5.4 - Multi-dimensional allocations

Learn how to create multi-dimensional allocations using breakdowns and enable bi-directional streaming across planning sheets.

In the data input side panel, select Add Breakdown.
The Add Breakdown panel opens automatically and displays a breakdown of the row dimensions in the current planning sheet.
Update the reference measures using the Reference Measures field.
Select Add to create a new breakdown.
Select the new breakdown field to add dimensions from your semantic model.
Expand the required table and select the dimensions to add. In this example, select Brand as the common dimension.
Add a second breakdown. In this example, select Region and Country, along with Brand as the common dimension.
Select Create.
Verify that the data input panel shows the added breakdowns.
Select Create.
Verify that a confirmation message appears after the cube is created successfully.

Create a new planning sheet with a region hierarchy in rows and a date hierarchy in columns.
In the Data sidebar, expand the From Sheets section.
Expand Cube.
Locate the Budget data input measure. Select the ellipsis menu to enable bi-directional streaming between sheets.
Select Insert as a measure.
Verify that the cube measure is added as a data input measure in the current sheet.

Enter a value for Budget in Q1 in the regional planning sheet.
Verify that the value is allocated automatically across countries.
Return to the first planning sheet where the cube was created.
Verify that the Q1 value is streamed in real time and distributed across the category hierarchy.
Enter a value for a specific Brand in Q2.
Verify that the value is distributed through the row hierarchy and aggregated to the grand total.
Return to the regional budget sheet.
Verify that the value is updated automatically in the regional budget sheet.

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