Filters for the systems list
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Filters help you to cluster big portfolios to simplify workflows and find the systems faster that you are looking for. Filter by location, installed device, or apply a user-defined filter.
Filter your systems list
Find the filter options at PORTFOLIO LEVEL or
SYSTEM LEVEL above the systems list.
Prerequisites
None
Simple filtering with pre-defined filters
Select Filters.
Select one or more filters from the dropdown.
Note
Multiple selected filters in the same category, such as Location, are linked with a logical OR operator - which means at least one of the filters must be true for a system in order to be displayed when the filter is applied.
Multiple selected filters from different categories, such as Location and Battery, are linked with a logical AND operator - which means all of them must be true for a system in order to be displayed when the filter is applied.
Select Apply.
Now, only the systems that match your filters are displayed in the systems list.
Examples
Scenario: You manage systems from all over Europe.
Use case: You want to see only systems that are located in Germany, France, or Spain.
Solution: In the Filters dropdown under Location, select Germany, France, and Spain. Because of the OR-linking for multiple filters, systems that are either located in Germany, France, or Spain are displayed.
Advanced filtering with user-defined filter criteria
Select
Advanced filter.
In the appearing window, select
Add option to configure your filter criteria:
Select a filter criterion from the dropdown.
Examples for advanced filter criteria
Inverter
ZIP code
Country
Module
Nominal power
Measuring system
Communication type
…
Enter the criterion-specific values you want to filter by.
Note
If multiple values are selectable, these are linked with a logical OR operator - which means at least one value must be true in order to meet the criterion.
Optionally, select
Add option again to add another filter criterion.
Note
Multiple criteria are linked with a logical AND operator - which means all criteria must be true for a system in order to be displayed when the filter is applied.
Select
Apply filter.
Now, only the systems that match your filters are displayed in the systems list.
Examples
Scenario: You manage systems from all over Europe with different sizes.
Use case: You want to see only systems that are located in Germany, France, or Spain that are larger than 500 kWp.
Solution: Perform an advanced filtering combining the filter Options Country is Germany, France, Spain
and
Nominal power greater than 500 kW
. Because of the AND-linking, only systems that meet both criteria are displayed.
Create a user-defined filter
Prerequisites
You belong to the user group administrator or operations
Steps
At
PORTFOLIO LEVEL, go to
Administration >
Portfolio> Filters. You arrive at the filters overview table.
Select
New filter.
In the appearing window, give the new filter a Title and a Description if desired.
Select
Add option to configure your filter criteria in the same way as for advanced filtering. See Configure filter criteria.
Select
Save.
The new filter appears in the filters overview table and you can apply it to your systems list now.