Summary of How to Plan Using Allocation Steps in Data Actions: SAP Analytics Cloud
Video Summary
The video explains how to use Allocation Steps in Data Actions within SAP Analytics Cloud to streamline the allocation of values across accounts and dimension members during planning tasks. Key features and concepts discussed include:
- Allocation Steps: These automate the distribution of values from a source to target members using a driver to determine the proportion of allocation. For example, Operating Expenses can be allocated based on Net Revenue contributions.
- Data Action Configuration:
- Source Context: Define which values to allocate, typically limiting it to specific categories like Operating Expenses.
- Target Context: Specify a Booking Account for recording allocation results and decide whether to overwrite target values.
- Allocation Rules: Set rules that specify the source, driver, and target for the allocation process.
- Repetition of Steps: If the same dimension is used for both source and target, users can specify how many times the allocation should be executed.
- Complex Scenarios: Users can add multiple source and target dimensions, allowing for intricate Allocation Rules (e.g., allocating values to different products based on region).
- Multi Actions: Combine multiple Data Actions for more complex planning tasks.
- Migration of Existing Processes: Users can migrate previously created standalone Allocation Processes into Data Actions seamlessly.
The video encourages viewers to explore the help topics linked in the description for further information and practical application.
Main Speakers/Sources
The video does not specify individual speakers but refers to instructional content from SAP Analytics Cloud.
Notable Quotes
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Category
Technology