Columns and Fields are the building blocks of how you organize marketing spend data in Allocadia. Understanding different Column and Field types assists you in better utilizing and setting up your instance of Allocadia according to your organization’s needs. This enables endless possibilities for you to track your Marketing Activities through seamless customization.
Note: Depending on where you are choosing to add items, the types of Columns and Fields that you can create will vary. Some Columns or Fields can only be created in specific locations of Allocadia.
| Column Type | Description | Location | Example |
|---|---|---|---|
| Currency | A currency input Column that is utilized to track spend | Budget Grid, PO panel, or Actuals panel | Monthly Plan column |
| Commit | A Column that is used to track contracted purchase amounts associated with an activity by pulling sums from the PO Panel | Budget Grid | PO Column |
| Calculation | A calculated column that pulls values from input currency columns. This column type is utilized to show the sum of multiple inputs. In the workspace, a calculated column will show a calculator icon beside it. | Budget Grid | FY Plan column |
| Drop-down List | A preset list of options. | Budget Grid, Details panel, PO panel, Actuals panel, Roll-up panel, or Budget panel. | Regions field |
| Multi-select List | A preset list of options where multiple options can be selected and the attribution percentage can be weighted | Details panel | Marketing Objective field |
|
Number or Metric |
A non-currency numeric input | Budget Grid, Details panel, PO panel, Actuals panel, Roll-up panel or Budget panel | Target # Expected Impressions field |
| Text or Reference # | A text input field that accepts letters, numbers and symbols. This field is utilized for any entry that requires all printable characters such as unique IDs, descriptions, notes, etc. | Budget Grid, Details panel, PO panel, Actuals panel, Roll-up panel or Budget panel | Actuals Description field |
| Date | A date / calendar field. | Budget Grid, Details panel, PO panel, Actuals panel, Roll-up panel or Budget panel | Start Date field |
| Invoice | A field calculated from inputs in the Amount column on the Actuals panel. | Budget Grid | Actuals column |
| Non-calculating Currency | An input currency field that does not aggregate. | Budget Grid, Details panel, Roll-up panel or Budget panel | Q1 Finance Target |
Best Practice: Drop-down lists help to keep data clean and consistent for reporting purposes.
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