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Documentation - HPE Consumption Analytics

Creating custom fields and field packages

This article will show you how to create custom fields in HPE Consumption Analytics. For reference information about fields and field packages, see the parent topic.

To create a field

  1. Click Data in the left navigation.
  2. On the Fields page, click the + icon.
  3. The Create a new custom field dialog box appears.
    CAP_data_fields_create1.png
  4. In the Display Name field, enter the name for this field as it will appear in HPE Consumption Analytics platform.
  5. (Optional) Enter a Description of the field.
  6. In the Field Type field, specify the type of data stored in the field.
  7. If you are adding a decimal or integer field, enter values for the following fields to determine how you want data displayed in reports:
    • Unit of Measure - For example, %.
    • Currency-If you check this box, the Unit of Measure is set to $ automatically.
  8. If you are adding a decimal field, select the Number of Decimal Places you want displayed in charts and reports.
  9. Select a Default Aggregation Function.
    Your selection determines whether and how data for the field is aggregated in reports. For more information about creating reports, see Reports.
    Aggregation option Description
    Do Not Aggregate

    The report does not summarize data for this field. Each row for this column includes a raw value from the database.

    Sum

    Rows for this column show the sum of the data available. This option is available only for number fields.

    For example, if your report includes the Provider, Product, and Cost columns, and you select the Sum aggregation option for the Cost column, the Cost column shows the cumulative cost for each Provider and Product.

    Maximum

    Rows for this column show the highest value available. This option is available only for number fields.

    For example, if your report includes the Provider, Product, and Rate columns, and you select the Maximum aggregation option for the Rate column, the Rate column shows the maximum rate for each Provider and Product.

    Minimum

    Rows for this column show the lowest value available. This option is available only for number fields.

    Average

    Rows for this column show the average of the values available. This option is available only for number fields.

    Count (Not Blanks)

    Rows for this column show the raw number of values matching the unique combinations of the other columns in the report. These matching values might not be unique. The number can be very large, since there might be many non-unique rows for this column that match the unique combinations of other columns in the report.

    For example, If your report includes the Provider, Product, and AccountId columns, and you select the Count (Not Blanks) aggregation option for the Provider column, the Provider column shows the raw number of its matching values for each unique row of Product and AccountId.

    Count (Distinct)

    Rows for this column show the number of unique values matching the unique combinations of the other columns in the report.

    For example, If your report includes the Provider, Product, and AccountId columns, and you select the Count (Distinct) aggregation option for the Provider column, the Provider column shows the number of its unique matching values for each unique row of Product and AccountId.

  10. If you want to hide the field, set the Visibility field to Hidden.
    For example, you might have collected several tags, many of which are not needed in charts and reports. By default, hidden fields are not shown in lists of fields elsewhere in HPE Consumption Analytics platform, though you can opt to show hidden fields in each list (when you do this, hidden fields appear in italics).
  11. Click Save.

Any permission filters defined for groups and users are applied to the data you see in the Detail dialog box. For more information, see Permissions.

Viewing, editing, and deleting fields

You can view and edit any field. You can delete Custom fields.

To edit or delete a field

  1. In the Fields list, click the name of the field you want to open.
    The Editing Field dialog box appears.
    CAP_data_fields_edit.png

    The field shown above is used in Microsoft Azure data collections.  If the field is used in reports, insights, filters, or elsewhere in HPE Consumption Analytics platform, the dialog lists all of the entities that use the field. You can click an item in the list of locations to open it for editing.  In this case, an overlay would display your Azure data collection settings for editing.
  2. Do one of the following actions:
    If you want to... Do the following...
    Edit the field...

    Update any of the following field properties, and then click Save:

    • Display Name
    • Description
    • Default Aggregation Function of a field
    • Unit of Measure (for decimal and integer fields)
    • Currency (for decimal and integer fields)
    • Number of Decimal Places (for decimal fields)
    • Visibility

    Note that hiding a field only removes it from lists of fields. If a field is already being used in a report, for example, hiding the field does not remove it from the report.

    You cannot change the Field Type.

    Changing the Display Name does not alter the actual name of the field in the database. It merely changes how the field is displayed in HPE Consumption Analytics platform. If you want to change a Display Name back to its original name, click Reset.

    Delete the field (for Custom fields only)...

    Click Delete, and then click Yes in the confirmation box.

    If the Delete button is not active, it means your Custom field is being used by another entity in HPE Consumption Analytics platform, such as a report or chart, as listed in the References section. You cannot delete the field as long as those entities are using the field.

    Click an entity name to open a dialog box that enables you to edit that entity. You can then remove the reference to the field you want to delete.

    ​​​​

Copying fields

If you want to create a field based on an existing field, you can make a copy.

To copy a field

  1. On the Fields page, click the ellipsis next to the field you want to copy, and then select Copy.
    A copy of the field opens for editing.
  2. Enter information about the new field, including a new name and description.
  3. Click Save.
    For more information about creating fields, see the Creating fields procedure.

Creating field packages

To create a field package

  1. Click Data in the left navigation.
  2. On the Field Packages page, click the + icon.
    The Add Fields to Field Package dialog box displays:
    CAP_data_field_packages_add_fields.png
  3. Select the fields you want to add to the package, and then click Select to close the overlay.
    Your selection is displayed with "Create New Field Package" in the title field, and your selected fields displayed alphabetically.
  4. To group fields in the package:
    1. In the list of fields in your package, select the fields you want to group, and then click + Add Group.<
      The Add FIELDS TO field package group dialog box displays.
      CAP_data_field_packages_add_fields-group.png

    2. Enter a Group Name, and then click Save.
      The group is added to your field package.
      CAP_data_field_packages_add_fields_grouped.png
    3. To add fields from outside your field package to the group, click Add Fields, select the fields to add, and then click Select.
  5. To move, reorder, or delete fields or field groups
    1. To click the ellipsis next to a field's checkbox, and drag it to a new location.  
    2. To change the order of the fields in your field package (or group), or to move a field between the main package list and a group, click the ellipsis next to a field's checkbox, and drag it to a new location.   
    3. To remove a group, click Remove group.
      If you remove a group, all the fields in the group will be removed with it.  If you want to keep any of the fields, drag them to the main package before you remove the group.
    4. To remove a field, click the trash can icon in its row.
  6. When you're finished working in your field package, click Save. The Save dialog box displays.
  7. Enter a Field Package Name and a Description for it.
  8. Click Save.