There are two ways of loading your budget into Cube, which are:
- Publish it directly from your workbook
- Upload it into a data table
Publish your budget
1. Navigate to your budget Sheet/Book in Google Sheets or Microsoft Excel
2. Use the Select function, and click Select Range
3. Under Analyze, use the Validate feature to ensure that all dimensions present in your range are spelled correctly as the ones in Cube
4. Click Publish Data
[Optional] You can comment in the text box before publishing to add more details. This comment will appear in the Audit Trail.
Upload your budget
There are three steps to uploading a budget as a flat file to Cube.
1. The first step is creating a data table to accept the data load. This may have been completed by your Cube team already. You can verify which data tables exist already on the Source data page in your Web portal.
2. Next, you'll need to ensure your file is set up correctly to match your Cube dimensions.
3. Finally, upload your flat file to your data table, where you'll map and validate the data.
Ready to learn more about automating your budget vs. actual reporting?