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Monthly Dataset - Tutorials

The Monthly Dataset is a comprehensive dataset containing monthly aggregated data from your envizi platform. It powers the majority of Standard PowerReports across many modules and can be leveraged to build powerful custom reports directly in the Envizi platform. For a full list of fields supported in the Monthly Dataset, visit the Monthly Dataset Glossary - Basic and Advanced field.


The how-to tutorials will cover how to perform common tasks when using the Monthly Dataset PowerReport.

How To Run a PowerReport

How to Edit a PowerReport

How to Save and Share a PowerReport

Understanding Your Monthly Dataset

Here are some examples of leveraging the Monthly Dataset to create visualizations in Envizi’s PowerReport. You will learn about reporting across location groups, trends in absolute data, using geographical maps and visualizing data accuracy. All of these examples assume you have saved a copy of the Monthly Dataset Report ready for editing.

Organization, Groups and Locations

Absolute Values

Data Accuracy

Geographical Maps

Intensity / Ratio Measures

Data Type Groups & Secondary Measures

If creating Data Type Groups with secondary measures, you will need to configure at least one data type group with a standard unit of measure (GJ, kWh, $ etc.), as this will allow the secondary measure groups to be populated in the Monthly Dataset.

Further Resources

For more details, visit:

  1. Monthly Dataset Glossary - specific data fields and their derivation.

  2. Microsoft Power BI Guided Learning – Specifically sub-sections ‘Analyze data with Power BI’ and ‘Use Visuals in Power BI’.

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