Creating Rule-Based Dimensions to Group Organizations

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.

Rule-based dimensions are flexible, user-defined dimensions you can use to view your organization’s cost data categorized in groups. You can create a rule-based dimension to group child organizations by adding a rule for each child organization. These rules help assign specific price books to group your child organizations.

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 to group organizations:

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

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

In the Dimension Name box, enter a name of the dimension that you want to add. For example, RBD PriceBook Group.

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. For more information, see Creating Rules List.

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

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.

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 Bill Split dimension that you want to evaluate.

Note:Bill Split is a special default dimension. You can add up to 500 rules to this particular dimension to allocate accounts to your customers.

Select the operator (Equals) from the dropdown list.

From the Value dropdown list, select a value for the dimension for the rule to be applicable. For example, select the child organization ID 36717-Child Org 1.

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. For example, enter “priceBook1” that will be the price book assigned to this rule when the condition is met.

Note:To add more conditions to the rule, click Add. From the Match dropdown list, if 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.

Note:Create an individual rule for each child organization and assign them to the required price book. The rules that you add to the RBD PriceBook Group dimension relate your child organization to a specific price book. This ensures that specific child organizations are assigned the correct price book rules. For creating Price Book rules, see Creating Price Book Rules.

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 drag the rule to a new location. Then, click Save Order.