Discharge methods
When you create an allocation step you specify which elements of the analysis dimensions contribute to the amount to be allocated. A discharge method specifies how the values of the source elements are reduced by an allocation.
You can select these discharge methods:
- Proportionally
- No Discharge
- Zero Out
Proportionally
Discharging proportionally means the amount to be discharged is discharged exactly proportional to the source data.
This table shows the effect of the Proportionally discharge method on the source elements where $1000 is allocated:
| Organization | Pre-Allocation | % of Total | Discharge | Post-Allocation | % of Total |
|---|---|---|---|---|---|
| A | 1,500 | 15 | 150 | 1,350 | 15 |
| B | 4,500 | 45 | 450 | 4,050 | 45 |
| C | 1,000 | 10 | 100 | 900 | 10 |
| D | 3,000 | 30 | 300 | 2,700 | 30 |
| Total | 10,000 | 100 | 1,000 | 9,000 | 100 |
No Discharge
If you select , the values of the elements in the source data area are not reduced. If no discharge takes place, the total value of the data changes before and after allocation. For example, the total value is 100,000 before the allocation. If 10,000 is allocated but not discharged, the total value after allocation is 110,000.
Zero Out
The value of each source element is set to zero, even if the full value of the source is not allocated to the target. When selecting the Zero Out option, you must enter the value 0.001 for the amount. If not, the allocation process does not start.
This table shows the effect of the Zero Out discharge method on the source elements where $1000 is allocated. Although only $1000 is allocated, the full amount of each value in the source data area is discharged:
| Organization | Pre-Allocation | % of Total | Discharge | Post-Allocation | % of Total |
|---|---|---|---|---|---|
| A | 1,500 | 15 | 1500 | 0 | 0 |
| B | 4,500 | 45 | 4500 | 0 | 0 |
| C | 1,000 | 10 | 1000 | 0 | 0 |
| D | 3,000 | 30 | 3000 | 0 | 0 |
| Total | 10,000 | 100 | 10,000 | 0 | 0 |