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Put new reports tab up in staging

Add a new tab in CEDARS called Reports to house the current data and IQPD tab content plus the new portfolio metrics dashboard being assembled by Motive Power.

Current scope of work is to create the new tab with an iFrame for the MP PowerBI page for user testing in staging.

Building on research done in

https://cpuccedars.featurebase.app/p/reports-tab-for-cedars

Ticket for when the work goes out to production:

https://cpuccedars.featurebase.app/p/update-cedars-site-navigation-and-incorporate-new-powerbi-dashboard

Select the module in CEDARS
Select user type
Status: Completed3 comments

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Comments3

  • cedars team

    Team•

    Dec 17, 2024

  • Jennifer Scheuerell

    Team•

    Dec 11, 2024

    We need the page content describing the content and hints for using the dashboard from the Motive Power team.

    • cedars team

      Team•

      Dec 17, 2024

      This was provided today from Antonio:


      Navigation Tips

      The First Year and Lifecycle filters allow you to view the metrics based on their net or gross values, providing flexibility in how the data is analyzed.

      The group selection filter provides three options: Program Segment, Program Sector, and Program Category. Selecting any of these options will dynamically filter the metrics displayed in the graph based on your chosen criteria.

      I’ve added some more detail:

      Tips for interacting with the dashboard:

      1. Select a report type from the navigation pane to view.

      2. Use the drop-down filters to select specific metrics, such as Program Administrator or Year.

      3. The group selection filter provides three options: Program Segment, Program Sector, and Program Category. Selecting any of these options will dynamically filter the metrics displayed in the graph based on your chosen criteria.

      4. For Energy Savings and Environmental Impact the First Year and Lifecycle filters allow you to view the metrics based on their net or gross values, providing flexibility in how the data is.

      5. Hover over the charts to see more detailed data.