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Support center for flex.bi version 3.2

HansaWorld application setup

Owned by Dace Kvalberga
Last updated: Dec 07, 2016
4 min read

 

Source Files 

For automated exports / imports setup

If you are using automated exports / import where files are sent to server by HAL package timed events, you do not have to upload files - they will show in Source files section automatically, just check if they show up in Source files and are recognized as HansaWorld format. Then move to Source application section below. 

 Automated export setup with flex.bi provided HAL package. 

For manual file export / import 

In the flex.bi interface you have to find the tab Source Data > Source Files and upload the register files you prepared previously with "Browse ". If files after upload are recognized as HansaWorld files then you will see the HansaWorld logo appear under each file name. Result table should look like this or similar :


Data format

If your files is not recognized as a HansaWorld file then:

1. Make sure files are in UTF-8 formatting, which is the HansaWorld export format. Please confirm that the files are the right format by opening the file and finding "UTF-8"  in files header.

2. Make sure the file contains any data at all.

3. Try to re-export the data from HansaWorld again and allow some time for the new file to be populated with data, because exporting big files (several megabytes) can cause the files to appear as empty while they are being populated by data or

Source application (HansaWorld)

For  Flex.bi Private version users  -  Before you import any data make sure the  account parameters settings are correct. Read more about it here -  Settings and parameters for new account.
 If the parameters are written incorrectly or given the wrong values certain functions will work incorrectly or not be available at all. Any changes made to the parameters after data has been imported will not affect any data. Parameters are only taken into account when data is being imported. So if you need to add or change a parameter or parameter value you need to delete all the data that would be affected by the parameter and re-import the data after the parameters have been adjusted.

     For Flex.bi Cloud users - continue with Source application setup

  1. In the flex.bi interface you have to find the tab Source Data > Source Applications and click on the "Add new Source Application" button. 
    The following page will be displayed:



  2. Select one of the four available applications from which you wish to import your data.
    To import HansaWorld data files you just uploaded please choose HANSAWORLD application import. When you click on the application a data window will open requesting that you enter a name for your data cube. You cannot create two or more cubes of the same application type on one account.

  3. After selecting your application the following page will be displayed:



  4. To import data press the Import button. The following page will be displayed:



    In the page you have to select and input the following data:
     
    1. Select the cubes you want to import data for by checking the check-box next to the type of cube needed - Invoices, Financials, Sales Orders, Quotations or CRM  or other your account plan is allowed to.
    2. Select if you want to import additional sample reports by checking the check-box next to Import sample reports.
    3, If you don't want to use Object types, Customer classes and Item classes as additional dimensions in Financials, Sales Orders, Quotations and CRM cubes then proceed to step 6.
    4. If you want to use Object types, Customer classes and Item classes as additional dimensions in Financials, Sales Orders, Quotations and CRM cubes then you have to upload the registers that deal with the appropriate data in the Source Files tab of the Source Data page:
    1. Object types - OTVc
    2. Customer classes - CCLassVc
    3. Item classes - DIVc 

    5. Select the data types or classes by clicking inside the appropriate Object types, Customer classes and Item classes data input boxes to make a drop down menu appear with the available types and classes, click on the type or class you want to import. Only the types and classes you have selected will be created as additional dimensions.  
    6.  Once all the necessary information has been entered press Import. 

    Importing Object types, Customer classes and Item classes by selecting them in the appropriate boxes from the drop down menu will only work when cubes have not yet been created. To add these objects after data has been imported to the cubes the cubes have to be emptied and the data has to be imported again with the new selection.

    If everything was done correctly the following page will be displayed:

    Source application errors

    If you have encountered errors while importing data it is possible that imported data is formatted wrong and your selected Source Application can't read it.
    You can find most common reported errors with solutions here - Source files import errors