1. Adding new records from HansaWorld to flex.bi
Adding new records from HansaWorld 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:
Deleting can cause serious, irreverisble damage
Deleting data from flex.bi is a risky process that you should only do at your own risk. Backup all reports, data and calculated members before you attempt to delete anything.
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.
Not enabled calculated members
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.