Defining an Allocation Source

Begin by defining the members from which the rule will retrieve the data to allocate.

For each dimension in the Source column, select the member or members that hold the data to allocate. You must select a member for every dimension. If a dimension does not apply to the data in your rule, select the No<dimname> member. See Dimension and Member Requirements When Creating Rules.

To select members for the source:

1. Expand a dimension in the Source column.

2. Click Add Source, and then click .

3. In the Select Members dialog box, select the desired members, and click OK. See Using the Member Selector.

   If you have several members to add to the source dimensions and you know the member names, instead of adding each member one-by-one from the Select Members dialog box, you can click to the right of the Source heading and enter the members in the Dimension Member Editor.

   For example, if you have a list of members in an Excel spreadsheet, you can copy these members from Excel, and then paste them into the Dimension Member Editor. The members will be added to the dimensions in the source to which they were assigned when the dimensions were created. See Adding Members to a Dimension.

   Note:

   The members you enter in the Dimension Member Editor can be assigned to any applicable dimension in the source. To add multiple members to a specific dimension, click next to the dimension.

   Tip:

   Selecting an upper-level member selects all the descendants of that member. For example, if you choose "All Accounts", then your selection is really all the Level 0 descendants of "All Accounts". The rule will execute an allocation for each level-0 member. Selecting an upper-level member eliminates the need to pick each specific member individually.

   You can also click next to a dimension in the Source column, and select one of the following options:

   • Add Multiple Members Source: Accesses a dialog box where you can assign multiple members to the dimension at one time instead of having to individually select each member.

   • Calculation Segmentation: If selected, rules are segmented into smaller rules to execute separately. This enables the calculation to process rules with a very large data range, which would otherwise be too large for Oracle Essbase to process. Calculation segmentation is enabled for up to two dimensions in each rule.

     Note:

     You should use Calculation Segmentation only when your source range is extremely large and sparsely populated. As a best practice, you should call support before proceeding with this option.

   • Clear <Dimname> Selections: Clears all of the members you have selected for the dimension.

     To remove an individual member, click on the member, and then select Remove<MemberName>, where <MemberName> is the name of the member you are removing.

Note:

See Managing Filters for Source and Destination Members for information on how to filter the source and destination members used in a rule.