Virtual Training Sessions

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.

Virtual Training Sessions
Accrual Reporting	Adding Additional data to Sites for Benchmark Reporting	Adding Asset Types for commodities (Release 12.21)	Adding Bespoke Emission Factors and New Password Security (Release 12.25)
Bill Entry	Budgeting	Checking the Quality of your Sigma Database *NEW*	Creating Multiple GHG Categories (Release 12.29)
EDI Automation	Editing Data in Bulk	Emission Factor Reporting Period Config & Adding Commodities in Bulk (Releae12.28)	Energy Intelligence Reporting
Energy Intelligence Report Editing	EI Report Editing	Energy Viewer	Entering Manual Meter Readings
Estate Setup and Maintenance	Forecasting Consumption and Emissions Data	GHG Scope 3 Reporting (Release 12.24)	Hints, Tips and Shortcuts for Sigma
Identifying Data Gaps using the Data Monitoring Activity	Importing AMR Data	Managing your Estate	Monitoring Trends in HH Data
Query Management	Recharging your Tenants using Sigma	Recording your data for Energy Compliance	Refreshing EI Data and Emissions Dashboard (Release 12.23)
Reporting on Half Hourly Data	Setting up Validation	Understanding and Running a Report in Energy Intelligence NEW	Using the Accounting System Interface for Billing Data transfer (Accounts Link)
Validation - Understanding Query/Failed Validation Issues

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

Refreshing EI Data and Emissions Dashboard (Release 12.23)

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