Tags in Cube allow for alternate rollup hierarchies, enhancing flexibility in grouping dimension members without modifying your standard chart of accounts. Explore their potential by creating tags in your Workspace.
How tags work
Tags function similarly to formulas. They sum all values across dimensions that contain your tag so you can group various dimension members or create alternative rollups.
For example, you could tag some departments as “Bruce's Team” to create a group that allows you to easily review spending across departments.
When established, tags become accessible to the Spreadsheet App under the corresponding dimension.
Integrate your tag into an existing spreadsheet by adding a new column or row with the tag name. Or, if you're building a new range using the Spreadsheet App, select it from the dropdown within your tagged dimension.
Create a tag
Tags are created in the Workspace. Navigate to Tags, then select the + New button. A sidebar will appear for you to create your tag by specifying:
- A tag name
- The dimension that this tag will be used in
- Tagged dimension members: Use the dropdown or search keywords, then check the box for each dimension member you'd like to be included in your tag.
Learn more about creating tags.
Fetch data to tags
After finalizing your tag, you can fetch data into your spreadsheet via tags in several ways:
- With an existing spreadsheet, add new columns/rows, add your tag names, re-select your range, and fetch the data.
- For new spreadsheets:
- Select a range: Manually create your spreadsheet by adding all the relevant dimensions, including your tags, then click Select, then highlight your range to register and fetch the data.
- Build a new range: Click New to drag and drop your dimensions and select your tag(s).
If you're new to using the Spreadsheet App, check out our Guide to build options for ranges.
Ideas for using tags
Here are some ideas of how you can leverage tags for reporting:
- Include in Financial Statement reporting packages to present statements that don't follow the dimensional hierarchy.
- Management Discussion & Analysis (MD&A) reporting packages
- Reporting on non-GAAP items
- Departmental tags that fall under one budget owner
- Group various subsidiaries
- Group customers by location