Guide: Creating a Custom PowerReport in Envizi

This guide provides the necessary steps to create a custom PowerReport in Envizi utilizing monthly datasets. The PowerReport will cover five reporting use cases focused on Scope 1 and Scope 2 emissions. The report will enable comparison of emissions over multiple years and against pre-set organizational targets and will also provide a view on data health.

Prerequisites

Ensure that the PowerReport edit work role is assigned to the user. Additionally, create a copy of the monthly dataset before starting the customization to avoid modifying the original dataset.

Use Cases Addressed by the PowerReport

The PowerReport will address the following use cases:

1. Comparison of Scope 1 emissions from the baseline year to emissions from the previous two years.

2. Comparison of Scope 2 emissions from the baseline year to emissions from the previous two years.

3. Emissions breakdown by Scope 1 and Scope 2 for the baseline year and the previous two years.

4. Comparison of Scope 1 & 2 emissions against pre-set organization targets focused on Scope 1 & 2 emissions.

5. Organization summary and data health view from a consumption standpoint.

PowerReport Configuration

1. Comparison of Scope 1 Emissions to Baseline Year and Last Two Years

The first visual will be a stacked column chart comparing Scope 1 emissions for three years: the baseline year (2023), 2024, and 2025.

• X-Axis: "Year"

• Y-Axis: "Emissions"

• Legend: "Quarter" (to differentiate emissions by quarter with distinct colors)

Key Considerations:

• The baseline year is determined by the organization’s preference. It is not stored directly in Envizi’s data model. Use the year filter to select the baseline year and the years to be displayed.

• Apply a Scope filter to display only Scope 1 emissions.

Steps:

1. Insert a stacked column chart.

2. Drag "Year" to the X-Axis and "Emissions" to the Y-Axis.

3. Add "Quarter" to the Legend to distinguish emissions by quarter.

4. Add a Year filter to select the baseline year and the other relevant years.

5. Apply a Scope filter to limit the data to Scope 1 emissions.

2. Comparison of Scope 2 Emissions to Baseline Year and Last Two Years

The second visual will be similar to the first but focused on Scope 2 emissions.

Steps:

1. Duplicate the first visual.

2. Change the Scope filter to focus on Scope 2 emissions.

3. Retain the existing configuration for the X-Axis, Y-Axis, and Legend.

3. Emissions Breakdown by Scope 1 and Scope 2

The third visual will be a matrix displaying emissions for Scope 1 and Scope 2 by year.

• X-Axis: "Scope"

• Y-Axis: "Year"

• Values: "Emissions"

Steps:

1. Insert a matrix visual.

2. Place "Scope" on the X-Axis and "Year" on the Y-Axis.

3. Drag "Emissions" to the Values section.

4. Apply a Scope filter to display only Scope 1 and Scope 2 emissions.

5. Disable column subtotals through visual formatting, as only row subtotals are required for this use case.

4. Comparison of Scope 1 & 2 Emissions Against Organizational Targets

The fourth visual will use a line and clustered column chart to compare Scope 1 and Scope 2 emissions against the pre-set organization targets.

• X-Axis: "Year"

• Y-Axis: "Emissions"

• Line Y-Axis: "Scope 1 and 2 Target"

Steps:

1. Insert a line and clustered column chart.

2. Assign "Year" to the X-Axis and "Emissions" to the Y-Axis.

3. Add "Scope 1 and 2 target" as a line on the Y-Axis to track emissions progress relative to targets.

4. Adjust visual formatting to differentiate emissions data (columns) from target data (line).

5. Organization Summary and Data Health View from a Consumption Standpoint

The fifth visual consists of two parts.

1. The first part displays the percentage of actual, accrued, and estimated consumption data using a "donut chart."

Fields to be added: “Actual Energy,” “Accrued Energy,” “Estimated Energy”

Steps:

1. Insert a donut chart.

2. Drag “Actual Energy,” “Accrued Energy,” and “Estimated Energy” to the Values section.

2. The second part presents the organization’s emissions and cost.

Fields to be added: “Emissions,” “Cost”

Steps:

1. Insert a multi-row card.

2. Drag “Emissions” and “Cost” to the Values section.

Saving and Exporting the PowerReport

After finalizing the PowerReport configuration, ensure to save the report to avoid losing any modifications.

The PowerReport can be exported in the following formats:

• PDF: Export as a single page or multiple pages.

• PowerPoint: Export to PowerPoint for presentation purposes.

Additionally, users can set up an export schedule to automatically share the PowerReport with designated users.

Note: PowerReports can only be exported to users who are configured in Envizi.

Additional Tips

• Year Filter for Baseline Comparisons: If the baseline year is set to 2019 and comparisons are to be made with data from 2023 and 2024, use the year filter to exclude data from 2020-2022. However, the labels for these years will persist unless the following settings are adjusted:

• Set the X-Axis to "Categorical" for proper display.

• Ensure year sorting is in ascending order.

• Visual Formatting: Customize visuals to meet reporting requirements. Common formatting options include:

• Renaming axis titles for clarity.

• Displaying values within stacked charts.

• Customizing row and column subtotals in matrix visuals.

• Adjusting background and font colors.

• Adding borders and dividers below visual titles.

• Formatting numbers in visuals as decimals (with decimal places), whole numbers, etc., along with appropriate labels.