Executing an Allocation Process

You execute allocation steps in a story page that contains a table.

Context

You have created an allocation process for a model and you now want to execute it.
๎€คNote
You can also run allocation steps by adding them to data actions. See Data Actions to learn more.

Procedure

  1. In a story, add a table based on the model for which you want to perform allocations.
  2. Select Start of the navigation path Next navigation step Execute AllocationEnd of the navigation path.
  3. In the Execute Allocation dialog, select the Allocation Process that you want to execute.
  4. Choose the version on which to run the allocation process:
    • To run the allocation on an existing version, select it from the Version list. Leave the Create Private Version field blank.
    • To run the allocation on a new private version, select a public version to copy from the Version list and type a name for the new version in the Create Private Version field.
  5. In the Confirm Scope Of Allocation dialog, choose how to filter the members that are affected by the allocation:

    • Use Point of View: The scope of the allocation step will be restricted using the filters that are currently applied to the view.

    • Refine Filters: For dimensions that are not added to the table, you can choose members that will be included in the allocation. By default, the current point of view is applied, but you can select dimensions from the list in the Selected filters dialog to choose members to filter.

    • No Filters: The allocation is performed on all available members in the model.

    You can choose Donโ€™t show this dialog again to apply the same choice each time you execute an allocation process in the current report view.

    The allocation process begins to run. You can wait for it to finish, or select Run in Background to return to the story.

    If you select Run in Background, you can continue to make changes to the table, for example, by adjusting the filters or adding or removing dimensions. You can also perform data entry on versions other than the version on which the allocation is running. When the allocation process is finished, a notification appears. Select Start of the navigation path Next navigation step RefreshEnd of the navigation path to show the results of the allocation process in the table. For information about viewing the status of allocation jobs, see Allocation Job List.

Results

The layout is refreshed with the results of the allocation.