{"id":7638,"date":"2023-07-11T05:41:00","date_gmt":"2023-07-11T05:41:00","guid":{"rendered":"https:\/\/www.accely.com\/blog\/importance-of-sap-application-management-services\/"},"modified":"2025-03-10T10:27:16","modified_gmt":"2025-03-10T10:27:16","slug":"a-comprehensive-guide-to-data-allocation-in-sap-analytics-cloud","status":"publish","type":"post","link":"https:\/\/www.accely.com\/qa-en\/blog\/a-comprehensive-guide-to-data-allocation-in-sap-analytics-cloud\/","title":{"rendered":"A Comprehensive Guide to Data Allocation in SAP Analytics Cloud"},"content":{"rendered":"\n<section class=\"insights-banner\">\n    <div class=\"container\">\n        <div class=\"insights-banner-wrapper\">\n            <div class=\"insights-banner-left\">\n                                                <h1 class=\"insights-banner-title h3\">A Comprehensive Guide to Data Allocation in SAP Analytics Cloud<\/h1>\n                                <div class=\"badge-wrap d-flex d-flex-wrap\">\n                                                           <span class=\"badge badge-orange\">SAP Analytics Cloud<\/span>\n                                                      <\/div>\n                                 <p class=\"publish-date\">Published: July 11, 2023<\/p>\n                                \n                 \n\n\n\n            <\/div>\n                        <div class=\"insights-banner-right\">\n            <img decoding=\"async\" src=\"https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/A-Comprehensive-Guide-to-Data-Allocation-in-SAP-Analytics-Cloud-.webp\"  alt=\"Banner\" class=\"insights-banner-img\" width=\"720\" height=\"471\">\n            <\/div>\n                    <\/div>\n    <\/div>\n<\/section>\n\n    <div class=\"main-content-blog-section\">\n        <div class=\"main-content-blog\">\n                            <div class=\"pdp-sidebar-sec-wrap\">\n                    <div class=\"pdp-sidebar\">\n                        <ul class=\"ul-none pdp-sidebar-menu-wrap\">\n                                                        <li>\n                                <a data-scroll=\"allocations\" href=\"#allocations\" aria-label=\"tab-link\" class=\"active\" >\n                                    <span class=\"body-font-sm text-capitalize\">What are Allocations?<\/span><\/a>\n                            <\/li>\n                                                        <li>\n                                <a data-scroll=\"setupprocess\" href=\"#setupprocess\" aria-label=\"tab-link\" >\n                                    <span class=\"body-font-sm text-capitalize\">Setup Process<\/span><\/a>\n                            <\/li>\n                                                    <\/ul>\n                    <\/div>\n                <\/div>\n                <div class=\"content-blog-sections\">\n                                                            <section class=\"insights-middle\"  id=\"allocations\" >\n                        <div class=\"insights-container\">\n                            \n                        <div class=\"insights-middle-content\">\n                            <h2>What are Allocations?<\/h2>\n<p>The <a href=\"\/solutions\/sap-analytics-cloud\/\">SAP Analytics Cloud<\/a>, specifically <a href=\"\/solutions\/sap-analytic-cloud-planning\/\">SAC Planning<\/a>, offers a beneficial feature known as allocations. This functionality allows organizations to effectively distribute values obtained from one object to multiple receiving objects, using a specified driver. The driver serves as a guide for the system to determine the appropriate allocation of the collected value to each receiving object. For instance, a company can utilize allocations in SAP SAC to distribute their IT expenses to various departments based on headcount at the end of a quarter.<\/p>\n                            \n                        <\/div>\n                            \n                        <\/div>\n                    <\/section>\n                                                                                <section class=\"insights-middle\"  id=\"setupprocess\" >\n                        <div class=\"insights-container\">\n                            \n                        <div class=\"insights-middle-content\">\n                            <h2>Setting up an Allocation Process in 5 Steps<\/h2>\n<h4>Step 1: Enabling planning and uploading the dataset<\/h4>\n<ul>\n<li>To initiate the process, start by uploading the desired dataset into the model.<\/li>\n<li>Once the dataset has been successfully uploaded, proceed to verify if a date field is available in the toolbar. This step is essential to enable planning functionality.<\/li>\n<li>Subsequently, ensure to select the &#8220;enable planning&#8221; option, which will enable the necessary capabilities for planning and analysis based on the dataset.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone wp-image-60533 size-medium\" src=\"https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/sac-allocation-planning-266x300.webp\" alt=\"sac-allocation-planning\" width=\"266\" height=\"300\" srcset=\"https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/sac-allocation-planning-266x300.webp 266w, https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/sac-allocation-planning.webp 305w\" sizes=\"(max-width: 266px) 100vw, 266px\" \/><\/p>\n<p style=\"text-align: center\">Source: https:\/\/blogs.sap.com\/<\/p>\n<h4>Step 2: Using the planning model to create a narrative<\/h4>\n<p>Create a narrative and collect all the data and measurements required to display it in the planning table.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-60656 size-medium\" src=\"https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/planning-model-to-create-narrative-300x105.webp\" alt=\"planning-model-to-create-narrative\" width=\"300\" height=\"105\" srcset=\"https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/planning-model-to-create-narrative-300x105.webp 300w, https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/planning-model-to-create-narrative-1024x358.webp 1024w, https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/planning-model-to-create-narrative-768x269.webp 768w, https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/planning-model-to-create-narrative.webp 1314w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/p>\n<p style=\"text-align: center\">Source: https:\/\/blogs.sap.com\/<\/p>\n<h4>Step 3: The third step is to build a version under version management in order to run planning<\/h4>\n<p>To access the Version Management feature, locate and click on the ellipsis icon (\u2026). From the dropdown menu, select &#8220;Version Management&#8221;. This will redirect you to the Version Management page, where you can observe the existing public and private versions. Additionally, you have the option to create new versions based on your requirements. As an illustration, let&#8217;s consider the presence of a version named &#8220;test&#8221; in the available list of versions.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-60778 size-medium\" src=\"https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/building-public-version-281x300.webp\" alt=\"building-public-version\" width=\"281\" height=\"300\" srcset=\"https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/building-public-version-281x300.webp 281w, https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/building-public-version.webp 308w\" sizes=\"(max-width: 281px) 100vw, 281px\" \/><\/p>\n<p style=\"text-align: center\">Source: https:\/\/blogs.sap.com\/<\/p>\n<p><strong>Step 4: Based on the demand, create an allocation process and establish the allocation step and rule<\/strong><\/p>\n<p>This allocation section consists primarily of three areas:<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-61227 size-medium\" src=\"https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/allocation-process-three-areas-300x167.webp\" alt=\"allocation-process-three-areas\" width=\"300\" height=\"167\" srcset=\"https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/allocation-process-three-areas-300x167.webp 300w, https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/allocation-process-three-areas.webp 624w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/p>\n<p style=\"text-align: center\">Source: https:\/\/blogs.sap.com\/<\/p>\n<ul>\n<li>The allocation process refers to the overarching approach employed for distributing values among various entities or categories. It encompasses the entire methodology of allocation.<\/li>\n<li>An allocation step, on the other hand, refers to a specific stage within the allocation process where a defined set of rules and formulas are applied to distribute values. These rules and formulas serve as guidelines for allocating the values accurately.<\/li>\n<li>Within each allocation step, individual formulas or calculations known as allocation rules are utilized to further refine the distribution of values. These allocation rules are designed to ensure precise and fair allocation of the values based on predetermined criteria or factors.<\/li>\n<\/ul>\n<p><strong>The following step illustrates how to set up the allocation procedure:<\/strong><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-61350 size-medium\" src=\"https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/allocation-tab-268x300.webp\" alt=\"allocation-tab\" width=\"268\" height=\"300\" srcset=\"https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/allocation-tab-268x300.webp 268w, https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/allocation-tab.webp 470w\" sizes=\"(max-width: 268px) 100vw, 268px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-59821 size-medium\" src=\"https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/allocation-model-ta-300x238.webp\" alt=\"allocation-model-tab\" width=\"300\" height=\"238\" srcset=\"https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/allocation-model-ta-300x238.webp 300w, https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/allocation-model-ta.webp 376w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/p>\n<p style=\"text-align: center\">Source: https:\/\/blogs.sap.com\/<\/p>\n<p>In this particular stage of allocation, the objective is to distribute bonuses from one department to another, considering their performance and profit. The bonus allocation is determined using specific criteria, which are defined in a filter. The allocated bonuses are then dispersed based on the performance profit. If the &#8220;maintain source&#8221; option is not enabled, the source value cannot be seen, indicating that it does not contribute to the allocation. On the other hand, if the &#8220;overwrite target&#8221; option is not enabled, the allocated value is added to the existing value, instead of replacing it completely.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-60000 size-medium\" src=\"https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/allocation-edit-step-300x240.webp\" alt=\"allocation-edit-step\" width=\"300\" height=\"240\" srcset=\"https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/allocation-edit-step-300x240.webp 300w, https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/allocation-edit-step.webp 541w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/p>\n<p style=\"text-align: center\">Source: https:\/\/blogs.sap.com\/<\/p>\n<p>To distribute a bonus from the Human Resources Department to five other departments based on their individual performance profits, the following steps were undertaken for allocation.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-61198 size-medium\" src=\"https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/edit-allocation-rule-300x202.webp\" alt=\"edit-allocation-rule\" width=\"300\" height=\"202\" srcset=\"https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/edit-allocation-rule-300x202.webp 300w, https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/edit-allocation-rule.webp 672w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/p>\n<p style=\"text-align: center\">Source: https:\/\/blogs.sap.com\/<\/p>\n<h4>Step 5: Calling and running the story&#8217;s allocation<\/h4>\n<p>Next, proceed to initiate the allocation process by clicking on the ellipsis icon (\u2026), followed by selecting the &#8220;Allocate&#8221; option. Finally, execute the allocation process to begin the distribution of bonuses.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-59521 size-medium\" src=\"https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/story-allocation-300x154.webp\" alt=\"story-allocation\" width=\"300\" height=\"154\" srcset=\"https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/story-allocation-300x154.webp 300w, https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/story-allocation.webp 598w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-60670 size-medium\" src=\"https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/execute-allocation-291x300.webp\" alt=\"execute-allocation\" width=\"291\" height=\"300\" srcset=\"https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/execute-allocation-291x300.webp 291w, https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/execute-allocation.webp 297w\" sizes=\"(max-width: 291px) 100vw, 291px\" \/><\/p>\n<p style=\"text-align: center\">Source: https:\/\/blogs.sap.com\/<\/p>\n<p>After executing the allocation process, the table will visually represent the changes made by reflecting updated colors. In the given example, the bonuses for the five departments are allocated based on the ratio of their individual performance profits, and the bonus value from the Human Resources department is incorporated accordingly. To carry out this allocation, follow the previously mentioned steps and utilize the performance profit ratios of each department to determine the allocated bonus value.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-59693 size-medium\" src=\"https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/allocated-business-value-300x103.webp\" alt=\"\" width=\"300\" height=\"103\" srcset=\"https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/allocated-business-value-300x103.webp 300w, https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/allocated-business-value-1024x352.webp 1024w, https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/allocated-business-value-768x264.webp 768w, https:\/\/www.accely.com\/wp-content\/uploads\/2023\/07\/allocated-business-value.webp 1316w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/p>\n<p style=\"text-align: center\">Source: https:\/\/blogs.sap.com\/<\/p>\n<p>It is worth noting that in the allocation outcome, the source value becomes zero since the &#8220;keep source&#8221; option was not enabled during the allocation step. If this option were enabled, the source value would still be retained. Similarly, the &#8220;overwrite target&#8221; option was not enabled, so the result was added to the existing value rather than replacing it entirely.<\/p>\n                            \n                        <\/div>\n                            \n                        <\/div>\n                    <\/section>\n                                                        <\/div>\n            \n            \n        <\/div>\n    <\/div>\n\n<section class=\"insights-middle insights-middle-conclusion\" id=\"conclusion\">\n    <div class=\"insights-container\">\n        <div class=\"insights-middle-content\">\n            <div>\n                           <div class=\"insights-conclusion\">\n                                        <h4 class=\"insights-conclusion-title\">Conclusion<\/h4>\n                                        <div class=\"insights-conclusion-text\">\n                        <p>Discover the holistic offering of SAC Analytics Cloud, designed to cater to businesses of all scales. It presents a wide array of features, including personalized dashboards, advanced reporting functionalities, and collaborative tools that are user-friendly. With its cutting-edge capabilities, intuitive interface, and seamless integration with other SAP solutions, SAC Analytics Cloud empowers users to convert raw data into actionable insights. By harnessing these insights, businesses can make informed decisions that propel growth and maintain a competitive advantage in the market.<\/p>\n                    <\/div>\n                                    <\/div>\n                        <\/div> \n        <\/div>\n    <\/div>\n<\/section>\n\n<div class=\"insights-middle insights-middle-conclusion\">\n    <div class=\"insights-container\">\n        <div class=\"insights-middle-content\">\n             <div class=\"insights-conclusion-bottom\">\n                <div class=\"insights-conclusion-profile\">\n                                        <img decoding=\"async\" src=\"https:\/\/www.accely.com\/wp-content\/uploads\/2025\/07\/Muralidharan-Venkataraman.webp\" class=\"insights-conclusion-profile-img\" alt=\"Profile\" width=\"56\" height=\"56\">\n                                        <div class=\"insights-conclusion-profile-content\">\n                        <p class=\"conclusion-profile-name\">Muralidharan Venkataraman<\/p>\n                                                <p class=\"conclusion-profile-designation\">Global Head Delivery &amp; Presales<\/p>\n                       \n                                               \n                    <\/div>\n                     <\/div>\n                                \n                <ul class=\"insights-conclusion-share ul-none\">\n                    <li><a href=\"https:\/\/www.linkedin.com\/sharing\/share-offsite\/?url=https%3A%2F%2Fwww.accely.com%2Fqa-en%2Fblog%2Fa-comprehensive-guide-to-data-allocation-in-sap-analytics-cloud%2F&#038;title=A+Comprehensive+Guide+to+Data+Allocation+in+SAP+Analytics+Cloud\" target=\"_blank\" aria-label=\"link\" class=\"conclusion-share-link\"><span class=\"icon-linkedin\" rel=\"noopener noreferrer\"><\/span><\/a><\/li>\n                    <li><a href=\"https:\/\/twitter.com\/intent\/tweet?url=https%3A%2F%2Fwww.accely.com%2Fqa-en%2Fblog%2Fa-comprehensive-guide-to-data-allocation-in-sap-analytics-cloud%2F&#038;text=A+Comprehensive+Guide+to+Data+Allocation+in+SAP+Analytics+Cloud\" target=\"_blank\" aria-label=\"link\" class=\"conclusion-share-link\" rel=\"noopener noreferrer\"><span class=\"icon-twitter\"><\/span><\/a><\/li>\n                    <li><a href=\"https:\/\/www.facebook.com\/sharer\/sharer.php?u=https%3A%2F%2Fwww.accely.com%2Fqa-en%2Fblog%2Fa-comprehensive-guide-to-data-allocation-in-sap-analytics-cloud%2F\" target=\"_blank\" aria-label=\"link\" class=\"conclusion-share-link\" rel=\"noopener noreferrer\"><span class=\"icon-facebook\"><\/span><\/a><\/li>\n                <\/ul>\n                <a aria-label=\"link\" href=\"#\"  target=\"_self\" class=\"btn btn-outline-dark insights-conclusion-btn copy-link-btn\" data-post-link=\"https:\/\/www.accely.com\/qa-en\/blog\/a-comprehensive-guide-to-data-allocation-in-sap-analytics-cloud\/\">Copy link\n                    <span class=\"btn-icon icon-arrow-right\"><\/span>\n                <\/a>\n                \n\n            <\/div>\n            \n                                     <p class=\"conclusion-profile-info \">30+ years of experience managing large, complex SAP programs across industries, geographies, and functions. Expert in enterprise-scale transformation and program governance.\r\n<\/p>\n             \n  <\/div>\n    <\/div>\n            <\/div>\n<script>\n    jQuery(document).ready(function($) {\n    $('.copy-link-btn').on('click', function(e) {\n        e.preventDefault(); \/\/ Prevent default anchor behavior\n\n        \/\/ Get the post link from data attribute\n        var postLink = $(this).data('post-link');\n\n        \/\/ Create a temporary input element\n        var tempInput = $('<input>');\n        $('body').append(tempInput);\n\n        \/\/ Assign the post link as input value\n        tempInput.val(postLink).select();\n\n        \/\/ Copy the link to clipboard\n        document.execCommand('copy');\n\n        \/\/ Remove the temporary input element\n        tempInput.remove();\n\n        \/\/ Provide feedback to the user (optional)\n        $(this).text('Link Copied!');\n\n        \/\/ Reset anchor text after a short delay (optional)\n        setTimeout(function() {\n            $('.copy-link-btn').text('Copy link');\n        }, 2000); \/\/ 2000 milliseconds = 2 seconds\n    });\n});\n\n<\/script>\n\n<section class=\"blog-list-sec related-posts-sec\">\n    <div class=\"container\">\n                <h4>Explore related blogs <\/h4>\n                        <ul class=\"blog-list-wrapper ul-none\">\n                    <li class=\"blog-list-item\">\n                <div class=\"blog-list-item-top\">\n                                        <img decoding=\"async\" src=\"https:\/\/www.accely.com\/wp-content\/uploads\/2023\/06\/How-to-Integrate-SAC-and-SAP-PaPM-Cloud-Effectively.webp\" class=\"blog-thumbnail-img\" width=\"638\" height=\"320\" alt=\"blog-thumbnail\">\n                                        <div class=\"blog-meta d-flex d-space-between color-white\"> \n                        <div class=\"left\">\n                                                        <p class=\"body-font-md author-name\">Muralidharan Venkataraman<\/p>\n                                                        <p class=\"body-font-sm blog-post-date\">20 June 2023<\/p>\n                        <\/div>\n                                                <div class=\"right\">\n                                                        <p class=\"body-font-md blog-category\">SAP Analytics Cloud<\/p>\n                                                    <\/div>\n                        \n                    <\/div>\n                <\/div>\n                <div class=\"blog-list-item-bottom\">\n                                        <h5 class=\"h6 blog-title\">How to Integrate SAC and SAP PaPM Cloud Effectively?<\/h5>\n                                        <p class=\"body-font-md blog-excerpt\">Let&#039;s explore the effective integration of SAP PaPM with SAP SAC to unlock the full potential of data-driven decision-making and enhance overall business performance. 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Explore different aspects of leveraging SAP modules to empower your business operations.<\/p>\n                                        <a href=\"https:\/\/www.accely.com\/qa-en\/blog\/workforce-planning-with-sap-analytics-cloud-and-successfactors\/\" aria-label=\"link\" class=\"body-font-lg link\">Read more<span class=\"link-icon icon-arrow-right\"><\/span> <\/a>\n                                    <\/div>\n            <\/li>\n            \n        \n        <\/ul>\n                    <\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"<p>Analytics Cloud Data Allocation, allows users to distribute or assign values from a source data set to different target data sets. <\/p>\n","protected":false},"author":8,"featured_media":35077,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"product-post":[],"industry-post":[],"solution-post":[141],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>A Comprehensive Guide to Data Allocation in SAP Analytics Cloud<\/title>\n<meta name=\"description\" content=\"One of the key features of SAP Analytics Cloud is Data Allocation, which allows users to distribute or assign values from a source data set to different target data sets. 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