Spreading Values Using Mass Allocation

If you are unfamiliar with Planning, see the Oracle Hyperion Planning User's Guide, available in the EPM Documentation Library. To open this library, from the Smart View ribbon, select the arrow next to Help, and then EPM Documentation.

Using mass allocation, you can spread data to all descendents of a source cell and across all dimensions. Spreading by mass allocation spreads data to cells not displayed on the grid and does not require that you have access to the target cells.

Data forms must be enabled for mass allocation by the administrator. You must be provisioned with the Mass Allocate role to use mass allocation.

Note:

Mass allocation cannot be undone.

  To spread values by mass allocation:

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

  2. From the Planning or Planning Ad Hoc ribbon, select Adjust, and then Mass Allocate.

  3. Enter a new value in Spread Value to replace the current value, or from the drop-down menu, select one of the following options:

    • Value to increase or decrease values by a specified amount

    • Percentage to increase or decrease values by a percentage

  4. Select Increase By or Decrease By and enter a value or percentage.

  5. Select the Spread Type for allocating the specified value or percentage across the target cells:

    • Proportional Spread to spread the value proportionally, based on the existing values in the target cells (the default)

    • Evenly Split to spread the value evenly among the target cells

    • Fill to replace the value in all target cells

    • Relational Spread to spread 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.

    Your administrator can add other spreading patterns.

  6. Click Spread. The new values are automatically saved in Essbase.

Related topics:

Spreading Data with Cell Locking

Spreading Values Using Grid Spread