Processing

Union GL, Plan and Forecast Data

This Join function is used to combine actuals 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 this function, a simple union of both inputs is sufficient.

Calculate Additional Activity Drivers

This Calculation function is used to calculate an activity driver, which is not delivered from a source system nor entered manually. Instead, it can be calculated based on existing driver data.

For demonstration purposes, the following rules have been defined:

• Rule RDIS – Passenger Revenue selects the data subset about the number of production setups per year from existing activity driver data.

• Rule RRET – Cargo Revenue selects the data subset about the number of production runs per year from existing activity driver data.

• Rule RCALC – Passenger + Cargo Revenue, Passenger Revenue is selected as the basis for filling all characteristics. The system then carries out a simple calculation that adds up the passenger and cargo revenue (RDIS + RRET) for the Activity Driver Value field. The activity name TOTREV – Passenger and Cargo Revenue is then also assigned, and the activity source is set to “CAL_ACT” (calculated actual) or “CAL_PLA” (calculated planned) to indicate that it is a calculated activity.

Assign Resources

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

Only one rule is maintained 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 a distribution base.

Allocate Activities to Vehicle, Route, Leg and Service Classes

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

Since it uses the result of another allocation as input, it can also be called a step-down or step-ladder allocation.

Various rules are maintained here, which carry out direct allocation, keeping all fields and providing results with a maximum level of granularity). It allocates the amounts by using the activity driver value as a distribution base.

Enrich Final Results

This Join function uses the Allocate Activities to Vehicle, Route, Leg and Service Classes function as input data and combines it with the Model Table Route Information into one stream.