Drill down within a statement item

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

시작하기 전에

Role required: service_charging_analyst

중요사항:

This feature is available only when you own an ITBM Analyst license.

이 태스크 정보

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.

프로시저

1. Navigate to All > Financial Charging > 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.

   표 1. Statement Item Drilldown form

   Field	Description
   Name	Name of the statement item drilldown.
   Drilldown basis	Lower level access of the item based on the mapped field or the weighted metric method. For more information, see Allocation metrics.
   Table	Source table that has the statement item information.
   Type	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	Drilldown on calculations based on an aggregate value from a segment.
   Cost model	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.

다음에 수행할 작업

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.