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Documentation - HPE Consumption Analytics

Creating a showback report

Provided your data collection tags your resources to your business units, you can simply create a showback report in HPE Consumption Analytics that uses the tag field.

  • The tag field may be the Component ID, Component Name, or Resource ID.

This page will walk you through creating a showback report.  This is the final step in the showback setup process. 

This article covers this step in the showback process:

CAP_showback_step8.png

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

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

Creating the report

Showback reporting is enabled by the fields you choose for selecting and grouping the data.  Your choice of fields will depend on the service(s) you want to report on, as well as the level at which you want to view cost and usage information.

The article HPE GreenLake services data mapping for showback offers service-specific guidance on fields for selection and grouping.

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.  
  • An administrator might have hidden some fields, such as tags and fields used in SmartTags rules. To display/hide fields, toggle the eye icon.
  • You can mouse over a field name and click the information icon to open a Detail dialog box that displays the field's type, the collections that use the field, and a sample of actual data for that field. This information can help you identify which fields should be included in your report.
  • You can add no more than 10 string based (text) columns to a report.
  • To remove a column from your report, you can either uncheck the field in the Fields list, or right-click it in the Columns list and click Remove Field.

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

If necessary, you can use the selection list at the top of the Fields list to select a field package that limits the fields listed.  Field packages organize fields for convenience, and might include other groups of fields.  For example, the All Fields package includes the Billing Fields and Utilization Fields groups (for more information about fields and field packages, see Fields and field packages).


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.

In this example, you've added the Department, Device ID, Hypervisor, and Cost fields to your report:
CAP_reports_create_fields.png

Grouping and filtering

You can use grouping and filtering to make your report more concise and meaningful.  

Grouping rows

You can group rows by any field.

To group your rows

  • Drag the field to the Groups list. 

A Group column is added to your report, with a row for each unique value for the field you selected. 

For example, if you want to group report data by Department, drag the Department field to the Groups list:

CAP_reports_create_groups.png

  • If you group by more than one field, groupings are nested according to the order in the list. 
  • If you group data in a report, and a row of data is missing a value for that group field, that row is grouped in the (no value) group.

Filtering the report

You can filter your report down to a subset of the selected data.

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

    Any filters you define as part of the report are saved with the report. If you share the report with other users (as described in the next step), they can add their own filters but they cannot remove the filters you defined with the report. For more information about defining filters, see Filtering data.

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

Working with aggregation and pivot fields

There are several aggregation options you can choose from if you want to summarize data for a column.  You can also organize aggregated data as sub-columns of another column using a pivot field.  If you need more information, see Working with aggregation (the help will open in an overlay).

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.

In the example shown below:

  • The report period is a Custom Range.
  • The filter fields are Account Name (Fast Organic Growth Company), Provider (HPE GreenLake), and Resource Type (VM).
  • The columns are Department, ProductDevice ID, Hypervisor, and Cost in $ (Sum).
  • The data is grouped by Department.

CAP_showback_report_finished.png

Finished!

You've now completed the showback reporting process. 

If you need to edit your report or would like to distribute it via email, see Managing reports.

If you want to revisit any articles, click the appropriate link in the process path below.

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