Guided Ad Hoc Reporting Tool

Transcription

1 Advanced Analytics Guided Ad Hoc Reporting Tool September 2014 One company. One platform. One focus. One team. The Power of One.

2 AUM Advanced Analytics TRANSFORMING ENERGY EXPENSE DATA INTO ACTIONABLE INFORMATION IS THE DIFFERENCE BETWEEN PROFIT & LOSS. The AUM Advanced Analytics platform reduces millions of data points into simple visuals, allowing you to make critical decisions quickly for competitive advantage. New to the Platform: Guided Ad Hoc Reporting Tool Since the launch of the original AUM Advanced Analytics toolset almost 2 years ago, we ve been busy adding tools & information. We added Fast, Easy & Anywhere. AUM s Guided Ad Hoc Reporting Tool lets property owners & managers to see specific information formatted to their needs. Clients have the flexibility to select data elements for display or export for any timeframe, at their fingertips. As part of the Advanced Analytics platform, the Tool can be used anywhere you have an internet connection. One Screen = Custom Datasets At a glance, the tool is simply a set of selection boxes, letting you drill down logically as you go. For example, when the system reads your login info it knows your company & automatically displays the states in which you operate. Once you login to the system, the Guided Ad Hoc Tool takes you to WHERE, WHO, WHEN, HOW & WHAT you want to analyze. After you make your selections, simply go & get the display you want, in the format you want. One company. One platform. One focus. One team. The Power of One. 2

3 First, Decide WHERE Stay with the default ALL & aggregate the data for all properties, identify a single property, or identify any subset of properties to analyze. Select the States (1), Cities (2), & Properties (3) to gather data. You can select one or more to create temporary Custom Groups by clicking which locations to aggregate. To Deselect, click on a highlighted selection a second time. Then, the WHO You can select one or more Utility Type (4) as well as the specific Provider Name (5). These selections allow you to drill down for specifics that may highlight data anomalies for correlating environmental events, forecasting / budgeting, trending analysis, & graphing in MS Excel. One company. One platform. One focus. One team. The Power of One. 3

4 You Also Want to Know WHEN This is where you can choose to display the periods down in rows or across columns and display trending information based on your selections. Perform trend analysis by selecting any number of Periods in the PERIOD BOX(6). You can select ALL, ONE, or MULTIPLE PERIODS. By clicking on the selection(s) they will become highlighted in blue. Hold the CTRL key to make individual selections, or hold the SHIFT key for a range. ACROSS COLUMNS (7) is used to display the periods across columns instead of down rows. Determine the frequency to be analyzed. The default is NONE which returns a single totaled value depending on the use of PERIOD (month) and YEAR in the Sort Selection box. The selection of MONTH or QUARTER used in combination with the time in the Sort Selection boxes will determine how the data will be summarized. Note: These values will be aggregated & not detailed unless they are selected as a sort option in the next step. The use of this flexible feature will require some experimentation by the user to arrive at the desired results. AUM will provide client training as requested to ensure the maximum benefit can be gained. One company. One platform. One focus. One team. The Power of One. 4

5 Now the HOW The Sort Field Box (7) lets the user determine the sort & aggregation method for field(s) selected. As an example, selecting ALL Periods, Month for Across Columns value, & Year as a sort value, will return the typical trended spreadsheet with months across the top as columns, years & any other sort value down the side as rows, & the selected sum fields in the body of the spreadsheet. One company. One platform. One focus. One team. The Power of One. 5

6 Choose WHAT Data Elements You Want to Analyze The Select Sum Box (8) contains the list of data elements that will be in the table you create. Since each selection will be summarized, there will also be a corresponding column header for each. It may be important to limit your selections if trending the data by month as columns. Note: By clicking on selection(s) they will become highlighted in blue. The left or right arrow buttons move the selected fields into or out of the selection box so the user can confirm their selections. The up / down arrows change the sorting order. Hold down CTRL to allow random selections while clicking or hold down SHIFT to select a range. One company. One platform. One focus. One team. The Power of One. 6

7 OK, Let s Go! This last step gives the user the option of sending the output directly to a MS Excel spreadsheet, or to the. Pressing clears all selections. screen by selecting HTML then pressing Sample Output One company. One platform. One focus. One team. The Power of One. 7