Performing Allocation / Linking Categories to values from another analysis file

PlanGuru customers forecasting multiple divisions, departments or locations are often required to perform allocations or forecast a particular category as a function of some value contained within another analysis file.

Within a given analysis Planguru will not allow you to make direct references to other analysis files.  However there is a simple way of performing these allocations using the Advanced Reporting Add-In and the Link to Excel forecast method.  

Watch this video for detailed instructions.