5.1 - Equal, weighted, or trend-based distribution

Use distribution methods to allocate entered values across row and column dimensions. Values can be distributed equally, proportionally based on weights, or according to existing trends to support flexible planning and forecasting.

Initial setup

1. Insert empty series for the Budget measure. Go to Planning > Insert Column > Number > Insert a new empty series.

   
2. Select the grand total cell of the row and column hierarchy.

   
3. Enter the value to distribute in a sub total or grand total cell.

   

   Values are automatically distributed equally across row and column hierarchies.

   

Distribute values equally

1. Select the grand total or sub total cell and select the Distribute icon.

   
2. Select Distribute equally to distribute values equally across row and column dimensions.

   

   

Distribute by trend

Distribute values based on the existing data trend by adjusting the distribution percentage with the slider.

1. To distribute by trend, click on the Distribute icon.

2. Use the slider to define the trend and distribute values across columns accordingly. In this example, we have added a 6% increase in values for each time period.

   The trend is applied at the leaf level, which is the lowest level in the hierarchy.

   

   Values have been distributed over the columns with the desired trend.

   
3. In the same way, use the slider to distribute values across rows with a trend.

   

   The value entered is allocated down the row hierarchy with the configured trend.

   

Distribute by weights

1. Distribute values by the weights of an existing series. In this case, budget values are distributed by the weights of the previous year's revenue values.

   
2. The entered value is distributed by the weights of the selected series.

   

Copying values

Copy values across various levels in a row or column hierarchy.

1. Select the value to copy.

   
2. The menu shows two sets of actions to copy values. Use one set to copy values to different levels of the row hierarchy, such as the Artisan Ale brand or the Beer category. Use the second set to copy values to the column hierarchy, such as Q4.

   
3. Select Copy to all rows for a specific row dimension category.

   

   The value is copied to all rows within the selected row dimension category.

   
4. In the same way, select Copy to all columns for a specific column dimension category.

   

   The value is copied to all columns within the selected category on the same row.