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 |
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Data Tab
Option | Explanation |
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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 |
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 |
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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 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 |
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 |
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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. |
Publish Tab
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Option | Explanation |
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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 |