If you share certain costs across departments or cost centres, or you want to share all 'unallocated' costs across your business, you can create rules to allocate metrics as you determine.

In the Views area, find the view to which you'd like to add shared costs. Check whether it's a view based on a single dimension or if it's based on multiple dimensions.

From inside a single-dimensional view-

  • From the list of items, find the item you'd like to make shared.
  • Click the 'Allocate To' drop-down, select 'Create a Segment'
  • Give the new segment a name
  • Tick the 'shared segment' box and then select 'add'
  • Go to the 'Shared Infrastructure' tab
  • Select the way you want to share this cost: Custom, Even, or Pro Rata (by spend)
  • If using a Custom split, allocate the percentages across each cost category that share this cost.
  • Back on the Overview, use the 'Allocate To' dropdown to add the shared cost segment to other items as necessary.

From inside a multi-dimensional view-

  • Click 'add a rule'
  • Click 'create a segment'
  • Tick the 'shared segment' box and then select 'add'
  • Go to the 'Shared Infrastructure' tab
  • Select the way you want to share this cost: Custom, Even, or Pro Rata (by spend)
  • If using a Custom split, allocate the percentages across each cost category that share this cost.

Back on the 'Overview' page:

  • Add rules for which costs are shared for the shared costs item.
  • e.g. If all Direct Connect costs are in the “Support” shared costs rule – make sure that you've added the 'AWS product' dimension and add a rule based on that.

If you'd like to create a rule to share all unallocated, or leftover, costs:

  • Create shared cost segment, e.g. 'Leftover'
  • Allocate the percentages across each cost category using the instructions above.
  • At the bottom of the Overview table, create a new rule with only 'Leftover' selected in the first column, and no other dimensions selected. Click 'Add'.
  • This creates a catch-all rule that will pick up any costs not already allocated in the rules above, across categories as you define.
  • Tip: this rule must always be at the bottom of the table - if you create new rules make sure you move them to sit above this rule.
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