Create bucket filter conditions

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • You can also create a condition to filter the data that goes into the bucket. These bucket filter conditions are also called grooming conditions, and they are the Advanced query conditions type.

    Before you begin

    Role required: cost_transparency_admin or cost_transparency_analyst

    Procedure

    1. Click the filter icon in the bucket.
    2. Fill in the form fields (see table).
    3. Click Submit.
      Figure 1. An example bucket filtering condition
      An example bucket filtering condition
      Table 1. Fields for bucket filter conditions
      Field Description
      Name Descriptive name for the condition.
      Priority Value that determines when the filter is applied relative to other filters. If two filters have the same settings, the filter with a higher priority is applied.
      Table The table containing the expenses that are filtered when put into the bucket. By default, the General Ledger Cleansed Data [itfm_gl_data_cleansed] table is selected.
      Advanced bucketing condition Use the condition builder to create the filter.

      When you create a bucket filter, it appears in the Advanced Conditions tab above the donut chart in the right pane.

      Figure 2. The Advanced Conditions tab
      The Advanced Conditions tab

    What to do next

    You can verify the filter conditions or make changes:

    • Click the name of the condition to open the Advanced Condition form.
    • Click the amount to open the list of general ledger expenses that match the filter.

    The advanced filter condition icon also appears on the bucket:

    Figure 3. The advanced filter condition icon on a bucket
    The advanced filter condition on a bucket