Creating and modifying target data manually

You can create, edit, and delete target data manually for a selected target container in either a monthly target data grid or a full period target data grid. In the monthly target data grid, each row represents one month of target data, while in the full period target data grid, each row represents the aggregate target data. The target data relates to a specific location, account, or meter, depending on the parameters that are configured for your container.

Adding target data

• To add target data for a bottom-up target, use the following steps:
  1. In the Bottom-up targets grid, right-click the target container that you want to manage and, to add monthly target data, click Monthly Target Data. To add full period target data, click Target Data.
     A target data grid is displayed. If no data has been added yet, the grid is blank.
  2. To capture a target value against a location, account, or meter, click Create new.
  3. Enter the details in the Create New form:

     For

     Depending on the target container configuration, the option is either locked to Locations, or you can select either Accounts or Meters.

     Named

     Type into the Named search field to display the name of an item that you want to set a target against.

     Data types

     The field is populated with relevant options after you enter an item into the Named field.

     Target value

     After you select a data type, enter a target value. The target value is for the full period that is defined by the dates set in the From and To fields. For monthly target data, you can adjust the dates to choose any number of months within the start and end parameters set for the target container.

  4. Save the form.
     For monthly target data, the page is refreshed with a new row for each month, within the date range of the data that you captured. For full period target data, the page is refreshed with a new row that represents the data that you captured.

Viewing and editing monthly target values for full period target data

• To view full period target data broken down into monthly values in the preview panel, use the following steps:
  1. Select the row for the full period target data that you want to view.
  2. Click the Show/hide Preview panel icon.
  3. To view the monthly breakdown, expand Target Months.
  4. Optional: To edit a monthly target value, click the Edit icon next to the month.

Editing aggregate target values for full period target data

• To edit the aggregate target value, in the full period target data grid, right-click the target's row, and click Edit Target Data.
  If you edit an aggregate value, any monthly adjustments that you have made through the preview panel are overwritten by a new prorated monthly value.

Activating and deactivating target data

• Select one or more targets, right-click, and click Activate Targets or Deactivate Targets.
  Tip: Any changes to the status of intensity targets are immediately reflected in dashboards and reports because the target data is accessed directly from live data. The intensity target data in dashboards and reports the data is not based on the daily refresh of target data.

Viewing an audit history of changes to a target

• To view an audit history of all changes that have been made to a target, right-click the target and click Audit History.
  The audit history does not show changes to the target data that is stored in the target.

Deleting target data

• To delete target values individually or several at a time, select all the rows to be deleted and right-click Delete Target Data.