Webinar
Date
Tuesday, November 3, 2026
Time
2:00 PM EDT 11:00 AM PDT
Duration
60 minutes
Details
Most finance teams have a spreadsheet where the real logic lives. Numbers get fetched into Excel, calculated, and published back, month after month. Anything beyond simple math has meant leaving the model to get it done. Advanced Formulas change that: build the logic once inside Cube, and it recalculates automatically and shows up the same way in every report, board, and spreadsheet.
This session is a live walkthrough of how it works. Shayan Ashtiani, Head of Product, and Jim Bullis, VP, Solutions, will show how the work your team rebuilds every close and planning cycle can now live directly in your model: inter-company eliminations, overhead allocations by headcount, and bonuses that vary by department. No modeling expertise required, and we’ll leave time for your questions along the way. We’ll cover:
Pointing a formula at any number in the model
Formulas in Cube can now reference other entities and scenarios, not just the account in front of you. We’ll show how to build share of total and variance to budget by pointing a formula at the numbers you need, instead of exporting to a spreadsheet to calculate them.
One formula, different rules by department
If you maintain a separate formula for every department, this one is for you. We’ll show how to apply different rules by department or entity inside a single formula, so a bonus that varies by department is built once and stays easy to maintain.
Calculated actuals and typed plans in the same account
Plans rarely fit neatly into “all calculated” or “all typed.” We’ll show how to calculate actuals and leave forecast inputs open in the same account, so your team can type the plan without breaking the logic behind it.
Headcount and salary cost straight from a roster Table
Allocations by headcount shouldn’t require a manual rebuild each cycle. We’ll show how to pull headcount and salary cost directly from a roster Table, so overhead allocations update when your people data does.
Three ways to build: the editor, Cube’s agents, or your own AI tools
You can build formulas in the formula editor, with Cube’s agents, or from your own AI tools through the Cube MCP. We’ll show each approach so you can pick the one that fits how your team works.
Bring a formula you’re tired of rebuilding
This session is for finance teams who run fetch, calculate, and publish workflows in Excel, build allocations, or maintain a separate formula for every department. Bring the formula you dread rebuilding every close, and we’ll close with live Q&A.
Charlie Erlikh
Sr. Finance and Operations Manager,
Cube
Jim Bullis
VP of Solutions,
Cube