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    • IT Business Management
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    Home New York IT Business Management IT Business Management Financial Management Financial Modeling Financial Management workbench The Bucketing stage Create bucket filter conditions

    Create bucket filter conditions

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    Create bucket filter conditions

    You can also create a condition to filter the data that goes into the bucket. These bucket filter conditions are also called grooming conditions, and they are the Advanced query conditions type.

    Before you begin

    Role required: cost_transparency_admin or cost_transparency_analyst

    Procedure

    1. Click the filter icon in the bucket.
    2. Fill in the form fields (see table).
    3. Click Submit.
      Figure 1. An example bucket filtering condition
      An example bucket filtering condition
      Table 1. Fields for bucket filter conditions
      Field Description
      Name Descriptive name for the condition.
      Priority Value that determines when the filter is applied relative to other filters. If two filters have the same settings, the filter with a higher priority is applied.
      Table The table containing the expenses that are filtered when put into the bucket. By default, the General Ledger Cleansed Data [itfm_gl_data_cleansed] table is selected.
      Advanced bucketing condition Use the condition builder to create the filter.

      When you create a bucket filter, it appears in the Advanced Conditions tab above the donut chart in the right pane.

      Figure 2. The Advanced Conditions tab
      The Advanced Conditions tab

    What to do next

    You can verify the filter conditions or make changes:

    • Click the name of the condition to open the Advanced Condition form.
    • Click the amount to open the list of general ledger expenses that match the filter.

    The advanced filter condition icon also appears on the bucket:

    Figure 3. The advanced filter condition icon on a bucket
    The advanced filter condition icon on a bucket
    Related tasks
    • View account details
    • Create and modify buckets
    • Create groomed lines for cost models with no data source
    • Put expenses into buckets
    • Review bucket assignments and run bucketing

    Tags:

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      Create bucket filter conditions

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Create bucket filter conditions

      You can also create a condition to filter the data that goes into the bucket. These bucket filter conditions are also called grooming conditions, and they are the Advanced query conditions type.

      Before you begin

      Role required: cost_transparency_admin or cost_transparency_analyst

      Procedure

      1. Click the filter icon in the bucket.
      2. Fill in the form fields (see table).
      3. Click Submit.
        Figure 1. An example bucket filtering condition
        An example bucket filtering condition
        Table 1. Fields for bucket filter conditions
        Field Description
        Name Descriptive name for the condition.
        Priority Value that determines when the filter is applied relative to other filters. If two filters have the same settings, the filter with a higher priority is applied.
        Table The table containing the expenses that are filtered when put into the bucket. By default, the General Ledger Cleansed Data [itfm_gl_data_cleansed] table is selected.
        Advanced bucketing condition Use the condition builder to create the filter.

        When you create a bucket filter, it appears in the Advanced Conditions tab above the donut chart in the right pane.

        Figure 2. The Advanced Conditions tab
        The Advanced Conditions tab

      What to do next

      You can verify the filter conditions or make changes:

      • Click the name of the condition to open the Advanced Condition form.
      • Click the amount to open the list of general ledger expenses that match the filter.

      The advanced filter condition icon also appears on the bucket:

      Figure 3. The advanced filter condition icon on a bucket
      The advanced filter condition icon on a bucket
      Related tasks
      • View account details
      • Create and modify buckets
      • Create groomed lines for cost models with no data source
      • Put expenses into buckets
      • Review bucket assignments and run bucketing

      Tags:

      Feedback

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