The Settings page allows you to customize and configure the financial years, TBM taxonomy as well as other default settings. These settings also manage application licenses, AI configurations, chargeback reports, hosting types, notification channels, and app personalization.
General Settings
Financial Year
This setting option is used to configure and manage the financial years. You can add, edit, and delete the financial years. The added year will be available for the data loading and reporting.
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To add new financial year, click + ADD NEW button and select the desired year.
Once you configure the financial year, the application calculates the start and end month based on the preference that you have set in the Default Settings. For example, if you set April as a start month for the financial year 2024, then the end month will be March 2025. You can find these details in the From and To columns.
This tab contains the following buttons:
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Button Name |
Button Description |
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Edit |
Used to edit the financial year. |
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Delete |
Used to delete the financial year. Note: The application restricts the deletion of the financial year that contains any data or reports. However, you can delete the year that doesn’t include any data. |
Default Settings
The Default Settings lets you configure the current financial month, year and other parameter settings. To save or cancel the changes in the default settings, click green or red check mark next to each field.
The default settings includes:
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Year Name Format - This field is used to select the financial year format. For example, 2000, FY2000, and 2000-01. The format you choose will be the default year name format on the dashboard and data management screens.
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Current Financial Year - This field is used to select the current or default financial year within the application. By default, the application will show the data for this selected financial year. However, you can use the year filters to check the data for the desired years.
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Financial Year Start Month - The selected month will be considered as a starting month of every financial year added in the application. By default, the application will show the data for this selected month. However, you can use the month filters to check the data for the desired month.
Note: The month sequence in the month filters is dependent on the starting month defined in this field.
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Set the RAG Threshold % for High Accuracy - This defines the accuracy level in the Red-Amber-Green (RAG) framework. You can set the maximum limit for the deviation percentage to be shown in green.
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Set the RAG Threshold % for Medium Accuracy - This is a maximum limit for the deviation percentage to be shown in AMBER. Deviation percentages above this value will be shown in RED.
Tenants
The tenants details are auto captured by the application. The following fields are available in the tenants:
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Field Name |
Field Description |
|---|---|
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Tenant ID |
Indicates the tenant ID of the user from the Azure Active Directory. It is auto-captured by the application once the user sign in for the first time. |
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Domain |
Indicates the user's domain name. It is auto captured by application once user sign in for the first time. |
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Invite Only |
Indicates that the user is invited by an admin user. By default, it is turned off. The invited user gets limited access to the application at initial login. However, the admin can grant an additional access. |
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Azure AD Roles |
This option is used to configure the user from Azure AD and assign the appropriate roles. By default, it is turned off. |
To edit the tenant details, the menu contains the following button:
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Button Name |
Button Description |
|---|---|
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Edit |
Used to edit the tenant fields, such as invite only and Azure AD Roles. |
TBM Taxonomy
The TBM Taxonomy section enables you to configure and manage your IT cost, resources, and services according to the TBM framework.
By default, application configures default components for common TBM categories, such as Cost Pools, Towers, and Solutions, along with their sub-categories. However, you can add new TBM parameters to align with your organization’s specific requirements. The application only contains three tabs for these default categories, and the subcategories are accessible by clicking the dropdown arrow.
The application comprises the following TBM taxonomy structure:
Note: You cannot edit or delete the default TBM Taxonomy structure in the application. However, you’re allowed to modify or remove the TBM structure that you have added.
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Cost Pools |
Sub Cost Pools |
Cost Pools and Sub Cost Pools represent the Finance View of IT costs. Cost pools are categories that describe the types of assets and services purchased. By using cost pools, we can allow easier cost allocations and enhance reporting. For definitions and examples see: Cost Pools |
Finance View |
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Towers |
Sub Towers |
Towers and Sub Towers represent the IT View of costs. Towers are categories that describe the technology functions which are supported by that IT spend. Through Towers, IT leaders can assess the cost-effectiveness of IT Technology & service delivery. For definitions and examples see: Towers |
IT View |
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Solutions |
Solution Type Solution Category Solution Name |
Solutions are what IT delivers to the end consumers. These can be wider businesses, end users, or often external parties, such as customers and partners. For more details on the default Solution Types, Categories and Names, see: Solutions |
Business View |
How to add:
To add a new TBM component,
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Click + ADD NEW button in the component type you want to add.
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Enter a name.
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Select the parent category (applicable for Sub Cost Pool, Sub Tower, Solution Type, Solution Category, and Solution Name).
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Click SAVE.
Chargeback
You can manage chargeback definitions here. Any report saved in the Spend cube in the Analytics menu that includes business unit and solution offering-related fields can be utilized to define the chargeback definition.
The application retrieved the saved report from the Spend cube and displayed it in the Saved Reports dropdown list. The selected report will be used as the default definition in the chargeback feature.
Hosting Type
The Hosting Types section allows you to define and configure different types of hosting environments used in your IT infrastructure. This helps you categorize hosting platforms (e.g., cloud, on-premises) and associate them with specific asset types (e.g., cloud, mainframe, server).
The application includes default hosting types based on the common IT environments. Examples of default hosting type includes:
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Cloud
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Mainframes
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On-prem
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Servers
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Platform
These default hosting type helps you to analyze the total spend incurred on various hosting platforms. To view detailed breakdown of the hosting spend across different platforms, refer the dashboards like Cloud TCO, Mainframe TCO, On-Prem TCO, Server TCO, and Platform TCO.
Notification Channels
Notification Channels allow you to send alerts and notifications about your spend metrics through Microsoft Teams or Slack channels. These alerts can be tailored to specific scenarios and triggers when specific conditions are met. The notification channels are primarily used in the Alerting feature.
You can configure the notification channels to send alerts to collaboration platforms like Microsoft Teams or Slack. You must have the incoming Webhook URL of the channel. The incoming Webhook URL is used to post the content to the configured channels. See Get Incoming Webhooks URL for Microsoft Teams and Slack for details.
After defining the notification channel, you can create the alerts and send the notifications to channels when the alert condition is triggered. For more information on how to configure the notification channel, refer Configure Notification Channels.
Currency Exchange Rates
The Currency Exchange Rates allows you to manually configure and update exchange rates for different currencies. These exchange rates are specifically build for the ease the currency conversion in cloud billing data. You can configure exchange rates from any currency to a system-defined currency. After configuring, the system automatically converts billing amounts from cloud billing files into the system-defined currency using the provided exchange rates.
To add new currency exchange rate,
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Click + ADD NEW button.
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On the popup, select the currency in From Currency field.
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Enter the Exchange Rate, for example, 1 USD = 0.85 EUZ.
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Click SAVE to add the exchange rate.
App Personalization
The App Personalization enables you to load a custom logo on the menu bar. You can upload images in jpg, jpeg, png, gif, and svg format.
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To add a logo, drag & drop your logo or click on the upload box to select a file.
AI
Access to AI-based features such as Ask Yarken and Copilots depends on your license type. Upgrade to YäRKEN Intelligence license to access these features. Check Licensing section for details or contact support at support@yarken.com.
Ask Yarken
The Ask Yarken feature is an AI-based language model integrated into our platform designed to assist you with answering queries related to your uploaded data. Ask Yarken can help you quickly find what you're looking for without manually searching through dashboards or reports.
Here, you can provide additional text to give the model more context when summarizing the database response. The final result will be based on the context that you’ve provided.
Adding Context in Ask Yarken
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On the Summary Creation Context box, describe the summary of answer you need. For example, Insights, Recommendations, and Explore.
Note: When entering context, ensure that your input does not exceed 500 words.
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Provide any necessary context or details.
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Click green check box to save the context.
Example of the context:
You may add the summary creation context in the below format:
In the above example, Ask Yarken is provided with some extra context options such as Insights, Recommendations, and Explore. Once you configure the context, you can expect the answer in that format.
You can refer the below response when asked the question, What is my spend for Jan 2022-23?
Copilots
The Copilot feature is an AI-powered assistant integrated into our platform. This feature is access only from selected charts across various dashboards and reports. It helps you analyze data on charts, generate insights, and interact with visualizations in real-time.
The copilots section in the settings allows you to configure and manage context for the graph explanation. Based on this context, you can construct a summary of the response or generate additional insights. You can also enable or disable the copilot from here.
Enabling or Disabling Graph Explanation Copilot
To enable or disable copilots on graphs,
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Select the desired option from the dropdown list and click green checkbox to save the option.
Adding Graph Explanation Context
To add,
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On the Graph Explanation Context box, describe the summary of answer you need. You may refer the below example in the screenshot:
Note: When entering context, ensure that your input does not exceed 500 words.
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Provide any necessary context or details.
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Click green check box to save the context.
The output based on the above example may appear in the format below:
Setup
Licensing
The Licensing feature allows you to manage your application’s license, upgrade to premium features, and monitor your subscription status. Here, you can extend your membership, renew your license, or unlock additional features by uploading a licensing file (.lic).
Uploading a License File
To upgrade or renew your license, follow these steps:
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Click upload box and browse
.licfile from your computer. -
Click UPGRADE button.
Once uploaded, the application will validate the license and update your subscription details. The relevant features are automatically activated and integrated into the application.