Spreading Values Using Mass Allocations

If you have the Mass Allocate role (assigned in Oracle's Hyperion® Shared Services) and an administrator has enabled Mass Allocate as the data form property, you can spread data using the powerful feature, Mass Allocate, which:

Note:

The Time Balance property setting affects how data is spread with the Fill option. See How Spreading Data Works.

  To spread values using Mass Allocate:

  1. Put the cursor in the Subtotal or Total cell whose value you want to spread.

  2. Select Edit, then Mass Allocate.

  3. Perform an action:

    • To increase or decrease values by a specified amount, from the Adjust Data drop-down list, select By Value, select Increase by or Decrease by, and enter the value to spread.

    • To increase or decrease values by a percentage, from the Adjust Data drop-down list, select By Percentage, select Increase by or Decrease by, and enter the percent value.

    • To replace values with a new value, enter it in the Spread Value text box.

  4. Select the Spread Type for allocating the specified value or percentage across the target cells, as described in the following table.

    Spread TypeDescription
    Proportional SpreadSpreads the value proportionally, based on the existing values in the target cells (the default)
    Relational SpreadSpreads into the selected cells, based on values that exist in a different source location. Selecting this option displays the currently selected members for each dimension in the Selected column.

    Under Relative, select the members you select that identify the base values to be spread, creating a pattern based on the existing values in the relative cells. To select members, click Select Members icon, and, on the Member Selection page, select members for the dimension, either directly or based on relationships (see the Oracle Hyperion Planning Administrator’s Online Help).

    Evenly SplitSpreads the value evenly among the target cells
    FillReplaces the value in all target cells

    Your administrator can add other spreading patterns, described in the Oracle Hyperion Planning Administrator’s Online Help.

  5. Click Spread.

    The new values are automatically saved in Essbase.