Adding a Pro-Rata Ratio Formula to a Graphical Business Rule

Use a Pro-Rata Ratio formula to calculate data based on results of a ratio of values. There are four types of Pro-Rata Ratio formulas to choose from:

You can use the Pro-Rata Ratio Formula for profitability analysis or budgeting and planning purposes to allocate several types of centralized costs/expenses based on an inferred level of usage among various cost centers.

*  To add a Pro-Rata Ratio formula to a business rule:

  1. If it is not open, open the graphical business rule to which you want to add a Pro-Rata Ratio formula.

  2. If the BR Language tab is not selected, select it in the bottom of the left frame of the Analytic Administration Services window.

  3. Expand the Formulas folder, then expand the Pro-Rata Ratio folder. Select the type of Pro-Rata Ratio formula to add: User Defined, Percent to Total, Percent to Parent, or Percent to Member. Then double-click the formula or drag it to the desired location in the business rule on the Graphical tab.

    The Formula tab is displayed.

  4. On the Formula tab, enter details for each operand of the formula. Do the following tasks:

    1. Define the destination for the formula. The destination stores the calculated values from the formula. See Specifying a Destination in a Formula.

    2. Define the source for the formula. See Specifying a Source in a Formula.

    3. Define the ratio by specifying the numerator and denominator, percent to total, percent to parent, or percent to member. See Specifying a Source in a Formula.

  5. Select the Formula Range tab and specify the members that remain constant throughout the formula.

    The formula range more narrowly defines the business rule range. See Specifying a Range in a Formula.

  6. Select the Data Condition tab and enter criteria that must be met for the formula to be calculated.

    See Specifying a Data Condition in a Formula.

Review the following sections for examples of some Pro-Rata Ratio formulas.