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:
Table 6-5 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:
|
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.
|
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:
|
Tutorial
Your Goal | Complete This Tutorial |
---|---|
Learn how to allocate Planning and Budgeting costs using the Allocation System Templates in Calculation Manager. This is a no-script-needed approach to allocating costs. | Allocating Costs Using the Allocation Template in Calculation Manager |