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Loading Azure Usage and Charge Data

It is possible to execute Workbook Flows in one of two ways -- via the Workbook itself or via the Scheduling section of the portal.  The first is most useful when implementing a solution or testing out a change to a Workbook; however, when the goal is simply to load usage data, it is highly recommended to use the Schedules.  This precludes the possibility of undesired changes to the Workbooks.

Collecting Daily Usage Data

This is only necessary if the CREST Usage Collect (Daily) Schedule didn't run in its automated fashion.

Before You Begin

Ensure that the file at ${env.usageDir}/Azure/collection.properties is properly configured per the instructions at Collector Properties.

To Collect the Data

  1. Click Data > Processing > Scheduling.
  2. In the Schedules section, select the CREST Usage Collect (Daily) Schedule.
  3. Click Run.
    The Run Workbook Schedule dialog box displays.
  4. Set the Select Date to the desired pre-populated choices, or set it to Specific Date Range and set the Start Date and End Date as desired.
  5. Click OK.
    The Schedule will execute for each of the selected days one day at a time.
  6. The resulting file(s) will be created at ${env.usageDir}/Azure/usage/${env.selectDate}.csv.

Process Daily Usage Data

This is only necessary if the _Azure (Daily) Schedule didn't run in its automated fashion.

Before You Begin

Ensure that the files at ${env.usageDir}/Azure/usage/${env.selectDate}.csv exist for both the desired date as well as the day after.  This is necessary as Azure can report usage a day late.

To Process the Data

  1. Click Data > Processing > Scheduling.
  2. In the Schedules section, select the _Azure (Daily) Schedule.
  3. Click Run.
    The Run Workbook Schedule dialog box displays.
  4. Set the Select Date to the desired pre-populated choices, or set it to Specific Date Range and set the Start Date and End Date as desired.
  5. Click OK.
    The Schedule will execute for each of the selected days one day at a time.
  6. The resulting file(s) will be created at ${env.usageDir}/Azure/usage/processed/${env.selectDate}.ccr.

Sort Daily Usage Data Per Customer

This is only necessary if the _ProcessUsage (Azure) Schedule didn't run in its automated fashion.

Before You Begin

Ensure that the file at ${env.usageDir}/Azure/usage/processed/${env.selectDate}.csv exists.

To Sort the Data

  1. Click Data > Processing > Scheduling.
  2. In the Schedules section, select the _ProcessUsage (Azure) Schedule.
  3. Click Run.
    The Run Workbook Schedule dialog box displays.
  4. Set the Select Date to the desired pre-populated choices, or set it to Specific Date Range and set the Start Date and End Date as desired.
  5. Click OK.
    The Schedule will execute for each of the selected days one day at a time.
  6. The resulting file(s) will be created at ${env.processingDir}/_byCustomer/<customer name>/${env.selectDate}.ccr.

Loading Daily Usage Data

Although Schedules are used for automated execution of the Workbook Flows, they can also be run ad hoc.  This is the recommended approach instead of using the Workbook directly.

Before You Begin

Just like with other services, the Azure usage needs to have propagated through the workflow to be written to the ${env.processingDir}/_byCustomer/<customer name>/${env.selectDate}.ccr file so ensure that the corresponding day(s) files have been created 

To Load the Data

  1. Click Data > Processing > Scheduling.
  2. In the Schedules section, select the desired customer-specific Schedule.
  3. Click Run.
    The Run Workbook Schedule dialog box displays.
  4. Set the Select Date to the desired pre-populated choices, or set it to Specific Date Range and set the Start Date and End Date as desired.
  5. Click OK.
    The Schedule will execute for each of the selected days one day at a time.
  6. Click Data > Processing > Published Loads.
  7. A load will exist with the Process Name corresponding to the customer-specific Workbook name and the Accounting Date corresponding to ${env.selectDate}.

If data is being republished, the existing data loads must be deleted.  Follow the steps at Deleting Data Loads prior to these steps, if that is the case.

The Charge Enabled flag must be set to Yes in order for the charges to update with the loaded usage.  Follow the steps at Enabling or Disabling the Charge Step to toggle it accordingly.

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