Allocations in SAP Analytics Cloud

[#1]

Hello Experts,

I have a question regarding allocations in SAC and need your expertise. I am able to accomplish the below in Allocations by specifying the rules like the below screenshot. My problem is there are many territories and listing all of them is counterproductive. Is there a way I can use properties in allocation? What is the best way to accomplish below.

Thanks,

Vamshi

[ScottGodfree]

Hi Vamshi,

Sorry I don't understand what you mean by listing the territories. You can filter those at run-time to scope it scope based on the other dimensions. Seeding the key account is a better option than writing the lookup formula (from a performance point of view) so I'd stick with that.

Thanks,
Scott

[ScottGodfree]

Hi Vamshi,

You could do this using an Allocation step if you'd like but you would have to manually map the source Org (Territoy) to the actual target leaves (in your example you're mapping it to itself rather than Outlet1, Outlet2, etc). The allocation key then either needs to be seeded into the plan version (in a different account) which would be the easiest way of handling this, or you could write a lookup formula referencing the Actual version/weighting account and use that as the key.

Thanks,
Scott

[vamshib01]

HI Scott,

You cannot tell the difference but I selected Source to be S_7850 and target to be all base members of S_7850 which has all the outlets. I seeded the allocation key into a different account called Gallons_Prod. My problem with this is I need to list all the territories which are many. I want to achieve this in an easy way. How do I go about writing a lookup formula referencing the Actual Version/Weighting account?

Thanks,

Vamshi

[ScottGodfree]

Hi Vamshi,

This might depend some what on how are you planning to enter the data in red? Natively you cannot enter this and store it to a parent.

Are you actually trying to run an allocation, or you want to plan a number at an aggregate level and have it disaggregate to the leaves based on the actuals ratio? If it's the latter, then I would suggest simply seeding the Plan version with the Actuals (or a scale set of the actuals prior to having the users enter the aggregate values).

Thanks,

Scott

[vamshib01]

Scott,

I aggregated the values in Red that are at different Product group and outlet level to the Territory Level and a dummy Product member using a script in data action as a first step. So initially the value of the first red value was 60 (10+20+30).

If the user then modifies this number to 100, I want to disaggregate to outlet and product group level based on the actuals ratio. How can I achieve this using Advanced script?

I agree that I could have simply copied Actuals to Plan and then made the change, but I am trying the above scenario out. How can I do this?

Thanks,

Vamshi