Allocation details page
Application database > Analytical Workspaces tile > workspace tile > (Data Transformation Package tab) DTP tile > Properties panel > (Operation type) select Allocations > Details
Purpose of the page¶
This page allows you to define the details of the allocation, or define the data to be allocated, the fields to which it will be allocated and the driver dataset to be used to pilot the allocation.
Page sections
| Element | Description |
|---|---|
| List of details | Shows the details of the allocation: every row corresponds to data to be allocated. |
| Allocation details tabs | These allow you to specify the field containing the data to be allocated and the driver dataset to pilot the allocation. |
Tabs on the page
| Element | Description |
|---|---|
| Data to allocate | Panel for defining the measure to be allocated and the dimensional filters to be applied to the dataset to be allocated. |
| Driver | Panel for defining the driver measure and the dimensions of the driver with which to allocate the amount in the target. |
Data to allocate
| Element | Description |
|---|---|
| Operation information | Shows contextual information on the operation. - Code: operation ID - Description: operation description |
| Data to allocate information | Shows the contextual information on the data to be allocated. - Dataset to be allocated: ID of the dataset to be allocated - Typology: ID of the dataset typology to be allocated |
| Code | ID of the allocation details |
| Description | Description of the allocation details |
| Measure | Allows you to select the dataset field containing the amount to be allocated. Only one measure, one numeric field of the dataset, can be specified. |
| Filters on dimensions | Allows you to select the filters on the dimensions present in the dataset to be allocated (except for Scenario, Period, Entity, Var. - Det. type and Currency). For every dimension, several of the lowest level elements or nodes belonging to any hierarchy of that dimension can be selected. |
Driver
| Element | Description |
|---|---|
| Driver information | Shows the contextual information on the driver. - Driver dataset: ID of the driver dataset - Typology: ID of the driver dataset typology |
| Driver measure | Allows you to select the driver dataset field containing the amount to be used as the driver. Only one measure, a numeric field, can be specified. |
| Allocate on | Allows you to select the dimensions, present on the driver dataset, to which to allocate the amount (except for Scenario, Period, Entity, Var. - Det. type and Currency). |
| Filters | Indicates the dimensions with which to partialise the receivers' domain. If this occurs, in the data processing step, the system only considers elements that have values on the driver and form part of the defined domain. |
| Other filters based on data to allocate | For every managed dimension, this indicates how to partialise the specified driver based on the data to be allocated. - None: the system does not apply any filter to the driver (default value). - Filter: the system allocates the data to be processed with a driver that is filtered on the same dimension on which the data to be allocated is defined. |