Creating Data Action Allocations

Objectives

After completing this lesson, you will be able to:

  • Create data action allocations

Data Action Allocation Steps

Data Action Allocation Step - Source Content

Note
When an allocation step is added to a data action, the default is to configure an allocation (instead of creating an allocation process). However, the option still exists to include legacy allocation steps using the Use Existing Allocation hyperlink, as highlighted in the previous example..

Target Context and Allocation Rules

In the following example, the member selections for Source Dimension, Driver Dimension, and Target Dimension are fixed.

In the following example, the member selections for Source Dimension, Driver Dimension, and Target Dimension are set to parameters. The filter for account is assigned to a parameter as well (not pictured below). By using parameters, you can utilize one data action for multiple scenarios. For example, you can run one allocation data action with the following parameter values:

  • Filter Account: Electric, Source Cost Center: Utilities, Driver Account: Kilowatt Hours, Target Cost Center: All Cost Centers(except Utilities).
  • Filter Account: Telephone and Water, Source Cost Center: Utilities, Driver Account: Number of People, Target Cost Center: All Cost Centers(except Utilities).

Create a Data Action for an Allocation

Business Scenario

You need to allocate human resources data (based on number of people) using a separate sending HR account.

The electric, water, and telephone allocation was created as an allocation process, however, the HR allocation will use a data action allocation because you want your planners to be able to run the allocation at the push of a button.

What skills will you develop in this practice exercise?

In this practice exercise, you will:

  • Create a data action for allocations
  • Configure the data action

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