Cube Rules: The Calculation Engine

Course Overview:

Throughout the course, learners will develop an understanding of cube rules, the Planning Analytics equivalent of Excel formulas, and their fundamental role in Planning Analytics modeling. The course will also explore how Excel modeling techniques and methods translate into cube rule development and model configuration, highlighting key similarities and differences between cube rules and Excel formulas.

Using an Income Statement and Commission Rates Cube, we will systematically apply and analyze various rules and calculations. Beginning with a basic sales commission expense rule, we will progressively introduce more dynamic rules that account for multi-department exceptions, commission threshold flags, and time-based commission changes. Additionally, we will explore best practices for optimizing and scaling rules through cube feeders, leveraging real-world sales data examples to illustrate key concepts.