Do you 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 ...
Do you feel like you're always rushing to produce your monthly reporting packages and Budget vs Actual analyses at month end? Are you sick of copying & pasting data and want a better way?
Do you have a suggestion on how to improve the Cube product? We’d love to hear about it!
Submit a feature request directly to the Cube Product team by following these steps:
Log into the Cube Port...
Please note: In order to set up multiple currencies in your Cube, you must have the Currencies page under "Settings" in your Portal.
If you do not have the Currencies page and are interested in u...
How to add a new scenario as an import option?
You want to import your source data into a new scenario, but it does not appear as an alternative in the "scenario" import drawer? - this is due to th...
Wondering why some values have blue font and some don't? Here's the answer!
The blue font signifies any data at the lowest level cross-sections which are modifiable.
For instance, Budget and Foreca...
Do you have a template that could use some changes?
Let’s talk about overwriting! Instead of creating a new template from scratch, let’s go over the simple steps to overwrite from an existing templ...
What is Rollup Logic?
As shown below, Rollup Logic is a field within the formulas section in the Account Dimension.
Please Note: the Rollup Logic option is only applicable to Dimensions with Formu...
Need to clear out data from a Cube cross-section?
Occasionally, users need to clear out published data for a specific month of a budget or forecast scenario. Below are some steps to do this!
Interested in adjusting your settings in the add-on? Cube gives users the ability to customize the behavior of the app by changing options or settings.
Retain font color on fetch
Time Rollup Type - What does it mean?
Time Rollup Type is an optional field within the Account Dimension which determines how individual months' values are summarized at Quarter- and Year-end.
Tags vs. Formulas - How do they differ?
In simple terms, "Tags" are custom groupings of dimension members which may differ from the hierarchy defined within the top-level dimension (for example, d...
Library vs. Template/Report - What do they mean?
Simply put, the Library houses pre-created spreadsheets with specific data, and Templates/Reports are shells for users to routinely pull data into. ...
Wondering how to rearrange your dimensions?
Reordering or rearranging your dimensions is easy! Maybe you’ve loaded all of your source data and tied in all of your accounts, but don’t love the way t...
Here at Cube we want to make sure that any changes you might make can also be corrected or reverted back to prior settings. Because of this we make dimensions fully accessible, even after they’ve b...
Why should I include employee-level data in my FP&A Process?
Employee Roster data is an essential part of the planning and reporting process.
Employee costs are the biggest expense in most busin...
Dimensions are user defined groupings of items such as Accounts, Departments, or Scenarios that are used to “slice and dice” different data sets using Cube. By default, all companies are...
Saved Templates/Reports allow you to save a formatted range to be pulled down by you, or other authorized members of your organization. It saves dimension selections and formatting only- any data m...