Any report that has been created can be copied, amended and saved into Energy Intelligence.  For instance, you can change the column order, hide and/or rename columns or make amendments to the filtering options.
This allows you to take a report that has most of the criteria you are looking for, but allows you to add/delete columns, change charts (ie from Columns to Lines) or change measurements such as floor area to occupation.

Copying the Report

Search for the report using the Search field

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Scroll down the list / thumbnails

Click Make a copy

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Column Options

Adding / Removing Columns

Drag and Drop a new Metrix or Dimension to / from the Canvas or Columns row

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

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
• The column name will be amended to % Of Cons Day Total

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

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

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

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

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

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

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

Viewing the User Filters when editing the Report

All Filters will show in the Filters Section, but you can see (and use) the User Filters from the right hand side of EI

Click on Image Modified on the right hand side to view which Filters are User Filters

    Image Modified

Click on each Filter and choose from the displayed options, then click on Image Modified

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.

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