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Create, edit, and delete allocations

Allocations are defined with allocation rules. Depending on the number of rules included, allocations are categorized as single-rule and group allocations.

Required permissions​

  • To create an allocation, you must have the Cloud Analytics User and Attributions Manager permissions.

  • To edit an allocation, you must be the owner, have the Editor permission on it, or have the Cloud Analytics Admin permission.

  • To delete an allocation, you must be the owner or have the Cloud Analytics Admin permission.

Create an allocation rule​

When creating an allocation rule, you need to choose its dimensions and define the rule logic. You can create an allocation rule either from scratch or based on a preset allocation or a custom allocation created by others.

Create a rule from scratch​

To create a new allocation rule from scratch:

  1. Sign in to the DoiT console, select Analytics from the top navigation bar, and then select Allocations.

  2. Select Create allocation.

  3. Select New rule.

    Create a new allocation

  4. Enter a name for the rule.

    Allowed characters: numbers (0-9), lowercase letters (a-z), uppercase letters (A-Z), underscore (_), dash (-), period (.), comma (,), colon (:), parentheses (()), square brackets ([]), percent (%), ampersand (&), and white space (blank).

  5. Add a dimension.

    1. Select a dimension, label, or tag from the drop-down list.

    2. Filter the results to define the condition of the dimension. You can select Use regex to filter with regular expressions written in the syntax accepted by RE2.

      Filter dimension results

    3. Repeat the step above to add more dimensions if needed.

    4. Define the allocation rule logic if there is more than one dimension.

      • Each dimension and its condition form an operant.

      • Each operant is identified by a capital letter, which also indicates the operant's position in the sequence. If you remove an operant, the identifiers of the following operants are automatically adjusted.

      • By default, operants are joined by the AND operator. Allowed operators: AND, OR, NOT.

      Below is an example allocation rule with two operants.

      Create a new allocation rule

    5. Save the configuration to create the single rule.

Create a rule based on an existing one​

To create an allocation rule based on an existing one:

  1. Select Use existing rule.

  2. Select a rule from the drop-down list.

    Create a new allocation rule

  3. Choose one of the following options to proceed:

    • Select the content copy icon

      to duplicate the current rule. This option adds a new rule while keeping the original one unchanged. If you intend to create a single rule, make sure to remove the original one from the allocation.

    • Select Make a copy to replace the current rule. This option allows you to update the rule directly without affecting the original one.

    • If you have write permission on the rule, you can update it directly. Be aware that this will affect all other allocations that use this rule.

  4. Update the allocation rule configuration as needed, and then select Save to create the new rule.

Create a group allocation​

Group allocations are used to segment shared data among multiple groupings. When creating a group allocation, make sure to include all allocation rules that define the relevant groupings.

Note

  • Any new rules created during the process of creating a group-type allocation also exist as standalone single rules, independent of the group-type allocation.

  • Existing rules that are updated will retain the updates, which will also affect any other group-type allocations that use them.

To create a group allocation:

  1. Sign in to the DoiT console, select Analytics from the top navigation bar, and then select Allocations.

  2. Select Create allocation.

  3. Define the Allocation rule 1. You can either create a new rule or use an existing one.

  4. In the Start segmenting shared data pane, select Add allocation rule to add the second allocation rule.

    In case you want a group allocation with only one grouping defined by the allocation rule 1, select Add unallocated rule and then save the configuration.

    Start segmenting shared data

  5. Select Add allocation rule to add more rules if needed.

    Start segmenting shared data

  6. (Optional) Adjust the order of the allocation rules using the Drag handle icon

    .

    • Shared data is assigned to the allocation rule that appears earlier in the list.

    • The Unallocated rule stays at the bottom. You cannot change its position or remove it.

    Order allocation rules

  7. (Optional) Rename the unallocated rule.

  8. Save the configuration.

Edit an allocation​

You can edit an allocation if you're the owner, have the Editor permission on it, or have the Cloud Analytics Admin permission.

To edit an allocation, locate it on the main Allocations screen, and then select its name to open its configuration page for editing.

Delete an allocation​

Note

You cannot delete an allocation that is in use by another component in the DoiT console, including reports, alerts, budgets, metrics, organizations, or daily digests.

You can delete an allocation if you are its owner or you have the Cloud Analytics Admin permission.

To delete an individual allocation:

  1. Navigate to the main Allocations screen.

  2. Locate the allocation of interest, select the three dots menu (⋮) at the rightmost end of the entry, and then select Delete.

To delete multiple allocations at once:

  1. Select the checkbox of each allocation that you want to delete. You can filter allocation by their properties.

  2. Select the Delete button next to the Filter to perform a batch delete.

You'll be asked to confirm the deletion before it's executed.

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