Versions Compared

Old Version 5

changes.mady.by.user Kim Blake

Saved on

compared with

New Version 6

changes.mady.by.user Kim Blake

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Available options in the Data Tab


Image Removed

            Refresh.  Refreshes either the formatting or the report

Image Added        Image Removed Report Formatting.  Formats  the fonts, rows and cells. You can also add borders, headers,                     footers, titles etc

              Column Formatting.  Allows you to format the columns to amend the title, add prefix or suffix,                    remove remove decimal points, sort the data, add borders, change the font etc

           Conditional Formatting.  Allows you to format a column and colour code the writing or add an                   icon icon if a certain criteria is met.  For instance, if the figure/fact is higher than, lower than, equal                 toto, is a null etc

      Smart          Smart Analysis.  Allows Energy Intelligence to suggest visualisations such as graphs, pie                         chartspie charts, line graphs, maps etc.  There are over 50 different visualisations in EI

Available options in the Chart Tab


Image Removed

Image Added          Reset.  This resets either the formatting Image Removed or the chart

         Chart   Chart Settings.  This changes the size and position, the style and interaction.  For instance,                    you  you may want the chart below the table or customise the pie chart colours width etc

        Title Title.  You can rename the table and change the fonts etc

   Legend        Legend.  Allows you to state where you want the legend to be, add a border, shape etc 

       Axis      Axis.  You can format grid lines, add a plot or chart border etc

             Background.  Lets you add things like a background colour, chart border etc

 Series        Series.  Toggle on or off the aggregation label or turn the chart monochrome.

Available options in the Design Tab

Image Removed










   Preview. The first view you see when you move to the Design Tab.

    Export   Export.  Allows you to export by various means such as PDF, Excel etc.

       Table On/Off.  Allows you to toggle the tabular data on or off.

          Report Formatting.  Formats the fonts, rows and cells. You can also add borders, headers,                       footers, titles etc.

          Column Formatting.  Allows you to format the columns to amend the title, add prefix or suffix,                   remove decimal points, sort the data, add borders, change the font etc

   Conditional       Conditional Formatting.  Allows you to format a column and colour code the writing or add an                   icon icon if a certain criteria is met.  For instance, if the figure/fact is higher than, lower than, equal                 toequal to, is a null etc.

  Filters     Filters.  Allows you to move the position of any filters and apply styles etc.

      KPI KPI.  Allows you to save a report as a KPI report, which can then be used on a KPI                                  KPI Dashboard.

Summary     Summary.  Allows you to create Summary boxes on your report with targets and will display                   the the variance.

Details     Details.  Shows the details of the report. When it was last run, last modified and what columns               have have been used.

Available options in the Design Tab

Image Removed

Export   Export. A simple way to export the report, PDF, Excel etc

    Share.  Allows you to share the report by sending a message to another users timeline, email                  or creating a link

Broadcast   Broadcast.  Allows you to broadcast (schedule) the report to yourself, other users or to an FTP                server

Favourites   Favourites.  Lets you store the report as one of your favourites

 Bookmarks    Bookmarks.  Lets you bookmark your report

  Details.  Shows the details of the report data.  When it was last run, last modified and what                     columns columns have been used