Managing Data and Cubes

Projects are the top-level container in Diligent. Once you’ve set up a project, the next step is to create and manage cubes. Think of cubes as the engine that powers your reporting — they take in raw data, apply structure and rules, and make it ready for analysis in Excel or Power BI. This articl...

Loading data is one of the most important steps in setting up your cube. Until data is brought into the system, your cube is just an empty structure. This guide covers the details of loading and managing files in the Source tab, including how to choose the right cube type, upload base files, and ...

Use Mapping to connect your raw fact table to clean “lookup” tables like Item List or Customer List. You can upload a mapping file, generate one from your cube’s unique keys, or reuse a table that already exists in your project. Create the link by choosing a Source Table Column and its matching M...

Once you’ve loaded data into your cube and applied any necessary mappings, the next step is to configure how the data should behave. The Configuration tab tells Diligent how to interpret each field so that dates, numbers, revenue, and counts all function correctly in reporting. Taking the time t...

After you’ve mapped and configured your data, you can enhance your cube by adding new measures. The Calculations tab gives you a way to define metrics that go beyond your raw fields, so they’re always available in your reports. 👉 For a full walkthrough of the entire cube creation process, see Cr...

Excel Data Cubes provide a live connection into your database or dataset, enabling you to consolidate, drill down, and analyze data from multiple perspectives. When combined with PivotTables, cubes give you a flexible, refreshable reporting environment inside Excel. What is a Data Cube?A data cub...

Before building new analyses or editing an existing workbook, it’s important to understand how Diligent data cubes connect to Excel. This article explains how to access cubes, create new ones, and modify existing data views. For a full walkthrough of creating cubes from the Diligent interface, se...