10/07/2024 15:33 Creating Data Action Allocations

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Planning in Stories

Creating Data Action

Allocations
Configuring Data Actions

Objectives
Allocating Planning Data
After completing this lesson, you will be able to:

Create data action allocations

Outlining the Concept of Allocations
8 mins

Data Action Allocation Steps

Creating Data Action Allocations
20 mins

Performing
Source Allocations
Context
20 mins
After you create the data action and add an allocation step, you define the
source context.
Quiz Completed
Data Source: The planning model is inherited from the data action.
Filters: Filters allow you to restrict the dimension members and
measures for the allocation step.
Translating Currencies for Planning
Write Mode: To keep the values of the source cells, select Keep Source.
The source values will be copied and allocated to the targets, instead of
being reduced to zero. Don't select Keep Source if the goal is to fully
Forecasting
allocate and Simulating Planning
the source.
Data

Coordinating and Controlling

Processes

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Driver Context
Reference dimensions enable you to use more fine-grained weights for the
allocation. The Date dimension is by default a reference dimension.

Target Context
Booking Account: You can use one set of accounts to calculate the
values to allocate, and then send (book) those values using a different
account. To do this, you can select a Booking Account to send the
values. If no booking accounting is selected, the original accounts are
used as the sending accounts.
Write Mode: To delete existing values of the target members at the start
of the step, in Write Modeselect, Overwrite Target.

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Note

To allocate expenses based on prior-year actual data, you can use a

calculated account (a dimension member formula) that looks up
values for the actual version and the prior year. The year can be hard-
coded, or it can be accessed dynamically by using an offset. For
example:

Account PriorYearActualHeadCount = LOOKUP([Number of

People].[d/Version]="public.Actual" AND[d/Date]="2023")
Account PriorYearPCs = LOOKUP([Number of PCs],
[d/Date]=Previous("Year",1)AND[d/Version]="public.Actual")

Allocation Rules - Fixed

In the following example, the member selections for Source Dimension,
Driver Dimension, and Target Dimension are fixed.

Source Dimension: To create an allocation step, you must specify a

source dimension, which holds the values that you want to distribute.
This can be any dimension except Version (Version is a built-in prompt),
and is typically the Organization type dimension, for example, Entity or
Cost Center. You can select more than one source dimension.
Driver Dimension: This provides determines how much each target
dimension receives. For example, use kilowatt hours to distribute the
cost of electricity.
Target Dimension: After specifying the Source Dimension and Driver
Dimension, you specify a Target Dimension to receive the distributed

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10/07/2024 15:33 Creating Data Action Allocations

values. This can be any dimension except Version and Account (Booking
LearningAccount is already an option), and is typically an Organization type
dimension; for example, Entity or Cost Center. You can select more than
one target dimension if necessary.
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You can also use a parameter instead of hard coding dimension members.

Allocation Rules - Number of Repetitions

The Number of Repetitions field is set by default to 1. However, it's
possible to use the same dimension member as the source and target for
an allocation step. In this case, values will be reallocated from a source
member to one or more members of the same dimension hierarchy.

For example, you can use allocations to take costs that have already been
assigned to a service department and reassign them to departments
based on the number of service hours that they used. This is known as the
reciprocal (repetitive) method of cost allocation. Because some of the
original value is allocated back to the source member, you can choose to
perform multiple repetitions of the step until all source values are
allocated.

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In this example, HR is allocating to IT and vice versa. In a scenario like this,

you can increase the number of repetitions to fully allocate both HR and IT
cost centers. You can see in the following example, the data before the
allocation was executed and after 7 iterations.

Create a Data Action for an Allocation

Business Scenario
You want to create a data action that will allocate overhead costs based on
number of people, allowing planners to allocate using a push button in the
story.

You need to create data action steps for electric, water, and telephone
allocation. You also need to allocate human resources data (based on
number of people) using a separate sending HR account.
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10/07/2024 15:33 Creating Data Action Allocations

Task 1: Create the Data Action and Add the

Learning
Parameters
What skills will you develop in this practice exercise?
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Learning / Leveraging
exercise,
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Create a data action for allocations

Add the parameters to the data action

EXERCISE

Start Exercise

Task 2: Create Data Action Steps for an

Allocation
What skills will you develop in this practice exercise?
In this practice exercise, you will:

Create the electric allocation step

Create the water and telephone allocation step
Create the HR allocation step

EXERCISE
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