# Managing Allocations

# Adding a Record

1. For the Vendor Agreement, Allocation, Allocation Type, Allocation For, and Currency Locale columns, click the corresponding empty cell to transform it into a text editor.

2. Type in the value.

   

   Analysis Server Allocations: Adding a Record
   
   

   For the Vendor Agreement, suggestions are listed based on the vendor agreements available in the Contracts table.

3. For the Valid From and Expired On columns, choose the date range for the validity.

   

   Analysis Server Allocations: Adding the Validity
   
   

4. Click the () Add icon to add the record.

   

   Analysis Server Allocations: Saving a Record
   
   

# Adding a New Field

You may add new columns as needed to include more allocation details.

1. Click Add New Field at the bottom of the table.

   

   Analysis Server Allocations: Adding a New Field
   
   

2. Provide the following details.

   Details	Description
   Field Name	A descriptive name of the field.
   Description	A brief description of the field.
   Datatype	The type of data the field accepts.

   Allocations: New Field Details

3. Click Save.

   

   Analysis Server Allocations: Saving the New Field
   
   

   The Allocations table should include the newly added column.

   

   Analysis Server Allocations: New Field
   
   

# Updating a Record

1. Click the cell you want to update, then modify the value as needed.

2. Click Update Allocation at the bottom of the table.

   

   Analysis Server Allocations: Updating a Record
   
   

# Deleting Records

1. Click the corresponding checkbox of the record(s) you want to delete.

2. Click Delete selected at the bottom of the table.

3. Choose OK on the confirmation prompt to continue.

   

   Analysis Server Allocations: Deleting Records
   
   

# Using the Text Area Editor

The text area editor is another way to add, edit, and delete records in the Allocations table. The editor has the following components:

Follow these instructions to use the text area editor:

1. Click Show Text Area Editor.

   

   Analysis Server Allocations: Show Text Area Editor
   
   

   If entries are already in the Allocations table, click Populate Text Area to display the existing allocation information in the text area editor.

2. Modify or add information in the text area editor as needed.

   You can directly type in the editor or copy-paste data from an external file/worksheet.

3. Specify the proper Delimiter, Format, and Quote.

4. Click Commit to save.

5. Choose OK on the confirmation prompt to continue.

   

   Analysis Server Allocations: Using the Text Area Editor
   
   

# Uploading a CSV Source File

You can upload a CSV source file containing the allocation details instead of manually adding records to the table or text area editor:

1. Click Show Text Area Editor.

   

   Analysis Server Allocations: Show Text Area Editor
   
   

2. Click Upload File.

3. In the Upload Source File dialog, provide the valid path of the source file. The UNC path (\\path_to_file) is accepted.

4. Click Upload to continue.

5. Choose OK on the confirmation prompt to continue.

   

   Analysis Server Allocations: Uploading a Source File
   
   

# Maintaining the Allocations Table using Excel Sheets

It is best practice to maintain the allocation information using Excel where you can have file backup, versioning system, and better team collaboration.

Your Excel sheet can follow the generic allocations table format defined in the Allocations table in Analysis Server or a customized template, where you have to make sure that the custom field(s) are added in the Allocations table in Analysis Server.

1. Open the Excel file and go to the worksheet containing the allocation information.

2. Update the contract information as needed, then save the Excel file.

3. Copy the entire content of the worksheet

   Do not copy the column headers.

   In the example below, copy the contents from cells A2 to G3.

   

   Analysis Server Allocations: Sample Excel Sheet
   
   

4. Go to Administration > Contract Management > Allocations in Analysis Server

5. Click Show Text Area Editor.

   

   Analysis Server Allocations: Show Text Area Editor
   
   

   If there are already entries in the Allocations table, click Populate Text Area to display the existing allocation information in the text area editor.

6. Paste the copied content in the text area editor.

   If there are already existing entries, it's best to replace them entirely with the freshly copied data.

7. Specify the proper Delimiter, Format, and Quote.

   For Excel worksheets, the Delimiter value is {TAB}.

8. Click Commit to save.

9. Choose OK on the confirmation prompt to continue.

   

   Analysis Server Allocations: Using the Text Area Editor