Pivot Explorer Report in CloudCheckr CMx

The Pivot Explorer report, one of the new Cost reports in CloudCheckr CMx, allows you to manipulate your cost data and build meaningful visual usage trends —right in the CloudCheckr CMx interface.

In the past, you had to export the data into other tools, like Microsoft Excel, and create those extrapolations in a very tedious, time-consuming process. With the Pivot Explorer report, all the tools you need are right at your fingertips, so you can build reports much more quickly.

To access the Pivot report, you can click in the Left Navigation pane or in the Dashboard pane.

In its default state, the Pivot Explorer only shows your total cost. It's only when you modify the data using the built-in tools that the data can provide more insight on how to optimize your costs and resources.

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Using the callouts as a guide, review this table to learn more about the Pivot Explorer tools:

Feature Description

1

Click FILTERS to open the Edit Filter sub-drawer and configure the filter settings.
When you configure these filters, it reduces the amount of initial data coming into the billing engine, which allows CloudCheckr CMx to process the data faster.

The filters you configure in Pivot Explorer persist in the Summary report, so that you don’t have to re-select your options when you switch between the two reports.

2

The Filter Summary header displays the current configuration of your filters.

3

Select to export your data into one of the following outputs: print, HTML, CSV, Microsoft Excel, image, or PDF.

4

The Grid option is the default view in Pivot Explorer, which displays your data in the standard table format.

The Charts option allows you to choose one of the following chart types: column, bar, line, scatter, pie, stacked column, column line, or you can create a chart that layers multiple chart types.

5

Click in your Pivot Explorer table to filter by a selected parameter. In our example, clicking the Gear icon will allow you to apply a filter to the Service parameter:

6

Select your format options such as how to align your data, what type of separator you want to use between data points, if you want to use a currency symbol, and if you want to show values as a percentage.

7

Select your layout options such as if you want to show grand totals and/or subtotals as well as if you want a compact, classic, or flat format. You can also choose if you want to include conditional formatting.

8

Click to open the Fields dialog box where you can choose from all available fields and drag an drop those fields into your report filters, chart rows, chart columns, or values.


Procedure

Click a button to learn more about the actions you can perform in the Pivot Explorer Report:

This procedure shows you how to apply filter settings to the Pivot Explorer, which helps to zero in on the data you'll need to build an accurate Pivot Explorer report.

  1. From the Pivot Explorer page, click FILTERS. The Edit Filter sub-drawer opens.

  2. In the Month field, select a month from the drop-down list.
  3. In the Account ID text field, type an Account ID.
  4. In the Service Category field, select one or more service categories from the drop-down list.
    A Service category is a container for related services in CloudCheckr CMx that you can select as a filter option in your cost reports.
    What service category you select does not influence the list of available services in the current UI. So, if you select Compute as your service category, the Services drop-down menu will contain all the services available in CloudCheckr CMx—rather than a subset of Compute-only services.
  5. In the Service field, select one or more services from the drop-down list.
  6. In the Cost Type field, select a cost type from the drop-down list.
  7. Click APPLY.

    The application repopulates the Pivot Explorer according to your new filters. In this example, we chose to create a report for August 2020 that shows the cost for all services in the Compute service category:

    The filters you configure in Pivot Explorer persist in the Summary report, so that you don’t have to re-select your options when you switch between the two reports.

In this procedure, we will create a Pivot Explorer Report that shows that grand totals by location in a pie chart, which we will export to PDF.

  1. Click the Options icon.

    For this procedure, we chose to show the grand totals in a Classic format:

  2. Click APPLY.
  3. Click the Fields icon.

    For this procedure, we chose service and service category as the report filters with a report row of location:

    A Service category is a container for related services in CloudCheckr CMx that you can select as a filter option in your cost reports.
    What service category you select does not influence the list of available services in the current UI. So, if you select Compute as your service category, the Services drop-down menu will contain all the services available in CloudCheckr CMx—rather than a subset of Compute-only services.
  4. Click APPLY.
  5. Click the Charts icon and from the drop-down list, select Pie:
  6. Click the Export icon and select PDF from the drop-down list.
  7. From the dialog box, select the Save As File option and click OK.
  8. From the Downloads folder on your local drive, select your new PDF file.

    Here is what your pie chart looks in the exported PDF:


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