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
Dashboard monthly email subscriptions.
Additional chart axes and font size options.
Flex.bi usage statistics analysis.
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: