Field

Instructions

Title

Enter a title.

Building group

Select a building group or 'all buildings'.

Data type

Select the appropriate data type. If a building has both a Whole building point and bill point for the selected point type, the point will be used, unless the metric is Emissions, in which case the points will be determined by the Add to emissions total setting. Learn more

Select tags

If checked, use tags to group or automate points for selection. The card will return points at the intersection of the selected tags.

Point type

Select a point type or resource.

Metric

Select the metric, such as consumption, production, cost, or emissions.
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If consumption is selected, chart will show the sum of the selected points.
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If demand is selected, chart will show the average of the selected points.
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If cost is selected, a new field called Currency will appear in place of Unit.
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If emissions is selected, new fields called Scope and Reporting Category will appear.

Chart type

Select a format of bar, line, or table. If table is selected, a new field called Table density will appear.

Unit

Select the point-specific display unit.

Calendarize by

Select the calendarization method. These options display only for bill points. Learn more

Period

Select the time period. Choose from standard calendar views, rolling views, or a custom period. If a rolling view is selected, a checkbox will appear, allowing you to include or exclude the most recent interval.

Adjust graph to end at last month of complete data (optional)

Select whether to display an adjusted last 12 months graph. This option displays only for data type 'Bill points' and period 'Last 12 months'.

Overlays (optional)

Select an optional graph overlay, such as previous period.

Divided by (optional)

Select an optional divisor: area or occupancy. These options display only if all buildings have area or occupancy defined, or tags assigned.

Callouts

Select advanced options to modify the default callout set. Learn more

Field

Instructions

Title

Enter a title.

Building

Select a building.

Data type

Select the appropriate data type.

If an Energy Star integration exists, select the Energy Star data type to view trended Energy Star scores and EUI values for a single building.

Select tags

If checked, Points field will be replaced with a field called Tags. The card will return points at the intersection of the selected tags.
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If the metric demand is selected, the average of the selected points will be displayed. For all other metrics the sum of the selected points will be displayed.

Point type

Select a point type or resource.

Point

Select the data point you wish to graph.

Metric

Select the metric, such as consumption, production, interval demand, cost, or emissions.
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For interval meters, sensors, and other measurements, additional metrics will display for min/max consumption or production, and min/max interval demand. If selected, a new field called Resolution will appear.
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For applicable bill points, select an available bill itemization. If cost is selected, a new field called Currency will appear in place of Unit.
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If emissions is selected, new fields called Scope and Reporting Category will appear.

Chart type

Select a format of bar, line, dot, or table. For relevant point types, select 'Stacked bar'. If table is selected, a new field called Table density will appear.

Unit

Select the point-specific display unit.

Show custom unit label (optional)

Select this checkbox to override the default unit label. A new field called Unit label will appear.

Calendarize by

Select the calendarization method. These options display only for bill points.

Period

Select the time period. Choose from standard calendar views, rolling views, or a custom period.
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If a rolling view is selected, a checkbox will appear, allowing you to include or exclude the most recent interval.
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If custom period is selected, two selections will display for Start ('Fixed date', 'At first available data') and three selections will display for End ('Fixed date', 'At last available data', 'At "now"').

Chart resolution

Select a chart resolution: Minute, Quarter-Hour, Hour, Day, Week, Month, Year. Available resolutions are based on the selected period.
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Select 'Include current Field",
"h-1": ' to include the current hour, day, etc.

Adjust graph to end at last month of complete data (optional)

Select whether to display an adjusted last 12 months graph. This option displays only for data type 'Bill points' and period 'Last 12 months'.

Overlays (optional)

Select an optional graph overlay, such as previous period, outdoor temperature, goal line, baseline, or trended point.
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If chart type 'line' is selected, a new field called Show background color will appear, allowing you to show or hide the shaded region under the line of the first overlay.

Divided by (optional)

Select an optional divisor, such as area, occupancy, days in period, or a trended point. Area and occupancy are available only if they have been defined in the building's Profile. A new field called Divisor unit will appear. If a trended point is selected, a new field called Point unit label will appear.

Callouts

Select from a list of callout sets to provide summary information below the graph. Or, choose 'None' to display only the graph.

Field

Instructions

Title

Enter a title.

Building group

Select a building group or 'all buildings'.

Data type

Select the appropriate data type. If a building has both a Whole building point and bill point for the selected point type, the point will be used. If using Tags, all tagged points will be used, regardless of point scope. If the metric is Emissions, the Add to emissions total setting will determine which points and bill points will be included.

Select tags

If checked, use tags to group or automate points for selection. The card will return points at the intersection of the selected tags.

Point type

Select a point type or resource.

Metric

Select the metric, such as consumption, production, interval demand, cost, or emissions.

Chart type

Select a format of bar or table. If table is selected, a new field called Table density will appear.

Unit

Select the point-specific display unit.

Calendarize by

Select the calendarization method. These options display only for bill points.

Year periods

Select the two year periods for comparison. If two non-consecutive years are selected, then 'Show year-over-year range' checkbox appears below.

Start month

Select the month at which the year-over-year comparison should begin. Use start month to align fiscal years.

Adjust graph to end at last month of complete data (optional)

Select whether to display an adjusted last 12 months graph. This option displays only for data type 'Bill points', and if the year periods are 'Last 12 months' and 'Previous period'.

Normalization (optional)

Select one or more normalization options: weather or occupied area.

Callouts

Select advanced options to modify the default callout set.

Field

Instructions

Title

Enter a title.

Building

Select a building.

Data type

Select the appropriate data type.

Select tags

If checked, Points field will be replaced with a field called Tags. The card will return points at the intersection of the selected tags.
​
If the metric demand is selected, the average of the selected points will be displayed. For all other metrics the sum of the selected points will be displayed.

Point type

Select a point type or resource.

Point

Select the data point you wish to graph.

Metric

Select the metric, such as consumption, production, interval demand, cost, or emissions. For applicable bill points, select an available bill itemization. If cost is selected, a new field called Currency will appear in place of Unit.

Chart type

Select a format of bar or table. If table is selected, a new field called Table density will appear.

Unit

Select the point-specific display unit.

Show custom unit label (optional)

Select this checkbox to override the default unit label. A new field called Unit label will appear.

Calendarize by

Select the calendarization method. These options display only for bill points.

Year periods

Select the two year periods for comparison. If two non-consecutive years are selected, then 'Show year-over-year range' checkbox appears below.

Divide by (optional)

Select an optional divisor, such as area, occupancy, days in period, or a trended point. Area and occupancy are available only if they have been defined in the building's Profile. If a trended point is selected, a new field called Point unit label will appear.

Start month

Select the month at which the year-over-year comparison should begin. Use start month to align fiscal years.

Adjust graph to end at last month of complete data (optional)

Select whether to display an adjusted last 12 months graph. This option displays only for data type 'Bill points', and if the year periods are 'Last 12 months' and 'Previous period'.

Normalization (optional)

Select one or more normalization options: weather or occupied area.

Callouts

Select advanced options to modify the default callout set.

Field

Instructions

Title

Enter a title.

Category

Select a category of building groups. All building groups in the selected category will be compared to each other.

Point type

Select a point type or resource.

Data type

Select the appropriate data type. If a building has both a Whole building point and bill point for the selected point type, the point will be used. If using Tags, all tagged points will be used, regardless of point scope. If the metric is Emissions, the Add to emissions total setting will determine which points and bill points will be included.

Select tags

If checked, use tags to group or automate points for selection. The card will return points at the intersection of the selected tags. Each line on the chart will aggregate the tagged points for the respective group.

Metric

Select the metric, such as consumption, production, cost, or emissions. If cost is selected, a new field called Currency will appear in place of Unit.

Chart type

Select a format of bar or table. If table is selected, a new field called Table density will appear.

Unit

Select the point-specific display unit.

Period

Select the time period. Choose from standard calendar views, rolling views, or a custom period. If a rolling view is selected, a checkbox will appear, allowing you to include or exclude the most recent interval.

Calendarize by

Select the calendarization method. These options display only for bill points.

Overlays (optional)

Select an optional graph overlay, such as previous period.

Divided by (optional)

Select an optional divisor: area or occupancy. These options display only if all buildings in the selected building group category have area or occupancy defined.

Bar values

Select 'Show' to display bar values and building group names. Select 'Hide' to display only building group names and reduce the overall height of the bar graph.

Field

Instructions

Title

Enter a title.

Building(s)

Select 'all buildings', a type, a building group, or a single building.
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If a single building is selected, a new field called Points will appear below Point type. To select individual points for 'all buildings', a type, or a building group, select the 'Select points' checkbox below the field to reveal Points.

Data type

Select the appropriate data type. If a building has both a Whole building point and bill point for the selected point type, the point will be used. If using Tags, all tagged points will be used, regardless of point scope. If the metric is Emissions, the Add to emissions total setting will determine which points and bill points will be included.

If an Energy Star integration exists, select the Energy Star data type to display a comparison of Energy Star scores and EUI across multiple buildings.

Select tags

If checked, If checked, use tags to group or automate points for selection. The card will return points at the intersection of the selected tags. Each line on the chart will aggregate the tagged points for the respective building.

Point type

Select a point type or resource.

Points

Select two or more points for comparison. This option displays only if a single building is selected.

Metric

Select the metric, such as consumption, production, interval demand, cost, or emissions.
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For interval meters, sensors, and other measurements, additional metrics will display for min/max consumption or production, and min/max interval demand. If selected, a new field called Resolution will appear.
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For applicable bill points, select an available bill itemization. If cost is selected, a new field called Currency will appear in place of Unit.
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For Location Analytics points, if average rate is selected, two new fields called Compute using active hours and Compute using source resolution will appear.

Compute using active hours

Select this checkbox if active hours should exclude zero values at the beginning and end of each day. This option displays only for data type 'Systems & sensors', and for Location Analytics points in particular.

Compute using source resolution

Select this checkbox if source resolution data should be used to compute average rate over the selected period. This option displays only for data type 'Systems & sensors', and for Location Analytics points in particular.

Chart type

Select a format of bar or table. If table is selected, a new field called Table density will appear.

Unit

Select the point-specific display unit.

Show custom unit label (optional)

Select this checkbox to override the default unit label. A new field called Unit label will appear.

Divided by
(optional)

Select an optional divisor: area or occupancy. These options display only if all buildings in the selected building group have area or occupancy defined.

Calendarize by

Select the calendarization method. These options display only for bill points.

Period

Select the time period. Choose from standard calendar views, rolling views, or a custom period. If a rolling view is selected, a checkbox will appear, allowing you to include or exclude the most recent interval.

Overlays (optional)

Select an optional graph overlay, such as previous period, outdoor temperature, or goal line.

Limit

Select up to how many buildings to display.

Order

Select a sort order: descending, ascending, or alphabetical.

Bar values

Select 'Show' to display bar values and building names. Select 'Hide' to display only building names and reduce the overall height of the bar graph.

Height

Select 'Automatic' to display as many bars as permitted by the Limit field, or select 'Custom' to specify a custom max height in pixels. If Custom, then the bar graph will be scrollable.

Field

Instructions

Title

Enter a title.

Building

Select a building.

Data type

Select the appropriate data type.

Point type

Select a point type or resource.

Point

Select the data point you wish to graph.

Metric

Select the metric, such as consumption, production, interval demand, or emissions.

Unit

Select the point-specific display unit.

Period

Select the time period. Choose from calendar and rolling views, or a custom period. If a rolling view is selected, a checkbox will appear, allowing you to include or exclude the most recent interval.

Legend scale

Select 'Automatic' or 'Custom ranges' to determine how colors are assigned to different value ranges.

Legend colors

Select a gradation of colors to use in the legend.
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For 'Automatic', select a predetermined color set. For 'Custom ranges', add one or more color ranges. Each range includes a starting value (inclusive) and ending value (exclusive). Values outside the lowest or highest range will be omitted from the graph. For automatic min or max, leave the first or last field blank.

Field

Instructions

Title

Enter a title.

Building

Select a building.

Floor

Select a floor.

Analytics service

Select the appropriate analytics service, such as those hosted by Atrius, Mapbox, or ArcGIS.

Map area height

Select 'Standard' to use a height of 500px, or select 'Custom' to specify a custom height in pixels.

Period

Select the time period. Choose from calendar and rolling views, or a custom period. If a rolling view is selected, a checkbox will appear, allowing you to include or exclude the most recent interval.

Days of week

Select the days of the week that should be represented in the map visualization. If period is less than one week, this field will not display.

Blur level

Select a blur level for each bin, between 0-60.

Legend min value

Select a minimum value to constrain the lower range of data represented in the legend. Leave blank to have min determined automatically.

Legend max value

Select a maximum value to constrain the upper range of data represented in the legend. Leave blank to have max determined automatically.

Legend colors

Select a gradation of colors to use in the legend.

Details

Select one or more details of the building.

Field

Instructions

Title

Enter a title.

Building

Select a building.

Floor

Select a floor. This will overlay a floorplan image if it is available from the Building Profile. For asset tags, the card will only display asset tags found on the selected floor.

Location service

Select 'Asset tags' or 'Mobile devices'. Depending on your selection, different fields will display below.

Asset tags

Select 'All asset tags' or 'Specific asset tags'. If 'Specific asset tags' is selected, two fields will display below: Asset tag and Show trails.

Asset tag

Select one or more individual tags located in this building or on this building's floor.
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Search by any of the following attributes: name, BLE MAC address, iBeacon UUID, iBeacon Major, iBeacon Minor, Vendor asset tag ID.

Show tags

Include tags that have been in motion recently (active) or stationary recently (inactive).

Show trails

Trails plot historical location data for each asset tag, visualizing a tag's motion over time. Trails display only for the first 10 asset tags in an asset tag category.

Mobile device OS

For mobile devices, select one or all operating systems.

Map area height

Select 'Standard' to use a height of 500px, or select 'Custom' to specify a custom height in pixels.

Details

Select one or more details of the building.

Field

Instructions

Title

Enter a title.

Building

Select a building.

Main zone

Select the main zone of interest for your analysis.

Steps before main zone

Select how many steps may be allowed to display before the main zone. Supports values 0-3. Default=1.

Steps after main zone

Select how many steps may be allowed to display after the main zone. Supports values 0-3. Default=1.

Max transitions per zone

Select how many transition segments may be allowed to display per zone. Supports values 1-10. Default=10.

Period

Select the time period. Choose from calendar and rolling views, or a custom period. If a rolling view is selected, a checkbox will appear, allowing you to include or exclude the most recent interval.

Days of week

Select the days of the week that should be represented in the visualization. If period is less than one week, this field will not display.

Transition labels

Select whether to include 'Count', 'Percent', or both in the chart tooltips that display when interacting with each transition segment.

Zone width

Select whether zones are depicted with narrow or wide vertical bands.

Zone spacing

Select whether spacing is present between stacks of vertical bands, and how much.

Transition opacity

Select whether transition segments are always colored according to the Color by selection, or only colored when interacting with them.

Color by

Select how transition segment colors are determined.
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'Input zone' will apply the input zone's color to the transition segment. 'Output zone' will apply the downstream zone's color to the transition segment. 'None (grayscale)' will create uniformly gray transition segments between all zones.

Chart height

Select 'Standard', or select 'Custom' to specify a custom max height in pixels.

Details

Select one or more details of the building.

Field

Instructions

Title

Enter a title.

Building

Select a building, building group, or all buildings.

Data type

Select the appropriate data type. If a building has both a Whole building point and bill point for the selected point type, the point will be used. If using Tags, all tagged points will be used, regardless of point scope. If the metric is Emissions, the Add to emissions total setting will determine which points and bill points will be included.

Select tags

If checked, Points field will be replaced with a field called Tags. The card will return points at the intersection of the selected tags.
​
If the metric demand is selected, the average of the selected points will be displayed. For all other metrics the sum of the selected points will be displayed.

Point type

Select a point type or resource.

Point

Select the data point you wish to graph.

Value

Select the metric, such as consumption, production, interval demand, cost, emissions. If cost is selected, a new field called Currency will appear in place of Unit. If Data type = 'Systems & Sensors' or 'Other measurements', then select from last reading, average, min, or max. If 'Min' or 'Max' is selected, a new field called Resolution will appear below Period.

Unit

Select the point-specific display unit.

Calendarize by

Select the calendarization method. These options display only for bill points.

Show custom unit label (optional)

Select this checkbox to override the default unit label. A new field called Unit label will appear.

Period

Select the time period. Choose from standard calendar views, rolling views, or a custom period. If a rolling view is selected, a checkbox will appear, allowing you to include or exclude the most recent interval.

Resolution

Select the resolution, such as storage, 15-minute, hour, day, or month.

Comparison (optional)

Select an optional comparison, such as previous period, a baseline, or a goal.
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If a comparison is selected, a field called Difference color will appear. By default Consumption points will show green when reducing, and Generation points will show green when increasing.

Divide by (optional)

Select an optional divisor, such as area, occupancy, or days in period. Area and occupancy are available only if they have been defined in the building's Profile. If a trended point or a tag is selected, a new field called Point unit label will appear.

Hide icon (optional)

Select whether to show or hide the point-specific icon, for compactness.

Hide title (optional)

Select whether to show or hide the card title, for compactness.

Use dynamic gauge (optional)

A dynamic gauge icon will replace the static image.

If selected, four new fields will appear. Gauge range allows you to set Custom range thresholds to indicate the values where the gauge changes color. Gauge direction allows you to choose whether your gauge will indicate positive or negative colors as the value moves from its Min to its Max.

Field

Instructions

Title

Enter a title.

Buildings

Select a building, building group, or 'all buildings'.

Unit

Select whether to display the default unit for each point type, or display the emissions associated with each point type, if supported.
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For Unit = Default, the card will automatically select the most common display unit of available points for each point type.

Period

Select the time period. Choose from standard calendar views or rolling views. If a rolling view is selected, a checkbox will appear, allowing you to include or exclude the most recent interval.

Field

Instructions

Building

Select a building.

Show building name (optional)

Select whether to show or hide the building's name, for compactness.

Field

Instructions

Building

Select a building.

Asset category

Select an asset category.

Asset type

Select an asset type. This is a list of all types belonging to the selected category.

Asset

Select an asset. This is a list of all assets belonging to the selected type.

Details

Select one or more details of the asset.

Image fill

Select ‘Edge-to-edge’ to ensure that the image always spans the full width of the card. Select ‘Scale to fit’ to ensure that the image always fits within the chosen height and width of the card.
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For example, if ‘Edge-to-edge’ is selected and the image is wider than the chosen width of the card, the image will be vertically cropped. If ‘Scale to fit’ is selected, two fields will appear to help enhance the appearance of the image: Image alignment and Image background color.

Image area height

Select whether the card should be the same size as the original image, or specify a custom height in pixels to limit the height of the card.

Field

Instructions

Building(s)

Select a building or 'all buildings'.

Project

Select a project. This is a list of all projects belonging to the selected building(s).

Details

Select one or more details of the project.

Image fill

Select ‘Edge-to-edge’ to ensure that the image always spans the full width of the card. Select ‘Scale to fit’ to ensure that the image always fits within the chosen height and width of the card.
​
For example, if ‘Edge-to-edge’ is selected and the image is wider than the chosen width of the card, the image will be vertically cropped. If ‘Scale to fit’ is selected, two fields will appear to help enhance the appearance of the image: Image alignment and Image background color.

Image area height

Select whether the card should be the same size as the original image, or specify a custom height in pixels to limit the height of the card.

Field

Instructions

Title

Enter a title.

Period

Select the time period. Choose from standard calendar views, rolling views, or a custom period. If a rolling view is selected, a checkbox will appear, allowing you to include or exclude the most recent interval.

Chart type

Select a format of clustered bar, line, dot, or table. If table is selected, a new field called Table density will appear.

Point 1, Point 2, and beyond

Select a building, data type, point type, and point. Depending on the selected point, select an available metric and unit.

Field

Instructions

Title

Enter a title.

Period

Select the time period. Choose from standard calendar views, rolling views, or a custom period. If a rolling view is selected, a checkbox will appear, allowing you to include or exclude the most recent interval.

Select tags

If checked, Points field will be replaced with a field called Tags. The card will return points at the intersection of the selected tags. Tagged points will be stacked in the chart.

Metric

Select the metric, such as consumption, production, cost, or emissions. If cost is selected, a new field called Currency will appear in place of Unit.

Unit

Select the display unit for all points in the graph.

Building

Select a building(s).

Point

Select a point(s).

Field

Instructions

Title

Enter a title.

Competition

Select the competition to be displayed.

Bar values

Select whether to show or hide bar values in the graph, for compactness.

Metric

Select the metric: units reduced or percent reduced.

Field

Instructions

Title

Enter a title.

Building group

Select a building group or 'all buildings'.

Height

Enter a height in pixels.

Field

Instructions

Image

Select an image to upload. JPG and PNG file types are permitted.

Image fill

Select ‘Edge-to-edge’ to ensure that the image always spans the full width of the card. Select ‘Scale to fit’ to ensure that the image always fits within the chosen height and width of the card.
​
For example, if ‘Edge-to-edge’ is selected and the image is wider than the chosen width of the card, the image will be vertically cropped. If ‘Scale to fit’ is selected, two fields will appear to help enhance the appearance of the image: image alignment and image background color.

Image alignment

If ‘Scale to fit’ is selected, specify a top, center, or bottom alignment for the image.

Image background color

If ‘Scale to fit’ is selected, specify a background color to display behind the image when it does not occupy the full height or width of the card.

Image alt text (optional)

Enter alternative text that will be used if the image cannot be displayed, or if a user requires the assistance of a screen reader.

Caption (optional)

Select whether to display an optional title or description. If 'On', then five fields will appear: title, title font size, description, open hyperlinks in new window, and description font size. See Text formatting options, below.

Image area height

Select whether the card should be the same size as the original image, or specify a custom height in pixels to limit the height of the card.

Field

Instructions

Title (optional)

Enter a title.

Title font size

Select the font size for the title.

Description (optional)

Enter the text to display in the body of the card. See Text formatting options, below.

Open hyperlinks in new window

Select whether to permit or disallow hyperlinks from opening in a new browser window or tab.

Description font size

Select the font size for the description.

Background color

Select the solid, gradient, or transparent background color option. If transparent, select a black or dark font color.

Color, or Start/End

Select a solid background color, or a start and end color for a gradient background.

Font color

Select the font color for the title and description: white, black, or custom.

Vertical alignment

Select a top, center, or bottom alignment for the title and description.

Horizontal alignment

Select a left, center, or right alignment for the title and description.

Height

Select 'Automatic' for card height to dynamically adjust to show all text in full.
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Select 'Custom' for card height to be fixed. Specify the card height in pixels in the field that displays below. If there is more text than can be shown, the text region may be scrolled.

Field

Instructions

URL

Enter the URL.

Height

Enter a height in pixels.

Scrolling

Select whether to enable or disable scrolling within the card. Disable scrolling for content that must always remain in view, such as videos. Enable scrolling for lengthy blocks of content, such as tables.

Disable hyperlinks

Select this checkbox to disable all hyperlinks in the embedded content.