Create and update a tag category

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • Create a tag category to enable multiple tag names for representing costs against a single business entity. For example, multiple users might independently have created the tag names "App", "AppService", and "appl" to indicate applications. With a tag category of "Application", any costs for items tagged App, AppService, or appl are correctly assigned as costs against an application.

    Before you begin

    Role required: insights_admin [sn_clin_core.insights_admin]

    About this task

    Important:
    This information applies to both the Cloud Cost Management and Cloud Insights Billing apps. All references to Cloud Cost Management also apply to Cloud Insights Billing.
    This procedure describes the process as performed from the user interface. Alternatively, to speed the process, you can edit the affected tables directly.
    • Tag Category [sn_cld_intg_core_tag_category]
    • Tag Name-Category [sn_cld_intg_core_tag_name_category]
    Note:
    Each successful execution of a Billing Download job updates tagged costs. Recent updates that you make to tag category definitions might not reflect ton the cost reports. To apply the latest tag category definitions to cost data without running a Billing Download job, select Reapply categories by navigating to Cloud Cost Management Workspace > Operations > Cost usage tags > Tag categories.

    Procedure

    1. Navigate to Cloud Cost Management Workspace > Operations > Cost usage tags > Tag categories.
    2. On the Tag Categories list, select New.
      For the list of default tag categories, see List of default tag categories.
      Note:
      In this step, you add a single tag name to the category to create the initial category record. You can add any number of tag names to the category later.
    3. On the form, fill in the fields.
      Table 1. Tag Category form
      Field Description
      Name Unique and meaningful Name for the category.
      Active The option to add the category to the Tag Category filter list on spend reports.
      Enable grouping Option to add a category:value option for this category to the list of Group by choices on spend reports.
      Note:
      A category must be active to appear in the Group by list.
      Tag names The list of tag names that you can add to the category.
      1. Select the Lookup icon Lookup icon to open the list of tag names that came with the latest Billing Download job. All tag names appear on the Tag Names list.
      2. Select tag names from the drop-down list.
    4. Select Save to create the category.
      The new category appears in the Tag Categories list.
    5. In the Tag Categories list, select the category that you just added.
      The Tag Category form reopens and the tag name that you added appears the Tag names list.
    6. Optional: On the Tag names list, select the Lookup icon Lookup icon to add multiple tag names.