Push data to Cube directly from your spreadsheet to update and democratize source data for accurate reporting and forecasting. The next time you or your team needs to use that data, it can be fetched or pulled into your spreadsheet using the Spreadsheet App.
Publishing basics
Publishing from the Spreadsheet App pushes the data you've selected to the cloud to be organized and saved. Understanding how publishing works and the rules is necessary for smooth publishing.
What happens when you Publish
Once you publish, your data is saved to Cube and available across your workspace. If you need to reverse a publish, you can undo it from the Spreadsheet App, the Audit Trail, or a Web Report as long as the data you published hasn't been changed by another publish, import, or system event. Learn more about how to undo a publish in Cube. Otherwise, be sure your spreadsheet and data are ready before you publish.
Note: Mapped dimension members can't be published over. Actuals write protection ensures scenarios that use data imported from your source system can’t be overwritten except by Cube Admins. Learn more about write protection.
Publish only to child dimension members and editable scenarios
Because data is stored at the child dimension member level (read more about dimensions), only child dimensions can receive data. Other dimension members, like parents and those sourced from formulas or tags, calculate their value from child dimensions and, therefore, cannot be published to.
Attempts to publish to other dimensions will result in an error message like the one below:
Learn more about our data model.
Also, confirm the scenario you’re publishing to isn't write-protected or blocked. For example, Cube won't replace your actuals data and secures it against changes using write protection. This prevents accidental overwriting by publishers. Your team can also block scenarios from being overwritten to maintain version control, like when comparing estimated budgets versus actual budgets.
Cube will produce an error message if you attempt to publish to a scenario that isn't editable.
Publishing can be limited by data access group or range permissions
User permissions play a crucial role in data publishing within Cube. Users need appropriate data access group permissions and range-specific publish access to ensure secure updates and control. This safeguards your data and activates the publish function in the Spreadsheet App. Cube prioritizes data security, so ensuring users have the right permissions is key for seamless publishing. Without the correct permissions, the publish button in the Spreadsheet App will be inactive.
Learn more about the best practices for publishing.
How to publish
Ready to start pushing your data to Cube from your workbooks? Learn the steps and options for publishing below.
Define a range
First, create an active range in your sheet. You can select a pre-formatted range, build one from your dimensions in the Cube Workspace, or open an existing template.
Then you can publish from the Spreadsheet App in a few ways:
- Publish data all in a range. Example: Headcount planning
- Publish only certain cells within a range. Example: Salary changes
- Publishing additional details with your data. Example: Transaction codes or memos
Publish all data in a range
Publishing all data in the defined range is helpful when changing a lot of data at once, such as with headcount planning.
1. Confirm that the active range does not include parent, formula, or write-protected scenario dimensions.
2. Make the changes in appropriate cells; under Publish > Data, select the Publish Data button.
3. Communicate the context of changes in the audit trail by including a message in your publish using the text box.
4. Select the Publish Data button to execute the publish. If the publish was successful, you'll receive a green confirmation notification in your Spreadsheet App.
Publish only certain cells within a range
If you only make a few changes to your data, such as with salary changes, you can publish specific cells within the larger range you've defined.
1. Highlight the cells you want to publish within the existing range.
Learn more about building a range if you haven't selected your range already.
2. Under Publish > Data, check the box next to Use selected area to publish only the cells highlighted.
3. Add a message if you would like to communicate the context in the audit trail.
4. Select the Publish Data button to execute the publish. If the publish was successful, you'll receive a green confirmation notification in your Spreadsheet App.
Publishing additional details with your data
If you want to include additional attributes or the details you see when drilling down into your data, use the Set Attributes function within the Publish section of the Spreadsheet App. Learn more about using attributes to publish line-level or transaction-level details.
Learn more about using the Drilldown feature.
Learn our recommended best practices for publishing.
If you're receiving errors when publishing, investigate what might be going wrong.