1. Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud
  2. Using Aggregate Storage Components to Design Business Rules
  3. Working with Allocation Components
  4. Creating an Allocation Component

Creating an Allocation Component

An allocation component enables you to distribute data from a member to level 0 descendents of that member. You create an allocation component from within a business rule; it exists only in that business rule and cannot be shared amongst business rules.

To create an allocation component:

  1. In System View, right-click a rule, and then select Open.

    The business rule is displayed in the Rule Designer.

  2. After you determine where in the business rule's flow chart you want to create the allocation component, from the New Objects Palette, drag the Allocation component and drop it into that location in the flow chart.

    Note:

    If you drop a point of view component within another point of view component, the second point of view inherits the members, variables, and functions from the first (that is, upper) point of view.

  3. In the Allocate Wizard, in Point of View, for each dimension listed that you do not want to vary during the allocation, do one of these tasks:

    • Select a predefined selection from Use Predefined Selection to populate the dimensions listed with values.

    • Click the Member Selector icon to select members and variables for each of the dimensions listed.

      Note:

      In the Member Selector, the dimensions listed in the current step of the wizard are available for selection from Dimension. This enables you to select members and functions for any of the dimensions listed in the current step of the wizard.

      Make sure that all members you select are valid level 0 members.

    • Select a dimension in the list, and then click Actions to select a member or variable. See Using Member Selection, Variables, Functions, Smart Lists, and Planning Formula Expressions to Design Components.

  4. In the Allocate Wizard, in Source, for each dimension listed, select a member whose data you want to allocate by doing one of these tasks.

    Note:

    You must select a member for each dimension listed.

    The source members can be non-level 0 members.

    • Select a predefined selection from Use Predefined Selection to populate the dimensions listed with values.

      Note:

      If the predefined selection does not enter a value for each dimension listed, you must enter a value for any dimensions that are empty.

    • Click the Member Selector icon to select a member for each of the dimensions listed.

    • Select a dimension in the list, and click Actions to select a member or variable. See Using Member Selection, Variables, Functions, Smart Lists, and Planning Formula Expressions to Design Components.

      Note:

      You cannot use functions in this step of the Allocation component.

    • In Optional, to allocate a specific value, enter an amount to be allocated instead of the selections above.

  5. If the source amount to allocate is zero, select one of these options from the drop-down.

    • Select the next pool record.

    • Stop processing the allocation.

  6. In Allocation Range, do the following:

    • Enter the parent member for the dimensions to use for the allocation.

      To enter the parent member, do one of these tasks:

      • Select a predefined selection from Use Predefined Selection to populate the dimensions listed with values.

      • Click the Member Selector icon to select the parent member for the dimension to which to allocate the data.

      • Enter a parent member, or select a dimension in the list, and click the Actions icon to select the parent member (of the main dimension) to which to allocate the data. See Using Member Selection, Variables, Functions, Smart Lists, and Planning Formula Expressions to Design Components.

        The data is allocated to the level 0 member (that is, the lowest member in the outline, with no members beneath it) below the parent member in the database outline.

    • Select whether to clear the region before the allocation process.

      If you select Yes to clear the region, you will enter the members to be cleared before the allocation is run in the Clear Region field (see Step 8).

  7. In Target, for the remaining dimensions, select a level 0 member to which to allocate the data. Do one of these tasks:
  8. In Clear Region, enter the level 0 member(s) to be cleared with a logical clear before the allocation process. Do one of these tasks:

    Note:

    If you do not see Clear Region, you did not select Yes in the Allocation Range to clear the data before allocation.
  9. In Offset, do one of these tasks:

    Note:

    You must specify members for the offset; you cannot leave it empty.

  10. Optional: In Exclude, select any members you want to exclude from the allocation. Do one of these tasks:
  11. In Basis, do these tasks:
    1. Select an allocation method to specify how the data should be allocated.

      • Select Allocate evenly to allocate data values in the allocation range evenly. Then in Basis Options for evenly method, specify what you want to be done if the basis is negative, zero, has missing values, or if all members are excluded.

      • Select Allocate using a driver to calculate a percentage to be applied to each member in the allocation range. Then in Basis Options, specify what you want to be done if the basis is negative or equal to zero.

    2. Any dimension members you do not specify are inherited from the POV you defined previously, but you can override those POV selections by doing one of these tasks:
    3. Click Next.
  12. In Rounding, complete these steps:
    1. Enter the number of decimal places to use for this allocation, or click the Actions icon to select a member or variable that represents this value.
    2. Select where to place the rounding difference.

      • Select Define location to specify a member or members on which to place the rounding difference.

      • Select Use biggest value to round data values to their largest values

      • Select Use smallest value to round data values to their smallest values.

      • Select Discard rounding error to use allocated data values as they are.

  13. If you selected Define location in the previous step, in Rounding member, do one of these tasks:

    Note:

    The members you select in this step must be a part of the allocation range.

  14. Click Finish.