Viewing Allocation Trace Results

To view allocation trace results:

  1. From the Home page, select Intelligence.

  2. On the left navigation bar, select Trace (trace icon).

  3. On the Trace page, click the drop-down and select a Cube.

  4. Select the data form that will be used to generate the trace results.

    • Click the Select Data Form link.

      Data Form field with the Select Data Form link

    • In the Data Form dialog box, navigate to the desired form, select the form, and then click OK.

      Data Form dialog box with Trace - Product Costs selected

      The form you selected is displayed on the Trace page.

      Data Form field with the link to Trace - Product Costs

  5. Select a point of view for which to display the data. To do this, select members for the Years, Period, Scenario, and Version dimemsions. (See Understanding Points of View.)

    Trace screen with FY21, Jan, Actual, and Working selected for the POV

    You must select a point of view that has already been defined on the Calculation Contol page. If you select a point of view that has not already been defined, you will get an error message to "Select a valid Point of View" when you click Refresh. (See Creating a Point of View.)

    Note that the point of view you select overrides the fields selected in the data form definition. (See Designing Data Forms for Trace).

  6. Click Refresh to display the trace results.

Figure 22-1 Sample Allocation Trace

Sample trace diagram

Tip:

Other things you can do with a trace diagram: