1.1 KiB
1.1 KiB
Allocations & Spreading (SAC 2025.23)
Purpose: split source values across target dimension members using drivers or direct assignment within data actions.
When to use
- Allocate overheads or top-down plan values to cost centers/products/regions.
- Control booking to leaf members while preserving totals.
Setup (data action allocation step)
- Source context: filters + write mode (append/overwrite).
- Driver context: reference dimensions supplying driver values.
- Target context: booking account + write mode.
- Allocation rules: pick Source, Driver, Target dimensions and hierarchies; add rules row-by-row.
Methods
- Proportional (driver-based), Equal, Fixed Percentage, or Direct assignment via rules.
- Supports booking only to leaf targets; ensure hierarchies selected.
Good practices
- Keep drivers at same grain as target; avoid non-leaf booking errors.
- Use parameters for source period/version and target slice to reuse step.
- Test with small scope before full run; monitor job messages for unmapped members.
Sources: 015-allocation-overview.md, 019-allocation-steps.md (SAC Help 2025.23).