You use the Allocate Level to Level template to distribute data from members at two different levels in the database outline.
To use the Allocate Level to Level template in a business rule:
In the Allocate Level to Level Template Wizard, on Point of View, for each dimension listed that you do not want to vary during the allocation, do one of these three tasks, then click Next.
Select a predefined selection from Use Predefined Selection to populate the dimensions listed with values.
Click the Member Selector icon to select members and functions for each of the dimensions listed.
Note:
In the Member Selector, the dimensions listed in the current step of the wizard are available for selection from Dimension. This enables you to select members and functions for any of the dimensions listed in the current step of the wizard.
Select a dimension in the list, and click the Actions icon to select a member, variable, or function. See Using Member Selection, Variables, Functions, and (for Planning Users Only) Smart Lists to Design Components.
On Source, for each dimension listed, select a member whose data you want to allocate by doing one of these three tasks.
Note:
Leave the dimension that you want to use for the level to level allocating empty. (You select this dimension in the next step.)
Select a predefined selection from Use Predefined Selection to populate the dimensions listed with values.
Click the Member Selector icon to select a member or function for each of the dimensions listed.
Select a dimension in the list, and click the Actions icon to select a member, variable, or function. See Using Member Selection, Variables, Functions, and (for Planning Users Only) Smart Lists to Design Components.
Select the main dimension to which to allocate the data.
Enter a value, or use the Actions icon to select the parent member (of the main dimension) to which to allocate data.
Enter a value, or use the Actions icon to select the number of the level in the database outline from which to start the allocation.
Enter a value, or use the Actions icon to select the number of the level in the database outline at which to end the allocation.
If your source has members from dimensions other than the dimension used in the allocation range,.on Target, select the dimension members to which to allocate the data you selected on Source. (The members you selected on Source are entered here by default.) Do one of these tasks, then click Next.
Select a predefined selection from Use Predefined Selection to populate the dimensions listed with values.
Click the Member Selector icon to select members and functions for each of the dimensions listed.
Select a dimension in the list, and click the Actions icon to select a member, variable, or function. See Using Member Selection, Variables, Functions, and (for Planning Users Only) Smart Lists to Design Components.
If your source is using the same dimension as the dimension used in the allocation range,on Script, for optimization, select a dimension that has only one member from the table. (This is the dimension that displays on the Offset tab.)
On Target, to optimize performance of the template, select one of the dimensions for which you entered a value in the previous step.
On Offset, if you want the total amount of allocated values to be written to an offset member, select the allocated members to total from the dimensions listed. Do one of these three tasks, then click Next:
Select a predefined selection from Use Predefined Selection to populate the dimensions listed with values.
Click the Member Selector icon to select members and functions for each of the dimensions listed.
Select a dimension in the list, and click the Actions icon to select a member, variable, or function. See Using Member Selection, Variables, Functions, and (for Planning Users Only) Smart Lists to Design Components.
If you selected only one dimension as the source on the Offset tab, define the offset member on the allocation dimension.
On Driver, do one of these tasks to specify the basis to use to calculate the percentage to apply to each member of the allocation range. Click Next.
Select a predefined selection from Use Predefined Selection to populate the dimensions listed with values.
Click the Member Selector icon to select members and functions for each of the dimensions listed.
Select a dimension in the list, and click the Actions icon to select a member, variable, or function. See Using Member Selection, Variables, Functions, and (for Planning Users Only) Smart Lists to Design Components.
Specify whether to update the driver's aggregations on the allocation dimension.
Specify whether to clear the allocation range before the data is allocated.
Specify whether to reaggregate the allocation range after the data is allocated.
Select Define round member to specify the number of decimal places for allocated data values.
Specify whether to use the debug tool for the wizard.