In this example, the basis time span is not set, and multiple time periods are specified for the target time span. The basis time span option is ignored. For the target time span option, you can select either divide or repeat.
Assume the amount is 1000. Table 222 shows that the basis for each department (Dept_1 = 1) and the total basis for the range (21):
Table 222. Example 2: Basis Values
Range | Total | ||||||
---|---|---|---|---|---|---|---|
Dept_1 | Dept_2 | Dept_3 | Dept_4 | Dept_5 | Dept_6 | ||
Basis | 1[1] | 2 | 3 | 4 | 5 | 6 | 21[2] |
The setting for target time span option determines how the allocation is calculated.
Repeat the allocated amount across the specified target time span 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:
alloc_amt = (basis_mbr_value/basis_total_range) * amount
As shown in Table 223, for Dec 07,Dept_1, the member basis value (1) is divided by the total basis across the range (21), and the result (0.04762) is multiplied by amount (1000): (1/21) * 1000 = 47.62. Essbase copies 47.62 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 223. Example 2: 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 | 47.62 | 95.24 | 142.86 | 190.48 | 238.10 | 285.71 | 1000 |
Jan 08 | 47.62 | 95.24 | 142.86 | 190.48 | 238.10 | 285.71 | 1000 |
Feb 08 | 47.62 | 95.24 | 142.86 | 190.48 | 238.10 | 285.71 | 1000 |
Mar 08 | 47.62 | 95.24 | 142.86 | 190.48 | 238.10 | 285.71 | 1000 |
Apr 08 | 47.62 | 95.24 | 142.86 | 190.48 | 238.10 | 285.71 | 1000 |
5000[1] |
The total allocated amount 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 span periods
In this scenario, Essbase performs the allocation for one period and evenly divides the allocated amount across all members in the target time span.
The algorithm Essbase uses:
alloc_amt = ((basis_mbr_value/basis_total_range) * amount)/#_target_time_span_periods
As shown in Table 224, for Dec 07,Dept_1, Essbase performs the same calculation as described for the repeat target time span option scenario to arrive at 47.62. However, this amount is evenly divided across all five target time span periods for Dept_1; therefore, 9.52 is written in each target cell: 47.62/5 = 9.52. 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 224. Example 2: 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 | 9.52 | 19.05 | 28.57 | 38.10 | 47.62 | 57.14 | 200 |
Jan 08 | 9.52 | 19.05 | 28.57 | 38.10 | 47.62 | 57.14 | 200 |
Feb 08 | 9.52 | 19.05 | 28.57 | 38.10 | 47.62 | 57.14 | 200 |
Mar 08 | 9.52 | 19.05 | 28.57 | 38.10 | 47.62 | 57.14 | 200 |
Apr 08 | 9.52 | 19.05 | 28.57 | 38.10 | 47.62 | 57.14 | 200 |
1000[1] |
The total allocated values across the range is the original amount value (1000): 200 * 5 = 1000.