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Workday Adaptive Planning Knowledge Center

Concept: Cube Sheet Building

Explains how to create new cube sheets, including how to create cube accounts, add custom dimensions and attributes, and set cube restrictions.

Cube sheets can contain multi-dimensional data input across a specified set of dimensions.

Example of a Cube Sheet.

Look for:

1 More display options in the toolbar: Pivot the sheet to view data in multiple ways. See Concept: Your Sheet View.

2 No level drop-down: Levels are a dimension to use as filters, columns, or rows. 

3 Alternative dimensions: Filter data, drag and drop into the columns and rows, and nest up to five dimensions in the rows.

Although the cube sheet was designed for modeling complex (and multi-dimensional) sales forecasting, you can use it for planning almost any multi-dimensional model.

Build Cube Sheets

You can either clone or build cube sheets. Cloning a sheet copies the accounts, account settings, sheet settings, and dimensions. You can then edit as needed. You can build restrictions into your cube sheet to prevent certain levels from seeing certain accounts or custom dimensions. 

See Build Cube Sheets.

How Cube Sheets Work

With cube sheets, you can pivot and filter the sheet using all the dimensions and attributes you add to the sheet. Dimensions include: 

  • Times (required): Manage the time periods the sheet displays.
  • Levels (required): Assign the levels that can access the sheet. Only level owners can open the sheet.
  • Accounts (required): Create accounts for the cube. Cube sheets require at least one editable account. You can then display the cube accounts on the sheet or hide them.
  • Custom dimensions: You can add up to 10 custom dimensions to the sheet. Too many dimensions and dimension values can affect the performance of the sheet. 
  • Attributes: You can add attributes to help filter the sheet. 

When you open a sheet, you can pivot the sheet by:

  • Moving the dimensions to the columns.
  • Nesting multiple dimensions in the rows.

You can also leave the dimensions in the filters. 

If you add custom dimensions to the sheet, the cube sheet forces you to enter data for the custom dimension values. The data is always sliced by dimensions, so you can easily report on the data with charts and reports. 

Cube Accounts

When you look at the account list of cube sheets, you can see the type of each account.

Standard Accounts

  • Use to enter numbers or formulas into the account from the sheet. 
  • The settings are the same as that of custom accounts. There's an extra Read only on sheet checkbox in the Sheets section. See Reference: Custom Account Fields and Settings.
  • Cube sheets must contain at least one standard cube account. 
  • Throughout your model, you can reference these accounts in formulas.

Linked Accounts

  • Use to show data on the cube sheet that was entered or calculated in another cube or modeled sheet. See Concept: Linked Accounts.
  • Make any standard account a linked account with the Type account setting. 
  • The data in linked accounts is read-only. Your team can explore these cells to get to the source sheet, where they can edit the data.

The Linked type appears for accounts that link to other models and cubes, not from other ledgers.

General Ledger or Custom Accounts

  • Use to enter data into a general ledger or custom account from the cube sheet.
  • The general ledger or custom accounts must have Cube selected for Data Entry Type. 
  • These appear as Standard accounts in the cube account list.

Calculated Accounts

  • Use when you want the data in the sheet to drive the data of the account.
  • The account is read-only because the formula that you enter in the account settings calculates the data.
  • The formulas of calculated accounts can only reference accounts in the same cube sheet. If the standard cube accounts are empty, formulas evaluate to zero.
  • Use the sheet settings to prevent the account from displaying on the sheet. 
  • You can reference cube calculated accounts in formulas throughout your model.

Assumption Accounts

  • Assumptions drive data at the global level. 
  • Use the account settings to make the assumption account visible either at all levels or just the top level.
  • Reference cube assumptions in the formulas of the cube calculated accounts or throughout your model.

Metric Accounts

  • Cube metric accounts behave like metric accounts on standard sheets. You can't enter numbers or formulas into these accounts from the sheet. 
  • Formulas in cube metrics can only reference the accounts of the cube sheet.
  • Rollups first sum the components of the formula, and then calculate the formula.

Cube Restrictions

Restrictions let you specify that certain combinations of dimensions should not be available in your cube. For example, you can specify that Sales West level is only allowed to see city dimension members for San Francisco, Sacramento and Los Angeles. If you do not add cube restrictions, all dimension combinations exist in the cube sheet. 

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