Creating Same As Source Assignment Rules

When defining a Same as Source assignment rule, you create an assignment rule that enables you to use a wild card for member selection in one, some or all of the destination stage dimensions. When the rule is selected using "rule selection," the dimensions marked for Same As Source would use the same member on both the destination and source stage dimensions.

Note:

The Level-0 members that are used in the Same As Source member selection within the rule must be present as Level-0 members in both the source and destination stage dimensions.

The rule that contains the Same as Source setting acts as a wildcard to pull in individual members of the selected dimension as the new destination each time you select the rule.

When the calculation script is generated, the script inserts the selected source into the rule, to create the appropriate allocation.

Example: Same As Source Assignment Rule

In a model, there are two dimensions required for the allocation:

• Products (Cola and Lime)

• Regions (US and Can)

An assignment rule, for example, 'Rule 1,' is created to use the dimension 'Products' as the source for any allocation. Use the following procedures to create and apply the Same as Source assignment rules.

• To run the first allocation, select the associated member "Cola", then select the Destination "US", and then select Rule 1. When the calculation script is generated, it inserts the selected source: Product (Cola) X US.

• To run the second allocation, select the associated source member "Lime", then select the Destination "US", and then select Rule 1. This time, when the calculation script is generated, it inserts the selected source: Product (Lime) X US.

To create Same as Source assignment rules:

1. In an open model, from Task Areas, select Manage Allocations, then Assignments.

   The Assignments screen is displayed.

2. Select the POV and Layer for the selected model, then click Go .
3. Under Stage, select the stage for the assignment.

   The dimensions and members for the stage are displayed.

   
   
   
4. Under Source, select the members of each dimension that create the intersection for the source of the assignment rule.

   The associated driver is identified in the Driver column. The Destination column is populated with the following information:

   • With dimensions and members of the destination stages, if there are assignments for this intersection

   • With the names of destination stages and assignment rules, if there are any applied to this intersection.

5. Under Destinations, click Rules Management .

   The Assignment Rules Management dialog box is displayed.

   
   
   
6. In the Available Rules column, click Add .

   The Add Rule dialog box is displayed.

7. Under Stage, select the destination stage for which the rule was created.
8. Under Step 1, select Same As Source to create an assignment rule to use a single source for one or more destination intersections.

   When the calculation script is generated, the script inserts the selected source into the rule, to create the appropriate allocation.

   Note:

   After you select "Same as Source", member selection for that dimension and the Filter Icon are disabled because the members are essentially "pre-selected" in the defined source. No further member selection is necessary or allowed for that dimension.

   
   
   
9. Under Selections, from the Use same member as source dimension drop-down list, select the dimension that is to be the default source dimension for each allocation.
10. Click Next.
11. Under Step 2, repeat step 8 and step 9 to select each member of the intersection for the Destination of the assignment.
12. Click Next.

    The Assignment Rule Summary is displayed.

    
    
    
13. Review the selections.
14. In Rule Name, enter a name for the Same as Source assignment rule. The assignment rule name can contain a maximum of 80 characters.
15. Click Finish.

    The Rule Name is added to the list of Available Rules on the Assignment Rules Management dialog box.