Allocation Steps

Workflow steps for cost allocation, chargeback, transfer pricing, and similar value-distribution problems. Each step spreads values from a source set of rows to a target set using driver data and a method.

Steps

• Allocation Rules — define and apply allocation rules with explicit conditions.
• Allocation Split — split source values across targets using a driver table.
• Rule-Based Tagging — tag rows with attributes from a dimension before allocating.

Related

• Allocations (guide) — concepts and end-to-end workflows for allocation problems.
• Dimensions (guide) — set up the hierarchies allocations spread values into.