Available options in the Data Tab
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When creating or copying a Report, the screen has four tabs:
- Data
- Charts
- Design
- Publish
Each tab has different options at the top of the page. See below for details on each option.
| Table of Contents |
|---|
Data Tab
| Option | Explanation |
|---|---|
 | Refresh Refreshes either the formatting or the report |
 | 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 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 |
Smart Analysis.
| Filter Allows you to change the options on the Filtering, ie make a particular Filter mandatory |
| 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 |
Chart Tab
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...
| Option | Explanation |
|---|---|
 | Refresh Refreshes either the formatting |
or the |
report |
 |
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 |
 |
Title |
You can rename the table and change the fonts etc |
 |
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 | |
| Labels |
Series. Allows you to show or hide Labels | |
| Series Toggle on or off the aggregation label or turn the chart monochrome. |
Design Tab
...
Preview. The first view you see when you move to the Design Tab.
Export. | Option | Explanation |
|---|---|
| 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 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. |
 |
Filters |
Allows you to move the position of any filters and apply styles etc. |
KPI. Allows you to save a report as a KPI report, which can then be used on a KPI Dashboard.
Summary. Allows you to create Summary boxes on your report with targets and will display the variance.
Details.
| Annote Allows you to add annotations |
| Details Shows the details of the report. When it was last run, last modified and what columns |
have been used. |
Available options in the Design Tab
Export. Publish Tab
| Option | Explanation |
|---|---|
| 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 |
Allows you to broadcast (schedule) the report to yourself, other users or to an |
FTP server | |
| Favourites |
Lets you store the report as one of your favourites | |
 | Bookmarks |
Lets you bookmark your report |
 |
Annote Allows you to add annotations | |
 | Details Shows the details of the report data. When it was last run, last modified and |
what columns have been used |