Allocation is the process of splitting values derived from source data into multiple values and storing the values in target data.

You can use allocation calculations in planning and in data analysis to gain insights such as the following:

  • Simulated costs, revenue, and profitability.
  • Information for economic decisions, for example product mix, make or buy, or selling price decisions.
  • Motivation for managers and employees, such as encouraging simple manufacturing processes and the sale of products with high profit margins.
  • Justification for costs, such as determining a fair price for a product.
  • Calculation of reimbursement amounts.
  • Measurement of income and assets, such as cost inventories.

In the application, you can create allocation processes for planning models and then perform structured allocations. Values are then distributed from the source dimension, which holds the value to be allocated, to one or multiple target dimensions, which receive a portion of the distributed value. Depending on the allocation method you use, you can refine an allocation calculation by adding overwrites, filters on target dimension members, and weightings of various granularities.

You can also perform ad hoc allocations using the spreading, distribute, and assign features.

Once you have applied the allocation and displayed the results in a table in a story, you can visualize the results using a suitable chart type.