Adding in columns into a report can be done if you have created the report originally or you can copy a report and add columns in.
This example shows how to take an original report that has a 'this year' and 'previous year' consumption value per month and adding in columns to show what the change is and what percentage that change is.
Contents
Opening the Energy Intelligence Activity
Creating the Report
Copying the Report
Editing the Report
This page will help you edit a report to make the report look and feel how you want it to. For instance, you can change the column order, hide and/or rename columns or make amendments to the filtering options.
- The contents for this page are:
- Adding in Columns to show Differences
- Adding in Columns to show Percentage
- Hiding Columns
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- Renaming Columns
- Adding Prefix or Suffix to Columns
- Adding Conditional Formatting to the Columns
- Adding Totals to the Columns
- Changing the Column order
- Changing the Column width
- Adding Filtering Options
- Changing the Chart layout
- Adding a Summary Box
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- Log into Sigma
- Click on the Energy Intelligence Activity
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- From the main page, click on the main menu (top left)
- Click Create
- Click Report
- Choose the View required – Sigma Bill Consumption
- Drag and drop the Metrix and Dimensions onto the Canvas
- Drag and drop Metrix and/or Dimensions to the Filters
- Choose the View required – Sigma Bill Consumption
- More information available on the How to Create a Report handout
OR
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- From the main page, right click on the Report (thumbnail or line)
- Click Copy
OR
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- From the main page, right click on the Report
- Click Edit
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Adding in Columns to show Differences
Energy Intelligence can show you the difference between two columns. For instance if you have a Master Query of this year's consumption and a Sub Query of last year's consumption, you can add a column to see what the difference is.
- From the Data tab, drag and drop the Cons Day total into the report (the same field that you have already added)
- Click on the Column Heading for Cons day total
- Click Advanced Function
- Choose Difference of Columns
- Choose the this year column from the Column selection (to show the difference between this year and last year)
- Click Save
- The column name will be amended to Subtraction of Cons Day Total
- Click Advanced Function
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Adding in Columns to show Percentage
Energy Intelligence can show you the difference in percentage between two columns. For instance if you have a Master Query of this year's consumption and a Sub Query of last year's consumption, you can add a column to see what the percentage difference is.
- From the Data tab, drag and drop the Cons Day total into the report (the same field that you have already added) (again)
- Click on the Column Heading for Cons day total
- Click Advanced Function
- Choose Percentage Change Against Columns
- Choose the this year column from the Column selection
- Click X to save
- Click Advanced Function
- The column name will be amended to % Of Cons Day Total
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Hiding Columns
If you do not want Columns to show in table, they can be hidden. It may be that you have the Site ID as a column, but do not need to see it in the table.
- Click on the Column Header
- Click Hide Field
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Renaming Columns
Columns will automatically be named in Energy Intelligence. Any column can be renamed to your own wording. For instance, the default name might be Bill Daily Net Amount and you want to call it This Year total Bill Amount.
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- From the Data tab, click on the individual column header
- Click Format
- Click Edit
- Enter the name in the Display field
- Click X to save
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Adding Prefix or Suffix to Columns
Some columns may be cost specific or commodity specific, so you may want to add a Prefix or Suffix.
- Click on Column Formatting
- Click on the required Column name (ie % Difference)
- Add a Prefix to the Prefix Field (
- Click on the next required Column name
- Add a Suffix to the Suffix field (ie %)
- Click X to save
- Click on the required Column name (ie % Difference)
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Adding Conditional Formatting to the Columns
When creating a Report, you may have data that needs to be highlighted, such as when the difference between two columns is over / under a certain percentage. To do this, use the Conditional Formatting option.
- From the Data tab, click on Conditional Formatting
- Click on the Column (ie % Difference)
- Style - Choose Cell or Icon
- Cell will highlight the cell in a specified column
- Icon will add an icon in the specified column
- Click + Add Another Rule
- Choose Equal to, Greater than, Between etc -
- Enter the Value ie -50 (-50%)
- Click on the background colour icon
- Choose the colour (green)
- Click Submit
- Add another rule if required
- Click X to save
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Adding Totals to the Columns
Columns can be totalled if they contact costs or consumption figures.
- From the Data tab, click on the Column Header
- Click Totals
- Click Sum
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Changing the Column order
Columns can be moved to whatever order is best for you.
- From the Data tab, drag and drop the column to the required place
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Changing the Column width
Energy Intelligence will expand a Column if the header is long. You can resize each Column width if required.
- From the Data tab, drag the width of the columns on the Canvas to the required size
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Adding Filtering Options
Filters can be amended so that they are mandatory, prefilled with the previous search and displayed in a different place if required.
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- Click on the Filter you want to be mandatory
- Change from allow Omit to Mandatory
- Click X to save
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Changing the Chart layout
The default when creating a Chart is to put gaps between all the data. If you prefer data to be side by side (for instance, this year and last years consumption totals), you can amend the layout of the Chart.
- Click on the Chart tab
- Click on Axis
- Click on Horizontal
- Click on Style
- Category Spacing – change to 4
- Series Spacing – change to 0
- Click on Style
- Click on Horizontal
- Click X to Save
- Click on Axis
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Adding a Summary Box
This example shows how to add a Summary Box to show the total of This Years Bill Daily Net Amount, compared with the same period last year. It also shows the percentage up/down on the same period last year.
- Click on the Design tab
- Click Summary icon (top of screen)
- + Setup Primary Metric
- Display Title – £ this year
- Metric – This Year Bill Daily Net Amount
- Aggregation – Sum
- Target Type – Total
- Display Title - £ last year
- Set Target – Last Year Bill Daily Net Amount
- Desired Variance – Below
- Variance Display – Percentage
- Click Save
- Click Submit
- + Setup Primary Metric
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- Click on Report (top left)
- Add the Name
- Add the Description
- Choose the Folder to save the Report to
- Choose Public or Private
- Click Save
OR
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- Click on Report (top left)
- Click Save
- Change the Name
- Amend the Description
- Change the Folder
- Click Save
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- Click on Report (top left)
- Click Save
- Amend the Name (if required)
- Amend the Description
- Click Save
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