Build Visualization

How to build a Visualization

The next steps will help you understand the mechanism for creating graphical visualizations and the data available for this construction.

Step 1: In Workspaces, select the desired workspace;

Step 2: Inside the Workspace, select New View;

Once this is done, we will see the view editing screen.

In “Fields” we will see all the provider’s billing fields. To understand, access each provider’s API documentation.

AWS: To access the AWS Field Dictionary documentation, click here!

Azure: To access the Azure Field Dictionary documentation, click here!

GCP: To access the GCP Field Dictionary documentation, click here!

OCI: To access the OCI Field Dictionary documentation, click here!

Step 3: Configure the View data in the Fields tab.

Click on the desired field and drag it to the Columns, Data and Filters areas.

Columns: Just like in a pivot table, the fields in this area will be displayed in the column positions;

Data: Used to perform mathematical operations (sum, average, lowest and highest value and count). When dragging a field to this area, the values will be aggregated according to the mathematical operations configured for each field in this area;

Filters: Fields used to filter the records in the view.

Step 4: Edit the fields of a view.

Columns area:

On the Edit Columns screen, configure the fields in the Settings, Format and Rank by tabs:

Alias: add a nickname to be displayed in the column

Settings:

Group by: for date fields, it allows you to group records by periods: hour, day, week, month or year;
Order: configure the order in which data will be displayed: ascending, descending, or none.

Format:

For number type fields:
- Decimals: Number of decimal places used in the display;
- Unit: Unit of measurement of the field in question (USD, BRL, MEX, CNY, EUR, ANG, COP, DOP, ARS, PEN, UYU, MB, GB, TB, Percent).
- Notation: Notation that can be used in the field (Compact and Scientific).

For date type fields:
- Date format: Select a date format that will be used to display the date, according to the options (Hourly, Hours and minutes, Daily, Day and hour, Day and month, Monthly, Competency).

For string type fields:
- Decimals: Number of decimal places used in the display;
- Unit: Unit of measurement of the field in question (USD, BRL, MEX, CNY, EUR, ANG, COP, DOP, ARS, PEN, UYU, MB, GB, TB, Percent).
- Notation: Notation that can be used in the field (Compact and Scientific).
- Date format: Select a date format that will be used to display the date, according to the options (Hourly, Hours and minutes, Daily, Day and hour, Day and month, Monthly, Competency).

Rank by:

Field: Select the numeric field that will be used to obtain the number of lines for the item above;
Expression: Select the mathematical operation that will be used to aggregate the data;
Quantity: number of lines that will be displayed, for example, the 10 largest accounts;
Group surplus into Others: The other items in the view will have their values added together in the "Others" item.

Once done, click Save.

Data Area

On the Edit Data screen, configure Data information in the Settings, Format, Segment by and Chart tabs.

Settings:

Expression: Select the mathematical operation that will be used to aggregate the numerical data;
Order: Option to sort the data display in ascending or descending order;
Orientation: Chart axis, right or left.
Allow to show total: When this option is enabled, the total value of this column will be displayed if total display is enabled on the chart.

Format:

For number type fields:
- Decimals: Number of decimal places used in the display;
- Unit: Unit of measurement of the field in question (USD, BRL, MEX, CNY, EUR, ANG, COP, DOP, ARS, PEN, UYU, MB, GB, TB, Percent).
- Notation: Notation that can be used in the field (Compact and Scientific).

For date type fields:
- Date format: Select a date format that will be used to display the date, according to the options (Hourly, Hours and minutes, Daily, Day and hour, Day and month, Monthly, Competency).

For string type fields:
- Decimals: Number of decimal places used in the display;
- Unit: Unit of measurement of the field in question (USD, BRL, MEX, CNY, EUR, ANG, COP, DOP, ARS, PEN, UYU, MB, GB, TB, Percent).
- Notation: Notation that can be used in the field (Compact and Scientific).
- Date format: Select a date format that will be used to display the date, according to the options (Hourly, Hours and minutes, Daily, Day and hour, Day and month, Monthly, Competency).

Color rules: To change the color, depending on the rule application.
- Rule: Select one of the rule options (between, greater than, less than, greater than or equal to, less than or equal to)
- Value: Enter the reference value for the rule
- Color: Select a color option to be applied when the rule is met

Segment by:

Prefix: Enter the name corresponding to the field
Field: Select the information that will group and summarize the values in your graph, for example, total by region;
Quantity: Enter the number of items that will be displayed in the graph, for example the 10 largest values.
Group surplus into Others: Select this option if you want to group the excess into a new type called Others.
Keep grouped: Enable this option if you want the new columns to be grouped under the reference of the original column.

Chart:

View Type: Select between line, area or bar chart.

Filters Area

Use to filter the records in the view.

Filter Combination:

"Or" Operator: Use for multiple selections, for example, filtering products "A", "B", "C"...
"And" Operator: Use to combine more than one condition, for example, products that start with "F" and end with "2" or even products other than "A" and "B".

Negative expressions:

Check this option to invert the expression, for example, products different from "A" and "B".