Need to make some changes to your Cube Chart of Accounts hierarchy? It's easy! Follow the steps below to begin rearranging.
How to re-parent a Dimension
- From your Cube portal, navigate to the Dimensions page, and click on the Dimension name you wish to re-parent - or click on the 3 dots on the right of it and select "Edit Dimension"
- Once you are in the editing drawer, type or select the new parent Dimension
- Save the Dimension
How to re-order a Dimension
- From your Cube portal, navigate to the Dimensions page in the far left sidebar
- In the top right corner of your screen, you will see a small gear icon for “options”
- Notice the “enable reordering” box is not checked - simply check this to allow our drag-and-drop feature to rearrange your dimensions
- You’re all set
Example of where to re-parent and re-order a Dimension: