> For the complete documentation index, see [llms.txt](https://docs.fabricplan.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.fabricplan.com/user-guide/5-top-down-allocation/5-1-allocate-values.md).

# 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**.<br>

   <figure><img src="/files/6P6NhBGlAVnsT3cyJaMP" alt=""><figcaption></figcaption></figure>
2. Select the grand total cell of the row and column hierarchy.<br>

   <figure><img src="/files/d4WqcQqVgFIbFmPH61b0" alt=""><figcaption></figcaption></figure>
3. Enter the value to distribute in a sub total or grand total cell.<br>

   <figure><img src="/files/H7EgbmNpEPBR2O76UTTS" alt=""><figcaption></figcaption></figure>

   \
   Values are automatically distributed equally across row and column hierarchies.<br>

   <figure><img src="/files/7Nmxy14BtHw0dgN9DjDY" alt=""><figcaption></figcaption></figure>

### Distribute values equally

1. Select the grand total or sub total cell and select the **Distribute** icon.<br>

   <figure><img src="/files/li0pFnVPYqf0ZIUOhkAf" alt=""><figcaption></figcaption></figure>
2. Select **Distribute equally** to distribute values equally across row and column dimensions.<br>

   <figure><img src="/files/4drG7445smPEKEMMEdaX" alt=""><figcaption></figcaption></figure>

   <figure><img src="/files/7Nmxy14BtHw0dgN9DjDY" alt=""><figcaption></figcaption></figure>

### 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.<br>

   <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The trend is applied at the leaf level, which is the lowest level in the hierarchy.</p></div>

   <figure><img src="/files/cuBq2HzMV4uQtExhNFpM" alt=""><figcaption></figcaption></figure>

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

   <figure><img src="/files/7Nmxy14BtHw0dgN9DjDY" alt=""><figcaption></figcaption></figure>
3. In the same way, use the slider to distribute values across rows with a trend.<br>

   <figure><img src="/files/8V2tqKaEtWYM3dBY9S41" alt=""><figcaption></figcaption></figure>

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

   <figure><img src="/files/3IBtT4uS8omWPNv9si2k" alt=""><figcaption></figcaption></figure>

### 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.<br>

   <figure><img src="/files/Eu7GziSrpJ697As9Z8W5" alt=""><figcaption></figcaption></figure>
2. The entered value is distributed by the weights of the selected series.

   <figure><img src="/files/LPRI8MlmJlWWvejMwGqx" alt=""><figcaption></figcaption></figure>

### Copying values

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

1. Select the value to copy.<br>

   <figure><img src="/files/pFXskyVfDxCJaV5l6OKD" alt=""><figcaption></figcaption></figure>
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.<br>

   <figure><img src="/files/Ojqi7Dra4CfwgRNs6ZwX" alt=""><figcaption></figcaption></figure>
3. Select **Copy to all rows** for a specific row dimension category.<br>

   <figure><img src="/files/ZANTTSfg1hwtxJCgmipJ" alt=""><figcaption></figcaption></figure>

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

   <figure><img src="/files/aLCrpLuqUhI1JAnWITYH" alt=""><figcaption></figcaption></figure>
4. In the same way, select **Copy to all columns** for a specific column dimension category.

   <figure><img src="/files/9vqt3P1rWLrg0uWZHsmz" alt=""><figcaption></figcaption></figure>

   \
   The value is copied to all columns within the selected category on the same row.<br>

   <figure><img src="/files/8AbN7IthF9jPBTKvawjY" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.fabricplan.com/user-guide/5-top-down-allocation/5-1-allocate-values.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
