About Getting Data into Cube

There are a few ways to get data into Cube directly through your spreadsheet using Cube's Add-On and integrations:

• Integrations
• Data tables via Add-On
• Spreadsheets via Add-On

In each case, various checks must happen before the data is updated and various actions are triggered from the uploaded data.

For instance, a check must happen against the user publishing the data to ensure they have the proper permissions to write to the dimensions in the data.

Simpler checks also exist, such as checking that the dimension is active and the deepest level dimension.

Once the submissions pass the relevant checks, a few things happen:

• any formulas that are relevant to the newly uploaded data will be re-calculated

• a change log is created to track the changes that took place

Integrations

There are numerous integrations supported by Cube that can import data. These integrations pull in data directly via APIs. They are typically bucketed into a few categories:

• General Ledgers such as QuickBooks Online and NetSuite are used to pull in Trial Balance information (profit and loss statements and balance sheets)

• HRIS systems such as ChartHop to pull in employee rosters

• CRM such as Salesforce, which often has operational / driver data for financial models
• General data systems from any data warehouse

Data Tables

Data tables provide a way to upload flat files. Typically they have a row of headers followed by any amount of rows of data underneath. Headers must exist for the following data:

• One for each top-level dimension of the company

• One for the value to be stored in the cube

• One for any attributes that should be uploaded with the data

There are two main types of data tables:

• Generic data tables can bring in any data

• Employee roster data tables which are used for importing jobs/payroll data for an org

Read: How to Create a Data Table to Upload Flat Files

Note: Any rows with the same combination of dimensions will have those sub-values turned into splits.

Spreadsheets

Data can be submitted to Cube via a spreadsheet with rows or columns. In this case, a row or column must exist with dimensions from a top-level dimension per row/column.

Add any remaining top-level dimensions not used in a row or column header as a filter in your add-on.  

It is possible to add columns that also specify attributes for the data. In this case, splits can be created from data in spreadsheets.

An example of what data must live on a spreadsheet and what that means to Cube is outlined below:

Have additional questions about getting data to Cube? Send us a chat!