Upgrading from BizInsight to BizInsight 5.0

Transcription

1 B I Z I N S I G H T Upgrading from BizInsight to BizInsight 5.0 This document provides upgrade information about BizInsight 5.0 to customers running the existing BizInsight V4 version. Table of Contents BizInsight Upgrading from BizInsight to BizInsight Enhancements... 2 Upgrade Limitations and Requirements... 3 Converting V4 Reports to V Modifications Required for a V4 Report to Refresh... 4 Re-writing a V4 report for V Last Revised: September 30, 2014

2 Enhancements BizInsight 5.0 provides some enhancements that will benefit customers running version These enhancements include: 1. Improved function recalculation performance. BizInsight 5.0 provides the ability to add performance tuning indexes to the in memory data caches. These indexes can significantly improve the speed with which functions are recalculated against the in memory data caches. 2. Ability to filter data by Sage 100 Rollup codes. The BizContent 5.0 for Sage 100 functions have an additional parameter to allow data to be filtered by Sage 100 rollup codes. 3. Support for Sage for SQL. Since the BizInsight 4.0 release, Sage has released a SQL database version of the Sage 100 product. Customers who might be interested in upgrading to a SQL database platform can do so and still be able to use their existing BizInsight reports. 4. Easier handling of account ranges. In BizInsight 4.0, users had to modify the function syntax to add account ranges. In BizInsight 5.0, account ranges are easily added by simply selecting the two cells that contain the start and end values for the range bit support. BizInsight 5.0 now supports 64-bit versions of Excel. This eliminates problems that may occur when customer with significant amounts of data run into the limit 32-bit Excel has on total memory it can access. 6. Drilldown to transactions for YTD functions. BizContent 5.0 for Sage 100 now provides the ability to drilldown to transaction detail from YTDNET functions. This capability is limited to drilling down on functions that retrieve data for single MainAccountCodes or a list of MainAccountCodes. 7. Problems using standard Excel keyboard shortcuts do not occur in BizInsight P a g e

3 Upgrade Limitations and Requirements The following important limitations/requirements will apply when you upgrade to BizInsight 5.0: 1. Non-GL capabilities from V4 are not included in V5 and will require additional purchase of those non-gl content packs (AP and AR). 2. All V4 reports will require a simple search and replace to remove the BizInsight 4.0 class name from the front of the 4.0 functions. These class names will not be visible until the version 4.0 reports are opened in Excel with BizInsight 5.0 installed. How to steps are provided later in this document in the section titled, Modifications Required for a V4 Report to Refresh. 3. Drill down will not be possible on any existing V4 functions. All existing functions will need to be converted to V5 functions in order for drill down to be possible. Steps are provided later in this document regarding replacing current functions with V5 versions, Re-writing a V4 report for V5. 4. The upgrade will require an additional SQL component feature called Reporting Services to be installed on the Sage 100 data server. 5. Cells that combine multiple functions, for example =BizItems( MTDNET.) + BizItems( MTDNET.), will have to be converted to V5 functions. 6. Customers running versions of BizInsight earlier than who use complex ranges will have to rewrite those complex ranges in the new V5 complex range format. 7. Users must be sure to load BizInsight properly in the new version. This means starting Excel, clicking on BizInsight and then clicking on BizInsight Explorer before opening and refreshing a report. If BizInsight is not started this way, the V4 functions will update to either #LICENSE or #VALUE. 3 P a g e

4 Converting V4 Reports to V5 As of BizInsight version , V4 customers can run their existing reports in BizInsight version 5.0 without the need to re-write their reports immediately. BizNet Software highly recommends that all V4 reports be re-written in order to be able to drill down on functions and take advantage of new capabilities introduced in BizInsight 5.0. In addition, V4 customers who move to V5 will not benefit from the performance improvements made to the product unless V4 functions are converted to V5 functions. Modifications Required for a V4 Report to Refresh Perform the following steps to modify an existing V4 report so that it can be refreshed by the V5 version: 1. Double-check that the BizFunctions.xml has been copied to the content share directory that contains the 5.0.biz and content client files (.dll,.dna,.xll). This is described in the Installation Guide BizInsight and BizContent 5.0 for Sage 100 ERP in the section titled Create and Populate Shared Directory. 2. Click on a cell containing a BizInsight function. 3. Click in the Excel formula bar and copy the BizAddin.ExcelAddinModule1. preceding the text BizItems. Be sure to include the period (. ). Press Esc to exit the function. 4 P a g e

5 4. On the Home tab, click Find and Select and then click on Replace. Or, press Ctrl+H. 5. Paste the copied text into the Find what field. Change the Within selection to Workbook and click Replace All. 6. Save your report. Repeat these steps for each report you want to refresh in the new V5 product. 5 P a g e

6 Re-writing a V4 report for V5 Performing the above steps simply allows an existing V4 report to be refreshed in V5. Drilldown on functions and performance gains will not be possible until the V4 functions are replaced with V5 versions of the same functions. To re-write your report so that it will fully function, do the following: 1. Open your report and Save As a new name to preserve your original report. 2. Open the report in Excel. 3. If you have not already searched for and replaced the class name ( BizAddIn.ExcelAddinModule1. ) as described in the previous instructions, perform those steps first. 4. Locate the first function to replace and place your cursor in the cell. 6 P a g e

7 5. Expand the Excel Formula Bar to see the formula definition. 6. Make a note of the values for each of the parameters for this function. For example: Parameter Name Cell Reference Company Code $B$6 FiscalYear $B$3 FiscalPeriod C$9 MainAccountCode $A13 Segment02 $B$5 Ignore any parameters that are wildcards only. Make a note if the sign is being changed for the function: 7 P a g e

8 7. Drag and drop the equivalent V5 function from the Navigation Pane into the cell. 8. In the Function Arguments dialog, add each cell reference to the appropriate parameter. Be sure to match the anchoring noted from Step 6 above. 9. If the sign of the data was being changed, go to the Excel Formula Bar and add "*-1"to the end of the function. 8 P a g e

9 10. If the function contained a range, just click in the field for that parameter and select the cells that were used for the range. In the below example, you would click in MainAccountCode parameter in the function arguments dialog and then click in cell D5 and then drag through cell C6. IMPORTANT: If your range starting and ending values were hard coded in the function, you will need to enter them into cells and reference them from the Function Arguments dialog. 9 P a g e

10 11. Where possible, copy this function across and down to update similar functions in the report. 12. Repeat this process for all functions in the report. To make sure you have updated all functions, search for BizItems. Be sure to change the scope of your search to Workbook. 10 P a g e