How to use the portfolio view

Portfolio is the table of every building you have access to. Each building is a row, and each KPI is a column. This is where you spot which buildings stand out, before going into one of them.

How to read the portfolio table

• Click Portfolio in the sidebar.

• Click a column header to sort by that KPI.

• Click a building row to open the building.

Sorting by a KPI ranks the buildings — highest energy use per square metre first, for example.

How to choose which KPIs are shown

The KPIs you see are the columns that are switched on. Adding or removing a KPI is the same thing as showing or hiding its column.

• Open KPI settings, or press Control+Shift+S.

• Switch the columns you want on or off.

Note: Your KPI selection is your own and follows your user, not the organization. Your colleagues may have set up completely different columns without it affecting you.

How to filter the portfolio

• Use the search field to narrow down to buildings matching your text. More words search more narrowly, since every word has to match.

• Use Country if your portfolio spans several countries.

What is a KPI here?

A KPI is a single number describing the building — energy use, energy use per square metre, water consumption, certifications and the like. The point of the table is to make buildings comparable against each other, not to explain why a number is what it is. That explanation is inside the building.

Frequently asked questions

What's the difference between Portfolio and KPI table?

Portfolio is the dashboard with key figures for the portfolio as a whole. KPI table is the table with one building per row. Both sit at the top of the sidebar.

Why are some cells empty?

The building is missing the underlying data for that KPI — floor area, for example, which has to be registered before per-square-metre KPIs can be calculated. See How to change building settings.

Can I see the buildings on a map instead?

Yes, choose Show on map in the sidebar.

Tip!

Keep the number of columns down. A table with five well-chosen KPIs makes deviations easier to spot than one with twenty, and you can always swap the selection with Control+Shift+S when you need to look at something else.