As this business grows and evolves and new line items are added to your source system, you'll need to map new source dimensions into Cube to ensure your information stays current.
In this article, learn how to map your source dimensions:
Find your source system in the list on the Source Data page and click the three dots for More, then click Mapping.
Here, you can search or filter by mapping status or date changed and review mapping for each dimension and member connected to that source system. The number at the top of each dimension tab tells you how many dimensions are unmapped.
There are two ways to map source system dimensions to cube dimensions: manually edit dimensions on the mapping page or download an Excel file of dimensions to bulk map them.
Edit mapping
Click Edit Mapping, then find the dimension(s) that need to be mapped. The fastest way is to click the number at the top of the page to filter to unmapped dimensions.
When mapping a dimension, you can use a many-to-one or one-to-one mapping strategy to organize your data in Cube for effective reporting and planning. Alternatively, you can choose to ignore dimensions that don't have associated data.
Many-to-one mapping or one-to-one mapping
If the Cube dimension already exists, like in many-to-one mapping setup, type the name into the dropdown or select it from the list:
To add a new dimension, like in a one-to-one mapping setup, select Add Dimension from the dropdown:
Name the dimensions and set the parent and rollup type if needed. Then click Save.
Ignoring dimensions
Ignored dimensions are those that haven't had data associated with them in the past and won't have data associated with them in the future. These dimensions don't need to be mapped to Cube Dimensions, saving you from creating a dimension just to complete an import.
Ignore a dimension by selecting Ignore Dimension from the dropdown.
If Cube finds data associated with an ignored dimension during a future sync with the source system, the dimension will automatically be updated to the unmapped status so it can be properly mapped before importing.
3. Click Save Mapping. You'll receive a confirmation message that the save has been completed.
Bulk upload mapping
If you have many dimensions to map or remap, it may be faster to upload your mapping file to our bulk mapping feature. You can use a bulk mapping upload to change current mappings or map unmapped dimensions.
Click the Upload Mapping icon to begin.
Follow the directions to create a file in the correct format, or click Download mapping to work from a file with all dimensions from your source system.
When downloading the mappings, you'll receive an Excel file with directions in the first tab and your dimensions in the second tab. Use the same mapping strategies as above to set up your file
Many-to-one mapping or one-to-one mapping
List the name of the dimension in the Cube dimension column. Be sure the Cube dimension you reference in your file exists in your Cube. If you need to add a dimension, follow this guide.
Ignoring dimensions
Bulk mapping can also be used to indicate that a dimension should be ignored if it has not and will not have data associated with it. In the Cube dimension column, write Ignored.
Your file will look like the file below when you've completed your mapping and are ready to upload.
When your file is prepared, click Next in Cube to select and upload it. Cube will validate the mappings, and you can make corrections before submitting them.
Cube will confirm that the changes have been made and then you're ready to import your data.