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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

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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

remove decimal points, sort the data, add borders, change the font etc

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   Conditional Formatting. 

Conditional Formatting

Allows you to format a column and colour code the writing or add an 

                 icon

icon if a certain criteria is met.  For instance, if the figure/fact is higher than, lower than, equal 

               to

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

pie charts, line graphs, maps etc.  There are over 50 different visualisations in EI

Available options in the



Chart Tab

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OptionExplanation
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Refresh

Refreshes either the formatting

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or the

chart

report  

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   Chart

Chart Settings

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This changes the size and position, the style and interaction.  For instance,

                    you

 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. 

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. 

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

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Image Removed Preview. The first view you see when you move to the Design Tab.

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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

Report Formatting 

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

                     

footers, titles etc.

 
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Column Formatting

.  Allows

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

Allows you to format a column and colour code the writing or add an 

                 icon

icon if a certain criteria is met.  For instance, if the figure/fact is higher than, lower than,

equal                 to

equal to, is a null etc.

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Filters

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

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

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

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Annote

Allows you to add annotations

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Details

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

             have

have been used.

Available options in the Design Tab

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Publish Tab

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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 

              serverImage RemovedFavourites. 

server

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Favourites

Lets you store the report as one of your favourites

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 Bookmarks. 

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

columns have been used