Performing Allocations


After completing this lesson, you will be able to:

  • Perform an allocation

Run an Allocation

Allocation Data Actions in a Story

Allocations are run in the story using data actions.

Allocation Data Actions in a Story

Example: Electric Telephone Water Allocation - Before and After

In the example below, the Utilities cost center expenses for electric, water, and telephone are allocated based on kilowatt hours and number of people.

Two SAP Analytics Cloud story tables. One before the allocation (top) and the other after the allocation (bottom). Note the Utilities column is zero after the allocation.

In this example, the Utilities cost center is being treated as a pass-through for the electric, water, and telephone costs. Correspondingly, the same accounts that collect the costs are also being used as the sending accounts.

As a result, the Utilities cost center is zeroed out.

Example: HR Allocation - Before and After

HR Allocation - Before

HR Allocation - Before

HR Allocation - After

In the example below, you can see that the HR cost center expenses are allocated based on the number of people in the receiving cost centers.

HR Allocation - After

In this example, the HR expenses are allocated using a separate sending account: Human Resources. As a result, the HR cost center is zeroed out in total, but a comparison can still be made between actual and plan values since a separate account is being used for the allocation.

Run a Data Action Allocation

Business Scenario

Now that you have created data action with allocation steps, you are ready to execute it in a story.

What skills will you develop in this practice exercise?

In this practice exercise, you will:

  • Add the data action to the expense planning story
  • Run the data action allocation

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