Field maps create a reference between the data source columns and transaction columns.

Before you begin

Role required: itfm_plan_analyst or cost_transparency_admin

About this task

The transaction table is associated to a segment. Define a relationship between the data source and transaction fields to enable flexible data cleansing and bucket split.

Procedure

  1. Navigate to All > Financial Modeling > Data Sources > Setup.
  2. Click to open a data source record.
  3. Click New in the Financial Data Source Field Maps tab to create a field map.
  4. On the form, fill in the fields.
  5. Click Submit.