Set Category Allocation

When you change the allocation type for a level, the new allocation type is applied from the categories in that level to all descendant categories. You can also set the allocation type for an individual category.

For example, suppose that some operating costs associated with your product lines are based on sales channel factors, such as direct sales and catalog orders. Others are based on revenue. You want to allocate costs for each product line proportionally to each cost factor. Using the Category property sheet, you set the allocation type individually for each product line category.

Procedure

  1. Open the Categories diagram, and then open the property sheet for the category for which you want to set the allocation type.
  2. Click the Allocation tab.

    A list of measures that are candidates for allocation appears.

  3. In the Measure list box, right-click the Allocation type for the measure and select an option.

    The allocation types include From Level, Do Not Allocate, Constant, and By Measure.