Video: Create and Execute Allocations

In this video tutorial, you will create and apply an allocation process to take values from source dimension members and assign them to target dimension members.

Tutorial

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Procedure

Procedure

  1. [0:00] In a story with a table, identify the source and target dimensions for your allocation process.
  2. [0:52] Select Start of the navigation path (Main Menu) Next navigation step Create Next navigation step Process Next navigation step Allocation ()End of the navigation path to create an allocation process.

    For more information, see Allocation Processes, Steps, and Rules.

  3. [1:10] Select Create Step to add an allocation step to the process and configure the source and target dimensions. Optionally, add a reference dimension and an account filter.

    For more information, see Creating an Allocation Step.

  4. [3:33] Set the allocation rules for the step.

    For more information, see Creating Allocation Rules.

  5. [5:20] Navigate back to the story and select Start of the navigation path Next navigation step Execute AllocationEnd of the navigation path to run an allocation process.

    For more information, see Executing an Allocation Process.