Allocating Aggregate Amounts to Lower-Level Values

When data is entered in dimensional accounts and outputs are calculated, you can enter aggregate amounts at top or mid-level accounts and allocate them to the lower-level members in proportion to the lower-level values. These outputs are backsolved for inputs for the lower-level members.

  To allocate dimensional accounts:

  1. On the Accounts spreadsheet, select an aggregate dimensional account.

    For example: Sales/Stereos

  2. Select Accounts, then Dimension, and then Account Allocation.

  3. Under New Amount, enter the an amount of the aggregate account.

  4. Click OK.

    Strategic Finance allocate amounts to each year in proportion to the outputs for the Current Amount value. For example, you could change the allocation of the aggregate for 2001 by entering the New Amount of 40. Strategic Finance backs into dimensional data. For example, the New Amount of 40 is divided equally into each account dimension combination for 2001.

    Time Period

    Current Amount

    New Amount

    2001

    20

    40

    2002

    40

    80

    2003

    10

    20

    2004

    50

    40

    2005

    30

    10