3 Replies Latest reply: Sep 17, 2013 4:32 AM by 995806 RSS

    Allocation Logic_Department expenses across branch & product

    Praveen.ganneru

      Dear All,

       

      We have one requirement where all the Department expenses has to be allocated to Branch and than to LOB and finally to Product.

       

      Kindly suggest what should be approach when we are suppose to follow 3 level of allocation.

       

      Thanks in advance

        • 1. Re: Allocation Logic_Department expenses across branch & product
          Avneet

          Hi,

           

          Are you using HPCM for allocation or Essbase BSO.

           

          If it is BSO cube, you cannot perform 3 level allocation at single step. you have to allocate your data at multiple step. (@MDALLOCATE)

          If you are using HPCM you can perform 'n' level of allocation, just you need to define 'Stages' in proper way.

           

          Regards,

          Avneet

          • 2. Re: Allocation Logic_Department expenses across branch & product
            Celvin Kattookaran

            You'll have to see how to allocate it. Let's say that I've $3000 at a department and I've 300 branches if it is an basic spread. Then each branch will get $10. But then what about the products under that branch? If there are 10 products for one branch then all those products will get $1. It goes like that.

             

            So be clear about the "Stages" and how the spread is?

             

            Regards

             

             

            Celvin

            http://www.orahyplabs.com

            • 3. Re: Allocation Logic_Department expenses across branch & product
              995806

              You can also try with the calculation scripts . Assuming the following kind of hierarchy in your outline

               

              Department

                  Dep1

                      Branch1

                            LOB1

                            LOB2

                            LOB3

                      Branch2

                            LOB4

                            LOB5

                  Dep2

                       Branch3

                             LOB6

                             LOB7

               

              Supposing you have loaded the data at Department , the following script will distribute the data , first into Dep1, Dep2 . within Dep1 Branch1 and Branch2 . Within Branches LOB1, LOB2 etc.,

               

              /* Department to all departments */

              Fix(@Relative("Department",2))

                  "Actual" = @Parentval("Department")/@Count(SKIPNONE,@Children("Department"));
                
                   
              EndFix;

               

              /* Departments to Branches */

               

                 FIX (@Relative("Department",3) )

               

                            "Actual" = @Parentval("Department")/@Count(SKIPNONE,@Children( @Parent(@Currmbr("Department"))));

                 EndFix;

               

              /*Branches to LOBs */

               

                FIX (@Relative("Department",4) )

               

                            "Actual" = @Parentval("Department")/@Count(SKIPNONE,@Children( @Parent(@Currmbr("Department"))));

                 EndFix;

               

               

              Here Products are not taken , you can try keeping products and apply the above logic with the generation 5.