimension has also received a slight update with two new measures that allow customers to be sorted by their creation and update dates.

Freshly designed Job costing cube

            The job costing cube presents you with the option to display and analyse project budgets and expenses by using most of the data located in other HansaWorld data cubes to present an easily viewable and understandable graph or table for you and your workforce.

Template database

Our team has also created a Template database that you can use as inspiration when creating your own reports. The database contains:

  • Downloadable report examples for SalesFinancial and CRM data
  • Instructions and manuals on how to set up more complex reports
  • An overview with answers to the most frequently asked question

Updates

Of course we haven’t forgotten about our previous work and the improvements that can always be made, so we have added a few updates and bugfixes to our previous HansaWorld data cubes

The Sales cube

            The sales cube has received a number of updates including a new register that allows the user to build dashboards that not only show the sales amounts but also the open to-date balances per customer, customer group, sales person or any other available dimension thanks to the addition of the ArVc register.

            An additional measure from the Quotations cube has been added to allow the user to view the whole sales pipeline in a single report – starting from quoted amounts and ending with made sales and open balances. With this new measure its possible to measure conversion rates, efficiency of sales staff or item groups.

            It is also worth mentioning that Invoices and Orders whose prices or amounts are empty will not be imported.

General bug fixes

  • Fixed a bug where Customer Class was not working in the Sales cube

  • Fixed a bug where an “Invalid date” error was thrown, because of the wrong date seperator

  • Fixed a bug where imported dashboard templates would return an error

  • Changed overlapping default measures names to fix measure sharing

  • Fixed a bug where Invoice measures are not removed for the same invoice if it is coming from multiple files

  • Fixed a bug that caused the enable_item_class parameter to not work properly