Changelog

Support center for flex.bi version 4.0

Changelog

6.3.5 / Released August 6, 2021

Features

  • Added Account dimension in Stock cube

  • Added State and Zip Code properties for Supplier dimension

  • Added Customer closed and Customer no-mailing calculated members in Quotations cube

Bug-fixes

  • Fixed a bug that caused an error when creating importing a property from custom fields in the Customer dimension

6.3.4 / Released July 30, 2021

Features

  • Created a new measure In stock WA value in the Stock cube.

Bug-fixes

  • Fixed a bug that prevented (none) member creation in the Item Group hierarchy of the Item dimension.

  • Fixed a bug that caused wrong New customer count values after data reimport.

6.3.3 / Released July 22, 2021

Requirements after version change

  • Job Costing cube has to be emptied and reimported.

Features

  • Implemented a feature for counting new customers in HansaWorld cubes.

  • Added new measures in the Sales Orders cube for open gross profit and not invoiced gross profit and quantity.

Bug-fixes

  • Fixed a bug that caused wrong data after invalidating an already imported invoice.

  • Fixed a bug that caused empty Invoice to Customer Code and Invoice to Customer Name properties.

6.3.2 / Released July 14, 2021

Features

  • Added additional information on the Plans page.

  • Implemented flex.bi colors schema as the default setting for new report creation

Bug fixes

  • Fixed a bug that caused Financials cube import error when no profit account was defined.

  • Fixed a bug that caused Invoices cube import error when importing custom country codes.

  • Fixed a bug that caused wrong request url logging for incremental import.

6.3.1 / Released July 09, 2021

Features

  • Introduced Planned delivery date support in Sales Orders and Purchase Orders cube.

  • Created a new subscription payment method - Invoice. 

  • Extended the Custom fields functionality to all HansaWorld registers.

6.3.0 / Released May 21, 2021

Features

  • Conditional cell formatting improvements – new exact value and regular expression conditions, top/bottom, and heatmap formatting, custom formulas.

  • Change report height in dashboards – specify either fixed or dynamic report height.

  • Add sparklines in table reports and gauge charts.

  • Show Markdown, HTML, plain text, and date measures in gauge charts.

  • Improved gauge width calculation to enable showing of more gauge items in one row.

  • HTML and plain text formatting for calculated measures.

  • Improved calculated member formatting selection drop-down.

  • Remember the last used Analyze tab view (grid or list) and sorting criteria.

  • Support for MySQL 8 database and JDBC driver.

  • Improved row filter validation for regular expressions.

  • Added endless scroll to large table reports in dashboards.

  • Use size formatting suffixes (KB, MB, GB) in cell formatting conditions.

  • Implemented Show Key functionality that allows changing between dimension item key and name display in report rows.

  • Removed Zendesk chat option from the mobile devices, to enhance report readability.

  • Created a new login screen.

  • Implemented a solution for enabling incremental import for the supported registers by default.

Bug fixes

  • Perform automatic vacuum on PostgreSQL tables after each import to reduce table size and improve query performance.

  • Fixed the issue that caused different color schema being used by default, when creating new reports reports.

  • Fixed the issue that prevented plan change from Trial to Business when Advanced Settings were defined.

  • Fixed the issue that caused HansaWorld authorization error message being shown for other source applications.

  • Fixed the issue causing geocoding error message being displayed when there is no Suppliers dimension in the data cube.

  • Fixed the placeholder for the HansaWorld REST API import refresh period.

  • Fixed the placeholder for the HansaWorld REST API default import start date.

  • Fixed the issue that caused underscores being used in the cube custom fields section title.

6.1.3 / Released Apr 15, 2021

Features

  • Implemented unique customer/supplier count measures in all relevant cubes.

Bug fixes

  • Changed Quotation Count measure datatype to integer.

6.1.2 / Released Mar 22, 2021

Features

  • Added an option to enable Custom Hierarchy creation for consolidated accounts

Bug fixes

  • Fixed compatibility issues with PostgreSQL database server

  • Fixed the issue that caused incomplete PDF exports

  • Fixed the issue that caused Geocoding request failures

6.1.1 / Released Feb 26, 2021

Bug fixes

  • Fixed FIFO Value import in Stock Depreciations cube

  • Fixed the issue with error handling for Google Spreadsheet import

  • Fixed the issue with import error handling that caused clutter in the log files

  • Fixed the issue that caused a deadlock when importing consolidated data

  • Fixed the issue that prevented dashboard embedding

6.1.0 / Released Feb 05, 2021

Features

  • Define report specific calculated measures

  • View calculated member usage in reports and other calculated member formulas

  • Show a warning when navigating away from an unsaved modified report in the Analyze tab

  • Markdown formatting for calculated measures

  • Support for PostgreSQL versions 11 and 12

  • Custom property hierarchies in Customer, Person, Item, Account, Supplier dimensions

  • Now for Consolidated accounts there is an extra hierarchy that combines members with the same name from different companies

  • Purchase Invoice measures are now shared in Invoices cube

  • Hansaworld imports now retry import several times when receiving Unauthorised error

  • In usage statistics more detailed information now is available for HansaWorld imports

Bug fixes

  • Several fixes in additional data import column mapping validations and import

  • Allow deletion of custom data cube dimensions

  • Budget import in financials cube now works with consolidation

  • Import only selected companies in Companies dimension for consolidated accounts

  • Fixed a bug where consolidated accounts with companies that had characters in their code would fail to import objects

  • Fixed a bug where custom fields would not import

  • Fixed a bug where Good Receipts import would fail if they contained information in Best Before property



6.0.1 / Released Nov 27, 2020

Bug fixes

  • Fixed a bug that caused a timeout when consolidating 90 companies

  • Fixed a bug that caused client/supplier category name and item group name removal with incremental import

  • Fixed a bug that caused a data validation error when using incremental import

  • Fixed a bug that caused the Week day dimension breakdown on consolidated import

6.0.0 / Released Nov 6, 2020

Features

  • Now all the companies are available for selection for consolidation in import options application setup step

  • Added Budgets and Revised budgets for Financials cube

  • Editing HansaWorld source application works faster now

  • Added Week Day dimension

  • New user interface with a lighter and brighter look. The new larger color palette for charts, lighter headers for table reports, new icons, and improved navigation.

  • Additional standard calculations – cumulative sum including empty values, many "time ago" calculations, empty as 0.

  • Freeze row headers (in addition to column headers) in table reports.

  • Show All member names in gauge charts when other members used from the same dimension.

  • Added hours, minutes, seconds formatter for usage statistics duration measures.

Bug fixes

  • Fixed a incorrect "There is no active subscription for this account" message in HansaWorld application setup

  • Fixed some incremental import interrupt issues

  • Fixed a bug with breaking the cube structure when selecting and deselecting cubes for import and having source files linked to then

  • Fixed a bug that showed incorrect error message in Source Data section when creating a Trial account

5.2.1 / Released Aug 28, 2020

Bug fixes

  • Fixed the issue that caused Rest API authorization failure for any company other than the 1st.

  • Fixed the issue that caused extra dimension selection drop-down menus not being updated after selecting different company.

5.2.0 / Released Aug 7, 2020

What's new

Bug fixes

  • Fixed gross profit base amount not being imported correctly with multiple currencies

  • Fixed error message after successful payment with credit card

  • Fixed a bug where a new application with no selected cube would count as another cube selected

  • Fixed a bug where it was only possible to add one less user then the actual account limit

  • Fixed a bug where emptying or deleting one cube would cause all the other cubes to be re-imported from start as well

  • Fixed a bug where "Authorize URL" and "Token URL" fields where not filled when switching from file

  • Fixed an incorrect error message when embedded dashboard was not available anymore

5.1.2 / Released June 19, 2020

Bug fixes

  • Fixed the issue that caused wrong error messages appearing in the Source Application section.

  • Fixed the issue that caused error messages with missing translations.

  • Fixed the issue that prevented users from resetting their passwords.

  • Added the All Accounts section for administrators.

  • Added a procedure for deleting old accounts.

  • Removed unnecessary code for the dark theme.

5.1.1 / Released May 11, 2020

What's new?

  • Added automatic tests for Purchase Invoices cube.

Bug fixes

  • Fixed the compatibility issue with MySQL-java connector v8.0.

  • Fixed the issue that caused duplicate import initialization after server restart.

  • Fixed customer and supplier classification issue in Purchase Invoices un Purchase Orders cubes.

  • Fixed the issue with a wrong account unlock link sent to the user.

5.1.0 / Released April 22, 2020

Whats new?

Bug fixes

5.0.4 / Released February 21, 2020

Whats new?

Bug fixes

5.0.3 / Released January 24, 2020

Whats new?

Bug fixes

5.0.2 / Released December 27, 2019

Bug fixes

5.0.1 / Released December 09, 2019

Bug fixes

5.0.0 / Released December 09, 2019

Bug fixes

Whats new?

4.5.1 / Released November 08, 2019

Bug fixes

4.5.0 / Released September 10, 2019

Whats new?

4.4.1 / Released August 06, 2019

Bug fixes

4.4.0 / Released July 12, 2019

Whats new?

Bug fixes

4.3.0 / Released March 29, 2019

Whats new?

Bug fixes

4.2.2 / Released February 28, 2019

Whats new?

4.2.1 / Released January 23, 2019

Whats new?

Bug fixes

4.2.0 / Released January 4, 2019

Whats new?

Bug fixes

4.1.6 / Released November 12, 2018

Bug fixes

4.1.5 / Released July 28, 2018

Whats new?

Bug fixes

4.1.4 / Released July 03, 2018

Whats new?

Bug fixes

4.1.3 / Released June 13, 2018

Whats new?

Bug fixes

4.1.2 / Released April 27, 2018

Whats new?

Bug fixes

4.1.1 / Released March 21, 2018

Whats new?

Bug fixes

4.1.0 / Released February 1, 2018

Whats new?

Bug fixes

4.0.12 / Released December 5, 2017

Whats new?



Bug fixes

4.0.11 / Released August 29, 2017

Whats new?

Bug fixes

4.0.10 / Released July 27, 2017

Whats new?

4.0.9 / Released July 10, 2017

Whats new?

Bug fixes

4.0.8 / Released June 20, 2017

Bug fixes

4.0.7 / Released June 6, 2017

Whats new?

Bug fixes

4.0.6 / Released June 2, 2017

Whats new?

Bug fixes

4.0.5 / Released April 26, 2017

Whats new?

Bug fixes

4.0.4 / Released April 21, 2017

What's new?

Bug fixes

4.0.3 / Released April 13, 2017

Whats new?

Bug fixes

4.0.2 / Released April 6, 2017

What's new?

Bug fixes

4.0.1 / Released April 3, 2017

Bug fixes

4.0 / Released April 2, 2017

User friendly application setup.

Combined import

Easier subscription to flex.bi plans

Changes to flex.bi plans

Less parameters required to set up account

Faster import

Import predictive data with future dates with REST API

Log transactions when importing with REST API

More fields from contact cards as properties

Embedded dashboards refresh automatically, if parameters passed:

3.2

New dimensions

New HansaWorld cube

New Measure in Invoices cube

New Shared Measures in Stock cube

Online chat with support

Geocoding

Dark theme for embedded dashboards

Design improvements

Additional chart axes and font size options.

Additional next page URL pagination option for REST API import.

Sort source files by any column in the Source Data tab.

Added show_all_public_accounts setting in eazybi.toml.

Enable drill through by in custom schema definitions.

Support for Microsoft SQL Server with Microsoft JDBC driver (if an SSL database connection is required).



Bug fixes

3.1 / Released September 26, 2016

Improved REST API import:

Added Item Varieties support

If you are using item varieties in Standard ERP to purchase and/or sell your items you will be happy to hear that with this version we implemented full support for it in flex.bi. You can now choose which item variety groups you wish to analyse by. 

New features

Bug fixes:

3.0

REST API support is here

      With the addition of REST API several features have become simpler, for instance you will now be able to directly connect to your HansaWorld server and import data into flex.bi completely eliminating the need to manually export registers, just hand flex.bi a URL to your HansaWorld server and it will do the rest. Before you even confirm your first import you will be able to set and freely configure the automatic imports schedule and change it when ever you wish. REST API currently supports importing data for Invoices, Quotations, Sales Orders and Financials cubes. It is now available for the users with the flex.bi "Standard" or "Business" packages and a HansaWorld Standard ERP version 8.1 2015-06-02 or higher.

An updated Stock cube

      To help you keep a better track of what is coming and going through your warehouses, the flex.bi team has implemented support for item history. You will now be able to see how much of your items have come and gone, where they have come from, where they have gone to and have they been sold, bought, written off as damaged, lost, are they in transit or are they being used on the production line to create something new and unique.

Goods Receipts cube

     It has never been easier to keep track of what has arrived in your warehouses until now. The freshly created Goods Receipts cube will help you analyze what kind of items have arrived at your doorstep and which supplier delivered them, what amount and at what cost.

Stock Depreciation cube

     Now you are able to have a clean overview of your depreciation of stock, of the items you have withdrawn for internal use and the stock you have written off all in one cube - the Stock Depreciation cube. Analyze the data by the reasons of why your item has found its way into stock depreciation and examine the lost quantities and monetary value of those items.

Stock Movements cube

      Ever been curious where your stock travels to? Well now you can find out with our new Stock Movements cube. This cube allows you to view and analyze where your items have traveled from, where they have traveled to and what stops they had along the way, let's not forget that you can also see the quantities and costs of the items that are traveling from location to location.  

New sample reports

      We have added a few new sample reports from our templates database to the standard sample reports that can give you an example on which you can build your own reports or modify the sample ones to your needs. The new additions include CRM reports that allow you to view customer value, a comparison with previous periods and how much time each sales person spends on a customer.  Two Financial reports that allow you to analyze data by account type and analyze profit loss in a period. And a whole bevy of Invoice reports that show sales KPIs in a period, item turnovers, the top salesman on your team, general item statistics, the most profitable items and a report for salesman targets.

Updates

General bug fixes

2.0

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:

Updates