Allocation

Wendy

 

Hello,

I have some questions regarding allocations.  Hope I can get some advice from you.  Thank you so much in advance!

Here is the background information:

• Source Module:

Flat file without time dimension.

	STATE	WSLR	BRAND	LINECODE	PDCN	MONTH	TARGET
1	MO		BUD	3		Jan 19	1,000
2		1216	BDL	3		Feb 19	2,000
3					1111260	Mar 19	3,000
4		1216				Apr 19	4,000
5	MO		BUD			May 19	5,000
6	MO					Jun 19	6,000
7			BUD			Jul 19	7,000
8			BUD	3		Aug 19	8,000
9						Sep 19	9,000

 

• Calculation Module:

Dimension: by WSLRPDCN, by Month

The target can be adjusted at 5 data level – 1) State, 2)WSLR, 3)Brand, 4)Line Code, 5)PDCN by month.

The main module is dimensioned by WSLRPDCN by time. WSLRPDCN is concatenation of  3 lists(dimensions) 1) WSLR, 2)PD, 3)CN

1)State is Parent of WSLR

2) Brand is Parent of PD

3) Line Code is Parent of CN

Calculate:

• For example, like Line 1 – if the target in certain state (MO), certain brand (BUD) and Line code (3) is $1K, the all WSLR (child) under this state (parent) are going be allocated equally, all PD (child) under this brand (parent) are going to be allocated equally, and all CN (child) under this Line Code (parent) are going to be allocated equally. Then combine with related WSLR, PD, CN to have target by WSLRPDCN
• For example, like Line 6 - if the target in certain State is $6K, then all WSLR under this state is going to be allocated equally with total $6K, then combine with all PD and all CN to have target by WSLRPDCN

 

Issues:  How to manage this type of allocation?  Thanks!

Wendy

Hi David and Rob

@DavidSmith  , @rob_marshall 

 

May I ask your help on my questions?  I'm not sure if it's doable but definitely want to get your opinions on it.  Thank you so much in advance!

 

Wendy