◆ Applies to: TBM Studio 12.0 and later
A Standard Value allocation distributes value equal to the value in the target table. For example, if the target table has a value of $10,000 spent on a service, $10,000 will be allocated to the target table. If the source table has $15,000 in value, there will be $5,000 left over in the source table. If the source table has $5,000 in value, the allocation will be over allocated at 200% to equal the $10,000.
Distribution options
There are three distribution options:
- Even
- Weight By
- Data Relationship
Even
The Even option is the default option and is in effect when the Weight By and Data Relationship options are not selected.
It distributes the allocation evenly across all units identified in the target table by the To property. For example, if there is an Applications Target table with five applications and $100,000 is being allocated, $20,000 will be allocated to each application.
Weight By
The Weight By option distributes the allocation based on the ratio (relative size) of the values in a column you select.
For example, assume there are five applications with various numbers of users as shown in the table below, and $100,000 is being allocated. You want to weight the distribution by the number of users. The $100,000 would be distributed as shown in the following Allocation column:
NOTE: If you try to weight an allocation by a numeric column that contains at least one non-numeric value, the weighting will be ignored. To correct the problem, remove the non-numeric values from the column.
Data Relationship
The Data Relationship option distributes the allocation evenly across the units that match the values in a column in the source table with the values in a column in the target table. For example, assume the source table includes information about applications. Both the source and destination tables include an Application Category column. One of the categories is identified as Databases, but there are two database applications: Oracle and SAP. The value from the Database entries in the source table would be aggregated and allocated evenly to the Database entries in the target table. If $20,000 was being allocated, it would be divided into $10,000 for Oracle and $10,000 for SAP.
You can specify more than one relationship. If you specify more than one relationship, all the relationships must match for the value to be allocated.