TM1 Forum

Hi all,

I have a requirement to provide how a budget is resourced/funded at cost centre, project, employee and job level.

The fundings are for example, Revenue, Traded, Grant, Schools

I have created a funding cube that holds the information at this level

The problem I am struggling with is how to consolidate and aggregate this to ask questions such as how is Cost Centre X012345 funding broken down across all employees, jobs and projects.

I have come up with a method but it seems a bit long winded and was hoping someone can provide a better method.

The method I have come up with is as follows,

• Create a Count element in the Funding dimension, this is derived via a N level rule which says if All_Fundings >0,1,0

• I have then created another element for each funding type which holds the percentage of the fund type in question to the count in question. So for example, element Revenue_pc. This is dervided via a N and C level rule, so Revenue_pc = Revenue / Count

Please see attached for more information:
cheers, Mark

This sounds more like an allocation rather than a consolidation. Like all allocations you to agree a method with those in finance. For costs you normally allocate the likes employee costs via FTE.

Hi Jim,

the issue isn't around actually allocating the funding, this will be done via users manually updating combined with some processes.

the issue is how to report off this date so how do the allocations look at a consolidated level, so questions like what is the funding split for Service area Z

Answer Service Area Z is split 80% Revenue 20% Grant

cheers, Mark

May be add a measure called % split and calculate at the consolidated level?