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(DOCSP-40109): Charts billing dashboard linked invoice updates (#664)
* document charts billing dashboard updates * tech review feedback * Update screenshot + add linked invoice toggle * tech review feedback
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source/dashboards/manage-dashboards/billing-dashboards.txt

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@@ -26,7 +26,7 @@ Billing Dashboards
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------------------
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Billing dashboards provide metrics and detailed charts about the
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usage in your organization across different categories
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usage in an organization across different categories
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and periods of time. The insights from your dashboard
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can help you optimize your |service| spending.
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By default, billing dashboards include the following metrics
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and charts:
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- Total spending across your organization
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- Biggest spenders in your organization
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- Total spending across the organization
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- Biggest spenders in the organization
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- Total spending by instance size, project, cluster, product category, or SKU
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- Total cost by product category
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You can also customize your billing dashboard by applying
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:ref:`dashboard filters <billing-dashboard-filter>`
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and adding new charts, including any charts
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that use :atlas:`tags </tags>` that you've
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applied to your billing data.
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Required Access
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---------------
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Limitations
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-----------
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At any given time, billing dashboards use
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the last twelve months of your organization's billing data.
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At any given time, billing dashboards use the last twelve
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months of the specified organization's billing data.
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If you enable linked invoices on an existing ingestion, the
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billing dashboard uses the last three months of each linked
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organization's billing data. If you enable linked invoices
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on a new ingestion, it uses the last twelve months of data.
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If you change an existing invoice, |service| updates the
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billing data in your ingestion only if you've incurred
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the invoice within the last three months. Any invoice changes
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reflect in your dashboard after the next scheduled ingestion.
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If you've created an ingestion previously and want to create a
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new ingestion, you must specify a new database to store the
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billing data for the ingestion or delete the old database
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if you want to use the same database name.
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Create a Billing Dashboard
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--------------------------
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.. step:: Configure the |service| Billing Ingestion.
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a. Enter your :guilabel:`Organization public API key` and :guilabel:`Organization private API key`.
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a. Specify the organization for which to create the billing dashboard.
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By default, |charts-short| selects the current organization.
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To use a different organization, select :guilabel:`Another`
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and specify the Organization ID. You can find the
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Organization ID in the specified organization's settings.
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.. note::
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If you use :atlas:`cross-organization billing
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</billing/#cross-organization-billing>`, specify the
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Organization ID for the paying organization.
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#. Enable or disable ingesting invoices from linked organizations.
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#. Enter the :guilabel:`Public API key` and
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:guilabel:`Private API key` for the specified organization.
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Your key pair must have at least :authrole:`Organization Billing Admin`
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and :authrole:`Organization Billing Viewer` access.
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To learn how to create and view an API key for your organization,
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To learn how to create and view an API key for an organization,
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see :atlas:`Grant Programmatic Access to Atlas
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</configure-api-access/#grant-programmatic-access-to-service>`.
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.. step:: Click :guilabel:`Save`.
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|charts-short| uses the :oas-atlas-tag:`Invoices API </Invoices>`
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to ingest the last twelve months of your organization's billing
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to ingest the last twelve months of the specified organization's billing
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data into the specified deployment and database. After you create
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the initial ingestion, |service| ingests billing data daily.
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