Changelog

7.0.3 / Released June 20, 2024

Features:

Created integration with 3CX Phone System.
Implemented demo data generation for Horizon Invoices cube.
Added an option to share measures from the standard cubes into custom cubes for Standard ERP application.
Rest API import procedure code refactoring.
Added an option to configure record deletion and skipping during custom cube import.
Optimized custom field definition parsing.
Added an option to set Rest API import concurrent request thread count on account and application level
Added Horizon Invoices cube to the default Horizon cube list.

Bug-fixes

Fixed the issue causing empty cube options page even when a cube is selected for import.
Fixed the issue causing prediction import errors when prediction import is enabled for multiple accounts.

7.0.2 / Released February 16, 2024

Features:

Simplified custom fields definition process.
Added an option to create a record and item level custom cube for Horizon application.

Bug-fixes

Fixed the issue causing PayPal payment failure.

7.0.1 / Released December 22, 2023

Features:

Added support for conditional report alerts.
Added support for HSESSION cookie in HansaWorld application, to streamline HW authentication process.
Adjusted the Horizon application authorization process according to the latest security requirements set by Visma.
Added an option to define prediction start date for Machine Learning model integration.
Created automatic tests for Priority application testing.

Bug-fixes

Fixed the issue causing an internal error when user performs drill-through cell operation on a dimension member containing a complex aggregation.
Fixed the issue causing an error in the sample report for HansaWorld Financials cube.
Fixed the issue that prevented user id logging in the web-log file.

7.0 / Released November 3, 2023

Features:

Engine upgrade to eazyBI Private 7.0.1.
Updated the .toml configuration file to include the latest configuration options.
Added an option to change the content type setting for the Rest API application.
Added the Customer dimension to all HansaWorld cubes containing the Supplier dimension, and wise-versa.
Implemented a functionality for implementing a prediction models based on weather forecast and location data.
Added an option to import nested fields in Priority custom cubes.

Bug-fixes

Fixed an issue that caused incorrect budget import for HansaWorld application.
Fixed an issue that caused Weather data import cancellation for all accounts in case of an error in one of the accounts.
Fixed an issue that caused record duplication in Priority Financials cube.
Fixed an issue that caused an error in case a measure was imported in a custom cube and no dimension was created from the associated source.
Fixed an issue that prevented dimension binding to Item level measures in Priority custom cube.
Fixed the Holiday and Transferred working days measures in HansaWorld Invoices and Quotations cubes.

6.7 / Released September 20, 2023

Features:

Added an option to change the length of the trial period.
Added validations for account plan parameter values.
Created an integration with the Priority ERP.
Added an option to build custom cubes, using custom fields definitions.
Added additional information to the account subscription page.
Renamed the templates link in the product header.

Bug-fixes

Fixed the issue causing Jumis demo data generation error.
Fixed the issue causing an error when disabling an active Excellent Books BI account.

6.6.1 / Released June 28, 2023

Features:

Historical weather data and weather forecast integration.
Extended logging for XML validation errors during HansaWorld data import.
Added an option to define an ordinal column for custom dimension in separate table created using custom fields functionality.
Removed the redundant regular import frequency options for HansaWorld application.
Added a functionality for automated flex.bi user mailing list management.
Code refactoring for better import performance.
Automated Excellent BI account creation workflow.
Added Object extra dimension support for HansaWorld CRM cube.
Added an option to create a custom dimension in separate table containing only the key value.
Added Department dimension in Horizon Financials cube.
Added an option to customize Transaction data import source for Jumis PRO application.

Bug-fixes

Fixed the issue that caused VAT number validation during when creating a new subscription.
Fixed feature list in the Edit Account page.
Fixed the issue that prevented Geocoding from working on PostgreSQL database.
Fixed the issue that prevented the cancellation of HansaWorld application import.
Fixed the data type mismatch for ordinal column import in HansaWorld cubes.
Fixed the issue that prevented Location Classes extra dimension creation in HansaWorld POS cube.
Fixed the issue that caused demo data generation errors for Jumis PRO application.
Fixed the issue that prevented the company change during HansaWorld application setup.

6.6.0 / Released February 17, 2023

Features:

Upgrade to the eazyBI 6.6.0 engine.
Added explicit xml parsing validation to avoid import silent failure.
Added Sales Group name import for HansaWorld application.
Improved notification workflow for Excellent Books integration.
Added support for HansaWorld Items export file version 4.
Added a default Profit/Loss account for Horizon and Jumis applications.

Bug-fixes

Fixed a bug that caused HansaWorld user defined account group import failure in case of an empty definition in SERP.
Fixed a bug that caused Subscription page rendering errors.
Fixed a bug that prevented PayPal payment reversal cancelation.
Fixed a bug that caused an error when emptying a cube, when using PostgreSQL database.
Fixed a bug that caused Geocoding failure.

6.5.1 / Released January 06, 2023

Features:

Removed the outdated Rest API authentication method for the HansaWorld source application.
Created an integration with the Standard Books ERP system.
Adjusted Subscription amount calculation to take into account additional upgrade purchases.
Added an option for HansaWorld application to crate a new custom dimension from any register available in the SERP.
Added an option to disable extra dimension import for HansaWorld application.
Shared all HansaWorld Quotations cube measures in other HansaWorld cubes.

Bug-fixes

Fixed a bug that caused a timeout error while importing a large amount of data in a SQL application.
Fixed a bug that caused a HansaWorld consolidated import error when importing data from a lot of companies.
Fixed a bug that caused an infinite loop during data import in some Rest API applications.
Fixed a bug that caused an import error during HansaWorld Financials cube import in case an account group with a trailing space character was defined in SERP.
Fixed the Tilde application compatibility with PostgreSQL.
Fixed the issue with different fonts being used in the HansaWorld application Settings page.

6.5.0 / Released September 24, 2022

Features:

Upgrade to the eazyBI 6.5.0 engine.
In Jumis application, added the original transaction document code to the record display name of the Document level in the Transaction dimension.
Optimized Rest API import from SERP servers.

Bug-fixes:

Fixed a bug that caused a HansaWorld application error for an item code value containing only a dot symbol.
Fixed a bug that caused a HansaWorld CRM cube import error for an activity with an empty start or end date value.
Fixed the shipped and invoiced quantity data types in the HansaWorld Purchase Invoices data cube.

6.4.1 / Released July 28, 2022

Features:

Implemented Jira Helpdesk customer support system Contact Us form.
Adjusted Subscription plan information according to the pricing changes.
Implemented a new Premium subscription plan.
Made custom field definitions for Jumis PRO and Horizon applications more flexible.
Adjusted Card Payment procedure according to the changes in the service provider specifications.
Implemented a feature that allows multiple custom dimension creation from the same register, using custom fields in Jumis Pro and Horizon applications.

Bug-fixes:

Fixed a bug in Jumis PRO application, that caused aggregation of transactions with the same code value.
Fixed a bug in Hansaworld application, that caused an error when importing account groups from user defined SERP reports.
Fixed a bug that caused Google Sheet application errors.

6.4.0 / Released May 12, 2022

Features:

Standard ERP user defined report synchronization in Accounts dimension of Financials cube.
Integration with Visma Horizon ERP.
New Jumis PRO application with custom fields support.
In HasaWorld application, new custom fields functionality that allows for new measure set creation based on an a custom date field.
Upgrade to eazyBI engine version 6.4.0.
Warnings about required cube reimport after changing critical HansaWorld application parameters.

Bug-fixes:

Fixed a bug in HansaWorld that caused Item Variety validation errors even when the Item Variety Groups were disabled for an account.
Fixed a bug that caused integer values being imported instead of decimal values in HansaWorld Sales Orders cube.
Fixed a bug that caused an error state when trying to use the Reimport all Data option.

6.3.9 / Released January 10, 2022

Features:

Implemented an automatic retry on HansaWorld authorization issues, to reduce the amount of Unauthorizes errors.
Improved timeout error handling, to reduce server load in case of HansaWorld timeout errors.
Added an option to automatically disable incremental import for particular HansaWorld SEPR versions.
Added a feature for custom JavaScript code usage in the Custom Fields definition.
Adjusted flex.bi import procedure for the current changes in the HansaWorld Rest API return data structure.
Created a feature for HansaWorld data consolidation from multiple SERPs.

Bug-fixes:

Fixed a bug that prevented company VAT number validation on the subscription information page.
Fixed a bug that caused authorization issues for incremental HansaWorld import in a consolidated account.

6.3.8 / Released December 8, 2021

Features:

Added Group Base currency for HansaWorld Consolidated data import.
Moved Jumis demo data generation setup from the server configuration file to account plan parameters.
Adjusted Rest API import according to the newest HW SERP version Rest API file format.

Bug-fixes:

Fixed a bug that prevented dimension expansion when dimension name contained a full-stop character.
Adjusted default calculated members in the Time dimension so that they are aggregated and can be used with other calculated members.
Fixed an issue that prevented data synchronization between flex.bi and HW SERP after changing record status form OK to unOK and back.
Fixed an issue that caused an error when trying to export flex.bi database to a file.
Fixed an issue that prevented custom field creation for HansaWorld POS and CRM cubes.

6.3.7 / Released October 14, 2021

Features:

Added Record Status dimension for the Invoices cube.

Bug-fixes:

Fixed a bug that caused Unauthorized error when selecting multiple companies for consolidated extra dimension import.
Fixed a bug that caused incomplete data being imported after connection error to HansaWorld server.

6.3.6 / Released October 9, 2021

Features:

Added support for a separate OLAP DWH database, for example, Vertica.
Extended custom field functionality support for file import.
Added an option for custom field measure sharing in multiple cubes.
Added an option for configuring regular import error count before the import is canceled (for Enterprise users).
Added an option for configuring a custom import frequency for a particular HW register.
Added an option for configuring a custom import refresh period for a particular HW register.
Added an option for configuring a custom import start date for a particular HW register.
Shared Planned Purchase Order measures and Stock measures to Invoices cube.
Updated the documentation resources.

Bug-fixes:

Fixed a bug that caused account cancelation warning messages being sent to the wrong account owners.
Fixed a bug that caused incomplete information logging in the log files when importing HW data using incremental import.
Fixed a bug that caused an error when working with custom field property of date data type. that has no value.
Fixed a bug that caused an error when generating company list for consolidation from a HW file import.

Blogpost

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.

Blogpost

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

Added consolidation support for all cubes

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?

- Add standard calculations based on selected measures.
- All Accounts page in System Administration.
- Improved Measures and Dimension UI in the Analyze report builder:
  - Predefined and User defined measures groups, stored and calculated measures shown in the same list.
  - Do not allow to modify predefined measure formulas.
  - Filter measures by name.
  - Remove selected report dimensions quicker using the remove icon.
  - Select dimension members using the table row header actions.
- Removed deprecated PhantomJS support for PDF export (just the headless Google Chrome is supported for PDF exports).
- Highlight individual chart series on a mouse hover.
- New MDX function DateMembersBetween.
- Show stacked bar or area charts using relative percentage instead or values.
- Show drilled into member names in bar and line charts.
- Add a vertical line in bar and line charts (similar to previous functionality in timeline charts).
- Search and filter members by name in additional hierarchies.
- Oracle JDBC driver is removed from the eazyBI distribution, download and add ojdbc8.jar to the lib directory if needed.
- Drill into a single measure by another dimension level (and leave other measures at the summary level).
- Gantt chart weekly, quarterly, and yearly views.
- Improved Freeze header functionality when doing horizontal scrolling of wide tables.
- Add custom multi-weekly hierarchies in the Time dimension.
- Show stacked bars or areas using relative percentage also in timeline charts.
- Do not allow empty or delete a cube while a data import is in progress.

Bug fixes

- Better detection of mobile devices.
- Fixed overlapping of label names in some charts.
- Export to Excel cell formatting for empty cells.
- Fixed DateAddDays and DateAddWorkdays to work correctly with daylight saving time changes and additional non-working days.

5.0.4 / Released February 21, 2020

Whats new?

- Improved geocoding address formatting and optimised precision change
- Added Purchase Invoices to available cubes for import

Bug fixes

- Fixed subscription for START plan for Tilde application
- Fixed a bug with incremental import and exporting/importing HansaWorld server
- Fixed a bug with invalidated invoice import still creating some records
- Removed dynamic fields import from Stock Movements cube

5.0.3 / Released January 24, 2020

Whats new?

- Currency support added for Tilde application

Bug fixes

- Fixed URI validation problem for Geocoding feature
- Fixed problem, when importing invoices with items that have code ending with a do

5.0.2 / Released December 27, 2019

Bug fixes

- Fixed empty purchase order import
- Restricted invalid invoices import
- Adjusted CSS for improved visual style

5.0.1 / Released December 09, 2019

Bug fixes

- Fixed import for REST API and Google spreadsheets applications

5.0.0 / Released December 09, 2019

Bug fixes

- Fixed calculated member disappearing when being created during import for rest api import

Whats new?

- Added Purchase Invoices to available cubes for import
- Improved import speed for HansaWorld application
- Extra dimensions selection now contains also names for the extra dimension codes
- Added Advanced settings to HansaWorld application import that can be used for dynamically importing new dimensions, measures and properties
- Added incremental import functionality for HansaWorld application. Needs to be enabled in order to use. Please see How To Use Incremental Import With Rest API 2.0.
- Sample reports now will be imported by default

4.5.1 / Released November 08, 2019

Bug fixes

- Fixed data import with reverse VAT for HansaWorld application
- Fixed updated lines not importing for Tildes Jumis application

4.5.0 / Released September 10, 2019

Whats new?

- Added option to archive POS data to save space and increase report execution speed

4.4.1 / Released August 06, 2019

Bug fixes

- Fixed Item History register file import for the newest HansaWorld version
- Fixed some import errors when using PosgreSQL for flex.bi
- Made the start page for flex.bi private server users more mobile friendly

4.4.0 / Released July 12, 2019

Whats new?

- Added a new source application - Tildes Jumis
- Invoice items are now linked with financials accounts
- Removed "first_invoice_date" property

Bug fixes

- Fixed a bug where invoices balances would not work with postgreSQL
- Fixed Dashboard selection when accessing flex.bi from mobile
- Fixed project dimension missing (none) member

4.3.0 / Released March 29, 2019

Whats new?

- Share dashboards in a wallboard mode (optimized for showing on large monitors for public viewing).
- Specify Concurrency for paginated REST API import.
- Support MySQL SSL connection for the flex.bi database and for SQL data import.
- Report results export API can be used with the embed_token authentication parameter.

Bug fixes

- Several fixes for MDX autocompletion in the calculated members editor.
- Fixed positioning of drill through dialogs in embedded reports.
- Show the correct first label for the range bar chart type.
- Fixed dashboard subscription email sending for dashboards with data access roles.
- Headless Google Chrome version 71 can be used for PDF export.
- Support the latest Microsoft SQL Server JDBC driver.
- Fixed sending of email notifications about failed source application imports.
- Order dimensions in the same original sequence when dragging dimensions back to available dimensions in the Analyze tab.
- Fixed access to cube reports for admins when using data access roles.
- Fixed saving of the "No regular import" frequency.

4.2.2 / Released February 28, 2019

Whats new?

- Shared "Standard Problems" dimension to POS cube

4.2.1 / Released January 23, 2019

Whats new?

- Added "row count" measure to POS cube
- Shared multiple measures to POS cube

Bug fixes

- Fixed activity states register import

4.2.0 / Released January 4, 2019

Whats new?

- "Closed" and "Disable Mass Email" properties to Customer dimension
- Updated SQL and REST API application design
- Added "Unpaid invoice periods" dimension
- Added invoice row count measure to invoices cube
- Updated "Cube properties" section design in "HansaWorld import options"
- Added "Unit" dimension
- MDX autocompletion for the calculated member formula editor.
- Dimension now can be used both - in pages and in rows or columns
- Incremental import for REST API and SQL applications
- Show / hide available dimensions in the Analyze tab report designer
- Enforce usage of Measures in the Analyze tab report designer
- Rename row dimension headers in table reports
- Improvements for performance and error debugging
- Enable SSRF protection for REST API and SQL imports
- Improved mobile device detection
- Allow to change Google Sheets data source when the sheet ID has changed

Bug fixes

- Fixed source application creation with "Source Files only" option
- Support for PostgreSQL 10 as an flex.bi database
- Improved database connection pool handling during Jira import to use fewer database connections
- Improved logging of database connection test errors
- Fixed file import with register having multiple custom fields
- Fixed "Project (Job)" not working correctly in CRM cube
- Fixed flex.bi not offering to authorise again when there was no access to a register when setting up HansaWorld application
- Fixed extra dimensions selection being removed when there is no more access

4.1.6 / Released November 12, 2018

Bug fixes

- Added an option to disable extra dimensions to access HansaWorld application import option section without checking if flex.bi has access to the register in HansaWorld

4.1.5 / Released July 28, 2018

Whats new?

- Made changes to START subscription plan

Bug fixes

- Fixed an issue where extra dimension selections would disappear when there is no connection with HansaWorld Oauth
- Fixed an issue with importing transaction and simulations with PostgreSQL
- Fixed locations dimension not working with invoices record level
- Added configuration for default HansaWorld Oauth token expire time

4.1.4 / Released July 03, 2018

Whats new?

- Added additional properties to item dimension - "Base price" , "Weighted Average", "Weighted Average Base 2", "Cost Price", "Cost Price in Base 2"

Bug fixes

- Fixed incorrectly creating item groups when importing without Item Groups (ITVc) register
- Fixed incorrectly creating item groups for items with dots in their code
- Fixed VAT codes not working for Sales Order cube
- Fixed dashboards export to PDF with wrong colours for pie charts
- Fixed PDF export sometimes exporting empty reports
- Fixed some source files with specific formatting to be not uploaded

4.1.3 / Released June 13, 2018

Whats new?

- Improved look & feel when using HansaWorld as a source application

Bug fixes

- Fixed an issue with JIRA and Google Documents Applications

4.1.2 / Released April 27, 2018

Whats new?

- Added simulation import to Financials cube
- Adjusted subscription form
- Now interface when selecting source application
- Shared measures from POS to Invoices cube and from Invoices to POS cube

Bug fixes

- Fixed an issue with Refresh period not working correctly with HansaWorld Rest API 2.0
- Fixed an issue with HansaWorld Rest API 2.0 not importing Activity Types (ActTypeVc) register
- Fixed import stopping when some register records missing code
- Fixed last import time not displaying correctly for registers for rest api

4.1.1 / Released March 21, 2018

Whats new?

- Moved the least used dimensions to a separate dimension group called "Additional dimensions"
- Changed sign up form - now you agree to our terms and conditions when sign up
- Added an option to disable Zendesk for flex.bi Enterprise
- Added Holiday and Transferred working day imports to all relevant data cubes
- Disabled the ability to change the cube prefix
- Added register import progress to HansaWorld application status

Bug fixes

- Fixed issue where VATCodeBlock from Rest AP wasn't detected for VAT/GST check when importing
- Fixed an issue where deleting a HansaWorld applcation would cause "Table is already taken" error
- Fixed issue where it wasn't possible to change user role when user limit was reached
- Fixed issue where it wasn't possible to drill into Financials and Job Costing cube measures
- Fixed an issue where Rest API with Oauth2 import would not handle thousand separators correctly

4.1.0 / Released February 1, 2018

Whats new?

- Define data access roles and restrict access to folders, dashboards, and cubes.
- Export to PDF using the headless Google Chrome browser.
- Added methods to prevent accidental deletion (instead of empty) of a cube.
- Added "delete imported data" option to warning message when deleting a REST API or SQL data source.
- Improved mobile and tablet UI.
- Embedded dashboards can now enable public access with tokens
- Added multi-threaded import for most registers.
- Added support for HansaWorld Rest API v2.
- Added consolidation hierarchy for objects and accounts.
- Removed currency import from the Delivery cube.
- Added sample reports for POS and Deliveries cubes.
- Added warning messages to automatically generated calculated members to prevent them from being edited.
- Added registration number property to Customer and Supplier dimensions.

Bug fixes

- Adjusted customer geocoding to only geocode new or updated customers.

4.0.12 / Released December 5, 2017

Whats new?

- Added a templates button to the navigation, that links to the templates accounts dashboard specified in the new server parameter:
  CODE
```
templates_account = "https://flex.bi/bi/accounts/47/dashboards"
```
- Replaced each cubes sample reports with only 2 reports, that convey the cubes purpose more thoroughly.
- Added support for importing days off with the BHollVc register as well as support for the moved work day register EPWorkDayChVc.
- Added the flex.bi enterprise version to the footer.
- All customers are now imported regardless of their type.
- Added a "Task type" dimension in the CRM cube.
- Added "Activity state" dimension in the CRM cube.
- Added more validity checks and warnings when setting up consolidation.
- Added an option to import transaction row comments for the Financials cube.
- Added an account parameter to ignore the historic changes of a persons sales group and only show the newest sales group for each person:
  CODE
```
import_historic_salesman_groups = true/false
```
  Will import historic data by default
- Dark theme for embedded dashboards
  - Requires account level parameter dashboard_theme = "dark"

Bug fixes

- Adjusted text in error e-mails.

4.0.11 / Released August 29, 2017

Whats new?

- Added another hierarchy to the Item dimension
- Removed fields, that weren't being used
- Removed "Reserved" from the Stock Cube
- First page of the HansaWorld application has been restyled
- Added a new cube - Deliveries
- Imports will be stopped if records have VAT, but no VAT codes have been uploaded
- It is now possible to import down payment invoices
- Added VAT/GST to the POS cube
- Unlimited Google Sheets applications are now available for the Business plan

Bug fixes

- Company status now imports correctly
- Added geocoding for the Suppliers dimension
- Stock movements now show the "Objects" property correctly
- Fixed the way person groups are displayed if they are ever changed
- Fixed an issue when deleting cubes
- Fixed Extra dimensions import for quotations
- Fixed the missing (none) class for Projects
- Fixed the Job costing cubes item level measures not working
- Fixed missing register messages for registers with versioning

4.0.10 / Released July 27, 2017

Whats new?

- Added a parameter to the Objects extra dimension - "Closed"
- Removed Serial Number for Stock Movements record level

4.0.9 / Released July 10, 2017

Whats new?

- Enterprise customers should now be able to run their enterprise versions without having to edit eazybi.toml as much
- Added the ability to import OK'd and Not OK'd POS invoices

Bug fixes

- Fixed an issue where Invoice To Customer Code and Invoice To Customer Name were not inserted in the database
- Fixed an issue where Update date property was not working for the Customer dimension with Rest API
- Fixed an issue with the Start import from date and refresh period
- Fixed an issue where Activity types didn't have a (none) group
- Fixed an issue where special characters were not displayed properly in record names with Rest API
- Fixed an issue where the links weren't working on the login page
- Fixed a description on the HansaWorld import setup form
- Fixed an issue with broken map images
- Fixed an issue where Future days and Refresh period and days would default to the wrong values
- Fixed an issue with PayPal and FirstData payments

4.0.8 / Released June 20, 2017

Bug fixes

- Fixed "This month" and "Previous month" calculated members within the Time dimension
- Fixed a bug where refreshing a report during a Rest API import would return an error
- Stock depreciation cube Accounts will now be taken from the row level if possible
- Fixed an issue where imported Quotations didn't have a (none) class
- Fixed a bug with Rest API refresh day values being converted to the wrong data type

4.0.7 / Released June 6, 2017

Whats new?

- Country dimension is now available in the Invoice cube without the need for geocoding

Bug fixes

- Fixed an issue where TRIAL plan accounts couldn't select a regular import frequency

4.0.6 / Released June 2, 2017

Whats new?

- Added an option to edit how many days in the future REST API will take data from (default = 0)
- Added an option to edit how many days in the past REST API will refresh data from (default = 90)
- Added more measures, properties and dimensions to the Invoice cube:
  - User information has been added to the Item dimension
  - Supplier dimension has been added
  - Stock in, Stock out and Goods Receipt item quantity, total cost and total base cost have been added as shared measures
  - Calculated members that can return User information from the Item dimension have been added
- Added a debug_import parameter option for imports (available to flex.bi Enterprise administrators)
- Added the e-mail as a property to the Person dimension
- Added a "Skip SSL verification" checkbox when trying to create a REST API connection

Bug fixes

- Trying to embed reports/dashboard when the plan does not permit it will return an error message stating so
- Fixed an issue where a JIRA cube was being counted twice towards maximum cubes in an account
- Fixed an issue where items with full stops in the names were not being imported correctly

4.0.5 / Released April 26, 2017

Whats new?

- It is now possible to cancel Invoice, Transaction and CRM imports during row import.
- Adjusted Quotation cube drill through columns
- Dynamic dimensions have been renamed to Extra dimensions in the application and documentation
- Moved Extra dimension import options to the top of the import option list
- Added non-alphanumeric character handling for Item and Location classes

Bug fixes

- Fixed browser tab titles not showing the correct text during login
- Zendesk chat will no longer show up in embedded reports and dashboards
- Fixed used data showing up with more than 2 decimal points

4.0.4 / Released April 21, 2017

What's new?

- Changed mandatory missing source files warning message from an error message to a warning message
- Changed optional missing source files warning message from a warning message to an info message
- Made missing source file messages collapsible
- Changed the save button color in the HansaWorld application setup for from grey to blue
- REST API request limit can now be changed in eazybi.toml by adding the following parameter in the [general] section -
  
  rest_api_request_size_limit = 12000
- Added a validation for REST AP request limit size when loading the HansaWorld form
- It is now possible to use the Weighted Average as the value of Total Cost price by specifying the following parameter in your account parameters -
  
  use_wa_cost_price = true

Bug fixes

- Fixed an issue where the accounts dimension would have a (none) level if the Goods Receipts cube was imported
- Fixed grammatical errors
- Fixed the placement of the manual date format field
- Fixed the validation for the start date field
- Fixed the flickering of error messages and HansaWorld setup form elements

4.0.3 / Released April 13, 2017

Whats new?

- Added a new overall design for flex.bi to match that of the homepage
- Added shared measures from the Financials cube to the Invoice and CRM cubes
- Added an informative display in the Source Files tab that shows the user their total source file size and database size
- Added a warning when a user has exceeded 80% of their allocated source file and database size
- Added an error that stops an import when the REST API request exceeds a certain size

Bug fixes

- Fixed issue where a (none) level would be created for the Accounts dimension when Goods Receipts were imported.
- Fixed an issue where a user couldn't create an account
- Fixed an issue where SysFormatBlock registers with spaces for values weren't being parsed properly
- Fixed an issue where switching to the Start plan would produce an error
- Fixed an issue where having a non-HansaWorld source application would break embedding
- Removed account creation debugging

4.0.2 / Released April 6, 2017

What's new?

- Added USD as a currency option for plans
- Updated flex.bi subscription plans
- Changed Start plan to a free subscription

Bug fixes

- Added debugging to figure out where account creation issues arise
- Fixed an issue that arose when trying to update database parameters in database.toml

4.0.1 / Released April 3, 2017

Bug fixes

- Fixed a bug that caused all Extra dimensions to be deselected when the HansaWorld setup form was saved after an import
- Fixed issues when usage statistics were enabled

4.0 / Released April 2, 2017

User friendly application setup.

Combined import

- REST API import can be combined together with file import

Easier subscription to flex.bi plans

Changes to flex.bi plans

- total amount of cubes is controlled instead of specific cubes
- regular import frequency available depends on the selected flex.bi plan

Less parameters required to set up account

- REST API import available without special parameters
- choose flex.bi plan without arbitrary parameters required
- import thread count depends on selected flex.bi plan

Paypal payment

- recurring automatic payments for subscriptions can be made straight through application with paypal

Faster import

- Multiple improvements in all cubes greatly speeds up imports in general and especially for large source files

Import predictive data with future dates with REST API

- requires account level parameter future_days = 30

Log transactions when importing with REST API

- requires account level parameter debug_import = ["TRVc"]

More fields from contact cards as properties

- User String 1, User String 2, User String 3, User String 4, User String 5
- User Value 1, User Value 2, User Value 3
- User Date 1, User Date 2, User Date 3

Embedded dashboards refresh automatically, if parameters passed:

- enable_sending_gauge_stats - set the url to where the data needs to be sent
- dashboard_refresh_time - the frequency of a dashboard refresh (default 1 min)
- dashboard_check_if_spinners_time - frequency of spinner checks (default 1/10 seconds)
- dashboard_check_if_no_spinners_time - frequency of a check for no spinners (default 1 second)

3.2

New dimensions

- Routes dimension in Invoices, Quotations, Sales Orders, Stock Movements cubes
- Invoice type dimension in Invoices cube
- Country dimension in Invoices cube

New HansaWorld cube

- POS cube, that can be used to analyze POS Invoices data

New Measure in Invoices cube

- Total Weight measure

New Shared Measures in Stock cube

- shared Financials measures - Account Balance, Account Debit amount, Account Credit amount
- shared Invoice measures Item Quantity, Item base amount, Gross profit base amount, Stock Quantity
- shared POS measures for the same things as from Invoices

Online chat with support

Geocoding

- Requires account level parameter geocoding_enabled = true
- New properties longitude and latitude based on customer addresses
- Data can be analyzed using OpenView maps

Dark theme for embedded dashboards

- Requires account level parameter dashboard_theme = "dark"

Design improvements

- New color scheme for Reports and Charts.
- Dashboard visual design improvements.

Dashboard monthly email subscriptions.

Additional chart axes and font size options.

flex.bi usage statistics analysis.

- can be enabled in the eazybi.toml configuration file
- can be used to analyze flex.bi usage

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

- Dashboards automatically refresh after data import
- Fixed "Invoice count" measure
- Improved precision for amount import

- Fixed several SSL connection and certificate validation problems.
- Improved positioning of popups in embedded eazyBI reports.
- Fixed proportional size of bubbles in a scatter chart.
- Try to refresh the REST API OAuth access token if expired.
- Do not allow PDF export using PhantomJS when in the development mode.
- Fixed export to PDF of gauge charts, table reports and Gantt charts.
- Fixed drill through cell when using aggregated calculated members.
- Fixed color picker rendering bugs.
- Reconnect to PostgreSQL if a read-only connection is detected.
- Fixed testing of database connection in the settings page and displaying of connection error messages.

3.1 / Released September 26, 2016

Improved REST API import:

- Added support for all the rest of the cubes to REST API import. Now all of the standard cubes are available for REST API import
- Added a feature in REST API where setting "Start Import From" to a certain date will re-import all the data from the specified date no matter what
- Added a new refresh_period_in_days parameter for REST API. Now it's possible to set a number of days in the past that REST API will import from the current day
- REST API now supports automatic import
- Added support for company consolidation. The companies drop down menu now allows you to import data for multiple companies in the same flex.bi account. The object, item class, customer class and location type fields will show data from all available companies

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

- Added classification types support. Please note that, since this feature is going to change names of your objects in flex.bi, using it you might encounter some conflicts in your current reports.
- Added flex.bi and PostgresSQL compatibility
- Added two new measures in Invoice cube: "Stock Item quantity" and "Stock Item FIFO". These measures are shared on the Stock cube. In order to make these changes you will have to empty these cubes and import the data again

Bug fixes:

- Added special characters for type/class names during import (!@£$%^^^&*)(=-)
- Fixed bug that caused Calculated members disappear In dynamic Dimensions
- Fixed a bug with incorrectly handling of row level objects
- Fixed a problem with Invalid byte sequence in UTF-8
- REST API - set default day to import data from to the current day

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

- Customer category names will now appear by their name
- Support for registers that contain a sequence number has been added

General bug fixes

- - Fixed a bug where activity types were importing incorrectly

- - Fixed a bug where projects where importing incorrectly

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:

- Downloadable report examples for Sales, Financial 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