Using the Guest Filter

Using the Guest Filter

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In order to sort and filter your collected utilization and billing data and take advantage of the reporting features provided by Densify, you need to tag your instances. All three cloud platforms support user-defined resource tags to categorize your cloud utilization and billing data. This filter specifically, is based on those resource tags that have defined for each of your instances. These user defined tags must be mapped to Densify attributes. Contact your Cloud Advisor for details..

Note: When working with the guest filter, be aware that the Approval Setting option is based on live data. See Using the Guest Filter, below.

The Group By features located at the right side of group filter allows you to group you data using the using the same user-defined resource tags/attributes that are used by the guest filter. See Viewing Cloud Optimization Reports for details.

Reports with the Guest Filter

The following reports allow you to filter instances using the guest filter:

  • Public Cloud > Optimization Overview
  • Public Cloud > Amazon Web Services > EC2 | RDS | Spot Instances Optimization Reports
  • Public Cloud > Microsoft Azure > Virtual Machines Optimization Reports
  • Public Cloud > Google Cloud > Compute Engine Optimization Reports

Using the Guest Filter

You can apply guest filters to report on a smaller, more manageable set of guests. To define a filter, from the Guest Filters strip at the top of the page:

  1. Select your specific filter drop-down and select the options to include.
  2. "All" is used to indicate no filtering defined. If you select a single, item, then that item is displayed. If you select more than one item, but not all items, then "Multiple" is displayed.

  3. You can use the search feature to find specific attributes/tags/strings. See Using the Filter's Search Feature.
  4. Check the footnote at the bottom of the page to see details about the filtered list. The total number of records are listed. If you are using the search feature, the footnote indicates how many items contain the search criteria and the total number of records.
  5. The footnote does not tell you how many items have been selected. This number is shown at top of the list.

  6. Click OK to set this filter.
  7. Click the More Filters link to define other filter criteria.
  8. Click the Apply button to update the page with the filter you have defined.
  9. You can click the Apply button at any time to refresh the filter settings. This includes adding/removing any new pick list values in the selection lists, that may have changed after recent data collection. It also and includes any updates the listed systems based on changes made to dynamic attributes.

  10. Click Reset to return all of the filter settings to their defaults.

The entire page, including the blue Summary banner at the top of the page, is refreshed when the Guest Filter is applied.

If, after applying the filter, no records meet the specified criteria, you will see the message "No Data Available".

Clicking the Reset button also adds/removes any new pick list values in the selection lists and updates the listed systems based on changes made to dynamic attributes.

Persisting Filter Settings Across Pages

The selected filter options are persistent across platform-specific optimization reports that support filtering. For example, the selected guest filters applied to the AWS EC2 report are also applied to the AWS RDS, ASG, and Spot Instances pages..

Since all cloud platforms (AWS, Azure and GCP) are aggregated on the Cloud Optimization dashboard, the guest filter is separately persistent for that tab. Settings are persistent between the Optimization Overview >Summary and Data tabs.

Note: The guest filter is not displayed on the Instance Optimization Details reports.

The guest filtering options also persist across user login sessions. When you log out and log back into Densify, your filter selections are retained for the Cloud Optimization pages and for any drill-down reports that support guest filtering.

When you are filtering on the AWS Account | Azure Subscription | GCP Project option, the filter drop-down list shows the account, subscription or project name (if available) and the account number. i.e. "Engineering Dev (1234567890)”. If the account, subscription or project name is not available, or is the same as the account number, then only the account number is used. i.e. "1234567890".

To customize the filter criteria and sort order, contact your Cloud Advisor.

Using the Filter's Search Feature

You can click the search icon in the filter selection drop downs to search for specific system attributes or tags.

  1. Click the drop down to open and uncheck Select All at the top of the drop down.
  2. Click the search icon to display the search bar.
  3. Enter the search term and press Enter (keyboard). The list updates with all systems that contain the specified search criteria.
  4. Check the items you want to filter on and click OK. The selected items are added to the current settings.
  5. You can enter another set of criteria to add more items to your list. This allows you to filter on multiple items.

  6. Click Apply to update the page with the filter settings you have defined.

Multi-Select Search Features

If you have items already selected in the drop down and then search and select additional items, these items are added to the items already selected. For example:

  1. Expand Business Unit. In the figure below, 2 items are already selected.
  2. Search for "trading".
  3. You find 2 more items and select them.
  4. You are now filtering on 4 values.
  5. You can search again and add more items to the list.
  6. Click OK to select these 2 items and then open the drop down again to view the complete list of items you have selected.
  7. Click Apply to update the page with the filter settings you have defined.

Use the notes at the top and bottom of the drop down to determine the number of items in your filter.

Additional Search Features

When using the filter's search features, note the following:

  • The search is not case-sensitive.
  • If no systems contain or match the search criteria, a message is displayed.
  • Click at any time to cancel the search or clear the search box.
  • A vertical scroll bar is displayed if the list is longer than the drop down window.
  • You may see a spinning icon when the search or load takes more than 1 second to display the results.

Dynamic Filtering

The guest filter supports dynamic filtering of the Approval Setting. This means that filtering and sorting are done based on the current values of the attribute and the guest filter does not require the corresponding analyses to be refreshed or for the reporting database to be updated, which is the case for all other attributes. Currently only the Approval Setting attribute supports this behavior.

You can edit the value of the Approval Setting attribute through the Instance Optimization Details page or through the Densify API.

Caution: Since this filter is "live" and all others are not, use caution when setting filters based on the Approval Setting attribute.