Allocations in SAP Analytics Cloud (SAC) are used to automatically spread or shift values across dimensions according to a defined logic. While disaggregation typically breaks down values within the same context (like distributing a forecast across regions), allocations are more powerful and flexible—enabling cross-dimensional redistribution, driver-based allocation, and support for enterprise-wide planning logic.
What Is an Allocation?
An allocation is a planning operation that moves values from one slice of your data model to another based on rules you define. It can be:
- From one cost center to many others
- From corporate overhead to product lines
- From actuals to forecast scenarios
- Or even from one version or period to another
Allocations are structured, reusable, and can be executed manually or embedded in data actions or multi actions.
Why Use Allocations?
| Benefit | Description |
|---|---|
|
Efficiency |
Automate repetitive planning tasks across large datasets |
|
Consistency |
Apply uniform business rules for distribution |
|
Scalability |
Handle multi-step planning logic that scales across products, cost centers, or time periods |
|
Accuracy |
Reduce manual entry and human error during data movement |
|
Transparency |
Allocation steps are traceable and auditable within your data actions or planning history |
Common Allocation Scenarios
- Distribute corporate overhead across business units by headcount or revenue
- Allocate marketing spend across product lines based on historical sales
- Spread forecast increases from Q1 evenly across future quarters
- Push planned values from one version to another.
How Are Allocations Configured?
Allocations are created in the Data Action Designer using the “Allocation Step.” Key setup components include:
- Source: Where values are pulled from
- Target: Where values are pushed to
- Driver (optional): What defines how the values are distributed
- Filters: Narrow the scope by region, time, version, etc.
You can run allocations directly or combine them in Multi Actions to chain multiple planning operations together.
