Manage segments

The Segment Definition tab on the workbench lets you add segments to the chart of accounts and manage existing segments.

Before you begin

Role required: cost_transparency_admin or cost_transparency_analyst

About this task

Note: You can create more than one segment on the same base table with different filter conditions. For example, you can create one segment for vendors on the core_company table where the Vendor field is true, and another segment for customers on the same table where the Vendor field is false.

Procedure

  1. Click the Segment Definition tab on the workbench.
  2. To create a segment definition, click New Segment Definition, and then fill out the form fields.
    Figure 1. Adding a segment definition
    Adding a segment definition
    Table 1. Segment Definition form fields
    Field Description
    Segment Name A descriptive name for the segment definition.
    Primary field The field on the base table that serves as the primary field in the dimension table.
    Segment Table Name The auto-populated name of the segment table. Modify the name if necessary.
    Original Table Name The transactional table on which the dimension table is based. Select a table from the system.
    Condition The condition that filters records from the original table into the segment table.
  3. Click Submit.
  4. To manually repopulate the segment table with records from the original table, click the Update icon (Update icon). The value in the Snapshot Date column updates to the current date and time.
  5. You can also delete segments by selecting the check box next to the segment, and then selecting Delete from the Actions on selected rows choice list.