Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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)

...

  • 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 X to Save

...