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Lookups

Lookups are tables of data that you add to Cloud Cruiser. They generally represent business data that is not part of your cloud usage and cost data. For example, you might add a lookup that maps organizational levels in your company, such as departments to business units.

You can then use SmartTags rules to translate values in your source data based on values in your lookups. For example, your collected usage and cost data might include a Department field, but not a Business Unit field. If you have a lookup that maps your departments to business units, you can create a SmartTags rule to set a Business Unit field to a value based on its Department in the lookup.

When Cloud Cruiser scans a lookup column for a match, if it finds more than one match it randomly uses one of the matching rows. For this reason, ensure that the column you search with a SmartTags rule has unique values.

For more information about SmartTags rules and the Set field from lookup action, see SmartTags.

Creating lookups

If you do not have an existing CSV file to upload, you can create a new lookup in Cloud Cruiser.

To create a lookup

  1. On the Data page, click the Lookups tab.
  2. Click the Add icon ().
    A new table appears, with source and destination columns.
    • To add a new column, click Add Column.
    • To change the name of a column, click the column header and then enter a new name.
  3. Enter data in each cell by clicking a cell and then entering a value.
    • If you need more rows, click Add Row to add a row to the bottom of the table.
    • If you want to delete a row, click the delete icon () to the right of the row.
  4. To change the lookup name, click the edit icon (lookupsNameIcon.jpg) next to the title, enter a name, and then click the Save icon ().
  5. Click the Save icon () to save your new lookup.
    Your new lookup is added to the list of available lookups, and can now be used by SmartTags rules. For more information about using the Set field from lookup action, see SmartTags rules.
Video example

The following video shows you how to create lookups, which you can use to supplement your collected usage and cost data:

Uploading lookups

If you have an existing CSV file that you would like to use as a lookup in Cloud Cruiser, you can upload that file. For example, you might have a database from which you can export a CSV file.

Your CSV file can have no more than 20 columns, and can be no larger than 10 MB.

To upload a CSV file as a lookup

  1. On the Data page, click the Lookups tab.
  2. Click the Upload icon ().
  3. Enter a Lookup Name and a Lookup Description.
  4. Click Upload File, and then browse to locate your CSV file.
  5. If the first row of your file should be used as column headers, check the First row contains column headers box.
  6. Click Save.
    Your new lookup is added to the list of available lookups, and can now be used by SmartTags rules.

Copying lookups

If you want to create a lookup based on an existing lookup, you can make a copy.

To copy a lookup

  1. On the Lookups page, click the gear icon () next to the lookup you want to copy, and then select Copy.
    A copy of the lookup opens in the lookup editor.
  2. Alter the lookup as you like, and then click the Save icon (lookupsSaveLookup_icon.jpg). Be sure to give the lookup a new name and description.
    For more information about creating lookups, see the Creating lookups procedure.
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