Create weighted allocation metrics

You can create weighted metrics using an enhanced form or a standard form.

Before you begin

Role required: cost_transparency_admin

About this task

The enhanced form provides a visualization that helps you understand the relationships between the various components of the metric. The enhanced form opens by default and is the recommended form to use. The following procedure and field descriptions pertain to the enhanced form.

Procedure

  1. Navigate to Cost Transparency > Cost Models > Create Weighted Metric.
  2. Fill out the fields on the form as appropriate (see table). A graphical representation of the weighted allocation appears in the Allocation Metric Visualization section. This graphic updates dynamically when you make changes to the form.
  3. Click Submit.
    Figure 1. Example weighted metric builder
    Table 1. Weighted metric form fields
    Field Description
    Name Descriptive name of the metric.
    Allocation group The group associated with this metric. The default group is ITSM.
    System metric If this metric was created by the application in the workbench.
    Refresh frequency How often the data is refreshed.
    Cost Allocation
    Allocate to The segment in the IT chart of accounts to which allocations are processed.
    Apply filter (Cost Allocation) If a condition must be met before the application can allocate expenses to the selected segment. Select this check box to display the condition builder, which you use to specify the criteria that the selected Allocate to segment field must meet for this metric to apply. The fields available for the first part of the condition depend on the table you select for Allocate to. The condition builder supports dot walking, so you can select fields on another table.
    Weight Table
    Weight table The table used to weigh the allocation amounts based on aggregations.
    Reference to allocate from The field on the weight table that refers to the Allocate from segment. This field is available when the Enforce relationship check box is selected.
    Reference to allocate to The field on the weight table that refers to the Allocate to segment.
    Aggregate The type of aggregation to perform on the records in the weight table. Select from the following options:
    • Count: A count of the number of records in the weight table that meet the weight condition.
    • Value of: The value of the selected field.
    • Sum: The sum of the values in the table for the selected field.
    • Average: The average of the values in the table for the selected field.
    • Min: The minimum value in the table for the selected field.
    • Max: The maximum value in the table for the selected field.
    Aggregate field The field on the weight table that is used for the aggregate calculation. This field is available when any aggregate other than Count is selected.
    Apply filter (Weight Table) If a condition must be met before the application can allocate expenses using the weight table. Select this check box to display the condition builder.
    Relationship
    Enforce relationship Limits the segments that this metric allocates to based on an existing relation to another segment.
    Allocate from The table from which allocations are processed. This field is available when the Enforce relationship check box is selected.
    Relation type The type of relationship between the Allocate from table and the Allocate to table.
    • Allocate from: A reference from the Allocate from table to the Allocate to table.
    • Allocate to: A reference from the Allocate to table to the Allocate from table.
    • Intermediary: A reference from an intermediary table to both the Allocate from and Allocate to tables.
    Relationship field from The field on the Allocate from table to allocate from. This field is available when the Enforce relationship check box and the Allocate fromrelationship type are selected.
    Relationship field to The field on the Allocate to table to allocate from. This field is available when the Enforce relationship check box and the Allocate torelationship type are selected.
    Apply filter (Relationship) If a condition must be met before the application can do one of the following actions:
    • Allocate expenses using the Allocate from table if you select the Allocate from relationship type
    • Allocate expenses using the Intermediary table if you select the Intermediary relationship type

    Then select this check box to display the condition builder.

    Intermediary table Table that is used between the Allocate from and Allocate to tables to connect them. This field is available when the Enforce relationship check box and the Intermediary relationship type are selected.
    Intermediary table field from The field on the intermediate table that maps to the Allocate from table. This field is available when the Enforce relationship check box and the Intermediary relationship type are selected.
    Intermediary table field to The field on the intermediate table that maps to the Allocate to table. This field is available when the Enforce relationship check box and the Intermediary relationship type are selected.
    Allocate from table condition filter The criteria that the records in the Allocate from table must meet for this metric to apply. These fields are available when the Enforce relationship check box, the Allocate from relationship type, and Apply filter check box are selected.
    Intermediate table condition filter The criteria that the records in the intermediate table must meet for this metric to apply. This field is available when the Enforce relationship check box, the Intermediary relationship type, and Apply filter check box are selected.
    Force generate weight map

    Click this button to generate the weight map if the current weight map is incorrect or not generated.

    Confirmation message: If the metric is already generated, then the system shows a confirmation message that the Weight map for this metric already exists. It asks you to confirm if you prefer to override the existing fiscal period weight map.

    Preview weight map Click this button to open the Weight Map Preview. This lists the weight map review with total number of weights and the last generated date and time.
    Fiscal period choice list The fiscal period from the fiscal calendar.
    Segment choice list The account in the rollup segment.
    Related Links
    View standard form Switches between the advanced form and the advanced form.
    Related Lists
    Cost Allocation Methods The allocation methods that this rule uses to break down expenses.
    Cost Allocations The allocation lines that this rule created.
    Note: You cannot delete a rule that is referenced by a locked allocation line.