Tags allow you to build alternate rollup hierarchies in Cube; they offer flexibility in how you want different dimensions (accounts, departments, etc.) grouped without changing your Standard Chart of Accounts.
In this article:
How Tags Work
Tags function similarly to formulas. They sum all values across dimensions that contain your tag so you can group various dimensions or create alternative rollups.
For instance, you might tag some Accounts as Fixed Cost vs. Variable Cost even though you don’t have those as dimensions in your hierarchy.
Or, you may tag a few departments as “Bruce's Team” so the various managers can see the spending across the Departments they manage:
These tags then become available in your Add-On based on the dimension the tag was created in. In the example above, Bruce's Team tag was built under the top-level dimension Department:
You can add your tag to an existing spreadsheet by adding a new column or row with the tag name. Or, if you're building a range from scratch using the Add-On, you can select it from the drop-down in your tagged dimension.
How to Create Tags
Tags must be created in the Cube Portal. From the navigation bar, select Tags and then select , and a drawer will open, allowing you to create your tag by determining the following:
- Name for your tag
- Top-level Dimension you'd like to access for tagging
- Tagged Dimensions; you can use the dropdown or search keywords and then check each dimension member you'd like to be included in your tag.
Learn how to create Tags.
Fetch Data to Tags
Once your tag has been created, you can fetch data into your spreadsheet using tags in a few different ways:
- If you have an existing spreadsheet, add a new column(s)/row(s) and add your tag name(s), then re-select your range, and fetch data.
- If you are building a spreadsheet from scratch:
- Option 1: Manually create your spreadsheet by adding all the relevant dimensions, including your tag(s), then use and highlight your range to register and fetch the data.
- Option 2: Use to drag and drop your dimensions and select your tag(s).
See how to fetch data to tags for a deeper look. Or, if you're new to using the Add-On, check out our Guide to Build Options for Range.
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.
- MD&A reporting packages
- Reporting on non-GAAP items
- Departmental tags that fall under one budget owner
- Group various subsidiaries
- Group customers by location
Have ideas on how to make Tags work even better for you? Tell our Product Team!
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