Performance Trend

Track performance trends across a range of periods, for example, years, 6 months, quarters, months. Select any number of months up to a maximum of 12 months.

About this task

The dashboard allows you to compare the selected period to the same period in previous years or compare to adjacent previous periods.

The default number of years to include in the trend is 2 years. However, you can adjust, in the timescale, the length of time that you would like compared. For a quarter for instance, you would ensure that three months are selected.

If your system administrator has set a baseline year for your organization, then this is included as a point of reference within your Trend Analysis.

1. Open a performance dashboard, such as the Performance Trend dashboard.
   • For an organization, from the main menu, click Monitor, and select Performance Trend.
   • For a location, select the group or location in the organization hierarchy. From the main menu, click Track, and select Performance Trend.
2. Select a comparison period.
3. Select a unit of measure in the View as drop down list, for example, Energy (GJ). Only data types that are associated with the unit of measure are included on the dashboard.
4. Select the time range of the dashboard. Data is aggregated by month.
5. Review the Period Comparison chart to view comparisons.
6. Click Filters to narrow the data set of all charts on the report.
7. Click Actions to save your view, schedule the dashboard, and to email the dashboard.
8. Click on a chart to view the chart data in a grid view and to export the view to a file.