Planning and Reporting Visual
Allocate Based on Other Value
5min
This guide assumes you have already configured a visual for input.
The Aimplan Planning & Reporting visual allows users to redistribute values that add up to a total based on weights stored in another field. These weights can be values from last year, an AI/ML-generated suggestion, or even a fixed distribution. Any DAX measure can be used.
Any measure can be used as an allocation weight. In this example, we will be using LastYearCosts. In our demo, this measure is defined as:
To enable allocations based on other measures, you only have to select which measures are applicable.
- Identify or define a value(s) you want available as an allocation weight.
- Drag the said value to the Values bucket of the visual (right-hand side).
- Enter edit mode on the visual.
- Navigate to and click on the value on which you want the allocation to be applicable.
- Select the value(s) you want available as allocations.
- Done!
Once these steps are carried out, you will see the "Allocate based on" option in the context menu.
- If you cannot see the "Allowed Allocations" menu options, please verify that your visual is up to date. See Adding an Aimplan visual to Power BI.
- If you cannot see the "allocate based on" menu after selecting allowed allocations, please ensure you are opening the context menu for a cell that is composed of at least two data rows. The option will not be shown for single items since it will not change anything.
Updated 20 Nov 2023
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