1. Administering and Working with Enterprise Profitability and Cost Management
  2. Building and Calculating Models
  3. Creating and Managing Rules
  4. Creating Allocation Rules
  5. Defining an Allocation Rule Driver
  6. Best Practices for Allocation Rule Drivers

Best Practices for Allocation Rule Drivers

  • Avoid using dynamic members (upper-level members or members with a formula) in the driver definition.

    • Oracle Essbase ignores destinations with no driver data.

    • Dynamic members require a computation or aggregation before Essbase can determine if driver data is present.

    • A large destination range can result in many unnecessary computation steps for determining whether the driver data is absent.

    • An upper-level member returns an aggregated value – it does not define where to allocate.

  • Use data prep rules to compute driver data in ranges where allocation rules will need it – compute once, use many.

  • Keep in mind that if you are migrating from EBS, PSFT or other ledger-based allocations, the driver does not contribute to the destination definition.