Cube allows you to upload flat files of data to a data table as often as you need to. You can use flat file uploads to get data into Cube from regular general ledger or payroll system exports, headcount data, recent budgets, or any other data your team needs to use.
Data tables house the structure needed for Cube to accept and process the information in your flat file, and our system walks you through the verification process so all data is appropriately ingested.
If you only have a small amount of data to upload, you can also manually enter data into the data table.
Preparations
You can use data tables to upload new data or overwrite existing data. Cube will read the dimensions in the file to properly store the data. Generally, data tables are used to store new values so the dimensions in your file won't already have files associated with them. If there is already data stored in that location, Cube will overwrite the stored values with those that are uploaded. This is useful if you need to replace data for certain time periods or scenarios.
This is also true for data tables with attributes. Learn more about working with attributes in Cube.
Before you can upload your data, you'll need to:
1. Prepare your CSV or TXT file
2. Create a data table in Cube (this may have been done for you by the Cube team)
With these steps complete, you are ready to upload your data to Cube!
Upload your data
You can use the video or the steps below to guide you through uploading data to your data table.
1. Navigate to the Integrations page in your Workspace.
2. Locate the data table in your list and click upload.
3. Optionally, add a message for the audit trail.
4. Next, you can upload a file or enter data manually.
5. After selecting a file, you will be asked to review and confirm the mapping for each field and provide a preview of the data for each field.
6. Cube will populate the data table with the uploaded data and verify that the cells contain what Cube expects. If anything is invalid, you can make changes directly in the data table or disregard them; Cube won't upload invalid rows.
Also, you can use the filters to locate specific errors or add and remove rows right from here using the Actions dropdown.
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.
When all changes are made, click Upload to complete. You'll receive an email when your data has finished uploading to Cube.