Introduction

A Dashboard is a collection of existing Reports.  When creating a Dashboard, take a moment to think about how you want it to look:

• Are the reports already in Energy Intelligence?
  • If not create them first
• Decide which reports you want to add to the Dashboard
• Decide if you want all of the reports on the same tab, or you want multiple tabs in the Dashboard
• Decide if you want  to use one filter that will filter all of the Reports at the same time (recommended)
  • If you are going to use the same filter, ensure each report has the filter(s) options on it.  For example, have the both got the Site and Date filter?

Once you have made these decisions, follow the below content to create and save the Dashboard.

Creating a Dashboard

• Open Energy Intelligence
• Click on the three lines (top left) 

• Click Create > Dashboard - the Create New Dashboard Popup appears

• Enter a name for the Dashboard
• Leave the Layout as Canvas

• Click Create

Understanding the layout

See below for the explanations for each area:

Adding the Dashboard Content

Adding a Report

1. Click on the Reports Icon (no. 2) and drag and drop the first Report onto the canvas (no. 11)
   • Click on the Table or Canvas image to bring over which one you require
2. Click on the X of the Report section to hide so that you can resize the Image
3. Click on the  in the Dashboard Properties section to hide this section whilst resizing
4. Do not worry if the following is displayed (this will be OK when you add in the Filters)

Resizing the Image and Canvas

It is recommended that you resize the image(s):

• Click on  in the bottom corner of the chart/table to resize
• Drag the Report to the desired place on the Dashboard

Note:  The Canvas can be made bigger by dragging the side and bottom to create a larger space

• If you have dragged in a Chart and you also want the Table (or visa versa), you will need drag over one, then drag over the other 

Adding Additional Content

• Repeat the above if you want another Report/Table on the same Tab

OR

Adding Additional Tab

If you want different Tabs:

• Click Create New Sub (no. 10) to add a new Tab and follow the above

Repeat adding Reports to one Tab or Multiple Tabs until you have displayed them all

Adding Filters

If the Reports you are adding do not have any Filters, move to the next section.

Otherwise:

• Click on Filter (no. 3) and drag on drop to the Global Content section
• Click X on Filter option to see the Filter at the top of the Canvas

• Click Filters > Filters to show the Available Reports popup

• Select the Filters you want to show
  • Note:  Do NOT select in both Reports.  If you want to filter on the Site Group and Site, select only one of each:

• Click Add Filters

If the following prompt appears, click Link Filters

OR

• Click Link Filters to show the Link Filters popup:

• Match the Filters so that they are the same:

• Click Apply and the Filter will show on the Dashboard

• Now that you can see the content of the Graphs/Tables, resize the images 

Preview Option

Click  (no. 14) to preview the Dashboard before saving

Saving a Dashboard

• Click  (top right) (no. 16)
• Complete the Save Dashboard Editor
  • Amend the Dashboard name (if required)
  • Add a description
  • Choose the Folder to save the Dashboard in
  • Click Save

The Dashboard has now been saved into Energy Intelligence.

Using a Dashboard

Once saved, you can search for the Dashboard in Energy Intelligence

Note:  A Dashboard appears with a Green circle (whereas the Reports show a Blue circle)

• Double click on the Dashboard to open OR
• Right click > Open

Editing a Dashboard

If you have previously created a Dashboard and want to amend it:

• Search for the Dashboard and either:
  • Right click on the Dashboard > Edit OR
  • Open the Dashboard > Click on the dropdown to the right of the name > Edit

• Make the changes and then click  (top right) (no. 16)