A custom allocation approach allows you to dictate how a group-level forecast is allocated to its component series. This is appropriate when the breakdown between the two levels is known.
To use a custom allocation, you must define the allocation proportions in a file, table or query and read them into Forecast Pro using the Definitions row in the Data Manager.
Examine the file Running Shoes – Custom Allocation.xlsx.
Notice that the attribute fields are present. In our example, column G contains the allocation proportions.
If you will be using a table or query to hold the allocation proportions, you’ll want to examine the CustomAllocation table in the file Running Shoes.mdb.
Notice that the attribute fields are present. Description is a text field containing the keyword CALL to identify the entry as an allocation proportion. NumValue is a number field with field size double containing the allocation proportion.