Measures Allocation is a techique that allows comparing data in a report even though it is grouped on a different level of detail.
Usually it is required to perform allocation when part of the data is available only on a higher detail level than other data.
In real-life, the measures that usually need to be allocated are fixed costs, forecasts, budget plan, discounts, rebates, customer bonus. This is because in most cases those figures are calculated on a monthly (for example COSTS), quarterly (CUSTOMER BONUS) or yearly (BUDGET) basis and very often the SALES reports are generated on a daily basis.
It is also very important to remember that in some business cases allocation is logically inappropriate and may not make any sense.
There are two ways of implementing allocation:
Measures allocation real-life example in Cognos
In the following example we will analyze revenue, constant costs and variable costs. Our goal is to be able to compare revenue to fixed and variable costs in all the time dimension levels available.
We will analyze the following measures from our tutorial business scenario:
We will perform a constant value allocation to the FIXED COSTS in a YEAR dimension and dynamic allocation to the VARIABLE COSTS in a MONTH dimension (the allocation key is QUANTITY).
To allocate a measure in PowerPlay Transformer go to a dimension level properties to the allocation tab and choose the corresponding option.
Read more about Data allocation