1. User Guide
  2. Business Rules Administration
  3. Application Specific Rules
  4. Static Table Driver
  5. Navigating in the Detail Screen
  6. Creating a New Target Leaf
  7. Defining Coefficient Values

5.3.5.1.2.1 Defining Coefficient Values

Once the Key and Target Leaf dimensions have been defined, the next step is to define the coefficients for the cross product of Key and Target dimensions.

Navigate to the top right of the Definition tab and click Generate Grid to generate the matrix of the cross product.

Figure 5-70 Static Table Driver – Definition Screen


In this screen, you define the coefficient values to the Static Table Driver Rule that you are creating. Navigate to the Coefficient tab to assign coefficients to combinations of Key leaf (or node) values and Target leaf values.

After the matrix is generated, the user is automatically taken to the Coefficient tab that now displays a data entry table. Assign the coefficients to combinations of Key leaf (or node) values and Target leaf values.

You may toggle back and forth between the specification of valid combinations and the entry of coefficient values. You may also return to your Key Leaf dimension tab and modify its definition by adding or removing values. More generally, you are free to navigate at any time between any of your Key Leaf definitions, your Target Leaf definition, your “enabled combinations” definitions, and your coefficient values.

Figure 5-71 Static Table Driver – Coefficient Tab


In this screen, you define the coefficient values to the Static Table Driver Rule that you are creating. Navigate to the Coefficient tab to assign coefficients to combinations of Key leaf (or node) values and Target leaf values.

After the coefficients are defined, click Apply to apply the changes. You can click on Definition tab to view or edit the Key Leaf and Target Leaf dimensions' definition. Once the definition is modified, the coefficient matrix needs to be re-generated by clicking Generate Grid.

Select Yes or No for the value of the Force to 100% allocation method (see the toggle button near the top right of the Definition tab). The default value for Force to 100% is Yes.

Static Driver Table rules are similar in many ways to Dynamic Driver rules. Select Yes for the value of Force to 100% when you want to perform a distribution using non-normalized statistics such as headcount, square footage of occupancy, and so on. If you are using a normalized set of driver statistics (statistics that sum to 1.00 or 100%) or if you are combining activity counts with activity rates, you need not use Force to 100%.

When you use Force to 100% in a Static Table Driver rule, balances are distributed on a percent-to-total basis within each row visible on your Coefficient data entry table.

For example, for the above coefficient values, balances are distributed from Company A to Cost Center 1 and Cost Center 2 in proportions of 10% and 90%; and balances would be distributed from Company B to Cost Center 2 and Cost Center 3 in proportions of 40% and 60%.

Click Save to validate and save your rule.

Click Cancel to close the rule without saving any changes you may have made. This control is only active when you are in Edit mode.