Preview weight map

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • You can preview a weight map to give you visibility of the generated metric weight map because it displays the accounts for the selected metric and the selected fiscal period with the percentage split for each account.

    Before you begin

    Role required: cost_transparency_admin or cost_transparency_analyst

    About this task

    The Allocation workbench displays the expense summary for all months, quarters, or periods when you run the allocation and the window becomes cluttered with data for all quarters. To overcome the UI page clutter, you can preview the weight map in its own page.

    Procedure

    1. Navigate to All > Financial Modeling > Consumption Metrics > Preview Weight Maps.
      1. Alternatively, you can navigate to Financial Modeling > Consumption Metrics > All Metrics.
      2. Click a cost allocation metric to open the Weighted Metric Builder.
      3. Click Preview Weight Map .
    2. Select a metric from the Metric list in the left pane.
    3. Select a fiscal periodfrom the Fiscal Period list.
    4. Click Generate.
      The right pane displays the generated date and time details, the accounts, their respective weights, the total weight, and the percentage split. You can regenerate the weight map to preview each month or a quarter of a fiscal period.
    5. Click Generate or Generate All based on the metric that you have selected:
      • Click Generate to roll up an account of a segment to a segment above in the hierarchy. Based on the metric that you have selected the amount is divided between the accounts of that rolled up segment.

      • The Generate All button is enabled if you select a metric that defines rolling up of all the accounts individually in a segment using the Enforce Relationships option in the metric definition to one or more accounts of a segment above in the hierarchy.