You use the Allocate Simple template to distribute data from a member or members at one level in the database outline to another member.
To use the Allocation Simple template in a business rule:
In the Allocate Simple 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.
In the Allocate Simple Template Wizard, on Source, for each dimension listed, select a member whose data you want to allocate by doing one of these three tasks.
Note:
You must select a member for each dimension listed.
Select a predefined selection from Use Predefined Selection to populate the dimensions listed with values.
Note:
If the predefined selection does not enter a value for each dimension listed, you must enter a value for any dimensions that are empty.
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.
Enter the percentage of the source amount you want to allocate, or click the Actions icon to select a member, variable, or function that equals this percentage. (See Using Member Selection, Variables, Functions, and (for Planning Users Only) Smart Lists to Design Components.) Then click Next.
If you selected members from multiple dimensions on the Source tab, on Destination 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.
Select a dimension from which you selected a single member above.
If you selected a member from only one dimension on the Source tab, on Destination - Option, for optimization, select a dimension with only one member from this table.
If you selected members from multiple dimensions on the Source tab, on Destination 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 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.
Select whether you want to clear the offset data prior to the allocation process.
If you selected a member from only one dimension on the Source tab, on Destination- Offset2, define the offset's dimensionality. 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.
Select whether you want to clear the offset data prior to the allocation process.
Specify a member from the allocation range to be used for the offset .
Select an allocation method to specify how the data should be allocated.
Select Allocate evenly to allocate data values in the allocation range evenly.
Select Allocate using a driver to calculate a percentage to be applied to each member in the allocation range.
For each dimension that you did not select on Point of View, select a member by doing one of these three tasks:
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.
On Driver Options, specify whether to reaggregate the driver's data before the data is allocated to ensure that the allocated data is accurate. Click Next.
On Other Options, complete these steps:
Specify whether to clear data from the allocation range before the data is allocated.
Specify whether to reaggregate the allocation range after the data is allocated. Reaggregate the values after the data is allocated if you want to see what the new values are.
Specify whether to round the data. Select one of these options:
Select Define round member to specify the number of decimal places for allocated data values. If you select Define round member, do these tasks on Rounding on Mb:
Enter the number of decimals to be used for this allocation. (Three decimal places is the default.)
Enter a member on which to place the allocation rounding difference by: selecting a predefined selection, selecting a member, or selecting a member, variable, or function for the dimensions listed.
Select Use biggest value to round data values to their largest values. If you select Use biggest value, do these tasks on Round on biggest:
Note:
When you use Use biggest value, the offset may be written to both the point of view members and the offset members. This happens when 1) the members in the point of view are different from the members in the offset, and 2) on the tab Round on biggest, you choose a dimension for the task “Select the dimension from which you selected a member in the grid above”, where the point of view and offset member are different. If you want the offset to be written only to the offset members, then on the Use biggest value tab, select a dimension that uses the same member for both the point of view and the offset.
Enter the number of decimals to use for this allocation. (Three is the default.) Or click Actions to select a member, function, or variable.
Enter a member to use for a temporary calculation. Use a member already selected and select a non-calculated member. Or click Actions to select a member, function, or variable.
Select a dimension from which you selected a single member in the grid above.
Note:
If you do not have a sparse member in the point of view, you do not select a dimension.
Select No rounding to use allocated data values as they are.
Specify whether you want to run the debug tool for the wizard.