These training sessions were recorded live during 2020/2021.

Click on a link in the grid to open the recording, or scroll down the page to see the Agendas and a links to the recordings.

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Below are the Agendas for each of the above sessions.  You can also click on the Session name to open the recording.

Accrual Reporting

recorded in August 2020

• What Accruals are

• How to run the Accruals Master Report

  • Explanation of the columns in the Report

  • Saving the Report in Sigma

• How to run the Accruals per Account by Month EI Report

  • Explanation of the columns in the Report

• Available Help

Adding additional data to Sites for Benchmark Reporting

recorded in August 2020

• What additional data can be added?
• Floor Area, Population, Occupancy, Degree Days etc
• How to add additional data to a Site
• How to add the data value
• How to add additional data using the Data Wizard
• How to add additional data in bulk
• How to view and update additional data
• Reporting
• Sigma Reports
• Energy Intelligence Reports

Adding Asset Types for commodities e.g Solar Generation, EV Charging, Heating/Cooling etc (Release 12.21)

recorded in November 2020

• Data Selector changes
• Editor Changes
• Estate Management changes
• Viewing Meter Relationships
• Assigning Meter Relationships and Assets individually
  • Adding new Asset Types
• Assigning Meter Relationships and Asset Types in bulk
  • Data Edit Spreadsheet
  • Tag CSV files
• Creating Items such as Account, Meter, Supply Points etc
• Online User Manual updates

Adding Bespoke Emission Factors and New Password Security (Release 12.25)

recorded in March 2020

• How to add bespoke GHG Conversion Factors
• How to import Consumption Data in bulk
• Improvements to the Password security

Bill Entry

recorded in September 2020

• Tips on entering Bills
• Amending the view to suit your needs and the supplier format
• Specific Validation for manual Bills
• Moving between Bill Entry/EDI Batch Management/Estate Management
• Available Help

Budgeting

recorded in June 2020 

• Determining your Budget Figures
• How to create a Budget Group 
• How to add Accounts, Meters or Monitoring Points to the Budget Group
• How to add Target figures (if required)
• How to view/manage the Budget once created
• Help Files

Checking the Quality of your Sigma Database

recorded in September 2021 

• Reports to identify issues with the database set up
• Best Practice Set Up
• Rectifying the issues
• Reports to help identify gaps / accuracy in data
• Online User Manual updates

Creating Multiple GHG Categories to enhance GHG Reporting - Release 12.29

recorded in August 2021 

• Updating an existing Commodity to include a second GHG Category
• Creating a new Commodity with a second GHG Category
• Recap on the changes to Emissions Reporting Period (Release 12.28

EDI Automation

recorded in May 2020

• Setting up EDI Automation
• What gets automated?
• Email notifications
• Where to view the automated schedule

Editing Data in Bulk in Sigma 

recorded in July 2020

• Exporting data in bulk
  • Sites, Accounts, Meters etc
• Updating data in bulk
  • Address details, Meter Locations. Channel IDs etc
  • Property Keys
• Reporting on what Data (Accounts, Meters etc) is attached to a Supply Point
• Changing Contract and Account number in bulk
• Available Help

Emission Factor Reporting Period Configuration & Adding Commodities in Bulk (Release 12.28)

recorded in July 2021

• Changing the Emission Reporting Period
• Adding Commodities in Bulk

Energy Intelligence Reporting

recorded in June 2020

• Overview of what data goes into EI
• Overview of EI
• Different types of Reports  (known in EI as views)
• Example Reports, including:
• Monthly Consumption and Cost – using billing data
• Emissions (Pie Chart) – using best available data
• How to mark Reports as Favourites / Bookmarks
• How to export/schedule Reports, including sending reports to non Sigma Users and embedding links
• Example Dashboard
• Help files

Energy Intelligence Report Editing 

recorded in July 2020

• Columns
  • Renaming Columns
  • Changing Column widths
  • Reordering Columns
  • Adding Prefixes and Suffixes
  • Adding Totals, Averages etc
• Filtering Options
  • Adding/amending User Filters
  • Adding/amending Predefined Filters
  • Linking Filters (drilling down from Site Group to Site)
  • Moving the location of a Filter
• Adding a Logo to a Report
• Available Help

EI Report Editing  

Recorded May 2021

• Amending existing Filters
  • Changing from/to User Filters and Predefined Filters
• Adding additional Filtering
  • Such as Assets, Property Keys etc
• Additional options on Filtering
• Hiding existing Columns
• Amending Column Header names and Filter Names
• Removing or replacing existing graphs
• Adding Company Logo to a report
• Saving the revised report
• New Reports in Energy Intelligence

Energy Viewer

recorded in July 2020

• Using the Energy Viewer
• Setting up Users for the Energy Viewer
• Restricting Access to certain Sites
• Available Help and Video

Entering Manual Meter Readings  

recorded in July 2020

• Inputting Manual Readings
  • In bulk
  • Via the Energy Viewer
• Reporting on last entered Meter Readings
• Exporting Meter Readings
• Validating Billed consumption against Manual Meter Readings
• Self Read Values Report
• Available Help

Estate Setup and Maintenance

recorded in May 2020 

• Setting up a Site
• Setting up the Supply Point, Account, Meter and Channels in one go
• Setting up Supply Points,  Accounts, Meters and  Channels separately
• Linking these to a Supply Point
• Changing Account Numbers (and Suppliers)
• Changing Meters
• Closing Sites
• Location of Help Files

Forecasting Consumption and Emissions Data

recorded May 2021

• Methodology of Forecasting Consumption and Emissions Data 
• Configuration options for Estimation Techniques and Forecasting 
• Sample Energy Intelligence Report 
• Emissions Summary Dashboard

GHG Scope 3 Reporting (Release 12.24)

recorded in March 2021

• How to add Commodities such as Waste, Transport, Business Travel, Commuting, Supply Chain etc
• How to add Consumption Data Items to aid Scope 3 reporting
• Additional Emission Factors added to EI
• How to view improvements to the Emissions Summary Dashboard

Hints, Tips and Shortcuts for Sigma

recorded in September 2020

• Refreshing the data
• Expanding the screen
• Searching tips
• Hints and tips around Sigma

Identifying Data Gaps using the Data Monitoring Activity

recorded in May 2020

• Overview of the Data Monitoring Activity
• How to set up a Data Gap Strategy (so that Sigma will look for gaps in Half Hourly Data every night)
• How to view those Gaps
• How to fill Gaps automatically (if required)

Importing AMR Data

recorded in June 2020

• Checking the Periodic Channel is set up correctly
• Finding the right Importer
• Importing the data
• Importing the data automatically
• Spot checking/viewing  the imported data
• Unmatched Data process
• Monitoring the Data

Managing your Estate

recorded in May 2020

• How to view all of the Supply Points, Accounts, Meters & Channels attached to a Site
• How to edit/create new Items
• How to change/manage Contracts
• How to manage/add Associated Data
• How to link seamlessly to other Activities such as Bill Entry and Reporting
• Location of Help Files

Monitoring Trends in HH Data

recorded in August 2020

• Explanation of the two available Trend Strategies
• Fixed Profile Strategy
• Dynamic Profile Strategy
• How to set up a Trend Strategy
• How to create daily/weekly/monthly emails with notifications of anomalies
• How to work through Notifications  and investigate further
• How to add notes and close a Notification

Query Management

recorded in June 2020

• What is a Query in Sigma?
• Identify existing Queries
• How to create a Query from various activities such as
  • EDI Billing
  • Bill Entry
  • Estate Management
  • Reporting
• How to manage Queries
• Filtering Options in the Query Management Activity
• Reporting on Queries
• Help Files

Recharging your Tenants using Sigma

Learn how Sigma can help you recharge part of your Estate to Departments or
Tenants

recorded in July 2020

• Produce bills for tenants using your metered or billed consumption values
  • produce paper bills 
  • produce a file for your Accounts System 
• View the additional elements of Sigma required to recharge tenants
• Manage change of tenancies within Sigma

Recording your data for Energy Compliance 

recorded in September 2020

• Understanding what details can be recorded
• How to record data such as DECs and EPCs
• How to attach the documentation
• Available Help

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recorded in February 2021

• Refreshing Energy Intelligence data as and when required
• Changes to the Best Available Data in Energy Reporting
  • Ability to personalise the preferences of the data used
• New Emissions Dashboard based on Best Available Data
• Introducing the Energy Intelligence Directory of Reports
• Data Integrity Improvements – warning messages
• Changing the Water symbol in Sigma  

Reporting on Half Hourly Data 

recorded in June 2020 

• A selection of reports in the Reporting Activity, including
• Site Monthly Profile
• General Graph & Table
• Daily Consumption Exception
• Channel Day Compare/Channel Week Compare
• A selection of reports in  Energy Intelligence Activity, including
• Channel Day Compare
• Site Analysis Dashboard
• Browsing Data
• Available Help

Setting up Validation

recorded in May 2020 

• Understanding EDI pre-set validation
• Understanding what validation currently exists on your database
• How to add new validators
• Including variables and tolerances
• Validator setup – best practice examples
• Understanding failed validation

Understanding and Running a Report in Energy Intelligence

recorded in October 2021

• Understanding Energy Intelligence
• Layout
• Folders
• Searching for Reports
• Best Available Consumption Data View
• Opening and understanding a Report
• Filtering options
• Exporting a Report
• Closing a Report
• Right click options
• My Favourites Folder
• Refreshing the data
• Energy Intelligence Report Directory

Using the Accounting System Interface for Billing Data transfer

recorded in August 2020

• Understand the function of the Interface
• Understand the options available in creating the file
• All bills, specific EDI file, specific commodity, a Site or Site Group, date ranges etc
• Create a file
• View/Extract the transfer files
• View the extracted date in the bill

Validation - Understanding Query/Failed Validation Issues

recorded in June 2021

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Viewing the Query / Failed Validation

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Understanding / Investigating the Failed Validation message

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10 Example Validators

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Setting a query to deal with the issue at a later date

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Viewing / Amending existing Validator criteria

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These training sessions were recorded live during 2020 - 2023.

Click on a link in the grids to open the recording.

The recordings are in the following categories:

General