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Back to Basics recorded July 2022 Help on: Welcome Screen, Searching Options, Items Activity Launcher, Moving between Activities Estate Management and Refreshing Data
| Checking the Quality of your Sigma Database recorded September 2021 Best practice and reports to identify issues How to rectify identified issues Reports to identify gaps / accuracy of data
| Energy Viewer recorded July 2020 | Hints, Tips and Shortcuts for Sigma recorded September 2020 |
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Managing your Estate recorded May 2020 | Recording your data for Energy Compliance recorded September 2020 | | |
Billing |
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Bill Entry recorded September 2020 How to amend the Bill Entry View Specific Validation for manual bills Moving between Bill Entry/EDI Batch Management/Estate Management
| EDI Automation recorded May 2020 | Energy Bill Relief Scheme recorded November 2022 Introduction & Background What is EBRS? Eligibility How Discounts are Calculated Examples How will it appear in Sigma? Future Changes - BSUoS Review Live Demonstration - View the EBRS charges in Sigma and New Energy Intelligence Report
| Failed Bills and Managing Queries *NEW* recorded April 23 Hints and Tips on EDI Batch Management Query Management View a Query from the Data Selector, Estate Management and Query Management Understand the Query Management Activity Customising the layout of the Activity Creating Notes for Actions on an outstanding Query Resolving Queries Understand the Filtering options Export the list of Queries Adding to the dropdown lists (using the Data Object Setup Activity)
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Query Management recorded June 2020 Understand what a Query is, how to identify existing queries and how to create new ones How to manage Queries How to filter the Activity and report on Queries
| Setting up Validation recorded May 2020 Understand the EDI pre-set Validators Understand your own EDI Validators How to set up new Validators and understand the failed validation
| Targeted Charging Review - Changes in Billing and Sigma recorded April 2022 Targeted Charging Review Sigma | TCR Charges Validation follow up recorded September 2022 Setting the TCR Validators to Info only Setting other Validators to Info only How Info only Validation shows in EDI Billing How info only Validation shows in Manual Billing Running reports in Energy Intelligence to show the details of the failed Validators
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Updating Flexible Procurement PPU Charges recorded October 2022 Overview of Associated Data Channels How to add Associated Data Channels individually and in bulk How to update Associated Data Channels with new prices individually and in bulk How to view the current prices held in Associated Data Channels How to set up the relevant Validators Available Help
| Using the Accounting System Interface for Billing Data transfer (Accounts Link) recorded August 2020 Understand the functions of the Activities Understand the options available when creating a file How to create a file and view/extract the file
| Understanding Validation Issues recorded June 2021 How to view the Query/failed validation Understand and investigate the Validation message and create a query View 10 example Validators and how to view/amend existing Validators
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Metering |
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Automating the input of all Consumption Data types recorded March 2022 Understand what can be automated, what is required and how to set up a schedule for: HH data Manual Meter Readings Consumption Data
Understand the benefits of automating the input of data How to manage/amend/stop the schedule(s)
| Entering Manual Meter Readings recorded July 2020 How to input manual meter readings in bulk and via the Energy Viewer How to export Meter Readings and run the Self Read Values Report How to validate the billed consumption Vs meter readings
| Identifying Data Gaps using the Data Monitoring Activity recorded May 2020 Overview of the Data Monitoring Activity How to set up a Data Gap Strategy, how to view the gaps manually or automatically
| Identifying excessive HH consumption, using Data Monitoring recorded June 2022 |
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Importing AMR Data recorded June 2020 How to check the Periodic Channel is set up correctly How import the Data manually or automatically How to check and monitor the data
| Monitoring & Validating HH Data- Identifying Zero Consumption *NEW* recorded May 2023 How to create a Monitoring Strategy to check for zero consumption in any hour in a day View and work through the Strategy Notifications Overview of other available Strategies How to check/amend existing Strategies View available Monitoring Reports
| Monitoring Trends in HH Data recorded August 2020 Explanation of the Fixed and Dynamic Profile Strategies How to set up, create email notifications How to investigate, add notes and close Notifications
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Reporting |
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Accrual Reporting recorded August 2020 | Budgeting recorded June 2020 | Don't Miss Scheduled Meter Readings, Zero Usage and Overdue Queries - Tips on setting up Alerts *NEW* recorded June 2023 How to use EI to create Alerts How to create Broadcasts for Reports with Mandatory Filters How to change the Date Filter to enable Broadcasts every month
| Emission Factor Reporting Period Config & Adding Commodities in Bulk (Releae12.28) recorded July 2021 |
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Energy Intelligence Reporting recorded June 2020 Overview of what data goes into EI and EI itself View the different types of reports, mark reports as favourites How to export/schedule reports
| EI Report Editing recorded May 2021 How to amend existing Filters, adding additional Filters How to hide columns, amend the column and Filter names How to remove/replace graphs, add a logo and save the revised report
| Energy Intelligence Features and New Targeting Reports recorded February 2023 | Energy Intelligence Report Editing recorded July 2020 How to edit a report including renaming columns, changing widths and reordering, adding prefixes/suffixes, add totals, averages etc How to amend filters including adding/amending, linking and moving the location of a filter How to add a logo to a Report
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Forecasting Consumption and Emissions Data recorded May 2021 Understand the methodology of Forecasting consumption and emissions data How to configure the Estimation Techniques and Forecasting Sample EI Reports and the Emissions Summary Dashboard
| GHG Scope 3 Reporting (Release 12.24) recorded March 2021 How to add new Commodities such as Waste, Transport, Business Travel etc How to add Consumption Data Items
| Kim's Top Ten Favourite Energy Intelligence Reports recorded January 2022 Checking the configuration of Energy Intelligence Kim's Top Ten Reports in Energy Intelligence EI Report Directory updates
| Refreshing EI Data and Emissions Dashboard (Release 12.23) recorded February 2021 |
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Reporting on Half Hourly Data recorded June 2020 | Understand the source of the data used in your GHG Reporting recorded November 2021 View the Emission Reporting configuration including how to refresh the data, change the hierarchy of the data sources, set estimation techniques and forecasting options View 2 useful reports in Energy Intelligence
| Understanding and Running a Report in Energy Intelligence recorded October 2021 Understand the layout of Sigma include the folders, how to search for reports Understand the Best Available View How to open a report, filtering options, exporting, right click options and closing a report How to add reports to the Favourites folder, refresh the data and view the Energy Intelligence Report Directory
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Editing /Adding Items and Data |
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Adding Additional data to Sites for Benchmark Reporting recorded August 2020 | Adding Asset Types for commodities (Release 12.21) recorded November 2020 How to add Assets such as Solar Generation, EV Charging etc to Meters, Accounts etc How to view and assign Meter Relationships How to create Accounts, Meters, Supply Points etc
| Adding Bespoke Emission Factors and New Password Security (Release 12.25) recorded March 2020 | Creating Multiple GHG Categories (Release 12.29) recorded August 2021 |
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Editing Data in Bulk recorded May 2020 How to export Sites, Meters, Accounts etc in bulk How to update data in bulk, report on the data, change Contracts and Account Numbers in bulk
| Estate Setup and Maintenance recorded May 2020 How to set up a Site, Supply Point, Account, Meter and Channel using the Wizard and individually How to change Account Numbers and Meters and how to close Sites
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Tenant Billing |
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Recharging your Tenants using Sigma recorded July 2020 How to produce bills for tenants How to view the additional elements required for recharging, such as Tenant Accounts, Tariffs, Cost Definitions etc How to manage a change of tenancy
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