Adding an Allocation Step
Add an allocation step to run structured allocations as part of your data
action.
Prerequisites
Set up the base allocation step that you want to use before adding it to a data action. To
learn how, see Creating an Allocation Step. You can only
add steps that are based on the default model of your data action.
Context
Allocation steps let you distribute values for members of a source dimension along members of
a target dimension, using driver values or direct assignment. For more information,
see Allocation Processes, Steps, and Rules.
Procedure
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In the data action page, select (Add Allocation
Step).
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Type a Name and Description for the
step.
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If you want to filter the data to exclude some members from the allocation step, create
filters by selecting +Add Filter. You can filter using
members, or parameters.
(Unlike allocation processes, data actions don't offer the option to apply filters when you
run them. You can filter the allocation step here instead.)
Note
You can't filter the account dimension here, but you can apply an account filter to the
base allocation step. When you pick an allocation step with an account
filter, the filter appears in this list.
-
Choose the allocation step from the list.
Only steps that are based on the same model as the data source appear
here.
-
Select (Save Data
Action).
Results
The allocation step is added to the data action. You can
continue to add, manage, and reorder steps as required.