Before we start - let's make sure this is the right how-to guide for you:
- Looking to add a new main category or dimension? Reach out to our support team.
- Are you adding a new dimension member that’s not connected to a source system? Learn how to add a dimension below.
- Are you mapping new source data and need to add a dimension member? Consider setting a mapping rule to automatically handle unmapped source dimensions or learn how to add a new dimension member while mapping.
Add a dimension member from the Dimensions page
Adding a new dimension member from the Dimensions page is useful if you need to add accounts that aren't mapped to a source system, or new dimensions under any other dimension in your Cube. If you need to add many new accounts while mapping data from your source system, scroll down to see how to add new dimensions while mapping.
1. Click +Create in the top-right of the Dimensions page and then choose the type of dimension member you wish to add.
Most dimension types will have additional fields for you to complete.
2. Fill out the following details:
- Name: must be unique
- Parent: determines where the dimension member lives in the hierarchy
- Time Rollup Type: determines how months are summarized (sum, balance, or average)
Optional fields include:
- Account Number: input the GL Account Number
- Description: enter a brief description of the associated dimension
- Tags: include this dimension in an existing tag
You can also create a dimension member using a formula.
Add a new time dimension member
If you are adding a time dimension member, simply select the year you wish to add, and Cube will add to the structure your Cube has been set up to follow.
After you've added the designated fields, click Save. A confirmation message will appear at the bottom right of the screen.
Please note that if you have custom time dimensions, our support team will need to add new time dimension members for you. Please reach out to them for assistance.
Add dimension members in bulk
Need to add a list of new vendors or accounts? Use our bulk add dimensions feature to quickly add many dimension members to your hierarchy all at once by uploading a file or manually typing the new dimension members.
- From the Dimensions page, click +Create, then Dimension, then Add in bulk.
- Next, you can download a template if you don’t already have a file created and don’t want to manually type the dimension member names. If you prefer to manually enter the dimensions, you can click Next, select Manually enter data, and skip to step 4.
- Following the directions in the template, add the new dimension members and their parent dimension members to the second tab. When you’re finished, save your file and return to the Workspace.
- Click Next and choose to upload the file you just created or manually enter the dimension members.
- Need to make changes? Click Transform to describe how the AI assistant should update your data by applying logic to any field in your columns. See changes and approve them before uploading.
- Validate your dimensions and then upload them to Cube. They will appear in your dimension hierarchy.
Quickly add a dimension while mapping
For dimension members that don't yet exist, consider setting a mapping rule to automatically create new dimension members or manually add them to your Cube hierarchy directly from the mapping page using the steps below. Learn more about mapping.
1. Navigate to your Source Data page in your Workspace.
2. Click on the three dots to open the menu and select Mapping.
3. Click on the dropdown menu for any unmapped Cube Dimension. You may want to use the Filter to quickly find unmapped dimensions.
4. Click the Plus icon to the right of the Cube Dimension field to prompt the Add Account Dimension
5. Input the dimension member's name into the Name field and select the Parent of the new dimension member. Click Save.
6. Repeat these steps for any additional new dimension members to complete your mapping.
7. Click on Save Mapping in the top right, and you are all set to import your source system data!
Important notes about new dimensions
- Users who have access to a parent dimension member will automatically have access to any new children. Learn how to adjust user permissions.
- Dimension members can be reordered or reparented. Changing your dimension hierarchy may change how data rolls up to parent dimension members.