📁 Portfolio Dashboard – Full User Guide
To access the Portfolio Dashboard, navigate to the left sidebar and click on ‘Portfolio’ under the Dashboards section.
The dashboard includes four tabs:
- Consumption – Fuel Type Analysis
Analyze energy consumption based on different fuel types.
- Cost – Financial Analytics
Access and review financial data related to energy consumption.
- Heatmap – Meter-wise Consumption Visualization
Visualize consumption data at the meter level through an interactive heatmap.
- Information – Project Details
View detailed information about individual projects.
To view the fuel-wise analysis, click on the Consumption tab.
- Consumption Analysis Tab
-The Consumption Analysis page provides a comprehensive overview of energy usage across different areas, offering both monthly and yearly breakdowns by fuel type.
-At the top of the page, individual cards summarize the total consumption for each fuel type, clearly labeled with the corresponding units.
-A filter option is available for users to select a specific zone. Upon clicking ‘Apply’, the data updates accordingly to reflect the selected zone’s consumption details.
-The year filter is located next to the zone filter, allowing you to change the year and view data from previous years as well
Below the cards, you can view various detailed charts related to consumption analysis.
-All values displayed on the cards represent Year-to-Date (YTD) data. The specific date range for the YTD calculation is revealed when you hover over the info icon located next to the statistic
-The red and green arrows represent the previous year’s consumption values. The color logic is as follows: if the current year’s consumption is higher than the previous year’s, a red arrow is displayed
1.1 Monthly Consumption vs. Baseline
This chart compares monthly consumption against predefined baseline values for each fuel type (e.g., electricity, water, chilled water).
-This chart displays the total monthly consumption and baseline for each fuel type.
-You can select different fuel types using the dropdown menu available within the chart.
-A three-line menu icon is available beside the chart.
Clicking this icon allows you to:
- Print the chart
- Download it as a PNG image
- Save it as a PDF document
1.2 Annual Energy Use Intensity (EUI)
Formula: EUI = Total Energy Consumption ÷ Total Area (kWh/m²). Data is sourced from electricity and chilled water values.
–This calculation follows the formula:
– Electricity and Chilled Water represent the combined energy consumption values of both. The Intensities Metadata values are available on the Information page
-This chart displays the Energy Usage Intensity (EUI) on a yearly basis
1.3 Monthly Energy Use Intensity (EUI)
This chart provides a month-by-month EUI value. It reflects operational trends and variations using the same formula as above.
–This chart displays the monthly Energy Usage Intensity (EUI). Electricity and Chilled Water represent the combined energy consumption values, while the Intensities Metadata values can be found on the Information page
-All created metadata are available in the dropdown on the side.
1.4 Monthly Water Use Intensity (WUI)
Formula: WUI = Total Water Consumption ÷ Total Area (IG/m²). This helps track consumption efficiency over time.
—This chart displays the monthly Water Usage Intensity (WUI). Water represent the Raw consumption values, while the Intensities Metadata values can be found on the Information page
— All created metadata are available in the dropdown on the side.
1.5 Utility Consumption by Years
This chart displays raw utility consumption data by fuel type, compared year-wise.
–This chart displays raw consumption values on a monthly basis for each year, along with the appropriate unit. If you change the unit, the values will update accordingly to reflect the selected unit For all Fuel Types
A three-line menu icon is available beside the chart.
Clicking this icon allows you to:
- Print the chart
- Download it as a PNG image
- Save it as a PDF document
1.6 Carbon Footprint vs. Baseline (TCO₂e)
This chart shows total emissions per month compared to baseline. Emissions are calculated using official conversion factors.
-This chart displays addition of carbon footprint vs Baseline of all fuel types for the particular month
1.7 Energy and Water Intensity by Zone
Shows both EUI (for electricity/chilled water) and WUI (for water), broken down by zone for benchmarking.
–This chart presents Energy Usage Intensity (EUI) segmented by zone. .Electricity and Chilled Water represent the combined energy consumption values, while the Intensities Metadata values can be found on the Information page
–This chart displays the Water Usage Intensity (WUI)segmented by zone. Water represent the Raw consumption values, while the Intensities Metadata values can be found on the Information page
1.8 Utility Consumption Share by Zone
Displays the proportional share (%) of electricity consumption by each zone.
–It represents the percentage of electricity consumption by each zone, with the total across all zones adding up to 100%.
- Click on the ‘Cost & Finance’ tab, which is the second tab on the Portfolio page
- Cost and Finance Tab
–The Cost/Finance page provides a comprehensive overview of Total utility cost across different areas, offering both monthly and yearly breakdowns by fuel type.
-At the top of the page, individual cards summarize the total utility cost for each fuel type, clearly labeled with the corresponding units.
-A filter option is available for users to select a specific zone. Upon clicking ‘Apply’, the data updates accordingly to reflect the selected zone’s consumption details.
Below the cards, you can view various detailed charts related to consumption analysis.
All values displayed on the cards represent Year-to-Date (YTD) data. The specific date range for the YTD calculation is revealed when you hover over the info icon located next to the statistic
2.1 Monthly Cost vs. Baseline
Compares actual monthly utility cost with planned baseline values for each fuel type.
-This chart displays the total monthly cost and baseline for each fuel type.
-You can select different fuel types using the dropdown menu available within the chart.
-A three-line menu icon is available beside the chart.
Clicking this icon allows you to:
- Print the chart
- Download it as a PNG image
- Save it as a PDF document
2.2 Annual Energy Cost Intensity (AED/m²)
Formula: Total Utility Cost ÷ Total Area. Helps assess energy cost efficiency.
–Electricity and Chilled Water represent the combined Total Utility cost values of both. The Intensities Metadata values are available on the Information page
-This chart displays the Energy Usage Intensity (EUI) on a yearly basis
-The WUI (Water Use Intensity) is calculated using the total utility cost of water. The relevant metadata can be obtained from the Information page
2.3 Monthly Energy Cost Intensity (AED/m²)
Charts monthly trends in energy cost per square meter.
-This chart displays the monthly Energy Usage Intensity (EUI). Electricity and Chilled Water represent the combined Total utility cost values, while the Intensities Metadata values can be found on the Information page
-All created metadata are available in the dropdown on the side.
2.4 Monthly Water Cost Intensity (AED/m²)
Displays how water utility costs evolve over time.
–This chart displays the monthly Water Usage Intensity (WUI). Water represent the Total Utility cost values, while the Intensities Metadata values can be found on the Information page
–— All created metadata are available in the dropdown on the side.
2.5 Utility Cost by Year
Illustrates monthly cost data year-wise for every utility/fuel type.
–This chart displays Total utility cost values on a monthly basis for each year, along with the appropriate unit. If you change the unit, the values will update accordingly to reflect the selected unit For all Fuel Types
A three-line menu icon is available beside the chart.
Clicking this icon allows you to:
- Print the chart
- Download it as a PNG image
- Save it as a PDF document
1.6 Carbon Footprint vs. Baseline (TCO₂e)
This chart shows total emissions per month compared to baseline. Emissions are calculated using official conversion factors.
–This chart displays addition of carbon footprint vs Baseline of all fuel types for the particular month
1.7 Energy and Water Intensity by Zone
Shows both EUI (for electricity/chilled water) and WUI (for water), broken down by zone for benchmarking.
—This chart presents Energy Usage Intensity (EUI) segmented by zone. .Electricity and Chilled Water represent the combined total utility cost values, while the Intensities Metadata values can be found on the Information page
––This chart displays the Water Usage Intensity (WUI)segmented by zone. Water represent the total utility cost values, while the Intensities Metadata values can be found on the Information page
2.8 Zone-Wise Utility Cost Share (%)
Shows each zone’s contribution to overall electricity cost.
–It represents the percentage of electricity cost by each zone, with the total across all zones adding up to 100%.
Click on the ‘Budget’ tab, which is the Third tab on the Portfolio page
–This page displays the budget allocated for each fuel type for a specific month of the current year
–At the top of the page, individual cards summarize the total utility cost for each fuel type, clearly labeled with the corresponding units.
-For example, the ‘Utility Total Cost’ represents the combined total utility cost across all fuel types, including Water, Chilled Water, and Electricity
3.1 Year-to-Date Utility Costs vs Budget
Displays actual utility spending vs. planned budgets with forecasted trends if enabled.
-This chart displays the Total Budget, Cumulative Cost, and Forecast Cumulative Cost all based on the Total Utility Cost for a specific fuel type
-There is a Forecast toggle button. When enabled, the chart displays the Forecasted Cumulative Cost for a particular fuel type. For example, selecting March will show the cumulative total utility cost from January through March (i.e., January + February + March)
-A three-line menu icon is available beside the chart.
Clicking this icon allows you to:
- Print the chart
- Download it as a PNG image
- Save it as a PDF document
Click on the ‘Information’’ tab, which is the Fourth tab on the Portfolio page
– First click on Utility to see below information
-The Information page provides details on total energy consumption value for a selected year and fuel type, along with baseline comparisons.
- For the current year, the data is based on a Year-to-Date (YTD) date range.
- For all previous years, the data reflects the full calendar year
All created intensities metadata are display on information page
Below the consumption section, the cost details are displayed. It shows the Total Utility Cost for the selected year and fuel type, along with a baseline comparison.
- For the current year, the data is based on a Year-to-Date (YTD) date range.
- For all previous years, the data reflects the full calendar year
-All intensity metadata saved for a particular zone below the cost section is displayed along with the appropriate units for the respective year
-After utility whatever metadata are saved that all are displayed on information with autocalculation for particular year of particular fuel type
-These metadata values are used to calculate all EUI/WUI charts
–When you click on the first intensity metadata, all values including consumption and cost are updated accordingly. For the consumption calculation, the energy consumption value is used, while the cost calculation uses the total utility amount for the selected fuel type. The intensity metadata is retrieved from the metadata ch
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