How To Videos

Screenshot of EnergySys and Power BI dashboards

Power BI and EnergySys: Ad Hoc Reporting

A quick introduction to the navigation and layout of the EnergySys Cloud Platform, this video explores the basics of getting around the user interface, including high-level navigation, modules, and the online manuals.

Screen showing EnergySys navigation

Navigation and layout

A quick introduction to the navigation and layout of the EnergySys Cloud Platform, this video explores the basics of getting around the user interface, including high-level navigation, modules, and the online manuals.

Screen showing Filtering with EnergySys

Filtering in EnergySys

A quick introduction to the different ways you can filter data in EnergySys. Learn about our default filters, how to apply filters, the various ways to filter your data, and how to refresh your data.

Screen showing viewing data in EnergySys

Viewing data in EnergySys

Get ready to see your data in a whole new way. This video will help you understand the various display options in EnergySys, including the summary view, pagination table, column resizing, exporting of data, related objects, and viewing of data history.

Screen showing data management in EnergySys

Managing data in EnergySys

It’s time to learn about managing your data in EnergySys! Watch this video and understand how to edit within a table, add and delete data, how to submit files, and add audit comments within the new user interface.

Image of a screen showing EnergySys processes

Executing processes with EnergySys

Lets look at processes! In the last of our short introductory series we learn about parameters, how processes run, how to re-execute processes, and notifications.