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