Portfolio or Subgroup Trends is an analytics tool that allows you to produce valuable graphs/charts with your properties' metrics, including Energy, Water, Waste, and Carbon data.
To get to Portfolio Trends, click Analytics in the left-hand navigation > then select Portfolio Trends (or Subgroup Trends) at the top of the page.
Note: Portfolio Trends is available to users with portfolio-level access, or to those with subgroup-level access viewing subgroup trends.
How to Generate a Custom Graph:
- Select your metric.
- Energy: Electric [Usage, Spend, or Renewables (includes Onsite and Offsite usage)], Fuel, District
- Water: Usage, Spend
- Waste: Disposal, Recycling, Donation, Compost, Spend
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Carbon: Scope 1, Scope 2, Scope 3
- Choose your period. You can have 1 period, or compare 2 different periods. Click 'Compare' to choose 'No Comparison' or to choose what to compare the period with.
- Filter Sites. Select the different fields of property types and characteristics that you want to include in your graph > Apply.
- View your graph as a Bar Chart, Line Chart, or Table.
- Scroll down to 'Site Breakout' - this will show the data broken out at each property.
- Click a header to sort the table by that field.
- Add or remove columns by clicking the 'Columns' button.
- View which properties have high/low data completeness with your selected metric by clicking the 'Meter Completeness' field.
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Click the downward arrow in the upper right corner of the picture below to export the chart to CSV
To learn about how Portfolio Trends calculates its metrics, see here!