Ellserve Wiki - User contributions [en]

Header Banner

2014-06-18T21:16:28Z

Paul Chapman:

The Header Banner appears at the top of the screen in every Ellserve session.

[[File:Header_Banner.png|Right|800px|Frame|Ellserve Header Banner]]

'''Purpose:'''
* Displays the login ID of the current user
* Allows secure log out
* Provides access to functional sections:
** ''[[Data Browser]]'' providing on-screen access to data displays;
** ''[[Reporting]]'' allows report definition for downloading data in csv format; and
** ''[[Settings]]'' site configuration and maintenance functions.

----
[[Main Page | 4Main Page]]

Header Banner

2014-06-18T21:16:19Z

Paul Chapman:

The Header Banner appears at the top of the screen in every Ellserve session.

[[File:Header_Banner.png|Right|600px|Frame|Ellserve Header Banner]]

'''Purpose:'''
* Displays the login ID of the current user
* Allows secure log out
* Provides access to functional sections:
** ''[[Data Browser]]'' providing on-screen access to data displays;
** ''[[Reporting]]'' allows report definition for downloading data in csv format; and
** ''[[Settings]]'' site configuration and maintenance functions.

----
[[Main Page | 4Main Page]]

Header Banner

2014-06-18T21:16:10Z

Paul Chapman:

The Header Banner appears at the top of the screen in every Ellserve session.

[[File:Header_Banner.png|Right|300px|Frame|Ellserve Header Banner]]

'''Purpose:'''
* Displays the login ID of the current user
* Allows secure log out
* Provides access to functional sections:
** ''[[Data Browser]]'' providing on-screen access to data displays;
** ''[[Reporting]]'' allows report definition for downloading data in csv format; and
** ''[[Settings]]'' site configuration and maintenance functions.

----
[[Main Page | 4Main Page]]

Header Banner

2014-06-18T21:15:33Z

Paul Chapman:

The Header Banner appears at the top of the screen in every Ellserve session.

[[File:Header_Banner.png|Right|300pt|Frame|Ellserve Header Banner]]

'''Purpose:'''
* Displays the login ID of the current user
* Allows secure log out
* Provides access to functional sections:
** ''[[Data Browser]]'' providing on-screen access to data displays;
** ''[[Reporting]]'' allows report definition for downloading data in csv format; and
** ''[[Settings]]'' site configuration and maintenance functions.

----
[[Main Page | 4Main Page]]

Main Page

2014-06-18T20:59:21Z

Paul Chapman:

__NOTOC__
Welcome to the Ellserve help and user guide wiki! New users logging into to Ellserve for the first time will see a version of the standard website configuration chosen for their organisation. This configuration can be customised to individual requirement. Since the website will look different for different users you may see differences in the pages you see from those that are presented in this help.

===[[Standard Configuration]]===

====[[Ellserve Data]]====
How to interpret the data available in Ellserve.

====[[Header Banner|Header Banner]]====
The Header banner gives access to the main sections of the website

====[[Data Browser]]====
Provides on-screen access to data displays such as tables and graphs

====[[Reporting | Reporting]]====
Using the Ellserve report generator.

====[[Settings]]====
Choosing settings for the Ellserve website

====[[Customising Ellserve]]====
How to configure and use Ellserve.

====[[Glossary]]====
Definitions of terms used in Ellserve.

[[File:Logo1.png|center|200px|Frame|Site Configuration Cog Icon]]

Home Page

2014-06-13T04:23:19Z

Paul Chapman:

[[File:Home1.png|right|750px|Frame|Annualised Usage Trend - Energy Commodity Group]]
The home page provides an overview of consumption trends for major commodity groups.

''Note: The home page is designed to load quickly when launching Ellserve.
''This allows filters to be applied before attempting to display large data sets in the data section.''

===Controls===
The home page contains an annualised cumulative consumption chart for each main commodity group.

[[File:Table1.png|right|750px|Frame|Data Table Configuration Panel]]

{| class="wikitable" style="text-align: left; color: black;"
!''' Object Type'''
|
:[[Graph#Single_Y-Axis_Graphs|Single value graph]]
|-
!''' Purpose'''
|
:To summarise normalised monthly costs by commodity type
|}

{| class="wikitable" style="text-align: left; color: black;"
!''' Defaults '''
!
|-
|''' Reporting Interval'''
|
:Monthly (accumulated annually by financial year)
|-
|''' Plot Type'''
|
:Line
|-
|''' Dates'''
|
:Relative
|-
|''' Start Date'''
|
:Current year -4
|-
|''' End Date'''
|
:Current month
|}

{| class="wikitable" style="text-align: left; color: black;"
!Configurable in session
|-
|
:None
|}

[[The Data Section|Parent]] - [[Standard Configuration|Standard Configuration]] - [[Ellserve:Ellserve|Home]]

Carousel

2014-06-13T04:21:44Z

Paul Chapman:

'''Purpose:'''
The carousel is a row of tabs each allowing access to one or more data display pages. More tabs can be accessed through the carousel than may be displayed on screen; left and right arrow icons allow the carousel to be moved one tab to the left or the right.

[[File:Carousel1.png|eft|750px|Frame|The Carousel]]


'''>> To open a display page click on a tab in the carousel'''


'''>> To show tabs not currently displayed by the carousel, click the 'more pages' tab.'''


''Note: The number of Data Section Pages in the standard configuration will vary by implementation, depending on the range of commodities being managed.

'''Carousel Sub-tabbing'''
Each tab on the carousel can provide access to a number of related pages through a set of sub-tabs. Tab/sub-tab relationships are defined under in the page [[Site Configuration|site configuration control]].


'''>> To open display sub-tabs move the mouse over a tab in the carousel'''

[[File:Carousel2.png|eft|500px|Frame|The Carousel]]

[[File:Carousel3.png|eft|500px|Frame|The Carousel]]

[[The Data Section|Parent]] - [[Standard Configuration|Standard Configuration]] - [[Ellserve:Ellserve|Home]]

Carousel

2014-06-13T04:19:13Z

Paul Chapman:

'''Purpose:'''
The carousel is a movable row of tabs each allowing access to one or more data display pages.

[[File:Carousel1.png|eft|750px|Frame|The Carousel]]


'''>> To open a display page click on a tab in the carousel'''


'''>> To show tabs not currently displayed by the carousel, click the 'more pages' tab.'''


''Note: The number of Data Section Pages in the standard configuration will vary by implementation, depending on the range of commodities being managed.

'''Carousel Sub-tabbing'''
Each tab on the carousel can provide access to a number of related pages through a set of sub-tabs. Tab/sub-tab relationships are defined under in the page [[Site Configuration|site configuration control]].


'''>> To open display sub-tabs move the mouse over a tab in the carousel'''

[[File:Carousel2.png|eft|500px|Frame|The Carousel]]

[[File:Carousel3.png|eft|500px|Frame|The Carousel]]

[[The Data Section|Parent]] - [[Standard Configuration|Standard Configuration]] - [[Ellserve:Ellserve|Home]]

Carousel

2014-06-13T04:19:00Z

Paul Chapman:

Carousel

2014-06-13T04:18:39Z

Paul Chapman:

'''Purpose:'''
The carousel is a movable row of tabs each allowing access to one or more data display pages.

[[File:Carousel1.png|eft|750px|Frame|The Carousel]]


'''>> To open a display page click on a tab in the carousel'''


'''>> To show tabs not currently displayed by the carousel, click the 'more pages' tab.'''


''Note: The number of Data Section Pages in the standard configuration will vary by implementation, depending on the range of commodities being managed.

'''Carousel Sub-tabbing'''
Each tab on the carousel can provide access to a number of related pages through a set of sub-tabs. Tab/sub-tab relationships are defined under in the page [[Site Configuration|site configuration control]].


'''>> To open display sub-tabs move the mouse over a tab in the carousel'''

[[File:Carousel2.png|eft|500px|Frame|The Carousel]]

[[The Data Section|Parent]] - [[Standard Configuration|Standard Configuration]] - [[Ellserve:Ellserve|Home]]

[[File:Carousel3.png|eft|500px|Frame|The Carousel]]

Carousel

2014-06-13T04:18:06Z

Paul Chapman:

'''Purpose:'''
The carousel is a movable row of tabs each allowing access to one or more data display pages.

[[File:Carousel1.png|eft|750px|Frame|The Carousel]]


'''>> To open a display page click on a tab in the carousel'''


'''>> To show tabs not currently displayed by the carousel, click the 'more pages' tab.'''


''Note: The number of Data Section Pages in the standard configuration will vary by implementation, depending on the range of commodities being managed.

[[The Data Section|Parent]] - [[Standard Configuration|Standard Configuration]] - [[Ellserve:Ellserve|Home]]

'''Carousel Sub-tabbing'''
Each tab on the carousel can provide access to a number of related pages through a set of sub-tabs. Tab/sub-tab relationships are defined under in the page [[Site Configuration|site configuration control]].


'''>> To open display sub-tabs move the mouse over a tab in the carousel'''

[[File:Carousel2.png|eft|500px|Frame|The Carousel]]

[[File:Carousel3.png|eft|500px|Frame|The Carousel]]

Carousel

2014-06-13T04:17:53Z

Paul Chapman:

'''Purpose:'''
The carousel is a movable row of tabs each allowing access to one or more data display pages.

[[File:Carousel1.png|eft|750px|Frame|The Carousel]]


'''>> To open a display page click on a tab in the carousel'''


'''>> To show tabs not currently displayed by the carousel, click the 'more pages' tab.'''


''Note: The number of Data Section Pages in the standard configuration will vary by implementation, depending on the range of commodities being managed.

[[The Data Section|Parent]] - [[Standard Configuration|Standard Configuration]] - [[Ellserve:Ellserve|Home]]

'''Carousel Sub-tabbing'''
Each tab on the carousel can provide access to a number of related pages through a set of sub-tabs. Tab/sub-tab relationships are defined under in the page [[Site Configuration|site configuration control]].


'''>> To open display sub-tabs move the mouse over a tab in the carousel'''

[[File:Carousel2.png|eft|500px|Frame|The Carousel]]

[[File:Carousel3.png|eft|500px|Frame|The Carousel]]

Carousel

2014-06-13T04:17:11Z

Paul Chapman:

'''Purpose:'''
The carousel is a movable row of tabs each allowing access to one or more data display pages.

[[File:Carousel1.png|eft|750px|Frame|The Carousel]]


'''>> To open a display page click on a tab in the carousel'''


'''>> To show tabs not currently displayed by the carousel, click the 'more pages' tab.'''


''Note: The number of Data Section Pages in the standard configuration will vary by implementation, depending on the range of commodities being managed.

[[The Data Section|Parent]] - [[Standard Configuration|Standard Configuration]] - [[Ellserve:Ellserve|Home]]

'''Carousel Sub-tabbing'''
Each tab on the carousel can provide access to a number of related pages through a set of sub-tabs. Tab/sub-tab relationships are defined under in the page [[Site Configuration|site configuration control]].


'''>> To open display sub-tabs move the mouse over a tab in the carousel'''

[[File:Carousel2.png|eft|750px|Frame|The Carousel]]

[[File:Carousel3.png|eft|750px|Frame|The Carousel]]

File:Carousel3.png

2014-06-13T04:15:39Z

Paul Chapman:

File:Carousel2.png

2014-06-13T04:15:29Z

Paul Chapman:

Filtering by a Single Account or ICP

2014-06-13T04:05:20Z

Paul Chapman:

[[File:Filter5.png|right|750px|Frame|Filter Feature Expanded]]

A [[Filtering Functions|filter]] for a single account or ICP can be applied through a search function in the [[Accessing the Filter Manager|filter manager]].


'''>> To apply a filter for a single account:'''
* Expand the [[Accessing the Filter Manager|filter manager]]
* Click the '''Select by: Account''' button
* Begin entering a search string in to the '''Search:''' field (this can be an account number, part of an address or other relevant descriptive data)
* A list of search hits matching the string will appear in the search results (the list will shorten as the search string lengthens)
* Click on the relevant account number to apply a filter for that account alone 

''NOTE: When filtering by a single account or ICP all previously selected
''group options are hidden and replaced by the selected account/ICP
''in the current filter description. Removing the account/ICP
''from the filter restores all previous selected filter options.''

[[Filtering Functions|Parent]] - [[Standard Configuration|Standard Configuration]] - [[Ellserve:Ellserve|Home]]

Filtering by a Single Account or ICP

2014-06-13T04:05:08Z

Paul Chapman:

File:Filter5.png

2014-06-04T00:39:11Z

Paul Chapman: uploaded a new version of "File:Filter5.png"

Applying a Filter

2014-06-04T00:38:17Z

Paul Chapman:

[[File:Filter3.png|right|750px|Frame|Filter Feature Expanded]]
A filter is applied by selecting from options arranged in groups called account properties.


'''>> To apply a filter:'''

* Expand the [[Accessing the Filter Manager|filter manager]]
* Click on the tab of the account property to filter by
* Click on the specific group item you want to filter by
* The filter is immediately applied to on-screen or reporting data and is reflected in the filter description bar
* To extend the filter repeat the steps above to select a new item from another account property group

In the example graphic, the "Genesis Energy" filter option has been selected from the "Retailer" account property group. Note that “All Accounts” filter status has been replaced by “Retailer: Genesis Energy Ltd” and the option under the retailer group has been greyed out.

''NOTE: While you can create a filter using options from more than one group, only one option per group can be used in a filter at any one time.''

[[File:Filter6.png|right|750px|Frame|Filter example one]]
[[File:Filter7.png|right|750px|Frame|Filter example two]]

The filter manager does not display options excluded by the current filter. In the top example graphic (right) no filter has been applied and the '''Regions''' group contains four options. After applying the '''NHH''' option from the '''Metering''' group this number drops to two: '''Marlborough''' and '''Other''' (lower graphic). This is because there are no '''NHH''' accounts in '''Otago''' or '''Southland''', and applying the '''NHH''' removed these options from the '''Regions''' group.


'''>> To remove a filter item from the current filter click on the remove filter icon ( x ) in the current filter description bar.'''


[[Filtering Functions|Parent]] - [[Standard Configuration|Standard Configuration]] - [[Ellserve:Ellserve|Home]]

File:Filter7.png

2014-06-04T00:37:34Z

Paul Chapman: uploaded a new version of "File:Filter7.png"

File:Filter6.png

2014-06-04T00:37:16Z

Paul Chapman: uploaded a new version of "File:Filter6.png"

File:Filter2.png

2014-06-04T00:28:50Z

Paul Chapman: uploaded a new version of "File:Filter2.png"

File:Filter3.png

2014-06-04T00:26:35Z

Paul Chapman: uploaded a new version of "File:Filter3.png"

File:Filter3.png

2014-06-04T00:24:38Z

Paul Chapman: uploaded a new version of "File:Filter3.png"

Accessing the Filter Manager

2014-06-04T00:19:31Z

Paul Chapman:

By default Ellserve launches with no filters applied and the filter manager collapsed. The filter manager is found directly below the [[Header Banner|header banner]] in both the [[The Data Section|data]] and [[Reporting|reporting]] sections.

'''>> To Expand the Filter Manager::''' Click the ''''+'''' icon to the left of the filter description bar.

[[File:Filter 1.png|left|250px|Frame|Accessing The Filter Functions]]

[[File:Filter2.png|right|750px|Frame|Filter Feature Expanded]]

In the example graphic (right) the filter manager is expanded, showing a total of 192 accounts for 101 ICPs available for filtering. No filter has yet been applied and the filter description bar still shows "All Accounts".

''Note: An ICP may be associated with more than one account over time.

[[Filtering Functions|Parent]] - [[Standard Configuration|Standard Configuration]]

Accessing the Filter Manager

2014-06-04T00:19:15Z

Paul Chapman:

By default Ellserve launches with no filters applied and the filter manager collapsed. The filter manager is found directly below the [[Header Banner|header banner]] in both the [[The Data Section|data]] and [[Reporting|reporting]] sections.

'''>> To Expand the Filter Manager::''' Click the ''''+'''' icon to the left of the filter description bar.

[[File:Filter 1.png|left|300px|Frame|Accessing The Filter Functions]]

[[File:Filter2.png|right|750px|Frame|Filter Feature Expanded]]

In the example graphic (right) the filter manager is expanded, showing a total of 192 accounts for 101 ICPs available for filtering. No filter has yet been applied and the filter description bar still shows "All Accounts".

''Note: An ICP may be associated with more than one account over time.

[[Filtering Functions|Parent]] - [[Standard Configuration|Standard Configuration]]

Accessing the Filter Manager

2014-06-04T00:19:04Z

Paul Chapman:

By default Ellserve launches with no filters applied and the filter manager collapsed. The filter manager is found directly below the [[Header Banner|header banner]] in both the [[The Data Section|data]] and [[Reporting|reporting]] sections.

'''>> To Expand the Filter Manager::''' Click the ''''+'''' icon to the left of the filter description bar.

[[File:Filter 1.png|left|350px|Frame|Accessing The Filter Functions]]

[[File:Filter2.png|right|750px|Frame|Filter Feature Expanded]]

In the example graphic (right) the filter manager is expanded, showing a total of 192 accounts for 101 ICPs available for filtering. No filter has yet been applied and the filter description bar still shows "All Accounts".

''Note: An ICP may be associated with more than one account over time.

[[Filtering Functions|Parent]] - [[Standard Configuration|Standard Configuration]]

Accessing the Filter Manager

2014-06-04T00:12:39Z

Paul Chapman:

By default Ellserve launches with no filters applied and the filter manager collapsed. The filter manager is found directly below the [[Header Banner|header banner]] in both the [[The Data Section|data]] and [[Reporting|reporting]] sections.

'''>> To Expand the Filter Manager::''' Click the ''''+'''' icon to the left of the filter description bar.

[[File:Filter1.png|left|350px|Frame|Accessing The Filter Functions]]

[[File:Filter2.png|right|750px|Frame|Filter Feature Expanded]]

In the example graphic (right) the filter manager is expanded, showing a total of 192 accounts for 101 ICPs available for filtering. No filter has yet been applied and the filter description bar still shows "All Accounts".

''Note: An ICP may be associated with more than one account over time.

[[Filtering Functions|Parent]] - [[Standard Configuration|Standard Configuration]]

Accessing the Filter Manager

2014-06-04T00:11:56Z

Paul Chapman:

By default Ellserve launches with no filters applied and the filter manager collapsed. The filter manager is found directly below the [[Header Banner|header banner]] in both the [[The Data Section|data]] and [[Reporting|reporting]] sections.

'''>> To Expand the Filter Manager::''' Click the ''''+'''' icon to the left of the filter description bar.

[[File:Filter_1.png|left|350px|Frame|Accessing The Filter Functions]]

[[File:Filter2.png|right|750px|Frame|Filter Feature Expanded]]

In the example graphic (right) the filter manager is expanded, showing a total of 192 accounts for 101 ICPs available for filtering. No filter has yet been applied and the filter description bar still shows "All Accounts".

''Note: An ICP may be associated with more than one account over time.

[[Filtering Functions|Parent]] - [[Standard Configuration|Standard Configuration]]

Accessing the Filter Manager

2014-06-04T00:11:47Z

Paul Chapman:

By default Ellserve launches with no filters applied and the filter manager collapsed. The filter manager is found directly below the [[Header Banner|header banner]] in both the [[The Data Section|data]] and [[Reporting|reporting]] sections.

'''>> To Expand the Filter Manager::''' Click the ''''+'''' icon to the left of the filter description bar.

[[File:Filter 1.png|left|350px|Frame|Accessing The Filter Functions]]

[[File:Filter2.png|right|750px|Frame|Filter Feature Expanded]]

In the example graphic (right) the filter manager is expanded, showing a total of 192 accounts for 101 ICPs available for filtering. No filter has yet been applied and the filter description bar still shows "All Accounts".

''Note: An ICP may be associated with more than one account over time.

[[Filtering Functions|Parent]] - [[Standard Configuration|Standard Configuration]]

Accessing the Filter Manager

2014-06-04T00:09:10Z

Paul Chapman:

By default Ellserve launches with no filters applied and the filter manager collapsed. The filter manager is found directly below the [[Header Banner|header banner]] in both the [[The Data Section|data]] and [[Reporting|reporting]] sections.

'''>> To Expand the Filter Manager::''' Click the ''''+'''' icon to the left of the filter description bar.

[[File:Filter1.png|left|350px|Frame|Accessing The Filter Functions]]

[[File:Filter2.png|right|750px|Frame|Filter Feature Expanded]]

In the example graphic (right) the filter manager is expanded, showing a total of 192 accounts for 101 ICPs available for filtering. No filter has yet been applied and the filter description bar still shows "All Accounts".

''Note: An ICP may be associated with more than one account over time.

[[Filtering Functions|Parent]] - [[Standard Configuration|Standard Configuration]]

Accessing the Filter Manager

2014-06-04T00:08:56Z

Paul Chapman:

By default Ellserve launches with no filters applied and the filter manager collapsed. The filter manager is found directly below the [[Header Banner|header banner]] in both the [[The Data Section|data]] and [[Reporting|reporting]] sections.

'''>> To Expand the Filter Manager::''' Click the ''''+'''' icon to the left of the filter description bar.

[[File:Filter_1.png|left|350px|Frame|Accessing The Filter Functions]]

[[File:Filter2.png|right|750px|Frame|Filter Feature Expanded]]

In the example graphic (right) the filter manager is expanded, showing a total of 192 accounts for 101 ICPs available for filtering. No filter has yet been applied and the filter description bar still shows "All Accounts".

''Note: An ICP may be associated with more than one account over time.

[[Filtering Functions|Parent]] - [[Standard Configuration|Standard Configuration]]

Accessing the Filter Manager

2014-06-04T00:08:42Z

Paul Chapman:

By default Ellserve launches with no filters applied and the filter manager collapsed. The filter manager is found directly below the [[Header Banner|header banner]] in both the [[The Data Section|data]] and [[Reporting|reporting]] sections.

'''>> To Expand the Filter Manager::''' Click the ''''+'''' icon to the left of the filter description bar.

[[File:Filter 1.png|left|350px|Frame|Accessing The Filter Functions]]

[[File:Filter2.png|right|750px|Frame|Filter Feature Expanded]]

In the example graphic (right) the filter manager is expanded, showing a total of 192 accounts for 101 ICPs available for filtering. No filter has yet been applied and the filter description bar still shows "All Accounts".

''Note: An ICP may be associated with more than one account over time.

[[Filtering Functions|Parent]] - [[Standard Configuration|Standard Configuration]]

Accessing the Filter Manager

2014-06-04T00:07:24Z

Paul Chapman:

By default Ellserve launches with no filters applied and the filter manager collapsed. The filter manager is found directly below the [[Header Banner|header banner]] in both the [[The Data Section|data]] and [[Reporting|reporting]] sections.

'''>> To Expand the Filter Manager::''' Click the ''''+'''' icon to the left of the filter description bar.

[[File:Filter1.png|left|350px|Frame|Accessing The Filter Functions]]

[[File:Filter2.png|right|750px|Frame|Filter Feature Expanded]]

In the example graphic (right) the filter manager is expanded, showing a total of 192 accounts for 101 ICPs available for filtering. No filter has yet been applied and the filter description bar still shows "All Accounts".

''Note: An ICP may be associated with more than one account over time.

[[Filtering Functions|Parent]] - [[Standard Configuration|Standard Configuration]]

File:Filter 1.png

2014-06-04T00:02:17Z

Paul Chapman: uploaded a new version of "File:Filter 1.png"

File:Header Banner.png

2014-06-04T00:00:51Z

Paul Chapman: uploaded a new version of "File:Header Banner.png"

Applying a Filter

2014-06-03T23:09:14Z

Paul Chapman:

[[File:Filter3.png|right|750px|Frame|Filter Feature Expanded]]
A filter is applied by selecting from options arranged in groups called account properties.


'''>> To apply a filter:'''

* Expand the [[Accessing the Filter Manager|filter manager]]
* Click on the tab of the account property to filter by
* Click on the specific group item you want to filter by
* The filter is immediately applied to on-screen or reporting data and is reflected in the filter description bar.
* To extend the filter repeat the steps above to select a new item from another account property group

In the example graphic, the "Genesis Energy" filter option has been selected from the "Retailer" account property group. Note that “All Accounts” filter status has been replaced by “Retailer: Genesis Energy Ltd” and the option under the retailer group has been greyed out.

''NOTE: While you can create a filter using options from more than one group, only one option per group can be used in a filter at any one time.''

[[File:Filter6.png|right|750px|Frame|Filter example one]]
[[File:Filter7.png|right|750px|Frame|Filter example two]]

The filter manager does not display options excluded by the current filter. In the top example graphic (right) no filter has been applied and the '''Regions''' group contains four options. After applying the '''NHH''' option from the '''Metering''' group this number drops to two: '''Marlborough''' and '''Other''' (lower graphic). This is because there are no '''NHH''' accounts in '''Otago''' or '''Southland''', and applying the '''NHH''' removed these options from the '''Regions''' group.


'''>> To remove a filter item from the current filter click on the remove filter icon ( x ) in the current filter description bar.'''


[[Filtering Functions|Parent]] - [[Standard Configuration|Standard Configuration]] - [[Ellserve:Ellserve|Home]]

Applying a Filter

2014-06-03T23:08:31Z

Paul Chapman:

[[File:Filter3.png|right|750px|Frame|Filter Feature Expanded]]
A filter is applied by selecting from options arranged in groups called account properties.


'''>> To apply a filter:'''

* Expand the [[Accessing the Filter Manager|filter manager]]
* Click on the tab of the account property to filter by
* Click on the specific group item you want to filter by
* The filter is immediately applied to on-screen or reporting data and is reflected in the filter description bar.
* To extend the filter repeat the steps above to select a new item from another account property group

In the example graphic, the "Genesis Energy" filter option has been selected from the "Retailer" account property group. Note that “All Accounts” filter status has been replaced by “Retailer: Genesis Energy Ltd” and the option under the retailer group has been greyed out.

''NOTE: While you can create a filter using options from more than one group, only one option per group can be used in a filter at any one time.''

[[File:Filter6.png|right|750px|Frame|Filter example one]]
[[File:Filter7.png|right|750px|Frame|Filter example two]]

The filter manager does not display options excluded by the current filter. In the top example graphic (right) no filter has been applied and the '''Regions''' group contains four options. After applying the '''NHH''' option from the '''Metering''' group this number drops to two: '''Marlborough''' and '''Other'''. This is because there are no '''NHH''' accounts in '''Otago''' or '''Southland''', and applying the '''NHH''' removed these options from the '''Regions''' group.


'''>> To remove a filter item from the current filter click on the remove filter icon ( x ) in the current filter description bar.'''


[[Filtering Functions|Parent]] - [[Standard Configuration|Standard Configuration]] - [[Ellserve:Ellserve|Home]]

Applying a Filter

2014-06-03T23:05:01Z

Paul Chapman:

[[File:Filter3.png|right|750px|Frame|Filter Feature Expanded]]
A filter is applied by selecting from options arranged in groups called account properties.


'''>> To apply a filter:'''

* Expand the [[Accessing the Filter Manager|filter manager]]
* Click on the tab of the account property to filter by
* Click on the specific group item you want to filter by
* The filter is immediately applied to on-screen or reporting data and is reflected in the filter description bar.
* To extend the filter repeat the steps above to select a new item from another account property group

In the example graphic, the "Genesis Energy" filter option has been selected from the "Retailer" account property group. Note that “All Accounts” filter status has been replaced by “Retailer: Genesis Energy Ltd” and the option under the retailer group has been greyed out.

''NOTE: While you can create a filter using options from more than one group, only one option per group can be used in a filter at any one time.''

[[File:Filter6.png|right|750px|Frame|Filter example one]]
[[File:Filter7.png|right|750px|Frame|Filter example two]]

The filter manager does not display options that are excluded by a currently applied filter. In the first of the example graphic no filter has been applied and the '''Regions''' group contains four options. However, once the '''NHH''' option from the '''Metering''' group has been applied the number of options in the '''Regions''' group drops to two: '''Marlborough''' and '''Other'''. This is because there are no '''NHH''' accounts in '''Otago''' or '''Southland''', and applying the '''NHH''' filter has removed these options from the '''Regions''' group.


'''>> To remove a filter item from the current filter click on the remove filter icon ( x ) in the current filter description bar.'''


[[Filtering Functions|Parent]] - [[Standard Configuration|Standard Configuration]] - [[Ellserve:Ellserve|Home]]

Applying a Filter

2014-06-03T23:04:43Z

Paul Chapman:

[[File:Filter3.png|right|750px|Frame|Filter Feature Expanded]]
A filter is applied by selecting from options arranged in groups called account properties.


'''>> To apply a filter:'''

* Expand the [[Accessing the Filter Manager|filter manager]]
* Click on the tab of the account property to filter by
* Click on the specific group item you want to filter by
* The filter is immediately applied to on-screen or reporting data and is reflected in the filter description bar.
* To extend the filter repeat the steps above to select a new item from another account property group

In the example graphic, the "Genesis Energy" filter option has been selected from the "Retailer" account property group. Note that “All Accounts” filter status has been replaced by “Retailer: Genesis Energy Ltd” and the option under the retailer group has been greyed out.

''NOTE: While you can create a filter using options from more than one group, only one option per group can be used in a filter at any one time.''

[[File:Filter6.png|right|750px|Frame|Filter example one]]
[[File:Filter7.png|right|750px|Frame|Filter example two]]

The filter manager does not display options that are excluded by a currently applied filter. In the first of the example graphic no filter has been applied and the '''Regions''' group contains four options. However, once the '''NHH''' option from the '''Metering''' group has been applied the number of options in the '''Regions''' group drops to two: '''Marlborough''' and '''Other'''. This is because there are no '''NHH''' accounts in '''Otago''' or '''Southland''', and applying the '''NHH''' filter has removed these options from the '''Regions''' group.


'''>> To remove a filter item from the current filter click on the remove filter icon ( x ) in the current filter description bar.'''


[[Filtering Functions|Parent]] - [[Standard Configuration|Standard Configuration]] - [[Ellserve|Home]]

Accessing the Filter Manager

2014-06-03T23:03:41Z

Paul Chapman:

By default Ellserve launches with no filters applied and the filter manager collapsed. The filter manager is found directly below the [[Header Banner|header banner]] in both the [[The Data Section|data]] and [[Reporting|reporting]] sections.

'''>> To Expand the Filter Manager::''' Click the ''''+'''' icon to the left of the filter description bar.

[[File:Filter_1.png|left|350px|Frame|Accessing The Filter Functions]]

[[File:Filter2.png|right|750px|Frame|Filter Feature Expanded]]

In the example graphic (right) the filter manager is expanded, showing a total of 192 accounts for 101 ICPs available for filtering. No filter has yet been applied and the filter description bar still shows "All Accounts".

''Note: An ICP may be associated with more than one account over time.

[[Filtering Functions|Parent]] - [[Standard Configuration|Standard Configuration]]

Applying a Filter

2014-06-03T22:09:41Z

Paul Chapman:

[[File:Filter3.png|right|750px|Frame|Filter Feature Expanded]]
A filter is applied by selecting from options arranged in groups called account properties.


'''>> To apply a filter:'''

* Expand the [[Accessing the Filter Manager|filter manager]]
* Click on the tab of the account property to filter by
* Click on the specific group item you want to filter by
* The filter is immediately applied to on-screen or reporting data and is reflected in the filter description bar.
* To extend the filter repeat the steps above to select a new item from another account property group

In the example graphic, the "Genesis Energy" filter option has been selected from the "Retailer" account property group. Note that “All Accounts” filter status has been replaced by “Retailer: Genesis Energy Ltd” and the option under the retailer group has been greyed out.

''NOTE: While you can create a filter using options from more than one group, only one option per group can be used in a filter at any one time.''

[[File:Filter6.png|right|750px|Frame|Filter example one]]
[[File:Filter7.png|right|750px|Frame|Filter example two]]

The filter manager does not display options that are excluded by a currently applied filter. In the first of the example graphic no filter has been applied and the '''Regions''' group contains four options. However, once the '''NHH''' option from the '''Metering''' group has been applied the number of options in the '''Regions''' group drops to two: '''Marlborough''' and '''Other'''. This is because there are no '''NHH''' accounts in '''Otago''' or '''Southland''', and applying the '''NHH''' filter has removed these options from the '''Regions''' group.


'''>> To remove a filter item from the current filter click on the remove filter icon ( x ) in the current filter description bar.'''


[[Filtering Functions|Parent]] - [[Ellserve:Standard Configuration|Standard Configuration]] - [[Ellserve:Ellserve|Home]]

Applying a Filter

2014-06-03T22:08:38Z

Paul Chapman:

[[File:Filter3.png|right|750px|Frame|Filter Feature Expanded]]
A filter is applied by selecting from options arranged in groups called account properties.


'''>> To apply a filter:'''

* Expand the [[Accessing the Filter Manager|filter manager]]
* Click on the tab of the account property to filter by
* Click on the specific group item you want to filter by
* The filter is immediately applied to on-screen or reporting data and is reflected in the filter description bar.
* To extend the filter repeat the steps above to select a new item from another account property group

In the example graphic, the "Genesis Energy" filter option has been selected from the "Retailer" account property group. Note that “All Accounts” filter status has been replaced by “Retailer: Genesis Energy Ltd” and the option under the retailer group has been greyed out.

''NOTE: While you can create a filter using options from more than one group, only one option per group can be used in a filter at any one time.''

[[File:Filter6.png|right|750px|Frame|Filter example one]]
[[File:Filter7.png|right|750px|Frame|Filter example two]]

The filter manager does not display options that are excluded by a currently applied filter. In the first of the example graphic no filter has been applied and the '''Regions''' group contains four filter options. However, once the '''NHH''' option from the '''Metering''' group has been applied the number of options in the '''Regions''' group drops to two: '''Marlborough''' and '''Other'''. This is because there are no '''NHH''' accounts in '''Otago''' or '''Southland''', and applying the '''NHH''' filter has removed these options from the '''Regions''' group.


'''>> To remove a filter item from the current filter click on the remove filter icon ( x ) in the current filter description bar.'''


[[Filtering Functions|Parent]] - [[Ellserve:Standard Configuration|Standard Configuration]] - [[Ellserve:Ellserve|Home]]

Applying a Filter

2014-06-03T22:07:09Z

Paul Chapman:

[[File:Filter3.png|right|750px|Frame|Filter Feature Expanded]]
A filter is applied by selecting from options arranged in groups called account properties.


'''>> To apply a filter:'''

* Expand the [[Accessing the Filter Manager|filter manager]]
* Click on the tab of the account property to filter by
* Click on the specific group item you want to filter by
* The filter is immediately applied to on-screen or reporting data and is reflected in the filter description bar.
* To extend the filter repeat the steps above to select a new item from another account property group

In the example graphic, the "Genesis Energy" filter option has been selected from the "Retailer" account property group. Note that “All Accounts” filter status has been replaced by “Retailer: Genesis Energy Ltd” and the option under the retailer group has been greyed out.

''NOTE: While you can create a filter using options from more than one group, only one option from a group can be used in a filter at any one time.''

[[File:Filter6.png|right|750px|Frame|Filter example one]]
[[File:Filter7.png|right|750px|Frame|Filter example two]]

The filter manager does not display options that are excluded by a currently applied filter. In the first of the example graphic no filter has been applied and the '''Regions''' group contains four filter options. However, once the '''NHH''' option from the '''Metering''' group has been applied the number of options in the '''Regions''' group drops to two: '''Marlborough''' and '''Other'''. This is because there are no '''NHH''' accounts in '''Otago''' or '''Southland''', and applying the '''NHH''' filter has removed these options from the '''Regions''' group.


'''>> To remove a filter item from the current filter click on the remove filter icon ( x ) in the current filter description bar.'''


[[Filtering Functions|Parent]] - [[Ellserve:Standard Configuration|Standard Configuration]] - [[Ellserve:Ellserve|Home]]

Data Filter

2014-06-03T22:04:50Z

Paul Chapman:

__NOTOC__
'''Purpose:'''

A filter restricts information being displayed or reported to a useful sub-set (e.g. show me only information for time of use sites for the corporate service business group).

''Note: Filters defined in the Data Section function independently to those defined in the Reporting Section.''
----

====[[Accessing the Filter Manager|Accessing the Filter Manager]]====

====[[Applying a Filter|Applying a Filter]]====

====[[Filtering by a Single Account or ICP|Filtering by a Single Account or ICP]]====

----

==='''When to use the Filter'''===
You are encouraged to make extensive use of the filter, and make a habit of applying filters as a first step in any analysis or reporting process.

''Note: Filtering reduces data server loads, resulting in faster website response times.''

[[Standard Configuration|Parent]] - [[Ellserve:Ellserve|Home]]

Data Filter

2014-06-03T22:04:27Z

Paul Chapman:

__NOTOC__
'''Purpose:'''

A filter restricts working information to be displayed or reported to a useful sub-set (e.g. show me only information for time of use sites for the corporate service business group).

''Note: Filters defined in the Data Section function independently to those defined in the Reporting Section.''
----

====[[Accessing the Filter Manager|Accessing the Filter Manager]]====

====[[Applying a Filter|Applying a Filter]]====

====[[Filtering by a Single Account or ICP|Filtering by a Single Account or ICP]]====

----

==='''When to use the Filter'''===
You are encouraged to make extensive use of the filter, and make a habit of applying filters as a first step in any analysis or reporting process.

''Note: Filtering reduces data server loads, resulting in faster website response times.''

[[Standard Configuration|Parent]] - [[Ellserve:Ellserve|Home]]

Header Banner

2014-06-03T21:59:20Z

Paul Chapman:

The Header Banner appears at the top of the screen in every Ellserve session.

[[File:Header_Banner.png|Right|650px|Frame|Ellserve Header Banner]]

'''Purpose:'''
* Displays the login ID of the current user
* Allows secure log out
* Provides access to functional sections:
** ''[[The Data Section|Data:]]'' providing on-screen access to data displays;
** ''[[Reporting|Reporting:]]'' allows report definition for downloading data in csv format; and
** ''[[Settings|Settings:]]'' site configuration and maintenance functions.

[[Standard Configuration|Parent]] - [[Ellserve:Ellserve|Home]]

Carousel

2014-04-01T03:57:26Z

Paul Chapman:

'''Purpose:'''
The carousel is a movable row of extendable tabs allowing access to data display pages.

[[File:Carousel1.png|eft|750px|Frame|The Carousel]]


'''>> To open a display page click on a tab in the carousel'''


'''>> To show tabs not currently displayed by the carousel, click the 'more pages' tab.'''


''Note: The number of Data Section Pages in the standard configuration will vary by implementation, depending on the range of commodities being managed.""

[[The Data Section|Parent]] - [[Standard Configuration|Standard Configuration]] - [[Ellserve:Ellserve|Home]]

Standard Configuration

2014-04-01T03:56:22Z

Paul Chapman:

__NOTOC__

In the standard configuration the data section contains the following elements:

====[[Carousel|The Carousel (page selector)]]====

====[[Home Page|Home Page]]====

====[[Usage Summary|Usage Summary Page]]====

====[[Cost Summary|Cost Summary Page]]====

====[[Commodity Details|Commodity Details Page]]====

====[[Connection Details|Connection Details Pages]]====

====[[Bills Page|Bills page]]====

====[[Emissions|Emissions Page]]====

====[[Notes Page|Notes Page]]====

''Note: Filters defined in the Data Section function independently to those defined in the Reporting Section.''

[[Standard Configuration|Parent]] - [[Ellserve:Ellserve|Home]]

Filtering by a Single Account or ICP

2014-04-01T03:54:55Z

Paul Chapman: