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Exploring Dashboards

In this lab exercise you will explore about the dashboards in Envizi .

1 Dashboards

Dashboards are dynamic pages enabling the visualization and reporting of data in a graphical format.

They're accessible across different levels (Organizational, Group, Location, Account, Meter), typically found on a Summary page.

2 Available Dashboards

Here is a list of important dashboards available in Envizi.

CLICK ME

Category	Report Name
Performance	Organization Summary
	Organization Performance
	Performance by Data Type
	Performance by Group
	Performance by Scope
	Performance by Tag
	Performance Trend
	Emissions Performance
	Energy Production
BENCHMARKS	Ranking Locations by Intensity
	Ranking Locations by Ratio
	Ranking Groups by Intensity
	Rate Analysis
	Energy Star Portfolio
SOLAR	Solar Portfolio
METER ALERTS	Summary
METER ALERTS	Notifications
ISSUES	Summary
	Scheduled Issues
	All Boards

3 How to access Dashboards

CLICK ME

The dashboards can be accessed via Monitor menu.

The Monitor menu in top navigation contains various submenus categorized under PERFORMANCE, BENCHMARKS and METER ALERTS. These comprise all the dashboards accessible in Envizi.

Dashboards at different levels

Dashboards are available at different levels in Envizi.

Organization Level

Here are the links to various dashboards available at the organization level. The menu items available in the first section (highlighted in dotted light blue line) of the each menu are the dashboards link.

Group Level

Here are the links to various dashboards available at the group level.

Location Level

Here are the links to various dashboards available at the location level.

Account Level

Here are the links to various dashboards available at the account level.

Excercise

Excercise 1

Open any submenu under the Monitor > PERFORMANCE and view the Dashboard.
Open any submenu under the Monitor > BENCHMARKS and view the Dashboard.
Open any submenu under the Monitor > METER ALERTS and view the Dashboard.

Excercise 2

Open the Organization Summary and observe all the submenus under the menus Summary, Track and etc
Select any Group Summary and observe all the submenus under the menus Summary, Track and etc
Select any Location Summary and observe all the submenus under the menus Summary, Track and etc
Select any Account Summary and observe all the submenus under the menus Summary, Track and etc

4 Dashboard Options

Envizi dashboard contains several options to choose with.

CLICK ME

4.1 Period

Using the time-scale, user can choose the the time period for analysis.

You can drag on the either edge of the highlighted box to select the period. You can only select a maximum of 12 months.

4.2 Compare With

There is an option to compare the current values with the other values.

Here are the compare options available.

Baseline Ending MMM YY shows up when baseline year is set for an organization.

4.3 Filter

You can filter on various criteria in dashboards by clicking on the Filter button in the top right.

Dashboards may have different filter criteria available depending on the purpose of the dashboard.

Click on Filter button to open the filter screen

It shows various criteria available.

Select any of the criteria.

The dashboard is refreshed and shows the filtered data.

4.4 Actions

The following actions can be performed on the Dashboads.

You can email the dashboard.
Schedule an email on a regular basis.
Save the dashboard view so you can quickly access it any time with your preset customizations.

5 Dashboard - Performance

CLICK ME

The Performance dashboard helps to track performance of your organization, group, location or account by aggregating, ranking and proportioning your data over a selected period of time.

5.1. Open the Dashbarod

Choose the Performance Dashboard from Track > Performance

5.2. Performance Dashboard Home

CLICK ME

Here is the Performance Dashboard.

The dashboard shows the Activity by Data Type, Activity by Period, Activity by Location, Activity By Group and Activity by Category as graphs.

5.3. Activity by Data Type

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This chart shows data aggregated by Data Types using the unit of measure selected. Only data types relevant to the unit of measure selected in the View As dashboard option are included. e.g. if Energy(GJ) is selected then water data types would not be included.

By default the chart shows only the few records or change the options using Gear icon.

Click on View All to see the entire list.

The entire list is displayed as a table like this.

It shows the energy cosumption of the current and previous period.

Download the list as a file by clicking on the download icon.

Here is the html format of the file.

5.4. Activity by Period

CLICK ME

This chart aggregates your data by month. The blue bars represent the period range you have selected and the grey bars represent the comparison you have chosen. The left hand y-axis is the unit of measure you have selected as your View As dashboard option.