Custom calculations and allocations are created using mdx and can only target level 0 data. The scripts can be executed using Maxl or Calculation Manager. Prior to 11.1.2 this was accomplished with a BSO cube with partitions or member formulas in an ASO outline.
Custom calculations workflow:
- Create calculation script
- Create run time script using MAXL
- Select POV and Target
- Define debit and credit members (optional)
- Define offsetting entries (optional)
- Execute calculation
POV – focused region for calculation to run
Calculation Script – formulas
Target – location where the results are written
Offset – location where offset values should be written
Credit/Debit Members – location where debit and credits are written
Source – members used to define formulasASO Allocations
- Used to distribute revenues and cost
- Allocate data proportionately
- Allocate data evenly
- Criteria similar to ASO calculations
- ASO Allocations – Criteria
- POV – focused region for calculation to run
- Range – focused region where the allocated values are written
- Excluded Range – region where allocated values should not be written
- Amount – amount to be allocated
- Amount Time Span – One or more time periods to be considered for the amount
- Basis – Combined with the range determines location basis to how to allocated the amount
- Target – where allocation values are written
- Allocation Method – Share and Spread based on basis amount
- Spread Skip Options – #MISSING, zero or negative
- Rounding Method – discard or allocate to greatest allocated value, lowest allocated value or specified location
