Portfolio analysis

On the Portfolio analysis page, you can monitor how the portfolio targets are met and see in which properties meet the targets best and which have room for improvement. The distribution of the properties in the portfolio can also be studied based on the different KPI.

Portfolio analysis, overview

 

The page is divided into two parts.

 

 

Selecting information

Selecting the building

Select the desired portfolio and building from the drop-down menus at the top of the page.

Selecting the property

 

Selecting the year

The portfolio analysis is presented by year. Select the desired year from the Year drop-down menu.

Selecting the year

 

 

Downloading a report

The Portfolio analysis report for the selected year and building can be downloaded as a PDF file by clicking the  Download PDF-file button (Download PDF-file) in the top right corner of the page.

 

 

Deviations from targets

The Deviations from targets graph shows the KPI data of the selected properties compared to the target.

Deviations from targets

 

Limiting the number of properties to be shown

Limit the number of properties to be viewed by selecting the desired number of properties from the Show drop-down menu. This places the KPI information on the buildings on the graph in order from worst to best.

Selecting the accuracy

 

Selecting the target KPI

Select the consumption KPI, the realization of which you want to monitor from the Target drop-down menu.

Target

 

Viewing the graph

The deviation of the properties compared to the selected target is presented as a bar graph. The graph shows how much the different properties differ from the target and which properties meet the targets best.

info Note
 

The target is always 100% and the realized values are compared to it.

 

The properties are drawn in the graph in the order from worst to best, so that the building that reached the target best is on the right. The green and red color indicate whether the target was reached or whether the target was exceeded.

 

 

Distribution of properties for the selected KPI

The graph Distribution of properties for the selected KPI shows the number of properties within the KPI limit values.

Distribution of properties

 

Selecting the precision

Select the precision you want to use to review the properties.

Selecting the precision

 

info Note
 

The precision specifies the number of points on the X-axis.

 

Selecting the KPI

From the KPI to compare drop-down menu, select the KPI you want to study concerning the properties.

KPI to compare

 

Selecting the real building type

Select the type of building to be reviewed from the Real building type drop-down menu.

Real property type

 

Viewing the graph

The distribution of properties in relation to the KPI selected is presented as a bar graph. The graph shows the number of properties found in a certain interval and the portfolio average for the selected KPI.

The exact KPI values by building are shown in the table below the graph.

Viewing the building types

 

The portfolio’s distribution of properties shows the number of building types. You can highlight a specific building type by clicking its name.

Portfolio’s building types