1. Designer's Guide
  2. Working with System Templates
  3. Using System Templates
  4. Using the Allocation Template

Using the Allocation Template

Use the Allocation template to allocate values from a source to a destination, either evenly or based on a specified driver.

For example, you could use the Allocation template to allocate administrative expenses to the level 0 members of the Product dimension, using Gross Sales as the basis.

To use the Allocation template:

  1. Create or open a business rule or a template.
  2. Do one of the following:

    • For a graphical rule or template, under New Objects, select Allocation, and then drop it into the flow chart between Begin and End.

    • For a script rule or template, expand System Templates, then select Allocation, and then drop it into the desired area in the script.

  3. Enter the requested information in the Allocation Wizard.

Table 4-5 Allocation Wizard Steps

Step Explanation
Information Describes the function of the template.
Point of View Define the members that do not vary in the allocation. You must select at least one member from one dimension.

The following options are available to select members:

  • Click Variable Selector button next to Use Predefined Selection, to select variables to populate all the dimensions with values.

  • Click Member Selector button next to Member Selector, to select members for each dimension.

  • Select a dimension, and then click Select button to select a variable, member, or function.

Source For each dimension, select a member from which to allocate the data, and enter the percentage of the source to allocate.

For example, to allocate 25% of the source value enter 25.
Allocation Range Select the dimension to which to allocate the data, and the parent member for this dimension.

The data is allocated to the level 0 members below the specified parent member in the database outline. (The level 0 member is the lowest member in the outline with no members beneath it.)
Destination - Target Specify a target member for each dimension defined in the source.
Destination - Offset Optional.

  • Specify the offset to generate an offsetting calculation by entering a member for each dimension.

    An offsetting value can be calculated as either the same or opposite value of the source.

    For example, if you have $1000 in your source to allocate, you can use an offset so that you don’t double your numbers. When you run the rule, $1000 will be allocated to level 0, and the offset will create the -1000 in the members specified.

  • Specify whether to clear the offset data before the allocation process begins.

  • Specify whether the offset's value should be the opposite sign of the allocated data.
Exclude Optional. Select members to exclude from the allocation range.

These members do not receive any allocated data, and their driver values are excluded from the driver percentage basis.
Driver Define whether to "allocate using a driver" or "allocate evenly".

Select one member per dimension for each dimension that varies from the Point of View. Dimensions you leave empty are inherited from the Point of View and from the upper member ranges defined in the rule.
Spread Method If you selected "allocate evenly" in the Driver step, select an option to spread the data.
Other Options Answer the questions in the wizard.

If you select a rounding method, there are additional steps depending on the rounding method you select. The following rounding methods are available:

  • Define Rounding Member—If you select this option, then next step is Rounding on Member, where you enter the number of decimal places to use for the allocation and select a member on which to place the allocation rounding difference.

  • Use Biggest Value—If you select this option, the next step is Round on Biggest, where you enter the number of decimal places to use for the allocation.

  • Use Smallest Value—If you select this option, the next step is Round on Smallest, where you enter the number of decimal places to use for the allocation.

  • No Rounding—If you select this option, there are no additional steps.

Tutorial

Your Goal Complete This Tutorial
Learn how to allocate Planning and Budgeting costs using the Allocation System Templates in Oracle Hyperion Calculation Manager. This is a no-script-needed approach to allocating costs. Video icon Allocating Costs Using the Allocation Template in Calculation Manager