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Adaptive Insights LLC.

Build Cube Sheets

Explains how to build cube sheets.

Once you start a cube sheet, you build and edit its components from the sheet summary. To get to the sheet summary, select the Edit link next to any cube sheet in the sheet list.

Select each link in the sheet summary to finish building or editing the sheet:

  • Cube Accounts: Create, edit, and delete cube accounts, including settings, formulas, names, and codes.
  • Dimensions, Attributes, and Levels: Access the cube sheet's canvas to add custom dimensions and attributes, manage the visibility of cube's dimensions, and the sheet settings. The maximum number of system dimensions, custom dimensions, and attributes allowed in a cube is 50.
  • Restrictions: Create restrictions based on the dimension intersections. For example, you can hide certain accounts when certain levels or versions are selected.
  • Accessibility (user-assigned sheets only): Add or remove users who can view and edit the sheet.

Before You Begin

How You Get There

Compass.png From the nav menu, select Modeling. In the Sheets menu, select User Assigned Sheets or Level Assigned Sheets to view the list of sheets in your model.

Basic Steps to Build Cube Sheets

  1. Start the cube sheet. 
    Enter the name of the sheet and the prefix code. 
  2. Create accounts.
    • (Optional) Create account groups. 
      Use groups to organize the accounts so that you can find them easily when using formula assistant or building reports and charts.
    • Create standard accounts.
      At lease one is required for data entry on the sheet.
    • (Optional) Create calculated, assumption, and metric accounts.
      Calculated and metric accounts use formulas that reference other accounts on the sheet, including assumptions. 
    • (Optional) Hide accounts on the sheet. 
    • (Optional) Link to available general ledger and custom accounts. 
      Available accounts have the data entry setting checkbox selected. This allows you to add the account to cube sheets.
  3. Manage system dimensions: time, accounts, and levels.
    • Assign levels. 
      For level-assigned sheets, this step controls access to the sheet. For user-assigned sheets, this step adds levels to the dimensions for data entry. 
    • Select time periods.  
  4. (Optional) Add dimensions and attributes. 
  5. Set the initial view.
  6. Add restrictions. 
    Restrictions hide certain dimensions based on the selection of other dimensions. 
  7. Save the sheet. 

Start the Cube Sheet

  1. From the sheets list, select the New Sheet button. 
  2. Enter a sheet name and account code prefix. The sheet name must be unique for your instance. The code is the first part of all the sheet's account codes.
  3. Select Create a new sheet and choose Cube from the drop-down. The drop-down for Clone existing sheet contains modeled sheets only. If you choose this option, you create a new modeled sheet. 
  4. Select Next

The sheet summary for the new sheet appears with links to: 

  • Cube Accounts
  • Dimensions, Attributes, and Levels
  • Restrictions
  • Accessibility (user-assigned sheets only)

Create Accounts

Create Account Groups

The account groups are for organizational purposes. On the sheet, you can expand and collapse the groups to manage a large cube sheet. Account groups do not display rollup values of their accounts.

  1. From the sheet summary, select Cube Accounts
  2. Select the Create new group button from the toolbar. 
  3. Enter a name. 
  4. For Start Expanded, select No if you want the group collapsed. Select Yes if you want it expanded when you first open the sheet.
  5. Save. 

To add an account to a group, select the group from the list before selecting the Create account buttons. Or, in the settings of an account, choose the group from the "Rolls up to" drop-down.

Create Cube Accounts

There are several types of cube accounts you can build into your sheet. See Cube Sheet Overview

New to accounts? See Interface Tour for Accounts.

Best Practice: Create standard and assumption accounts first so you can reference them in your calculated and metric accounts.

  1. From the sheet summary, select Cube Accounts.
  2. From the toolbar, select one of the following buttons:

Create New Cube Standard Account ​​

Create New Cube Calculated Account ​​​​​

Create New Cube Assumption Account 

Create New Cube Metric Account 

  1.  In the account details (on the right), enter a unique code and name for the account and complete the remaining settings. See Account Details Field Descriptions
  2. Save.

New accounts are automatically visible on the cube sheet. 

Hide Cube Accounts

You may not want calculated and metric accounts visible to those who have access to the data entry accounts on the sheet. To hide the accounts on the sheet: 

  1. Use the breadcrumbs to return to the sheet summary.
  2. Select Dimensions, Attributes, and Levels
  3. From the canvas, select the Accounts dimension. 
  4. On the right, uncheck the boxes next to the accounts that you want to hide. 
  5. From the canvas toolbar, select Save.

You can also create cube restrictions. See Set Cube Restrictions.

Add General Ledger and Custom Accounts

Cube accounts roll up in the cube sheet's account list. Sometimes, you need relevant account data gathered on the cube to roll up in the general ledger or custom account hierarchy. You can do this by adding a general ledger or custom account to the cube sheet. 

To make general ledger or custom accounts available for cube sheets:

  1. Use the breadcrumbs to return to Modeling. 
  2. From the Accounts menu, select General Ledger Accounts or Custom Accounts
  3. From the accounts list, select the account you want to add to the cube sheet. 
  4. In the Sheets section of the settings, select Cube for Data Entry Sheet Type. 
  5. Save. 

Data Entry Type Account Setting.png

To add general ledger or custom accounts to the sheet:

  1. Use the breadcrumbs to return to Modeling. 
  2. Select Level Assigned Sheets or User Assigned Sheets
  3. Select the Edit link next to the cube sheet. 
  4. Select Cube Accounts
  5. From the toolbar, select the Include GL or Custom Accounts button. The list includes all the available accounts. You can't select the button unless you have general ledger or custom accounts with the appropriate settings.
  6. Select the account and select Add to Cube.

The account settings of general ledger and custom accounts in the cube are not editable from the cube account page. Return to the general ledger or custom account menus to edit the settings. 

Manage System Dimensions

Cube sheets require time, levels, and accounts. They appear in the cube sheet canvas by default and you choose which of their values appear on the sheet. See the Cube Sheet Interface Tour to understand the areas referenced in the steps. 

Assign Levels

For level-assigned sheets, this step assigns the sheet to levels. Only owners of the levels you add can view the sheet. If this is a user-assigned sheet, this step adds the levels to the sheet for data entry and data review.

  1. Use the breadcrumbs to return to the sheet summary.
  2. Select Dimensions, Attributes, and Levels
  3. From the canvas, select the Organization row.
  4. From the level properties, select or unselect the level checkboxes to add or remove the levels.
  5. Expand the levels as adding a parent level doesn't automatically add its descendants. Removing a parent level automatically removes the descendant levels. 
  6. From the canvas toolbar, select Save

Choose Time Periods

  1. From the canvas, select the Time row. 
  2. From the Time Properties, checkmark the time periods you want to display on the sheet. Your options depend on your calendar setup, generally months, quarters, and years.
  3. Select Initial Balance to add a column to the sheet for seeding cumulative accounts. 
  4. From the canvas toolbar, select Save.

If you remove the smallest time period, the sheet displays the time rollups. For example, with a month > quarter > year calendar, if you select only quarters, the sheet displays the quarter rollup. When you enter data in the quarter rollup, you get a prompt to break back the value into the months. You don't see the months on the sheet, but you can create reports and charts that display the monthly data based on the break back selection.

Add Custom Dimensions and Attributes

  1. From the Elements tab, expand:

  • Dimensions: The list shows all the custom dimensions in your model. Add up to 10 custom dimensions.
  • Attributes: The list shows all the attributes in your model, including account, dimension, and level attributes.
  1. From the list, drag and drop dimensions or attributes into the canvas. The gray items in the list have already been added to the sheet. If you drag an attribute into the canvas, the associated dimension (account or custom dimension) automatically appears in the canvas. 
  2. Select the dimension or attribute from the canvas rows and update the settings:
    • Edit dimension on sheet (custom dimensions only): Select to allow users to add dimension values when they use the sheet. 

    • Select the checkboxes next to the values you want available on the sheet.

  3. From the canvas toolbar, select Save.

Set the Initial View

Control how the cube sheet appears to all users when you or anyone first opens it from the nav menu > Sheets. You and any viewer can change this by saving a preferred view. You and your team can return to the initial view with the Reset View ResetDefaultView.png button on the sheet toolbar. By default, the sheet shows time across the columns and accounts down the rows.

  1. Use the breadcrumbs to return to the sheet summary.

  2. Select Dimension, Attributes, and Levels.

  3. From the canvas toolbar, select Sheet Properties reportProperties.png.

  4. Select the Initial View tab.

  5. From the Horizontal drop-down, choose the dimension you want in the columns.

  6. From the first Vertical drop-down, choose the dimension you want in the rows.
    The remaining vertical drop-downs control the order of the cube filters. The second drop-down is the first cube filter and so on.

  7. (Optional) For the Max column width, enter the maximum number of pixels for the columns. 

  8. (Optional) Select the checkbox for Suppress rows if all zeros or blank. You can use the Add Row sheetAddRow.png button from the sheet's toolbar to reveal suppressed rows. 

  9. Select OK.

You can further set the default view of the sheet with the display options on the sheet itself. 

Set Cube Restrictions

You can restrict access to certain accounts, custom dimensions, and attributes based on versions, accounts, levels, and other custom dimensions. For example, If a user selects a certain level, they only see the accounts not restricted by that level.

  1. Use the breadcrumbs to return to the sheet summary.
  2. Select Restrictions.
  3. Select the Add New button.
  4. From the box on the left, choose a dimension that determines the restriction.  
  5. From the box on the right, select the dimension that you want to restrict. Gray items in the list indicate:
    • A restriction already exists for that combination.
    • You can't restrict the dimension with the dimension selected in the left box.For example, you can't use accounts to restrict account attributes.
  6. Select Create and Continue.
  7. On the right, select the dimension values that will determine the restriction.
  8. On the left, leave values unselected to hide them when the determining values are selected on the sheet.
  9. From the toolbar, select Save.

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