Using the Allocate - Level to Level Template

Use the Allocate Level to Level template to allocate from one level to another in the database outline.

For example, you could use the Allocate - Level to Level template to allocate products from one level to another. Assume you have a the following product outline:

 T_TP
     P_000
     T_TP1
	P_100
            P_110
	etc
      T_TP2
           P_200
           P_210
	etc
      T_TP3
	P_291
            P_292

In this example, you would use level/generation 3 for the start and level/generation 4 for the end in the Allocate - Level to Level template to allocate from the parent members (T_TP1, T_TP2, T_TP3) to their children (level 0) members.

To use the Allocate - Level to Level 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 Allocate - Level to Level, and then drop it into the flow chart between Begin and End.

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

3. Enter the requested information in the Allocate - Level to Level Wizard.

Table 6-4 Allocate - Level to Level Wizard Steps

Steps	Explanation
Point of View	Select one or more members for each dimension listed that you do not want to vary during the allocation. The following options are available: Click next to Use Predefined Selection, to select variables to populate all the dimensions with values. Click next to Member Selector, to select members and functions for each dimension. Select a dimension, and then click to select a variable, member, or function.
Source	For each dimension listed, select the member whose data you want to allocate. After you select the members, enter the percentage of the source to allocate. Note: Leave the dimension to use for the level to level allocating empty. (You select this dimension in the next step.)
Allocation Range	Define the allocation range by entering the requested information. The rule allocates all data below the selected member, from the level specified as start level, down to the level specified as end level.
Target	If dimensions have been defined on the Source step and have not been used for allocation, define a target member for each dimension. The members you selected on the Source are entered here by default. Use one of these options to define target members: Click next to Use Predefined Selection, to select variables to populate all the dimensions with values. Click next to Member Selector, to select members and functions for each dimension. Select a dimension, and then click to select a variable, member, or function. For optimization, select a dimension that has only one member. Select the dimension from which you selected a single member above.
Offset	Define the offset or leave the table in this step blank if you don’t want to generate an offset calculation. If you do define an offset, do the following: Define the offset's dimensionality To write the total amount of allocated values to an offset member, select a member to define the offset. Define the offset member on the allocation dimension Type in a member, or click to select a member.
Driver	Define the driver (basis) used to calculate the percentage applied to each member of the allocation range. Select members only for dimensions that vary from the Point of View. Use one of these options to select members: Click next to Use Predefined Selection, to select variables to populate the dimensions with values. Select only one member per dimension. Click next to Member Selector, to select members and functions for each dimension. Select a dimension, and then click to select a variable, member, or function. Specify whether to update the driver’s aggregations on the allocation dimension.
Other Options	Answer the questions in the wizard.