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 Source and Destination
  6. Managing Filters for Source and Destination Members

Managing Filters for Source and Destination Members

When you select an upper level member for a source or destination dimension in an allocation rule, all level-0 descendants of that member are included in the rule. If you do not want to include all the level-0 descendants in a rule, you can apply a filter to limit the included members.

For example, assume your member selection is All Customers, and All Customers has 1,000 level-0 descendants. Assume further that you want to include only the customers in Delivery Zone B in your rule. In this case, you could apply a filter to limit the level-0 descendants included in your rule to only customers in Delivery Zone B.

To add a filter to a member:

  1. In the Source/Destination tab, click the desired member and select Manage Filters.

    All Customers with Manage Filters selected

  2. In the Manage Filters dialog box, click Add Filter icon.

  3. Enter the member name and a filter value.

    In our example, we filtered the customers to Delivery Zone B.

    Manage Filters dialog box with Delivery Zone equal to B

    You can add more than one filter. When you add a filter, it is shown next to the member.

    All Customers with Delivery Zone B added to Customer

Note:

To remove a filter, click the member and select Remove Filters. If you have more than one filter, click the filter you want to remove.