Cubix install Archives – Financial Consolidation, Budgeting, Forecasting & Analysis Software

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Welcome to our Software Documentation

Cubix Designer Complete User Guide

1

Cubix Model Designer User Guide (PDF)

Model Designer Essentials

13

How to open the Model Designer
How to create a new model
How to open a model in the Model Designer
How to add a password for the admin user
How to reset a forgotten password for admin
How to change a model’s settings
How to copy a model
How to delete a model
How to export a model
How to import a model
How to change the default file path
How to set up users
How to share a model

Model Designing

11

Model designing essentials
How to use Excel to help with model design
Entities and paths
Variables
Products
Versions
Time
Views
Sets
Calculation rules
Currency

Validating and Generating a Model

5

How to add users to a model
How to validate a model
How to generate a model
How to use generate rules
How to use generate users

Cubix Complete User Guide

1

Cubix User Guide (PDF)

Cubix Essentials

10

How to open Cubix
How to close Cubix
How to log in to a model
How to log out from a model
What is a browser?
How to create a browser
How to use a browser
What is the Cubix database?
How to enter data via a browser
How to empty data via a browser

Admin, Maintenance & Processes

11

How to backup data
How to restore data
How to consolidate data
How to calculate data
How to enter large amounts of data
How to empty large amounts of data
How to enter currency rates
How to lock data
How to unlock data
How to perform month end processing
How to perform year end processing

Analysis / User Convenience

15

Browsers – drag and drop
Browsers – nested dimensions
Browsers – viewing converted data in base currency
Browsers – FX variables
Browsers – status cell
Browsers – data/rule/text viewing modes
Browsers – refreshing browsers
How to drill down/analyse a value
How to change a model’s settings
How to export data
How to import data
How to copy data from one version to another
How to view the rule applying to a value
How to add text/commentary to a value
How to use column functions within popups

Reporting & Templates

12

What are Cubix reports?
What are Cubix parameters?
How to create a new report
How to set up a report in the report manager
How to run a report
How to write reports – overview
How to write reports – getting data in reports
How to write reports – getting member descriptions
How to write reports – other useful formulas
How to create a static report
How to convert a browser to a report
How to write input templates

Cubix Complete Software Install Guide

1

Cubix Software Install Guide (PDF)

Cubix Install

6

Cubix install prerequisites
Installing Cubix
How to install Cubix
How to activate Cubix
How to start Cubix for the first time
How to remove enable macros message

Cubix Troubleshooting

2

Cubix reports not loading
Model Designer 64-bit error related to OLEDB

Cubix Connector Complete Software Install Guide

1

Connector Software Install Guide (PDF)

Cubix Connector Install

2

Installing the Cubix Connector
How to install the Cubix Connector

Connector User Guide

1

Connector User Guide (PDF)

Connector Essentials

4

What is the Cubix Connector?
How to open the Connector
What is a flat file to model load?
What is a model to model load?

Creating Connector Data Loads

8

How to create a flat file to model load – Format
How to create a flat file to model load – Map
How to create a flat file to model load – Batch
How to execute a flat file to model – Load
How to address exceptions
How to create a model to model load – Map
How to create a model to model load – Batch
How to execute a model to model – Load

Connector Log Files

3

Connector log files
Connector exceptions files
Connector error files

Cubix install

How to activate Cubix
Model Designer 64-bit error related to OLEDB
Cubix reports not loading
How to remove enable macros message
How to start Cubix for the first time
How to install Cubix
Installing Cubix
Cubix install prerequisites
Cubix Software Install Guide (PDF)

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