Overview of Allocation Rules

The Calculation Manager enables you to create, validate, deploy, and administer sophisticated multidimensional allocation rules. An allocation rule is logical expressions or formulas that are created within an application to produce a set of resulting values.

Create an allocation rule set of two or more related rules to launch the rules sequentially.

Before you create a rule or rule set, you must understand the database outline and the application with which you are working. This information helps you create your allocation rules more efficiently. Learn the following about your data:

• How the data is stored and aggregated.

• What level the data gets loaded into the database.

• What order the calculations are performed.

• What key assumptions drive the calculations.

Create allocation rules using components like formulas, member ranges, and variables, including run time prompt variables.