Recorded 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 full Agendas and a links to the recordings.

The recordings are in the following categories:

Recordings

Click on the link to open the recording

General

Energy Viewer

  • How to set up Users and using the Energy Viewer

Checking the Quality of your Sigma Database  *NEW*

  • Best practice and reports to identify issues
  • How to rectify identified issues
  • Reports to identify gaps / accuracy of data

Hints, Tips and Shortcuts for Sigma

  • How to refresh data and expand the screen
  • Searching tips and hints and tips for Sigma

Managing your Estate

  • How to view all Supply Points, Accounts, Meters etc
  • How to edit/create new Items, change/manage Contracts and manage/add Associated Data (such as Floor Area) 

Recording your data for Energy Compliance

  • Understand what details can be recorded and how to record data such as DECs and EPCs





Billing

Bill Entry

  • How to amend the Bill Entry View
  • Specific Validation for manual bills 
  • Moving between Bill Entry/EDI Batch Management/Estate Management

EDI Automation

  • How to set up EDI Automation, viewing the automatic schedule and email notifications

Query Management

  • 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

  • Understand the EDI pre-set Validators
  • Understand your own EDI Validators
  • How to set up new Validators and understand the failed validation

Using the Accounting System Interface for Billing Data transfer (Accounts Link)

  • Understand the functions of the Activities
  • Understand the options available when creating a file
  • How to create a file and view/extract the file

Validation - Understanding Query/Failed Validation Issues

  • 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




Metering 

Entering Manual Meter Readings

  • 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

  • Overview of the Data Monitoring Activity
  • How to set up a Data Gap Strategy, how to view the gaps manually or automatically

Importing AMR Data

  • 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 Trends in HH Data

  • Explanation of the Fixed and Dynamic Profile Strategies 
  • How to set up, create email notifications
  • How to investigate, add notes and close Notifications



Reporting

Accrual Reporting

  • How to use the Sigma Accruals Master Report and the EI Accruals Report

Budgeting

  • How to create and manage your Budget(s)

Emission Factor Reporting Period Config & Adding Commodities in Bulk (Releae12.28)

  • How to change the Emission Reporting Period 
  • How to add Commodities in Bulk

Energy Intelligence Reporting

  • 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

  • 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 Report Editing

  • 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

Forecasting Consumption and Emissions Data

  • 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)

  • 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   *NEW*

Recording to follow shortly

  • 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)

  • How to refresh EI data
  • How to personalise the preferences of data sources
  • View the Emissions Dashboard and view the Reports Directory

Reporting on Half Hourly Data

  • View a selection of HH reports in both Sigma Reporting and Energy Intelligence Reporting
  • How to view data using the Browsing Activity

Understand the source of the data used in your GHG Reporting  *NEW*

  • 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  

  • 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





Editing /Adding Items and Data

Adding Additional data to Sites for Benchmark Reporting

  • How to add Floor Area, Population etc manually, using the Wizard or in bulk

Adding Asset Types for commodities (Release 12.21)

  • 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)

  • How to add your own Emission Factors manually or in bulk
  • Details of Password criteria

Creating Multiple GHG Categories (Release 12.29)

  • How to update existing commodities, create new commodities with primary and secondary GHG 

Editing Data in Bulk

  • 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

  • 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




Tenant Billing

Recharging your Tenants using Sigma

  • 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




Full Agendas

Below are the full Agendas for each of the above sessions, in alphabetical order.

You can also click on the Session name to open the recording.

Accrual Reporting

recorded 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 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 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 March 2020

  • How to add bespoke GHG Conversion Factors
  • How to import Consumption Data in bulk
  • Improvements to the Password security


Bill Entry

recorded 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 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 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 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 May 2020

  • Setting up EDI Automation
    • What gets automated?
  • Email notifications
  • Where to view the automated schedule

Editing Data in Bulk in Sigma 

recorded 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 July 2021

  • Changing the Emission Reporting Period
  • Adding Commodities in Bulk


Energy Intelligence Reporting

recorded 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 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


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
    • 4 x Reports to check data
    • 3 x Reports on Cost and Consumption
    • 3 x Reports on Emissions Data
  • Online User Manual
    • EI Report Directory
      • New Section – EI Reports that include Emissions
    • New EI Report
      • Adding a Bill Paid Date
    • New Product
      • Sigma New User Training Programme

Managing your Estate

recorded 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 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 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 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 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 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  

Reporting on Half Hourly Data 

recorded June 2020 

  • A selection of reports in the Reporting Activity, including
    • Site Monthly Profile
    • General Graph & Table
    • Daily Consumption Exception
    • Channel Day Compare/Channel Week Compare
  • A selection of reports in  Energy Intelligence Activity, including
    • Channel Day Compare
    • Site Analysis Dashboard
  • Browsing Data
  • Available Help

Setting up Validation

recorded May 2020 

  • Understanding EDI pre-set validation
  • Understanding what validation currently exists on your database
  • How to add new validators
    • Including variables and tolerances
  • Validator setup – best practice examples
  • Understanding failed validation


Understand the source of the data used in your GHG Reporting

recorded November 2021

  • View the Emissions reporting configuration for your database
    • Refresh Options
    • Including Data Source hierarchy, Estimation techniques and Forecasting Options
    • Checking an individual Supply Point
  • View the new Energy Intelligence Report
    • Total CO2 and CO2e Emissions with Data Source
  • Drill down from the above report to:
    • Daily Emissions Data Audit


Understanding and Running a Report in Energy Intelligence

recorded October 2021

  • Understanding Energy Intelligence
  • Layout
  • Folders
  • Searching for Reports
  • Best Available Consumption Data View
  • Opening and understanding a Report
  • Filtering options
  • Exporting a Report
  • Closing a Report
  • Right click options
  • My Favourites Folder
  • Refreshing the data
  • Energy Intelligence Report Directory


Using the Accounting System Interface for Billing Data transfer

recorded August 2020

  • Understand the function of the Interface
  • Understand the options available in creating the file
    • All bills, specific EDI file, specific commodity, a Site or Site Group, date ranges etc
  • Create a file
  • View/Extract the transfer files
  • View the extracted date in the bill


Validation - Understanding Query/Failed Validation Issues

recorded June 2021

  • Viewing the Query / Failed Validation

  • Understanding / Investigating the Failed Validation message

  • 10 Example Validators

  • Setting a query to deal with the issue at a later date

  • Viewing / Amending existing Validator criteria

  • Online User Manual