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

  1. In the data action page, select (Add Allocation Step).
  2. Type a Name and Description for the step.
  3. 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.
  4. Choose the allocation step from the list.

    Only steps that are based on the same model as the data source appear here.

  5. 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.