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Monthly Dataset - Glossary - Advanced Fields

The Monthly Dataset PowerReport allows you to build your own Power Report by utilizing predefined data fields.

This page lists Advanced fields in the Monthly Dataset and their definitions. For other basic fields in the dataset, please refer to the Monthly Dataset Glossary - Basic Fields page.

Custom Measures

  • Specifically defined custom measures for your organization. Please talk to your service provider if custom measures are required for your organization.

  • Once defined, each custom measure will be available as a separate column in this table

Targets

Field

Description

Cost Target

Cost Target TD

Cost Target To Date

Emissions Target

In the unit of ‘kg CO2e’

Emissions Target TD

Emissions Target To Date, in the unit of ‘kg CO2e’

Energy Target

Energy Target TD

Energy Target To Date

Native Unit Target

Native Unit Target TD

Native Unit Target To Date

Fixed Target (Associate)

  • List of all predefined associate level fixed targets

  • Table will be hidden if no associate level fixed target is defined

Fixed Target (Group)

  • List of all predefined group level fixed targets

  • Table will be hidden if no group level fixed target is defined

Fixed Target (Location)

  • List of all predefined location level fixed targets

  • Table will be hidden if no location level fixed target is defined

Intensity Target (Associate)

Field

Description

Intensity Target Description

Description of the Intensity Target (predefined, customizable)

Intensity Target Effective From

Starting month of the Intensity Target Container (predefined, customizable)

Intensity Target Effective To

Ending month of the Intensity Target Container (predefined, customizable)

Intensity Target Name

Name of the Intensity Target (predefined, customizable)

Intensity Target Type

Type of Intensity Target (as a way to categorize intensity targets)

Intensity Target Value

Recorded value of the Intensity Target for the selected period (lowest level is by month)

Measured in Unit

Intensity Target Unit, same as its linked Ratio’s Unit

Intensity Target (Group)

Field

Description

Intensity Target Description

Description of the Intensity Target (predefined, customizable)

Intensity Target Effective From

Starting month of the Intensity Target Container (predefined, customizable)

Intensity Target Effective To

Ending month of the Intensity Target Container (predefined, customizable)

Intensity Target Name

Name of the Intensity Target (predefined, customizable)

Intensity Target Type

Type of Intensity Target (as a way to categorize intensity targets)

Intensity Target Value

Recorded value of the Intensity Target for the selected period (lowest level is by month)

Measured in Unit

Intensity Target Unit, same as its linked Ratio’s Unit

Intensity Target (Location)

Field

Description

Intensity Target Description

Description of the Intensity Target (predefined, customizable)

Intensity Target Effective From

Starting month of the Intensity Target Container (predefined, customizable)

Intensity Target Effective To

Ending month of the Intensity Target Container (predefined, customizable)

Intensity Target Name

Name of the Intensity Target (predefined, customizable)

Intensity Target Type

Type of Intensity Target (as a way to categorize intensity targets)

Intensity Target Value

Recorded value of the Intensity Target for the selected period (lowest level is by month)

Measured in Unit

Intensity Target Unit, same as its linked Ratio’s Unit

Location Cross Filter Groups

  • This table can be regarded as an extention of the Location table that contains information about locations' portfolio and facility group memberships

  • This table shows a list of all portfolio and facility groups a location belongs to, by location and by month

  • Fields in the table are dynamic - field headers are group names of level 1 portfolio groups and facility groups

  • Field values are in the format of [level 2 group name]>[level 3 group name]

    • If a location belongs to a level 2 group directly without a level 3 group, the field value will be [level 2 group name] only

    • If a location belongs to a level 1 group directly without any level 2 or 3 groups in between, the field content will be two double dashes --

    • If a location belongs to multiple sub-groups of the same level 1 group, the group hierarchies in the field value will be separated by a semicolon ;

    • If a location does not belong to the level 1 group at all, the field value will be blank

  • To effectively make use of this table for data filtering, it is recommended that a filter of 'Group Type = Classification' to be applied on visuals or report pages to avoid over reporting.

Programs

  • The number of fields and field contents in the Programs table is customisable for your organization and it is identical to the output from the ‘Extract for Programs’ report

  • All fields from Programs, Action Plans and Actions will be included in the Programs table

  • This table is linked to Location and Data Types, but is NOT linked to the Calendar table

Programs Action Timeline

  • This table is only applicable if you are using the Cash Flow or the Action Timeline feature

  • If applicable, all fields defined in Action’s Timeline will be available in this table

  • Numeric fields in this table are able to be broken down into monthly and it is also linked to the Calendar table

  • This table is also known as the ‘Program Custom Monthly’ table, with the monthly fields being customizable for your organization

Programs Monthly

Field

Description

CO2e Savings in Global Unit

CO2e emission savings recorded in Program Actions, in the default reporting unit set for your organization.

The monthly CO2e Savings are derived from the field ‘Estimated Annual CO2e Savings (kg CO2e)’ by apportioning the annual figure into monthly.

CO2e Savings in kg

CO2e emission savings in kilograms.

Similarly, the monthly CO2e Savings are derived from the field ‘Estimated Annual CO2e Savings (kg CO2e)’ by apportioning the annual figure into monthly.

CO2e Unit Global

This is a Text field that shows the global reporting unit of CO2e that is set for your organization, e.g., kg of CO2e

Cost Savings (global currency)

Cost savings recorded in Program Actions, converted to the default global currency unit set for your organization.

The monthly Cost Savings are derived from the field ‘Estimated Annual Cost Savings’ by apportioning the annual figure into monthly.

Cost Savings (local currency)

Cost savings recorded in Program Actions in its original values (no currency conversion).

Similarly, the monthly Cost Savings are derived from the field ‘Estimated Annual Cost Savings’ by apportioning the annual figure into monthly.

Cost Unit Global

This is a Text field that shows the global currency unit that is set for your organization, e.g., USD.

The unit is applicable to both Cost Savings and Implementation Cost.

Cost Unit Local

This is a Text field that shows the local currency unit that the Cost is tied to (based on Action’s Location region), e.g., AUD.

The unit is applicable to both Cost Savings and Implementation Cost.

Energy Savings in Global Unit

Energy savings recorded in Program Actions, in the default energy reporting unit set for your organization.

The monthly Energy Savings are derived from the field ‘Estimated Annual Unit Savings' by apportioning the annual figure into monthly, and converted into Energy based on Action’s Data Type.

Energy Savings in kWh

Energy savings recorded in Program Actions, in the unit of kWh.

Similarly, the monthly Energy Savings are derived from the field ‘Estimated Annual Unit Savings' by apportioning the annual figure into monthly, and converted into Energy based on Action’s Data Type.

Energy Unit Global

This is a Text field that shows the global energy reporting unit that is set for your organization. e.g., GJ

Implementation Cost (global currency)

Implementation cost recorded in Program Actions, converted to the default global currency unit set for your organization.

The Implementation Cost is a lump sum figure and is only being recorded against the month at which the Action is marked as completed.

Implementation Cost (local currency)

Implementation cost recorded in Program Actions in its original values (no currency conversion).

Similarly, the Implementation Cost is a lump sum figure and is only being recorded against the month at which the Action is marked as completed.

Savings End Period

The ending month when the Program savings seize to be reported.

This is determined by the field ‘Savings Effective To’ in the Action.

If no value has been entered in this field, then it will default to ‘Savings Start Period’ + ‘Years of Estimated Program Savings’ (this is an Organizational level setting under the menu Admin → Program Settings section).

Savings Start Period

The starting month when the Program savings start to be reported. This is determined by one of the following fields in the Action, in the order of precedence:

Actual Finish Date → Planned Finish Date → Actual Start Date → Planned Start Date → Raised On → Updated On

Savings Unit

This is a Text field that shows the unit of the savings that are recorded in Program Actions. e.g., kWh

The Savings Unit is derived from the primary measure of the Data Type of the Action that is being linked to.

Unit Savings

The unit savings recorded in Program Actions, in its original value (without conversion).

The monthly Unit Savings are derived from the field ‘Estimated Annual Unit Savings’ by apportioning the annual figure into monthly.

Programs Monthly - Scenario 2 Savings

Same table strcuture as ‘Programs Monthly’, with different definitions of Savings Start Period and Savings End Period, as defined in Programs module settings.

Programs Monthly - Scenario 3 Savings

Same table strcuture as ‘Programs Monthly’, with different definitions of Savings Start Period and Savings End Period, as defined in Programs module settings.

Weather Data

Field

Description

Average Temperature

Average temperature for the month in the default reporting unit set for your organization.

Base Temperature CDD

Base temperature value for Cooling Degree Day in the default reporting unit set for your organization.

Base Temperature CDD

Base temperature value for Heating Degree Day in the default reporting unit set for your organization.

CDD

The sum of the difference between the temperature and the base CDD for the month.

HDD

The sum of the difference between the temperature and the base HDD for the month.

Maximum Temperature

Maximum temperature for the month in the default reporting unit set for your organization.

Minimum Temperature

Minimum temperature for the month in the default reporting unit set for your organization.

Other Notes

  • All values in the Monthly Dataset is after applying both Consolidation Rules an Location-Group Membership % if they have been set up in the platform

  • All previous year fields are defined as current selection minus 12 months

  • To change the global reporting unit for Emissions, Energy, Mass, Volume - go to AdminOrganization PreferencesReporting and Dashboard Preferences (change of the settings are available to System Administrator users only)

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