Allocating to Parent/Siblings

The Allocate to Parent and Allocate to Siblings destination options create a source to destination relationship for every member selection in the source, and target its value to either the member's parent or siblings. Members are allocated by specific member selection and/or by the result of a filter.

These destination options eliminate the need to create individual rules for every unique source and destination combination when trying to express this kind of relationship. With the Allocate to Parent destination options, you can define multiple such relationships in a single rule, resulting in decreased maintenance and more easily understandable trace results.

To allocate members in the source to a parent or siblings in the destination:

  1. Click Dimensions Destination Actions icon next to a dimension in the Destination column.

  2. Select Allocate to Parent or Allocate to Siblings.

Allocate to Parent/Siblings Example

As an example, assume you have an advertising budget and want to allocate money through Channel categories to Customer Groups and down to Customer Locations.

Sample department stores and products for the allocation example

In this example:

  • 1: Advertising is allocated to Channel categories [All Department Stores, All Speciality Retailers]

  • 2: Channel categories are allocated to Customer Groups [All Qmart, All Sporting World, All Mountain Adventures, All B&B Bikes, All Rose Town Bikes, All the Cyclery]

  • 3: Customer Groups are allocated to Customer Locations [1000 Qmart, 180 Sporting World, 130 Mountain Adventures, 115 B&B Bikes, 175 Rose Town Bikes, 75 The Cyclery]

Now assume you select All Department Stores. The results differ depending on whether you choose Allocate to Parent or Allocate to Siblings.

Sample department stores and products with All Department Stores selected

All Department Stores - Allocate to Parent

With this option, the source Level 0 descendants of All Department Stores are allocated to the following destination:

  • Level 0 Descendants of All Department Stores

  • (including All Department Stores)

All Department Stores - Allocate to Siblings

With this option, the source Level 0 descendants of All Department Stores are allocated to the following destination:

  • Level 0 descendants of Qmart

  • Level 0 descendants of Sporting World

  • Level 0 descendants of Mountain Adventures

  • (and not All Department Stores)

Note:

In this example, All Department Stores is a "Shadow Parent Member". See Using Shadow Parent Members in Hierarchy Allocation for more information.

Parent/Sibling Allocations Source Resolution Example

Consider the following allocation information:

Data used in the example

Following is the process when allocating to parents or siblings:

First: Source member selections are resolved:

  • Explicit member selections (Parent or Level 0)

  • Resolution of member selections returned from a filter

  • Source selection result is:

    • Descendants of All Customers matching filter the "All Customers (Customer Generation Total = Cust Gen4 Total")

    • Upper-Level member "Department Stores"

    • Level 0 member "SR300-001"

Second: Member-based destinations options are applied:

Allocation logic becomes allocate to parent (or siblings) of :

  • All Department Stores

  • All Specialty Retailers

  • Department Stores

  • SR300-001