Introduction

The Period Summary Overview provides a table of data for selected Sites detailing summary totals for a selected Period.

Opening the Period Summary Overview

Click on Period Summary Overview

The information within this activity is gathered from existing Supply Points within the Sigma database.

It will use the following hierarchy to obtain the best available data:

Periodic Channels

Non-Periodic Channels

Billing Data

Using the above data sources, it will look to utilise Actual data where possible. For more information on this please refer to the 'Estimation Techniques' help document.

Highlight your selected Sites and the screen will show

Tip:  If you want to see all Sites, click on one Site in the Data Selector, then Control and A to highlight them all

Overview Configuration 

To refresh the data showing on screen, select the Sites from the Data Selector then amend the Overview Configuration.

Choose from:

The month of

Six months back from

A Full year back from

Enter the Month

Click Apply Configuration.

Column Options

After making your selection your Sites will appear in the table.

The current period that you have defined within the settings is displayed at the top of the table along with the previous comparison period.

The table contains two header rows. The first row displays the site information, commodity, CO2 and total consumption/cost breakdown.

Adding / Removing Columns

You can amend what columns show in the table.

Click on the downward arrow on the column header and choose Columns 

Tick / Untick as required

Grouping

To group the view by Site Group, click on the downward arrow on the column header and choose Group by Site Group

Table Overview

After making your selection your Sites will appear in the table.

The table contains two header rows. The first row displays the site information, commodity, CO2 and total consumption/cost breakdown.

The second row breaks this down even further.

Click on any column headers to sort the column 

Selecting any of the rows within the table and right-clicking gives you a menu with three options.

Site Overview – navigates you to the Site Overview activity

Edit Site – will take you to the Site Editor window

Remove Site – removes the site from the table

The Data Quality column within the table will detail the quality of the data pulled into the table.

Exporting / Printing the Table

Exporting

There are two ways to export the Table to Excel:

Click on 

OR

Click on the downward arrow on the Column Header and choose Export to Excel

Printing

There are two ways to export the Table to Excel:

Click on 

OR

Click on the downward arrow on the Column Header and choose Print