In this example, multiple time periods are specified for the basis and target time spans; however, because the basis time span option is set to combine, the basis and target time spans need not contain the same member set. (For an example of setting the basis time span option to split, see Example 4: Basis and Target Time Span—Multiple Members; Basis Time Span Option—Split.)
Assume the amount is 1000. As shown in Table 229, the basis to be used for each department is the sum of the basis values across the basis time span (Dept_1 = 10); the basis for the range is the sum of all department basis values (113):
Table 229. Example 5: Basis Values
Range | Total | ||||||
---|---|---|---|---|---|---|---|
Members in Basis Time Span | Dept_1 | Dept_2 | Dept_3 | Dept_4 | Dept_5 | Dept_6 | |
Dec 07 | 1 | 2 | 3 | 4 | 5 | 6 | |
Jan 08 | 2 | 3 | 4 | 5 | 6 | 7 | |
Feb 08 | 3 | 4 | 5 | 6 | 7 | 8 | |
Mar 08 | 4 | 5 | 6 | 0 | 8 | 9 | |
Total | 10[1] | 14 | 18 | 15 | 26 | 30 | 113[2] |
The setting for target time span option determines how the allocation is calculated.
Repeat the allocated amount across the specified target time periods:
In this scenario, Essbase performs the allocation for a single period and copies the allocated amount value to all members in the target time span.
The algorithm Essbase uses for each range member:
alloc_amt = (sum_across_basis_time_span/basis_total_range) * amount
As shown in Table 230, for Dec 07,Dept_1, the basis for Dept_1 (10) is divided by the total basis for the range (113), and the result (0.0885) is multiplied by amount (1000): (10/113) * 1000 = 88.50. Essbase copies 88.50 into the cells for Jan 08, Feb 08, Mar 08, and Apr 08. Essbase continues to perform allocations for Dec 07 for each department. For each target time span, the sum of the allocated values across the range equals the amount (1000).
Table 230. Example 5: Allocation Using Target Time Span Option Set to Repeat
Range | Total | ||||||
---|---|---|---|---|---|---|---|
Members in Target Time Span | Dept_1 | Dept_2 | Dept_3 | Dept_4 | Dept_5 | Dept_6 | |
Dec 07 | 88.50 | 123.89 | 159.29 | 132.74 | 230.09 | 265.49 | 1000 |
Jan 08 | 88.50 | 123.89 | 159.29 | 132.74 | 230.09 | 265.49 | 1000 |
Feb 08 | 88.50 | 123.89 | 159.29 | 132.74 | 230.09 | 265.49 | 1000 |
Mar 08 | 88.50 | 123.89 | 159.29 | 132.74 | 230.09 | 265.49 | 1000 |
Apr 08 | 88.50 | 123.89 | 159.29 | 132.74 | 230.09 | 265.49 | 1000 |
5000[1] |
The total allocated values is the original amount value (1000) multiplied by the number of target time span members (5): 1000 * 5 = 5000.
Divide the allocated amount across the specified target time periods:
In this scenario, Essbase performs the allocation for a single period and evenly divides the allocated amount across all members in the target time span.
The algorithm Essbase uses:
alloc_amt = ((basis_time_span/basis_total_range) * amount)/#_target_time_span_periods
As shown in Table 231, Essbase performs the same calculation as described for the repeat target time span option scenario to arrive at 88.50. However, this amount is evenly divided across all five target time span periods for Dept_1; therefore, 17.70 is written in each target cell: 88.50/5 = 17.70. Essbase continues to perform allocations for each department. For each target time span, the sum of the allocated values across the range equals (200).
Table 231. Example 5: Allocation Using Target Time Span Option Set to Divide
Range | Total | ||||||
---|---|---|---|---|---|---|---|
Members in Target Time Span | Dept_1 | Dept_2 | Dept_3 | Dept_4 | Dept_5 | Dept_6 | |
Dec 07 | 17.70 | 24.78 | 31.86 | 26.55 | 46.02 | 53.10 | 200 |
Jan 08 | 17.70 | 24.78 | 31.86 | 26.55 | 46.02 | 53.10 | 200 |
Feb 08 | 17.70 | 24.78 | 31.86 | 26.55 | 46.02 | 53.10 | 200 |
Mar 08 | 17.70 | 24.78 | 31.86 | 26.55 | 46.02 | 53.10 | 200 |
Apr 08 | 17.70 | 24.78 | 31.86 | 26.55 | 46.02 | 53.10 | 200 |
1000[1] |
The total allocated values across the range is the original amount value (1000): 200 * 5 = 1000.