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 () on a segment.
2. In the Rollup Method choice list, select Weighted.
   1. Select the metric in the Divide using metric choice list.
      The metric automatically weights the amounts by the values in the Value column.
   2. To further change the amounts, modify the values in the Percentage column.

      Figure 1. Rollup example

      

   3. Click Save Changes.
3. In the Rollup Method choice list, select Scripted.
   1. On the form, fill in the fields.

      Table 1. Segment form

      Field	Description
      Account Scope	Enabling the Account Scope check box executes the rollup script defined for each of the accounts at the segment level. Disabling the check box executes the default rollup defined at the segment level, thereby overriding the rollup defined for each account with the sys_id (FromAccountID). Instead of repeating similar rollup scripts for the accounts under a segment, you can provide the rollup scripts for individual accounts using the FromAccountID of each account. You can provide a default rollup for all the remaining accounts for which you have not provided the FromAccountID. You can provide all these rollups in a single script for execution.
      Script	The script to rollup the accounts.

   2. Click Update.
   Grouping segments by an attribute: You can categorize the segment accounts using the group by attribute if there are thousands of segment accounts. The accounts roll up to the grouped segments, just as they roll up to a non-grouped segment, and the allocation lines are generated in the itfm_allocation_breakdown table. Rolling up to grouped segments helps in better performance.

Related tasks

• View accounts that roll up to an account
• Create rollups from one account to another account
• Edit rollup records