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Each tab has different options at the top of the page:.  See below for details on each option.

Available options in the Data Tab


OptionExplanation
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Refresh

Refreshes either the formatting or the report

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Report Formatting

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

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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

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Conditional Formatting

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

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Filter

Allows you to change the options on the Filtering, ie make a particular Filter mandatory

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Smart Analysis

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



Available options in the Chart Tab


OptionExplanation
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Refresh

Refreshes either the formatting or the report  

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Chart Settings 

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

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Title

You can rename the table and change the fonts etc

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Legend

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

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Axis

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

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Background  

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

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Labels

Allows you to show or hide Labels

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Series

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



Available options in the Design Tab

OptionExplanation
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Export  

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

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Table On/Off

Allows you to toggle the tabular data on or off.

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Report Formatting 

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

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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

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 Conditional Formatting

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

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Filters

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

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Annote

Allows you to add annotations

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KPI

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

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Summary

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

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Details

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


Available options in the Publish Tab


OptionExplanation

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Export

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

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Share

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

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Broadcast

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

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Favourites

Lets you store the report as one of your favourites

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Bookmarks

Lets you bookmark your report

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Annote

Allows you to add annotations

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Details

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