Configuring Views

Video overview

The following video helps you understand what a view is, and the describes the components of a view:

The Default View

To assist you, HPE Consumption Analytics portal includes a Default View with the following pages. You can use any of these pages in views that you create. For more information about these pages, see Working with the default pages.

HPE GreenLake Accounts

Please see topic The HPE GreenLake Flex Capacity Customer View for a description of the default view for HPE GreenLake accounts.

Summary: Provides a summary view of cost data. The page includes the following widgets:
- A Top 5 Service Categories donut chart showing the top 5 services with the highest cost.
- A Total Cost line chart showing the cost of your cloud over time.
- An Insights Summary providing a summary of the ways Cloud Cruiser has identified for you to improve the cost and efficiency of your cloud. For example, you can be alerted when the cost for a department increases suddenly, or when you are paying for a VM no one is using.
- A Provider Trend combo chart, which shows the daily total cost of services from each provider in your cloud. The bar for each day shows the relative cost for each of those services.
- A Service Drilldown report that shows details about usage and cost for different services in your organization.
- Period and Filter widgets, enabling users to filter all of the data shown on the page
Reports: Enables users to display and filter all of the reports they have permission to see.
Budgets: Enables users to define one or more budgets, and modify the default budgets.
Forecasting: Enables users to project the future of the cloud based on collected historical data.

When you create a new view, you can choose to copy existing pages to your view, or create your own new pages. When you copy a page, it begins with the same widgets defined on the original page.

Creating views

To create a view

In the Navigation pane, click Views.
Click the Add icon .
The Add Pages dialog box appears, showing the pages defined in HPE Consumption Analytics portal.

Do one of the following to add pages to your view:

If you want to...	Do the following...
Add a page that already exists in HPE Consumption Analytics portal...	Click Add next to any page you want to add. The page and all of its widgets are copied to the view.
Create a new, empty page not based on an existing page...	Click New Page.

Enter a Name and a Description for the page, and then click Next.
The Add Widgets dialog box appears.
Click Add next to a widget you want to add to the page, and then click Next.
The Widget Configuration dialog box appears.
Enter configuration information specific for this widget, and then click Finish. For more information about configuring widgets, see Configuring widgets.
The new page and its widget are added to your view.
To add other pages to the view, click the Add Page icon to the right of the last page in your view.
To add new widgets to a page, click Add New Widget. See Configuring widgets for information about configuring each widget.
To arrange widgets on a page, click the title area of a widget and then drag it to a new location.
To resize a widget, click the edge of a widget and drag it to a new size.
When you are done working in this view, click the Save icon .
The Save View dialog box appears.
Enter a View Name and View Description
Check Share With All Users to allow access to the view. Otherwise, if access should be limited to a specific set of users or groups, uncheck Share With All Users and enter the User or Group.
Click Save.
The name and description appear in the My View page for users with access to this view.
If you want the new view to be the default view for a group of users, navigate to the Groups page and modify the appropriate group. For more information about modifying groups, see Permissions.

Adding Pages

When clicking Add to add an existing page as described above, they come pre-populated with content to serve a specific purpose with a title and description that explains each. For most pages, their widgets can be added via Add New Widget. However, for some the only means of displaying their widgets is by adding their corresponding page. They are listed as follows:

Page	Description
Capacity Planning	Tracks and forecasts usage against installed capacity.
Monthly Charges	Displays HPE GreenLake usage and charges per month.

These two pages are only available for HPE GreenLake customers.

Video examples

The following video shows you how to create views that present your data to users:

The following video shows you how to add widgets to pages of a view:

What do do after creating views

Create reports that allow users to view collected and transformed data in the reports widget. For more information, see Reports.

Accessing other views

While each group has a default view assigned to it, if other views have been created and shared with those groups (or potentially individual users), they can be accessed as well.

To access another view

On the Home screen, click the down arrow icon next to the view name
The list of views is displayed.
Click the name of the desired view
The selected view is displayed.

Configuring widgets

Most widgets display data as charts and reports, and can be arranged on a page as you want. HPE Consumption Analytics portal also includes widgets designed specifically to aid data filtering on a page. For each widget, you can configure information that identifies the widget and determines what data the widget displays. This section describes the widgets you can add to pages.

Chart widgets

Chart widgets display collected data graphically. HPE Consumption Analytics portal provides several chart formats, but most charts share an underlying method for displaying data. HPE Consumption Analytics portal includes the following chart widgets:

Chart widget	Description
Breakdown Donut Chart	Displays data in a ring, with segments of the ring sized for the category of data they represent.
Breakdown Pie Chart	Displays data as a pie, with slices sized for the category of data they represent.
KPI	Shows data as a line, that shows value over time. For example, when you use the Sum aggregation option, the line climbs as the total increases over time.
Breakdown Bar Chart	Displays data represented as vertical bars. The horizontal axis shows the categories you want to measure, while the vertical axis shows the measure increments.
Horizontal Bar Chart	Displays data represented as horizontal bars. The vertical axis shows the categories you want to measure, while the horizontal axis shows the measure increments.
Single Line Chart	Single line charts show a single line for one field over time.
Dual Value Chart	Double Value charts show two two lines, one for each of two separate fields.
Multiple Line Chart	Multiple line charts show 5 lines. Each line shows data for the same aggregated field, but each line represents a different value of that field. For example, you could create a combo chart that shows data for the `Cost` field, with a line for each of the top 5 service categories.
Combo Chart	A Combo chart is a hybrid of a vertical bar chart and a line chart. The bars are sized for the total amount of data they represent, with a bar for each time segment of the range defined for the chart. A line follows the tops of the bars, with a data point representing the aggregated value of the bar. Within each bar, colored blocks represent a category of data.

The various chart types have similar configuration options. When adding a chart to a page, you can configure the following fields:

Field	Description	Used by
Title	Use the title to describe the data being displayed in the chart, including the type of aggregation being used. For example, if your chart uses the `Sum` aggregation method, consider using "Total" in the title of your chart.	All charts
Theme	The color theme of the the chart. For example, in a bar chart, the theme determines the colors used for each bar. In a Donut chart the theme determines the color of the ring segments. The default theme is `Blue`.	All charts except the Combo Chart
Slice By	The field measured by the chart, and treated as a category. Values for the field are displayed in a manner defined by the type of chart, such as bars in bar charts, slices in pie charts, and ring segments in donut charts. The default is `Service Category`.	All charts except the Single Line Chart, Dual Value Chart, and KPI widget
Value Field	The numeric field used as the basis for measurement. The default is `Cost`.	All charts
Decimal Length	Determines how many decimal places to consider when measuring the Value Field. The default is `0`.	All charts
Aggregation Function	The method used to measure the Value Field. You can select from the following functions: Sum: The sum of the available data. This is the default value. Min: The lowest value in the available data. Max: The highest value in the available data. Avg: The average value in the available data. Count: The raw number of values found in the available data. Count Distinct: The number of unique values found in the available data.	All charts
Period	Determines the amount of data available in the chart by the range of dates in which the data was collected. The default is `Last 30 Days`.	All charts
Filters	Filters the data available for the chart by fields and their values. If you create more than one filter, the data must match all filters to be available in the chart. For information about defining filters, see Filtering data.	All charts
Time Interval	Determines whether the interval shown on the chart is by the `day` (the default) or by the `month`.	Combo Chart Dual Value Chart Multiple Line Chart
Max Slices	Determines the maximum number of categories can be displayed in the chart. The highest-value categories from the Slice By field are displayed. The default is `5`.	Breakdown Donut Chart Breakdown Pie Chart Breakdown Bar Chart Horizontal Bar chart
Show Other Group	This field works in conjunction with the Max Slices field. If there is more data available than can be represented in the displayed categories, you can select the Show Other Group option to include all of that data in a category named `other`.	Breakdown Donut Chart Breakdown Pie Chart Horizontal Bar Chart
Sort Ascending	Sorts categories from lowest-value to highest-value. By default, categories are listed from highest-value to lowest-value.	Breakdown Donut Chart Breakdown Pie Chart Horizontal Bar Chart
Text Content	Text to display in the center of a Breakdown Donut Chart. Consider using this field to list the Slice By field used for categorization.	Breakdown Donut Chart
Icon	Image to display in the center of a Breakdown Donut Chart.	Breakdown Donut Chart
Show Scale	Check the checkbox to show the vertical axis in the chart. Uncheck the checkbox to hide the vertical axis.	Breakdown Bar Chart

Reports widget

The Reports widget displays a single report. For example, the Summary page of the Default View includes a Report widget that displays the Cost Breakdown Report.

When adding a report widget, you can configure the following fields:

Field	Description
Report Name	The name of the report you want displayed. For information about creating reports, see Reports.
Filters	Filters the data available for the report by fields and their values. If you create more than one filter, the data must match all filters to be available in the report. For information about defining filters, see Filtering data.
Period	Determines the amount of data available in the table by the range of dates in which the data was collected. The default is `Last 30 Days`.

Budgets widget

The Budgets widget enables users to define one or more budgets, and then tracks cloud spending against those budgets.

You do not define budgets when adding the Budgets widget to a view. People using the Budgets widget will define budgets when using the widget in their views, as described in Budgets.

When adding a Budgets widget to a page, you can configure its name.

Insights Summary widget

The Insights Summary widget provides a summary view of the ways HPE Consumption Analytics portal has identified for you to save money. The widget shows the number of insights triggered, organized by category as shown in the following image:

If HPE Consumption Analytics portal has identified more than $5,000 in potential savings, the bar at the top of the chart shows the amount you can save by resolving insights in the Alert state. Otherwise, this bar shows the total number of insight alerts you have. The first three categories of insights correspond to the default insights included with HPE Consumption Analytics portal. The last category shows the number of triggered insights configured by an administrator. Click a category to open a drill-down dialog box that shows detailed information for each of the insights in that category.

Click an insight to see its data in the chart and table, as well as a description of the problem and a recommendation from HPE Consumption Analytics portal. Use the drop-down field above the list of insights to show insights in a different category. For more information, see Working with charts and reports.

When adding an Insights Summary widget to a page, you can configure its name.

Forecast Detail widget

The Forecasting widget enables you to project the future of your cloud based on historical data. You can use these forecasts to plan how you want to manage your cloud, and to plan future budgets. The graph displays historical data in solid bars ahead of the forecasted data in light bars. Mouse over any bar to see details for the data it represents.

When adding an Forecast Detail widget to a page, you can configure its name.

Filtering widgets

HPE Consumption Analytics portal includes the following filter widgets specifically designed to filter all of the data on a page, across all widgets on that page:

Period Selection: Filters data by a range of dates
Filter: Filters data by type, such as a specific provider, or a provider region

Period Selection widget

When configuring a Period Selection widget, you define the title, the default date range, and whether users can change the date range in their view. For example, you might set a default date range of the Last 30 Days, and give users the option of selecting a different range.

Filter widget

When configuring a Filter widget, you define the title, zero or more field-value pairs for filters, and whether users can alter the filter settings you define. For example:

You might add a filter widget with no defines filters, and enable users to create whatever filters they need.
You might want all widgets on a specific page to show only Azure data, and no other data. In this case, you would define a filter that displays only when the Provider field is Azure, and not allow users to edit the filter.

Any filters you define when creating or editing a view are saved with the view. Users who are assigned that view can see and add to the filters, but cannot remove them. This lets you target a view page to a particular segment of your data, such as VMs.

To add a filter

In the Filters field, click Add New Filter.
Select a Filter Field.

In the Operator field, select one of the following options:

Operator	Description
Is	Filters items that match the value.
Is not	Filters all items that do not match the value.
Is empty	Filters items that have no value.
Is not empty	Filters items that have any value.
Starts with	Filters items that start with the text you enter.

If you selected the Is or Is not operator, in the Available Values field, select a value for the selected field.
To add another value for the same filter, click the close icon for the Available Values field, and then select a new value.
Multiple values for the same filter are treated as OR values, so that the field filters if any of its values are matched.
To add another filter, click Add New Filter.
Multiple filters are cumulative. Data must pass through all filters to appear on the page.
When you are done adding filters, click Save.

Copying, editing, and deleting views

You can create a new view as a copy of an existing view, modify the content of views, and delete views that are no longer needed.

Copying views

If you want to create a new view, and another view already exists that has most of the pages and widgets you need, consider copying that view.

To copy a view

Open the view you want to copy, and then change the view as needed. For example, you might want to add a new page with two new widgets.
Click the Save icon .
The Save View dialog box appears.
In the View Name field, enter a new name. Saving a view with a new name causes HPE Consumption Analytics portal to create a copy of the view. If you do not change the name, HPE Consumption Analytics portal saves your changes to the original view.
(Optional) Enter a new View Description.
Click Save.

Editing views

You can add new pages and delete unnecessary pages. You can also change the view's name and description.

To edit a view

Do one or more of the following actions:

If you want to...	Do the following...
Add a page...	Click the Add Page icon . You can add or copy an existing page, or create a new page. For detailed information about these options, see Creating views.
Remove a page...	With the page visible, click the Remove Page icon in the page's tab.
Change the view's name or description...	Next to the view's name or description, click the Edit icon , enter a new name or description, and then click the Save icon .

Click the Save icon , and then click Save.

Do not change the View Name. If you change the View Name, HPE Consumption Analytics portal creates a copy of the view with your edits, and leaves the original view in place without your edits.

Deleting views

Consider deleting views you no longer need. Note that you cannot delete a view that is assigned to a group. The list of views shows the groups to which the view is assigned.

If you want to change a group's assigned view, click the group name and then change the default view field to a different view.

To delete a view

Do one of the following actions:

From the Views page, click the gear icon , select Delete, and then click Yes in the confirmation box.
With the view open, click the Delete icon , and then click Yes in the conformation box.

Editing pages

You can change the name of any page. You can also add, remove, and move widgets within a page.

To edit a page

Do one or more of the following actions:

If you want to...	Do the following...
Rename the page...	Click Edit this page, enter a new Title, and then click Save.
Add a widget...	Click Add new widget, and then select and configure the new widget. For more information, see Configuring widgets.
Change the configuration of a widget...	Click the Configure Widget icon , and then make the necessary configuration options. For more information, see Configuring widgets.
Move a widget...	Click a widget, and then drag it to a new location on the page.
Resize a widget...	Click the edge of a widget and drag it to a new size.
Remove a widget...	Click the Remove Widget icon on the widget you want to remove.

Click the Save icon , and then click Save.

Do not change the View Name when saving the view. If you change the View Name, HPE Consumption Analytics portal creates a copy of the view with your edits, and leaves the original view in place without your edits.