Manage Views

Modify or delete a View to suit your needs.

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Before You BeginModify a ViewRename a SegmentDuplicate a ViewSee also

Stax uses Views to display your AWS data in a way that aligns with your business needs.

When the needs of your existing Views change, instead of starting from scratch, you can easily include additional resources to expand the View's capability. Shared Infrastructure allows usage costs to be allocated to multiple segments within a View.

Before You Begin

  • Estimated time to complete: 5 minutes
  • When duplicating or editing a View, it may take up to (or in some cases more than) four hours for the View's cost and compliance data to display correctly
  • Ensure you are a member of either the Admin or Cost & Compliance Admin role in your Stax tenancy
  • You should have a good understanding of your organization's tag and account structure

Modify a View

  1. Log in to the Stax Console
  2. Select Views from the left-hand nav
  3. A list of all your organization's Views will be displayed on the Views page
  4. To edit an existing View, click the name of the View you wish to update. The Overview page will be displayed
  5. Update the configuration as appropriate:
  6. In the case of a typical View, the left-hand column shows the dimension to be considered, and the right-hand column the Segment to which that dimension should be assigned
  7. In the case of a multi-dimension View, the left-hand column shows the Segment. The right-hand columns show the combination of Dimensions which, when matched, will assign a record to that Segment

Changing a View configuration is immediate, however it can take some time (depending on the amount of data to be processed) for the updated cost and compliance values to be calculated across Stax.

Rename a Segment

  1. Log in to the Stax Console
  2. Select Views from the left-hand nav
  3. A list of all your organization's Views will be displayed on the Views page
  4. Choose the name of the View containing the Segment to be renamed. The Overview page will be displayed
  5. Update the name of the Segment:
  6. In the case of a typical View, expand any Segment drop-down list, locate the Segment to be renamed, then choose the pencil icon to rename it
  7. In the case of a multi-dimension View, scroll to the bottom of the page. Choose Add Condition then locate the Segment to be renamed. Choose the pencil icon to rename it

Duplicate a View

Duplicating a View will create a new View with the following settings copied:

  • Segment, dimensions, and mapped data
  • Monthly Budgets
  • Shared Infrastructure
  • Settings, including new value mapping
  1. Log in to the Stax Console

  2. Select Views from the left-hand nav

    Views Menu Item
  3. A list of all your organization's Views will be displayed on the Views page.

    List of Views
  4. To duplicate an existing View, click the vertical ellipsis (⋮) located to the right of the View's name, then select Duplicate from the list

    Duplication View option
  5. Give your View a meaningful name and click Duplicate View

    Name duplicated View and Create
  6. Your newly created View will be shown on your organization's Views page

    View Duplicated View
  7. To edit the duplicated View's settings, click on the View name

  8. Make the desired changes to your View's dimension and segment configuration, monthly budgets, settings and if applicable any shared infrastructure

See also