There are a few ways to get the data you need for planning and forecasting into Cube. This data may come from source systems through integrations or work you do in a spreadsheet.
Learn more about source data and using the Spreadsheet App.
Cube can ingest data from the following sources:
- Integrations with source systems
- Uploaded flat files via data tables
- Publishes from the Spreadsheet add-on
- Tables saved from the Spreadsheet App
Source system integrations
Cube supports numerous native and direct integrations to import source data from your various source systems:
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ERPs for financial data
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HRIS systems for employee data
- CRM for operational / driver data to include in financial models
- General data systems from any data warehouse
- BI Tools
Your connected source systems are listed in your Workspace on the Integrations page.
Here, you can import source system data and schedule your imports.
Reach out to our support team to learn more about adding a new source system.
Upload flat files via data tables
Data tables provide a way to routinely upload CSV or TXT flat files from sources where a native or direct integration isn't available.
A data table must be created and uploaded first to provide the structure for Cube to accept a flat file data upload. You'll use the Workspace's Integrations page to add new and manage existing data tables. There are two main types of data tables you can create:
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Generic data tables can bring in any data you find valuable.
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Employee roster data tables are used for importing jobs/payroll data for an organization.
Learn more about creating data tables and uploading flat files to Cube.
Publish from spreadsheets
Based on a user's permissions, data can also be published into Cube from the Spreadsheet App in your spreadsheet.
This is helpful when collaborating or finalizing a budget, for example.
Learn how to publish data to Cube via the Spreadsheet add-on.
Save tables from the spreadsheet add-on
Save structured data, including text, numbers, and dates, directly from your spreadsheet to Cube in the form of tables for planning and analysis. This additional data can provide context to dimensions as attributes or assumptions used for planning.
Learn about using tables for workforce forecasting, project planning, and more.