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 add-on.
Cube can ingest data from the following sources:
- Integrations with source systems
- Uploaded flat files via data tables
- Publishes from the Spreadsheet add-On
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 Web portal on the Source Data page.
Here, you can import source system data and schedule your imports.
Talk to your CSM 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 Web portal's Source Data 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 add-on 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.