Cube seamlessly integrates data from supported external systems, centralizing it for dynamic reporting and planning in your spreadsheet.
Your third-party system has its own way of categorizing information. When linked to Cube, it imports these classifications as source dimensions, making mapping to Cube dimensions straightforward and ensuring that values from the external system are consistently imported to Cube.
Learn which third-party source systems Cube integrates with.
By leveraging OLAP (Online Analytics Processing), data is strategically stored in Cube at the most detailed dimension intersections. This data model offers an intricate view of your financial data and key operational metrics.
Learn more about Cube's data model and dimensions.
Consolidating your data in Cube enables you to interact with it akin to using a pivot table - categorizing, summarizing, and delving deep into financial insights.
To ensure accurate data every time you analyze with the Cube spreadsheet add-on:
- routinely map any new source dimensions to a Cube dimension
- import data to Cube when you make changes to your source system data
Map source data to Cube
Dimensions are the basic data structure in your company’s OLAP cube and are organized by categories, called top-level dimensions. Cube includes four top-level dimensions in your Cube (Account, Department, Scenario, and Time), and up to four custom dimensions (e.g., Location, Product, Vendor, etc.) can be added to Cube during implementation or with your account's Customer Success Manager.
Each top-level dimension has subcategories or dimensions that form a hierarchy to organize the data they contain.
Source systems may have varying organizational structures for data. Mapping tells Cube where the data from your source system should be stored in your dimension hierarchy in Cube. Source dimensions can be mapped to Cube dimensions using a one-to-one mapping strategy or a many-to-one mapping strategy.
Your company's Charts of Accounts from your source system should be used along with other data hierarchies to map the source systems organization to Cube dimensions. The Chart of Accounts is often used as a company’s formal structure of all dimensions in a hierarchy.
Learn more about Cube dimensions and hierarchies.
One-to-one mapping strategy
Here, each source dimension corresponds directly with a single Cube dimension with the same name. It's ideal for intricate reporting where every detail counts.
Many-to-one mapping strategy
Multiple source dimensions can be aligned with single Cube dimension when you don't have a need for as much granularity. In a many-to-one mapping, various line items could all map to a broader category in Cube.
Next steps:
- Learn more about your dimension mapping
- Map a source system to Cube
Import data
You should resync source system connections, update dimension mappings, and import new source system data as often as you update your reports or check your financials.
During imports, Cube translates your source data based on your defined mappings.
This ensures you have the most accurate picture of your business performance. You can sign up to receive a monthly reminder in your notification settings or schedule your imports.
Next steps:
- Learn how to update source system data
- Learn how to bring other data to Cube
Use your Cube data
Now that the data is imported, you can use your Spreadsheet add-an to build reports and "slice and dice" the data just like you would with a pivot table.
Next steps:
- Download the Cube spreadsheet add-on
- Learn how to build range options