Move spreadsheet formulas to Cube – Cube

Avoid updating multiple spreadsheet formulas by automating standard calculations and storing them in Cube as a formula. A formula references other dimensions and allows its value to be calculated whenever referenced values are updated.

For example, calculate Gross Profit by creating a formula in Cube that subtracts 'Cost of Goods Sold' from 'Revenue'

Add a new formula

1. Go to your Web portal and click Formulas or Dimensions from the navigation bar.

2. Click New.

3. Name your formula.

4. Select a dimension Parent from the dropdown menu provided.

The parent you choose is where your formula's data will originate and can be a top-level dimension such as Account.

Note: Scenario dimensions with write protection enabled cannot be used in formulas.

Learn more about using formulas with scenarios.

6. Write your Formula using quotation marks around the dimension names or select the populating dimension name from the suggestion. See the table of operations supported.

The background color will turn green if the text you input matches a Cube dimension. If the dimension name is mistyped, it'll show in red.

7. By default, your new formula is set to apply to All Scenarios. Click the drop-down to select a specific scenario, or proceed to step 8.

Note: Formulas cannot be applied to the Actuals Scenario, as these dimensions have write protection enabled.

8. Determine your rollup logic. Rollup logic determines the calculation order:

To sum up the components of each quoted dimension and then perform the calculation, select Sum leaf values, then calculate
To first calculate the values across quoted dimensions and then sum it's parts, choose Calculate leaf values, then sum