Setting up groups

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Groups in IBM® ESG Suite are a collection of locations.

By grouping locations, you can aggregate data based on the groups in your enterprise reporting. You can also restrict access to specific groups.

You can either add locations to groups or set up group membership to include locations. When you add locations to a classification group, you might receive an error message if the maximum 100% reporting percentage is exceeded.

Envizi ESG Suite has two types of groups:

  • Classification groups A Classification group icon.
  • Portfolio groups A Portfolio group icon.

Watch the following video to learn about groups.


2 mins

Classification groups

Classification groups are the foundation structure of an organization and are used in enterprise reports and dashboards of an organization. Each location must report 100% through the classification hierarchy to be fully included in enterprise reporting. If a location is not part of a classification group, it is excluded from most dashboards and reports.

To find a list of locations that are not in a classification:

  1. Click The Navigator icon. to open the organization hierarchy.
  2. From the hierarchy, click the organization node to open the Organization Summary page.
  3. On the Overview widget, click Locations not in a Classification Group to open a grid of locations that are not assigned to a classification group.

Portfolio groups

Portfolio groups reflect secondary reporting structures. You can allocate a subset of locations to a portfolio by allocating report percentages.

Most reports and dashboards can be run or opened for all groups and use the classification grouping structure to determine the inclusion of locations. Some reports and dashboards are run or opened for a selected classification or portfolio group.

Note: Only system administrators can create, edit, and delete groups.

Group hierarchies

In a hierarchy, a branch with group nodes can have three levels, two levels, or a single level.

In the following example of a 3-level hierarchy, you browse from Commercial Real Estate Group, to the Asset Type group, to Data Centers.
Figure 1. 3-level hierarchy
An example of a 3-level hierarchy.
In the following example of a 2-level hierarchy, you browse from a Retail group to a Logistics group.
Figure 2. 2-level hierarchy
An example of a 2-level hierarchy.
In the following example of a single level hierarchy, you have a single group that is called Business Group of Canada.
Figure 3. Single level hierarchy
An example of a single level hierarchy.

After you create a group or update existing groups, verify that the configuration of groups and the reporting structure is as expected.

Note: Some organizations have a setting switched on to use Facility groups. This type of group is required for virtual meters. For more information, see Creating virtual meters.