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  3. Building Reports & Models

Building Reports & Models

  • Re-fetch individual or multiple ranges when an error occurred plus icon minus icon
  • We have enhanced the fetch process with Cube. You can now re-fetch to single and multiple ranges, including ranges on other sheets, if the original fetch had an error.    From the Mini-Audit Trail.... See more
  • Fetch to multiple ranges plus icon minus icon
  • We have enhanced the fetch process with Cube. You can now fetch to single and multiple ranges, including ranges on other sheets.    As you select multiple ranges, your range count will update. Sele... See more
  • Sidebar Header Enhancements plus icon minus icon
  • Refresh your sidebar: which may include clearing your cache, to experience Cube updates We've been hard at work creating intuitive new designs and user experiences that make it easier than ever to ... See more
  • Build New - How to Build a Range from Scratch plus icon minus icon
  • This article will show you how to build a range within Excel or Google Sheets in order to fetch your data.   Building Your Range Open the Cube add-on within Excel or Google Sheets Click the 'New' ... See more
  • Retry a failed range plus icon minus icon
  • We have enhanced the fetch process with Cube. You can now re-fetch to a failed range through the mini audit trail.  Note: See Fetch to multiple ranges article for help on single/multiple range fetc... See more
  • Best Practices for Managing your Month End Close with Cube Web Reports plus icon minus icon
  • In this article, we're sharing some best practices on how you can use Cube's web reports to enable your month-end close, and collaboration with your accounting team and business stakeholders.   As ... See more
  • How to use Drilldown on the add-on plus icon minus icon
  • Using Cube's spreadsheet add-ons, you can drilldown into your source data transactions. This enables better and faster analysis, and saves you the step of navigating back to your ERP, CRM, or HRIS-... See more
  • Saved Collection Templates & Reports plus icon minus icon
  • Definition of Collection Templates & Reports in Cube Collection Template A prebuilt, predefined layout Used for data input (read & write) Shareable, Collaborative Reusable Report A prebuilt, pr... See more
  • Add Multiple Ranges to One Sheet plus icon minus icon
  • Create and maintain different ranges using Cube - all within the same sheet! Adding a New Range You can add a new range to your sheet by clicking on the "+" sign in the right corner of the Add-on.... See more
  • How to Fetch Data To Date plus icon minus icon
  • We've simplified the work it takes to calculate to-date values for your variance analysis. Just add "TD" or "YTD" to your Time headers to return the to-date value.     Set up your Headers and Fetc... See more
  • Using Templates to Update Standard Packages plus icon minus icon
  •   Want to use saved templates to automatically update your monthly financial reporting package?   Simply create your standardized financial statements and reports as templates, fetch them into you... See more
  • Enhance your Budgeting and Forecasting Process with Reports and Templates plus icon minus icon
  • This article will show you how to create budget input templates in Cube and share them with other members of your team.     Creating the Template 1. I've already made a Q1 T&E Budget - Sales templ... See more
  • Select - Register a Pre-formatted Range plus icon minus icon
  • This article illustrates how to register a pre-formatted range.   Registering the Range 1. Open the Cube sidebar and click Select   2. Highlight your table on the sheet, including column and row h... See more
  • Building a Range - Which Method is Right for You? plus icon minus icon
  • This article will help you determine which build type to use.     Select fka "Manual Mode" If you have a pre-formatted range that you're looking to register, you'll want to use Select. After selec... See more
  • Building Multi-Dimensional Ranges plus icon minus icon
  • This article illustrates what a multi-dimensional range is and provides a few examples of ones you can build in Cube.   What is a multi-dimensional range? In Cube, a multi-dimensional range is one ... See more
  • Multiple Ranges - How Others are Using this Feature plus icon minus icon
  • With so many features available in Cube, many of our users often ask; "How are other people using this?" In this article, we'll show you how a company uses Multiple Ranges to break down Revenue by ... See more
  • How to Validate your Range plus icon minus icon
  • You can use Validate to check your registered range for dimensions that the sidebar doesn't recognize (think "Rent" vs. "Rent Expense"). When would I use this? I'd like to run a quick scenario anal... See more
  • How to Create an ARR Waterfall in Cube plus icon minus icon
  • This article will show you how to create an ARR waterfall in Cube using the Running Total formula. You can apply this method to a number of different ops metrics, such as User Count or # of Booking... See more
  • Using Year-to-Date and Quarter-to-Date to Compare Scenarios Across Time plus icon minus icon
  • Throughout the year, you'll likely want to compare Actuals data to other Scenarios such as Budget or Forecast. While Budget and Forecast data for any given month is typically imported into Cube bef... See more

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