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Documentation - HPE Usage and Analytics

Working with mapping tables and data rules

Mapping tables are tables of data that you add to your HPE GreenLake Central dashboard. They generally represent business data that is not part of your cloud usage and cost data. For example, you might add a table that maps organizational levels in your company, such as departments to business units.

You can use data rules to transform your source data.  One option is to translate values in your source data based on values in your mapping tables. For example, your collected usage and cost data might include a Department field, but not a Business Unit field. In keeping with the example above, if you have a mapping table that maps your departments to business units, you can create a data rule to create a Business Unit field and set it to a value based on its department in the mapping table.

Each data rule is assigned to a rule set.  Each rule set contains at least one data rule; typically a rule set is a series of rules that make multiple changes to your data in a specified order.  Each rule set is assigned to one or more data sources. 

Mapping tables and rules are created and managed from the Data Rules page in your HPE Consumption Analytics dashboard.

Navigating to the Data Rules page

To navigate to the Data Rules page

  1. Click anywhere below the title/tool bar on the All Tracked Cost card in your HPE GreenLake Central dashboard:
    GLC_dash_ATC_cap_mo_blur.png

    The HPE Consumption Analytics Dashboard page displays, showing your default analytics dashboard: 

    GLC_CA_dashboard_data_rules.png

  2. Click Data Rules.
    The Data Rules page displays, showing a list of existing rule sets:

     

If no rule sets exist, you can add a rule set (see step-by-step instructions under Working with data rules).

 To manage mapping tables, continue with Working with mapping tables.

 

Working with mapping tables

You create and manage mapping tables from the Data Rules page in your HPE Consumption Analytics dashboard.

GLC_CA_dashboard_data_rules_mapping_tables.png


To create or edit a mapping table

  • Click the Mapping Tables tab. 
    The Mapping Tables tab displays a list of existing mapping tables. 

From this page in your HPE Consumption Analytics dashboard, you can edit an existing mapping table, or create a new one.  

Editing an existing mapping table

You can edit an existing mapping table from the Mapping Tables tab of your HPE Consumption Analytics dashboard.

To edit a mapping table 

  1. Click the desired row in the Table Name column to display the Edit overlay.
  2. Modify the table and save it per the steps 4-10 under Creating a mapping table manually.

You can also edit a table by downloading, modifying, and uploading it, or by replacing it.

Creating a mapping table

You can create a mapping table from the Mapping Tables tab of your HPE Consumption Analytics dashboard.

GLC_CA_dashboard_data_rules_mapping_tables_add.png

If one or more mapping tables already exist, the button will be on the right side of your screen:

 

 

GLC_CA_dashboard_data_rules_mapping_tables_create.png

To create a mapping table 

  • On the Mapping Tables tab, click the Create Mapping Tables button.
    The Create Mapping Table overlay displays:
    GLC_CA_dashboard_data_rules_mapping_tables_create_initial.png

 

You can create (or edit) a mapping table either manually or by uploading a file.

Uploading a mapping table

The simplest way to create a mapping table is to upload an existing CSV file that contains the table data. 

If you don't have an existing CSV file to upload, you can download an existing mapping table for upload (see Downloading mapping tables), or manually create a new mapping table (see Creating a mapping table manually) in HPE Consumption Analytics.

Your CSV file can have no more than 20 columns, and can be no larger than 10 MB.  Your CSV file must have column headers.

To create a mapping table from a CSV file

On the Create mapping table overlay:

GLC_CA_dashboard_data_rules_mapping_tables_create_upload.png

 

  1. Enter a Mapping Table Name.
  2. Click the Upload a mapping table option. 
  3. Click Select file in the CSV file field.
    The Open file window displays:
    GLC_CA_dashboard_data_rules_mapping_tables_create_upload_browse.png
  4. Select the desired CSV file.
  5. Click Open.
    GLC_CA_dashboard_data_rules_mapping_tables_create_upload_file.png
  6. Click Create.
    Your new mapping table is added to the list of available mapping tables, and can now be used by data rules:
    GLC_CA_dashboard_data_rules_mapping_tables_uploaded.png

 

Creating a mapping table manually

If you don't have an existing CSV file to upload, you can manually create a new mapping table in HPE Consumption Analytics.

 To create a mapping table manually

  1. On the Create mapping table overlay, enter a Mapping Table Name.
  2. Choose the Manually create a mapping table option:
     

    GLC_CA_dashboard_data_rules_mapping_tables_create_mapping.png

  3. Click the Create button.
    The Edit Mapping Table overlay displays a new 2x2 table, with Source and Destination column headings.
  4. To add a new column, click the +Add Column button (else skip to step 8).
    The Add Column overlay displays:

    GLC_CA_dashboard_data_rules_mapping_tables_create_mapping_add_column.png


  5. Enter the Column Name.
  6. If you want to preset the default for all rows in the new column, click the Set a default value for all the rows checkbox (else skip to step 7).
  7. Click Add (else, if you want to add another column, click Save and Another Column and repeat steps 5-6).
  8. To change the name of a column, click the column header (else skip to step 12).

    GLC_CA_dashboard_data_rules_mapping_tables_create_edit_column1.png

  9. Select Edit Column Name.
    The Edit Column Name overlay displays:

    GLC_CA_dashboard_data_rules_mapping_tables_create_edit_column1name.png


  10. Edit the Column Name as needed.
  11. When finished editing the column name, click Add.
  12. Enter data into each cell in your table by clicking into the cell and then entering a value.

    GLC_CA_dashboard_data_rules_mapping_tables_create_edit_row_data.png

  13. If you need more rows, click +Add Row to add a row to the bottom of the table, and repeat step 6 (else skip to step 14).

    GLC_CA_dashboard_data_rules_mapping_tables_create_manual_add_row.png

  14. If you want to delete a single row, click the trash can icon to the right of the row.

    GLC_CA_dashboard_data_rules_mapping_tables_create_delete_single_row.png

  15. If you want to delete multiple rows, select them and click the Delete button at upper right.
    GLC_CA_dashboard_data_rules_mapping_tables_create_delete_selected_rows.png 
  16. When finished creating your mapping table, click Save.
    GLC_CA_dashboard_data_rules_mapping_tables_create_save.png

    Your new mapping table is added to the list of available mapping tables, and can now be used by data rules.

For more information about using the Set field from mapping table action in data rules, see Working with data rules.

Downloading mapping tables

If you want to create a mapping table based on an existing mapping table, you can download the existing table to CSV from its detail page, then upload the file to create a new table.

To download a mapping table

  1. Select the mapping table to download.  The detail page displays:

    GLC_CA_dashboard_data_rules_mapping_tables_download.png


  2. In the detail page, click Download under Actions.
  3. The CSV file saves to your Downloads folder:
    GLC_CA_dashboard_data_rules_mapping_tables_downloaded.png

  4. Open the file in Excel and modify the mapping table as needed.
  5. Upload as shown in Uploading a mapping table.

Saving a mapping table

When finished creating or modifying a mapping table, save it as follows.

To save a mapping table

  1. Click the Save button on the overlay.
    If you're creating, uploading, replacing, or deleting a mapping table, your mapping table is immediately saved (or deleted) and added to (or removed from) the list in the Mapping Tables tab on the Data Rules page:

    GLC_CA_dashboard_data_rules_mapping_tables_replaced.png

    GLC_CA_dashboard_data_rules_mapping_tables_deleted.png


    If you're editing a mapping table, the Save and Process Data? message displays:  

    GLC_CA_dashboard_data_rules_mapping_tables_delete_rows_confirm.png 


  2. Review the message and click the Yes, Save button.
    Your mapping table is immediately saved in the list in the Mapping Tables tab on the Data Rules page

Replacing a mapping table

 You can replace a mapping table from its detail page.

GLC_CA_dashboard_data_rules_mapping_tables_replace1.png

 

To replace a mapping table 

  1. Click Replace under Actions.
    The Replace Mapping Table overlay displays:
    GLC_CA_dashboard_data_rules_mapping_tables_replace.png

  2. Click Select file in the CSV file field.
    The Open file popup displays.
  3. Select a CSV file that contains the same columns with the same names as the existing mapping table (additional columns are allowed).
  4. Click Replace.

Deleting a mapping table

You can delete a mapping table from its detail page.

GLC_CA_dashboard_data_rules_mapping_tables_delete2.png

 

To delete a mapping table  

  1. Click Delete under Actions.
    The Delete <table> confirmation dialog displays:
    GLC_CA_dashboard_data_rules_mapping_tables_delete_confirm.png

     

  2. Click Yes, Delete to confirm.

Working with data rules

Data rules enable you to enrich your usage and cost data with business information, and/or to clean up inconsistencies in your data for better reporting in HPE Consumption Analytics.  Each rule is triggered by one or more conditions based on your collected usage data, and performs one or more actions on that data.  Each rule is assigned to a Rule set, which in turn is assigned to one or more data sources.  A rule set can contain a single rule, or a series of rules that make multiple changes to your data in a specified order. 

To select and transform usage records in a given date range, you can assign start and/or end dates (inclusive) to the rule set.  If you don't enter dates, the rules will be applied to all usage records in the specified data source(s).

When you save a new or edited rule set, HPE Consumption Analytics processes the rules defined for each data source to transform your data. 

  • Before you begin creating or editing data rules, familiarize yourself with the following section, which explains how to use conditions and actions in data rules. 
  • Once you've reviewed the conditions and actions supported by HPE Consumption Analytics, proceed to the step-by-step instructions to create and edit data rules. 

Understanding data rules

Data rules are composed of conditions and actions. When a condition in a rule matches a record in usage data, the rule is triggered and its actions are performed to transform the data. You can create a series of rules to make multiple changes to your data.  

The following definitions and examples explain the conditions and actions HPE Consumption Analytics supports, and how to use them. 

Conditions

  • If no conditions are specified all records will match.
  • Add conditions to identify specific records and perform actions on those records.
    • Many conditions support evaluation of multiple statements.  When multiple statements are added, if any of these statements is true, then the condition as a whole matches the record (i.e., within a condition, multiple statements are ORed together).  Clicking the add “or” clause button within a condition will copy the statement above, leaving the fields blank for you to enter new values.
    • When multiple conditions are added, all of the conditions must match to match a record (i.e., within a rule, multiple conditions are ANDed together).  Clicking the Add Condition button within a rule will display a list of conditions for you to select from.  The following table explains these.
Condition Details

Value contains / does not contain

Use this to identify records where a field value contains a substring (or does not contain it).

For example:
  • Value "US" is contained in both US-East and US-West
  • Value "EU" is not contained in either US-East or US-West

Value equals / does not equal

Use this to identify records where the entire value of a field matches (or does not match) a string.

For example:

  • Value "US-East" matches US-East
  • Value "US-West" does not match US-East

Value is / is not found in a mapping table

This is typically used in conjunction with mapping table actions. Use this to identify a record when a value in a field also exists in a named column in a mapping table.

For example:

  • If your intent is to map project IDs to business units, and you have a mapping table that contains this mapping, you can use this condition to identify fields where a project ID is found in the mapping table.

Field is / is not empty

Use this to identify records where a field is blank (or contains a value, versus being blank).

Field starts / ends with

Use this to identify records where a field value starts (or ends) with a string.

Compare field and value (two fields)

Use this to identify records where the value of a numerical field is greater than, greater than or equal to, less than, less than or equal to, equal to another field or value.

For example:

  • {Cost} >=$100

 

 

Actions

Once records have been identified by conditions, a variety of actions can be performed on those records.  These actions typically take the form of modifying an existing field's value or creating a new field by copying or transforming all or some of the content and placing it in a new field.

Action Details

Set the value of a field to...

 

Use this to set the value of a specific field when the condition(s) are met.

For example:

  • You may have conditions that identify a set of R&D projects (as opposed to production) and want to set the Cost Center field to "internal" in these cases.

Set the value of field from mapping table

This is typically used in combination with mapping table conditions.  It can be used to map from one column in a mapping table to another column in a mapping table.

For example:

  • Whereas the "Set a value to" example may have needed a complex condition to identify R&D projects, these project IDs could be in a mapping table in an "ID" column and have a corresponding "Internal" or "External" value in a "Cost Center" column.
  • Then you can use an action like "For values of field 'Project ID' found in mapping table 'Cost centers' in column 'ID', set the field 'Cost center' value to the corresponding value found in column 'Cost center' of the mapping table."

Copy part of field to another field

A portion of an existing field (as specified by a starting character position and a length) can be copied into a target field.

Calculate field from two fields / Calculate field with value

This action can be used to calculate a value using two fields (or a field and a value) with a math operator (add, subtract, multiply, divide), and put the calculated value in a target field.

For example:

  • If you want to show your hosting cost plus 20% to internal customers, you could create an action: "Set the value of field 'Internal Cost' to '{Cost} * 1.2".

Split the value of a field into multiple fields

When a field contains multiple values separated by a common field separator, the field can be split to extract the various values and these can be placed elsewhere.

For example:

  • If you have a Date field that is typically formatted as "mm/dd/yyyy" and you want to create a Month field, you could split the field using "/" as a field separator and place the first result into a Month field.

Managing data rules and rule sets

Once you have a basic understanding of conditions and actions in data rules, you can begin creating and/or editing data rules. 

  • Each rule is assigned to a rule set. 
  • Each rule set is assigned to one or more data sources. 
  • Each rule set contains at least one rule; typically a rule set is a series of rules that make multiple changes to your data in a specified order.  
  • After you save a new or edited rule set, HPE Consumption Analytics processes its rules for each assigned data source. 

You can create a rule set with rules, or you can create the rule set without rules and later edit it to add rules.   The instructions following will show the steps to create a rule set with rules. 

HPE Consumption Analytics guides you through the following steps to create a rule set with data rules:

  1. Creating a rule set assigned to a data source
  2. Adding a rule to the rule set
  3. Defining the conditions that will trigger the rule
  4. Specifying actions the rule will perform on the data.

You can preview your results as you create or update your data rules. 

Changes in rule sets that affect multiple data sources can take time to process. 

  • To help minimize processing time, take advantage of the preview feature to see the results of your changes before saving your rule set.

If your rule(s) are assigned to more than one data source, you need to select the data source to preview results.

Creating a rule set assigned to your data source(s)

The first step is to create a rule set assigned to one or more data source(s).

To create a rule set

  1. Navigate to the Data Rules page in your HPE Consumption Analytics dashboard.

    GLC_CA_dashboard_rule_sets_add.png

  2. If no rule set has been created, click the Add Rule Set button.
    If rule sets already exist, click the Create Rule Set button..
    GLC_CA_dashboard_rule_sets.create.png

    The Create Rule Set overlay displays.

    GLC_CA_dashboard_rule_sets_create_overlay.png

  3. Enter a name for your rule set.
  4. Select the data source(s) the rule set will be applied to.
  5. Enter start and/or end dates (inclusive) to apply the rule set to the selected data source(s).

    If appropriate, you can leave either date, or both, blank.  If no dates are entered, the rules will be applied to all usage records in the selected data source(s).

    The steps following will show how to continue creating a rule set with rules, but you have the option to save the rule set now, and add one or more rules later in edit mode. 

  6. Click the Add Rule button.
    The Add Rule overlay displays.

    GLC_CA_dashboard_rule_sets_create_add_rule_overlay.png

  7. Continue with defining conditions and actions for your rule as shown in the following sections.

Adding rules to a rule set

The second step is to add one or more rules to the rule set.  For each rule, you'll define one or more conditions that will trigger your rule and one or more actions the rule will perform on your dataset.

HPE Consumption Analytics will run rules in the order they are listed, top-to-bottom, as represented by multilevel numbering.

Defining conditions

First define one more conditions to trigger your rule (or skip the condition, and proceed to specify an action).

If you don't specify a condition, the rule is triggered for every row in your dataset.  To select specific rows in your data, define one or more conditions for your rule.

To define conditions for your rule

On the Add Rule overlay:

  1. Enter a name for your rule.
  2. If you don't want to enable your rule yet, deselect the Enabled checkbox.
  3. Under the If... heading, select a condition type from the Add Conditions pulldown list.
    The condition type options display:
    GLC_CA_dashboard_rule_sets_create_add_rule_conditions_list.png

  4. Select from the pulldown list in each of the selection fields to define the condition in natural language (Value contains... is shown below).

    GLC_CA_dashboard_rule_sets_create_add_rule_if.png

  5. If the selected condition type supports evaluation of multiple statements, you can click the add “or” clause button within the condition to copy the statement above, and enter new values in the "or" clause.

    Refer to the explanation of "or" clauses under Conditions above.

  6. To add another condition, click Add Condition to select another condition type, and make the required selections to define the condition.

    Within a rule, multiple conditions are ANDed together.  Refer to the explanation under Conditions above.

  7. When finished defining conditions, scroll down and continue with the following steps to specify the action(s) for your rule.
Specifying actions

Now specify the actions the rule will perform on your dataset when the condition triggers it.

To specify actions for your rule

On the Add Rule overlay:

  1. Under the heading Then..., select an action type from the Add Action pulldown list (Set the value of field from mapping table is shown below).
    The action type overlay displays:

    GLC_CA_dashboard_rule_sets_create_add_rule_then.png


  2. Select from the pulldown list in each of the selection fields to define the action in natural language.
  3. To add another action, click Add Action to select an action type, and make the required selections to define the condition.

    Enabling allows your rule to be in effect for future data, to reflect your data rule settings.

  4. To add another rule, click Apply + Add Another Rule, and make the required selections to define the rule
  5. When finished adding rules, click Apply to add your rule(s) to the rule set.

    After you apply a rule, or when editing a rule set:

    • You can click the i icon to the right of its name in the Rules list to view a textual Rule Summary overlay
    • You can toggle the Enabled setting to enable or disable a rule. 
    • You can preview its effect by clicking the eye icon under Actions in its row in the Rules list, so you can see the impact of the rule before activating it 
    • You can move rules to change the order in which they will be applied.
    • You can click the Preview Results button to preview the cumulative effect of all the rules in your rule set.
  6. When finished defining the rule set, click Save to add the rule set to the list of rule sets defined for the data source(s).

Copying a rule set

You can copy an existing rule set to create a new rule set.

To copy a rule set

  1. Navigate to the Data Rules page in your HPE Consumption Analytics dashboard.
  2. Click the Name of the rule set you want to copy.
  3. On the Rule Set page for the selected rule set, select Copy from the Actions pulldown.

    GLC_CA_dashboard_rule_sets_copy.png

  4. The Copy Rule Set overlay displays:

    GLC_CA_dashboard_rule_sets_copy_overlay.png

  5. Enter a name for your rule set.
  6. Select the data source(s) the rule set will be applied to.
  7. Enter start and/or end dates (inclusive) to apply the rule set to the selected data source(s).

    If appropriate, you can leave either date, or both, blank.  If no dates are entered, the rules will be applied to all usage records in the selected data source(s).

  8. Select desired the Rule Set Placement from the pulldown.
  9. Edit the rules if needed, following the steps shown in the following section.

Editing a rule set

On the Data Rules page, you can edit a rule set and/or the individual rules that belong to it. 

GLC_CA_dashboard_rule_sets_list.png

 

 

 

To edit a rule set

  1. Click the rule set name.
    The Rule Set screen displays, showing the rule name at top left.

    GLC_CA_dashboard_rule_sets_edit.png

  2. Click Edit in the Actions pulldown.
    The Edit Rule Set overlay displays.

    GLC_CA_dashboard_rule_sets_edit_rule_set_overlay.png

  3. Edit the rule set information as desired:
    • Edit the rule set name 
    • Toggle the Enabled checkbox to enable or disable the rule set
    • Change the data source(s) the rule set will be applied to
    • Change start and/or end dates (inclusive) to apply the rule set to the selected data source(s).
  4. Click Preview Results to preview the cumulative effect of all the rules in your edited rule set. 

    If your rule set is assigned to more than one data source, you need to select the data source to preview results.

    Changes to rules in rule sets that affect multiple data sources can take time to process. 

    • To help minimize processing time, take advantage of the preview feature to see the results of your changes before saving your rule set.
  5. To save the rule set at this point, skip to step 12.
    Else proceed to edit one or more rules.
  6. Edit rule information in the Rules list as desired:
    • To add a rule, click the Add Rule button and follow the steps under Adding rules to a rule set above
    • To enable or disable a rule, toggle the Enabled setting in the desired row
    • To delete a rule, click the trash can icon in the desired row
    • To change the order of rules, move individual rules up or down using the Move up and/or Move down arrows under Actions in the desired row(s).
  7. To edit an individual rule name, or its conditions and actions, click the rule name or the pencil icon in the desired row.
    The Edit Rule overlay displays.

    GLC_CA_dashboard_rule_sets_edit_overlay.png

  8. Edit rule information on the Edit Rule overlay as desired:
    • Edit the rule set name 
    • Toggle the Enabled checkbox to enable or disable the rule
    • Select from the Rule placement pulldown to change the order of the rule in the rule set.
  9. To edit conditions and actions for your rule, follow the applicable steps in Adding rules to a rule set above.
  10. When finished editing the rule, click Apply to apply your changes to the rule and close the overlay.
  11. On the Edit Rule overlay, click the eye icon under Actions in its row in the Rules list, so you can see the impact of the rule before activating it.

    If your rule is assigned to more than one data source, you need to select the data source to preview results.

    Changes to rules in rule sets that affect multiple data sources can take time to process. 

    • To help minimize processing time, take advantage of the preview feature to see the results of your changes before saving your rule set.
  12. When finished editing the rule set, click Save.

Reordering rule sets

On the Data Rules page, you can change the order in which your rule sets are applied.

GLC_CA_dashboard_rule_sets_list_reorder.png

To reorder your rule sets 

  1. Click the Reorder Rule Sets button.
    The Reorder Rule Sets overlay displays.

    GLC_CA_dashboard_rule_sets_reorder_overlay.png

  2. To change the order of rule sets, move individual rule sets up or down using the Move up and/or Move down arrows in the desired row(s).
  3. Click Preview Results to preview the cumulative effect of your changes.

    If your rule(s) are assigned to more than one data source, you need to select the data source to preview results.

    Changes to rules in rule sets that affect multiple data sources can take time to process. 

    • To help minimize processing time, take advantage of the preview feature to see the results of your changes before saving your rule set.
  4. When finished reordering the rule sets, click Save.

What to do after managing mapping tables and data rules

You can review the HPE Consumption Analytics field reference to learn more about fields, which will help you get the most out of your HPE Consumption Analytics reports and analytics.

If you have HPE Consumption Analytics administrator permissions, you can also manage your service settings (fields and field categories, display currency, user data filters, and assets including reports and charts).

Click to expand the path below if you'd like to navigate to any of the related topics.

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