Creating and editing reports and charts
If you have the Consumption Analytics report create and update permissions, you can create and edit reports.
Once you've created a report, you can create one or more charts (visualizations) from the report results. Charts display on the report page; you can also create one or more reporting dashboards, and add charts to them as cards, for quick visual reference.
For more information about granting permissions in HPE GreenLake Central, see the IAM documentation.
Creating a new report
To edit an existing report, select Edit in step 3, then select the report to edit from the Name pulldown list.
You can then edit the report as needed per the remaining steps below.
To create a new report
- Click Details on the All Tracked Cost card in your HPE GreenLake Central dashboard.
The HPE Consumption Analytics Dashboard page displays, showing your default analytics dashboard.
You can view multiple dashboards, including public ones created by others, and you can edit those you create. Dashboards can contain cards with charts (visualizations) from multiple reports.
For more information about dashboards and step-by-step instructions to create them, see Creating and editing dashboards.
- Click Reports.
The Reports page displays.
- Click Create in the Actions pulldown list.
The Edit Report overlay displays.
- Select the desired date range for your report.
If you select a range of dates manually from the calendar, Custom Range is automatically set in the pulldown list.
To add a field (column) to your report
- Click the + Field button at upper left. The Add Field overlay displays. Next to each field, an indicator of the field type (character, date, numeric) is displayed for your reference.
- Enter search text to locate the field you want to add.
- Click the field name to select the desired field.
The overlay expands to show field properties and available grouping and display (aggregation) options, plus a preview of values to be selected from the database.
- By default, row grouping is not selected.
- For character and date fields, the default aggregation option is Do not aggregate. Other options are:
- Count of non-blank values
- Count of distinct values
- For numeric fields, the default aggregation option depends on the field (aggregation is further explained under Working with aggregation below):
- Do not aggregate
- Count of non-blank values
- Count of distinct values
- If you want to group rows by the value of this field, click the checkbox under Row Grouping. You can select the placement for the column from the pulldown list below the checkbox.
Grouping can't be applied if aggregation is selected.
- If necessary, change the default aggregation option.
- When finished defining settings for this field, click Apply to add only this field to your report, or Apply + Add more to add it and continue to add another field.
As you apply fields, they appear as columns in the Edit Report overlay, and the report updates to include a row for each unique combination of data.
You may see the following warning as you apply fields:
This message means you need to apply one or more filters to your report before all rows of selected data can be displayed (for step-by-step instructions, see Filtering the report below).
If you like, you can save your report before continuing; see Saving your report below.
Grouping and filtering
When finished adding fields, you can group and/or filter your results to make your report more concise and meaningful.
You can group rows by any non-numeric field. You can group your results by a single column, or group them hierarchically.
Grouping rows by a single column
To group rows by a single column
- Click the hamburger menu in the desired column.
- Select Group by [field name].
Your results are grouped by the selected field name, with a row for each unique value in the column you selected.
You can ungroup in the same way.
If you group rows in a report, and a row of data is missing a value for the grouping field, that row is grouped in the (no value) group.
Grouping rows hierarchically
Alternatively, you can use the Group Rows button in the toolbar. This is useful if you need to group your results hierarchically rather than by a single column.
Within each group, all rows with the same value for the grouping field are rolled up into a single row, aggregating numeric values.
Viewers can expand these grouped rows to drill down to the individual rows.
To group rows hierarchically
- Click the Group Rows button.
The Edit Row GroupingS overlay displays
- Select the desired fields from the available fields in the left column, and use the arrows to add them to the right column in hierarchical order.
You can remove a field from grouping, if necessary, by selecting the field name in the right column and clicking the left arrow.
Filtering the report
You can filter your report down to a subset of the selected data.
- Any filters you define as part of the report are saved with the report.
- If you share the report with other users, they can add their own filters, but they cannot remove the filters you defined with the report.
To filter your report
- Click the Filter button.
The Filter overlay displays a list of the fields in your report.
- Select the desired operator from the pulldown list(s) for the value(s) you want to filter on.
- Specify the value to filter on.
- If you selected is empty or is not empty, you don't have to select or enter a value.
- If you selected is or is not, select the value from the pulldown list in the Search and select field.
- If you selected starts with, type the string in the Value field.
- If you want to filter on fields that are not in your report, click the +Add More button to define the filters. Else skip to step 8.
- Select the desired field from the New Filter pulldown list.
Since they aren't stored in the database, calculated fields (e.g., Capacity free percent, Capacity used percent) can't be used for filtering purposes.
If you filter by a calculated field, no rows will be shown.
- Specify the value to filter on, as in step 3 above.
- If you want to add more filters on fields that aren't in your report, repeat steps 4 - 6.
- Click Apply to close the Filter overlay.
The filtered results display:
When finished grouping and/or filtering your results, you can add time intervals and pivot your data, if desired.
You can save your report before continuing if you like; see Saving your report below.
Adding time intervals and pivoting
You can add an accounting time interval column to your report by selecting from the Time Interval field. The default is None (all dates displayed together); other options are:
- By Day - adds the Accounting Date column
- By Month - adds the Accounting Month column
- By Quarter - adds the Accounting Quarter column
- By Year - adds the Accounting Year column
Adding one of these columns gives you the option to pivot your results by the selected interval.
- Select the desired interval from the Time Interval pulldown list.
The appropriate accounting interval column is added to your report, and the Pivot By field is displayed below the Time Interval field (deselected by default):
- If you want to pivot your results by the selected accounting interval, click the Pivot By checkbox.
The accounting interval column is replaced by a column for each discrete accounting interval in your results.
When finished grouping and/or filtering your results, you can save your report.
Saving your report
You can save your work in the Edit Report overlay when finished, or at any time during the process of creating your report.
To save your report
- Enter a report Name.
- If you want to share the report, select Public from the Visible to Others pulldown.
- Click the Save button.
Creating a new chart
You can create a new chart from an existing report in the Edit Report overlay.
For instructions to add a card from an existing report to your dashboard, see Creating a new dashboard.
To create a new chart
- Navigate to the Reports page to display your default report.
- If necessary, select a different report from the pulldown list in the Report name field.
- Click Edit in the Actions pulldown list.
The Edit Report overlay displays.
- Click the + Chart button.
The Add Chart overlay displays.
- Select a chart type from the Chart Type pulldown list.
The configuration fields for the selected chart type display, along with a chart preview that will update based on your selections in the next steps.
- Select the desired values from each of the chart configuration fields at left. The chart preview at right updates each time you select a value, so you can see the results of your selections.
- When finished defining your chart, enter a name in the Title field.
- If you want to add another chart, click Apply+Add more (else click Apply and skip to step 10).
- Repeat steps 7-10.
- When finished adding charts, click Apply to close the Add Chart overlay and view your charts in the Edit Report overlay.
If you want to switch views, you can use the buttons at upper right to switch between small chart(s) with tabular data, large chart(s) with tabular data, or tabular data only.
These options are also available in the main Reports page.
- If you'd like to reorder your charts, click the Reorder Charts button (else skip to step 14).
The Reorder Charts overlay displays:
- Drag the charts into the desired order using the handles to the left of the chart names.
- Click Apply to apply your changes.
- Click Save to save the report with the charts.
What to do after creating reports and charts
Create dashboards to facilitate visualizing your results.
- HPE Consumption Analytics - Setting up Reports and Analytics
- This path will guide you through the steps to set up data sources and manage reports, charts, dashboards, mapping tables, data rules and service settings in HPE Consumption Analytics.
- Pages: 5