Create a Data Table for Flat Files Uploads

Data tables provide a way to upload generic CSV data tables to Cube.

There are two main types of data tables:

• Generic data tables can bring in any data
• Employee roster data tables for importing jobs/payroll data

Regardless of which type of data table you use, the uploaded file should have values associated with your Cube dimensions and attributes. The dimensions will determine where to store the data, and the attributes will be stored for use when drilling down into the data later

Cube relies on the headers in your file to process this information, so headers are required for the following data:

• One for each 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

Note: Files must be in a .csv format with a size limit of 50MB.

Create a generic or employee roster data table

1. On the Integrations page, click New, then Data Table

2. Input a name for the data table and description, if you wish. 

3. Next, you'll be asked to select the Type of data table this will be, either generic or employee roster. You'll have optional fields that can be checked based on what you choose here.

Note about updating data in data tables: both data table types contain the following option "Data imported from this table can be modified via other methods, e.g. Publishing from a spreadsheet."
If this option is not checked, the data imported in this table for a specific cross-section can only be updated/modified via another import in this specific table.

Generic data table

4. [Optional] Create opening balances on upload - Select this option to upload Balance Sheet transactions that require opening balances.

When updating a historical balance sheet transaction, you will need to load all historical transactions to a data table for the opening balances to remain accurate.

5. After you've filled in the relevant information, you can upload your file to define the data structure for your file. 

6. Click Add data table to complete adding your table, add attributes, and map your dimensions. 

Learn how to prepare and upload a flat file to this data table. 

Employee Roster data table

4. Decide whether you want to include bonuses and commissions as fields in your employee roster. 

5. Click Add data table to finish adding your table, add attributes, and map your Cube dimensions.

Learn how to prepare and upload an employee roster to this data table. 

Add attributes

If you have any attributes associated with your data, you can add or manage them at any time from your integrations page. 

Attributes are extra layers of detail stored at your row-level dimensions in a spreadsheet. They are utilized to add additional detail or an extra layer of granularity.

1. 1. On the Integrations page, locate your data table and click More Menu, then Attributes
   2. Click Add New
   3. Name your attribute and add a description if you wish
   4. Click Add Attribute
   5. Repeat those steps for each attribute you want to add

Now that your Data Table has been added - you can upload data anytime by clicking upload on your Data Table.