Creating Rule-Based Dimensions

Important:To create a rule-based dimension, you must have the Manage organization or Manage rule-based-dimensions role. For complete descriptions of each role available in Flexera One, see Flexera One Roles.

You can create a rules list with simple and basic rules on the Rule-Based Dimensions page. To create rules with nested expressions, use the Rules-Based Dimensions API. For more information, see FinOps Customizations API.

To create rule-based dimensions:

Go to the Rule-Based Dimensions page (Administration > Cloud Settings > Rule-Based Dimensions).

Click Create New Dimension. The Create New Dimension slideout opens.

To directly assign costs to leaf-node billing centers, select the Use this dimension for billing center allocation checkbox.

Note:Consider the following:

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This checkbox is disabled, if a billing center allocation rule-based dimension already exists. You can create only one rule-based dimension for billing center allocation.

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If you select this checkbox, in the Dimension Name field, the default dimension name is BC Allocation. You cannot edit the dimension name.

In the Dimension Name box, enter a name of the dimension that you want to add.

From the Select Effective Month for Rules list, select the date (year-month) for the rules list to become effective.

Note:A rules list describes how a rule-based dimension is populated. This rules list is effective at 12:00 AM on the first day of the selected month, and remains effective until another set is defined for a subsequent month.

Click Save. The dimension added displays in the Dimensions list with the effective month added as a rules list under it.

Note:If you create a rule-based dimension for billing center allocation, rbd_bc displays next to the dimension name.

To add a rule to the rule list, click Create New Rule.The Create Rule slideout opens.

Note:Rules determine how to assign the costs. The rules are evaluated in the order they are listed. For information on Rule Groups, see Rule Groups.

To add a condition to a rule, from the Match dropdown list, select one of the following Boolean operators:

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Any—Checks whether any of the conditions are true for the value to be assigned to the dimension.

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All—Checks whether all the conditions are true for the value to be assigned to the dimension.

From the Dimension dropdown list, select the dimension that you want to evaluate.

Select the operator (Equals or Not Equals) from the dropdown list.

In the Value box, enter a value for the dimension for the rule to be applicable.

Note:To clear the values, click the Reset icon next to the Value box.

In the Value box, enter a value that is assigned to the dimension when the condition is met. Or, from the dropdown list, select the billing center to assign costs to.

Note:To add more conditions to the rule, click Add. If from the Match dropdown list, you select Any, then Or is displayed between condition sets and if you select All from the Match dropdown list, then And is displayed between condition sets.

Click Save. The rule is added to the rules list.

Consider the following:

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To edit and delete a rule, click the three dots icon next to the rule, and then click Edit Rule and Delete Rule, respectively.

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To change the priority of a rule, click Reorder. You can move the rule up and down in the list by clicking the Up and Down arrows or you can change the priority of a rule by clicking the Move icon and selecting the priority and clicking Move. Or, you can drop the rule to a new location. Then, click Save Order.

Rule Groups

Each grouping of rules with similarly structured condition statements is a considered a rule group. You must create rule groups to optimize how Flexera One can efficiently check rules against the bill data.

Important:If the rules list exceeds 500 rules, then there should not be more than 15 rule groups.

Consider the following example of rule groups (each line is a rule in the rules list):

Cloud Vendor Account = 123 and Resource Group = 123 then...

Cloud Vendor Account = 123 and Resource Group = 456 then...

Cloud Vendor Account = 123 and Resource Group = xyz then...

Cloud Vendor Account = 123 then...

Cloud Vendor Account = 456 then...

Cloud Vendor Account = 456 and Resource Group = zzz then...

Cloud Vendor Account = 456 and Resource Group = xxx then...

The earlier example includes three rule groups. The first list has rules with 2 conditions, then rules with 1 condition, and then more rules with 2 conditions.