Drill down within a statement item

You can drill down within a statement item to visualize a subset of its data.

Before you begin

Role required: service_charging_analyst

About this task

Drill down within a statement item to see the entity or the key field that has the data retrieved from the source table. You can also see the basis on which the mapping is done to the particular field that has the relevant data to retrieve. You can also edit and change the drilldown method and use the weighted method. In such a case, the system uses the weighted metric to retrieve data from the source table.

Procedure

  1. Navigate to Financial Reporting > Administration > Statement Item Drilldowns.
  2. Click New to create a statement item or click the name of an existing statement item drilldown that you want to edit.
  3. Click the type of statement item that you want to drill down.
  4. Based on the type of statement item drilldown that you select, fill in the relevant form fields.
    Table 1. Statement Item Drilldown form
    Field Description
    Name Name of the statement item drilldown.
    Drilldown basis Based on your option, the system drills down based on the field mapped or using the weighted metric method.

    For more information, see Allocation metrics in Cost Transparency application.

    Table The source table that has the statement item information.
    Type The type of the statement item, determined based on the source from where the information is retrieved.

    You cannot edit the field as you have already selected the type of statement item drilldown that you want to perform.

    Mapping field Maps to the field in the table which has the drilldown data.
    Weighted Metric The drilldown is done on calculations based on an aggregate value from a segment.
    Cost model Select the cost model for which the drilldown can be applied.
  5. Click Submit to enter a record or Update if you have edited an existing record.

What to do next

After you define the statement items, associate the statement items to the showback statements. You can use the showback statement to report consumed services to the business unit head, which displays the detailed service charge lines that the unit has utilized as a part of the business service. For example, Email service is a business service. When a business unit uses the email service, then the service charges for consuming the email services are reported as a showback statement to the business unit head or the department head.