Spreading Values Using Mass Allocations

If a Service Administrator assigned the Service Administrator role to your account in Application Management, and enabled the Mass Allocate property for your forms, you can spread data using Mass Allocate. This feature enables you to:

  • Allocates data to all the source cell's descendants

  • Allocates across multiple dimensions

  • Spreads data even to cells not displayed on the form

  • Does not require that you have access to the target cells

  • Cannot be undone after you mass allocate values

  • Is processed with dynamically created calculation scripts

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, and 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 then 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 then 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 Administering Planning for Oracle Planning and Budgeting Cloud Service).

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

    Your Service Administrator can add other spreading patterns, described in Administering Planning for Oracle Planning and Budgeting Cloud Service.

  5. Click Spread.