EI Navigating

Available options in the Data Tab	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 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
Available options in the Chart Tab	Reset. This resets either the formatting or the chart 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 Series. Toggle on or off the aggregation label or turn the chart monochrome.
Available options in the Design Tab	Preview. The first view you see when you move to the Design Tab. 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. Shows the details of the report. When it was last run, last modified and what columns have been used.
Available options in the Design Tab	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 Details. Shows the details of the report data. When it was last run, last modified and what columns have been used