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.
Note, you can not edit a report that has been added by Team, but if you want to make changes, copy the report and make any amendments you want to. Then save the Report in your own Folder.
Table of Contents
Copying the Report
- Open Energy Intelligence
- Search for the report using the Search field (top left)
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- 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
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.
Changing the Appearance
- 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
Changing the Chart order to Monthly
If you are using months in the Chart, EI will generally order the Chart alphabetically. This can be changed using the Table Sort option in the Column Formatting.
If you have added a year and a month column, they need to be sorted as follows:
- Add the following Columns to the table:
- Formatted Date (Year) Column
- Month Number Column
- Month Column
- Click Column Formatting
- Open the Table Sort section
- Choose Formatted Date (Year) for Column 1
- Choose Month Number for Column 2
- Open the Table Sort section
- Click on the X to save the changes
The Columns are now in Month and Year order. If you do not want to see the Month Number in the Columns, they can be hidden:
- Click on the downward arrow on the Column Header
- Click Hide
For the Chart to show in the correct order:
- Click on the Charts Tab
- Click on the Month field
- Click Sort By
- Click Data Order
- Click Sort By
- Click on the Month field
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.
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