Processing

Union GL, Plan and Forecast Data

This Join function is used to combine actual and plan/forecast data from different data sources into one stream, to which the same calculation rules are then applied.

Since both the GL data and the plan and forecast data share the same fields and granularity in the rules of that function, a simple union of both input is sufficient.

Calculate Additional Activity Drivers

This Calculation function is used to calculate activity drivers that are not delivered from a source system or entered manually. Instead, they can be calculated based on existing driver data.

For demonstration purposes, the following rules has been defined:

• The first rule RDIS – Sampling Activity creates a subset with selecting just sampling activities from this company.

• The second rule RRET – Analysing Activity creates a subset with selecting just analyzing activities from this company.

• In the third rule RCALC – Calculate Sampling + Analysing Runs, the Calculation function calculates additional Activity – a combination of Sampling and Analyzing activities. All data is included, which means that all rows that are input for this function will also be output rows, along with the rows calculated from rules in this function.

Assign Resources

This Allocation function uses the function Union GL, Plan and Forecast Data as sender data and allocates it to resources using Resource Assignments as receiver data.

Here the receiver rule Variable Portions is used to allocate the sender data using the adjustment driver from the receiver.

Allocate Resources to Activities

This Allocation function uses the Assign Resources function as sender data and allocates it to activities using the Resource Drivers function as the receiver data.

Only one rule is defined here, which carries out direct allocation, keeping all fields and providing results with a maximum level of granularity. It allocates the amount by using the Resource Value as distribution base.

Allocate Activities to Products and Regions

This Allocation function uses the Allocate Resources to Activities function as sender data and allocates it to products and regions using Calculate Additional Activity Drivers function as receiver data.

Three rules are defined here which carry out direct allocation, keeping all fields and providing results with a maximum level of granularity. They allocate the amount by using the Activity Driver Value as distribution base.

Allocate Products and Regions to Customers

This Allocation function uses the function Allocate Activities to Products and Regions function as sender data and allocates it to Customer and Channel Positions as receiver data.

Here the receiver rule Variable Portions is used to allocate the sender data, using the quantity tracing factor from the receiver.