Create rollups from one segment to another

A segment can roll up to the segment above it in the hierarchy using a weighted metric.

Before you begin

Role required: cost_transparency_admin or cost_transparency_analyst

Procedure

  1. Click the information icon (The information icon) on a segment. The segment summary window appears, showing you the rollup method selected, if any.
  2. Next to Rollup Method, select Weighted.
  3. Next to Divide using metric, select the metric. The metric automatically weights the amounts by the values in the Value column.
  4. To further change the amounts, modify the values in the Percentage column.
  5. Click Save Changes.
    Figure 1. An example rollup
    An example rollup