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Documentation - HPE Consumption Analytics

Creating a report to export resources for showback

In a typical showback scenario, as a customer using HPE GreenLake resources, you want a breakdown of resource cost by business unit - for example, the cost of your devices or components by department or division. 

If your data collection doesn't tag resources to your business units, and you can't add a tag to map resources to your business units, you can use the Lookup tables and SmartTags  features in HPE Consumption Analytics to enable showback.  The easiest way to begin is to import a CSV file of your resource-to-business-unit mapping from an external source, but if that isn't an option, you can create an Excel CSV file of your resources from a HPE Consumption Analytics report and add the resource-to-business-unit mapping to it.

This page will walk you through creating a report to export your resources to CSV, so you can create a mapping of resources to business units. 

If you have a CSV file from an external source that contains your resource-to-business-unit mapping, you can skip to Creating a lookup table for showback reporting

This article covers these steps in the showback process:

CAP_showback_step4+5.png

See Working with showback for HPE GreenLake services for the full process chart and context.

Creating the report 

The following steps will walk you through creating a report for export purposes, based on the scenario described above.

You must have the Manage Personal Reports or Manage Shared Reports permission to create reports.  For more information about granting permissions, see Setting Permissions.

To create a new report 

  1. Click Reports in the left navigation (if you're already on the Reports page in your default view, you can skip to step 2).
    The Reports page lists the default reports (identified by the lock icon) and your user reports (identified by the user icon):
    CAP_reports_main.png
  2. Click the + icon in the upper right hand corner.
    The Create New Report page displays, showing the report configuration panel.
    CAP_reports_create.png

Setting a date range 

To set a date range

  • Select the desired date range from the selection list.

Adding fields

The next step is to add fields to the report.

To add fields

  • In the Fields list, click the checkbox next to each field you want to include as a column in the report, or drag it to the Fields list.  

To quickly identify the HPE GreenLake resource name in a report (a VM, for example), try using the Component Name, Component ID, or Resource ID fields. 

As you add fields to the Columns list, they appear as columns in the report display, and the report updates to include a row for each unique combination of data.

Filtering the report

You can filter your report to include only a subset of data for the columns selected.

To filter your report

  1. Add one or more filters by dragging the desired field(s) to the Filters list.
  2. Define the filter in the Filter Manager popup: 
    CAP_reports_filter_mgr.png

    Filter the report to the dataset for which you want to enable showback. 

    For information on defining filters, see Filtering data

  3. Click Save to close the Filter Manager.
    The filtered results display: 
    CAP_reports_create_for_export_fields.png

 

Saving the report

To save your report

  1. Click the Save icon.
    The Save Report dialog box displays:
    CAP_reports_create_save.png
  2. Enter values in Report Name and Report Description
  3. If you have the Manage Shared Reports permission and want to share the report, click Share With All Users.  If you want only certain users or groups to use this report, select one or more users or groups that will have permission to use it. For more information about managing users and groups, see Setting Permissions.
  4. Click Save.
    Your new report is now listed in the Reports page; select Reports in the left navigation to view and maintain it:
    CAP_reports_create_list.png

    Your new report is also available in the Reports tab of your home page; select it in the Report pulldown to view and maintain it:
    CAP_reports_create_home.png

See Managing reports for more information.

Exporting and updating your file

You can export a report to CSV, PDF, or Excel (.xlsx) in Edit mode.

To export a report

  1. Click Reports in the left navigation (if you're already on the Reports page in your default view, you can skip to step 2).
    The Reports page displays a list of default reports (identified by the lock icon) and your user reports (identified by the user icon).
  2. On the Reports page, click the ellipsis icon next to the report you want to edit.
  3. Select Edit from the pulldown list.
  4. Click the download icon:
    CAP_reports_edit_export1.png

  5. Click the desired export format from the pulldown list:

    When exporting to CSV:

    If your PC settings associate CSV files with Notepad or an app other than Excel, select Export to Excel, then save the .xlsx file as a CSV.

    CAP_reports_export_to_excel.png
    The report is downloaded to your computer.

  6. Open the report to validate it:
    CAP_reports_export_excel.png

Once you've exported your resources to CSV, you can add your business unit mapping to the file and save it (step 5 in the showback process).

Next step

Once you've exported and updated your CSV file, continue to the next article in the process path below: