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Tags for optimized filtering

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Tags in VCOM allow you to assign user-defined properties to your systems and filter by them.

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Examples for user-defined tags

You can tag your systems by

  • Internal responsibilities

  • Ownership

  • Maintenance teams

  • Test state

  • System type (residential, commercial, or utility-scale)

  • …

Create a tag

Note

Tags do not necessarily have to be created before assigning them. You can also create them directly at the assignment, see below.

Prerequisites
  • Service level: Premium partner

  • You belong to the user group administrator or operations.

Steps
  1. At Portfolio level , go to icon-cog1(1).png Administration > icon-cogs1.png Customization > Tags. You arrive at the tags overview table.

  2. Select icon-plus2.png New tag.

  3. In the appearing window, give the new tag a Title and assign a Color of your choice.

  4. Select icon-floppy-disk1.png Save.

The new tag appears in the tags overview table and you can assign it to a system.

Assign a tag to a system

Prerequisites
  • Service level: Premium partner

  • You belong to the user group administrator or operations.

Steps
  1. At Portfolio level , go to icon-cog1(1).png Administration > icon-grid3.png Portfolio> Overview. You arrive at the systems overview table.

  2. For the desired system, select Select tags in the column Tags.

  3. Select the tags you wish to assign from the dropdown.

Note

You can also create new tags that are not in the list yet.

  1. Select Save.

The tag is now assigned to the system and the systems list can be filtered by it.

Filter your systems list by tags

Use tags as filter criteria to cluster your portfolio. Achieve this by using them for simple filtering (OR-linking), or combine tag filters with other filter criteria, such as nominal power or country, in advanced filtering or in user-defined filters (AND-linking).

For detailed steps see Filters for the systems list.

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Examples

Combine multiple tag filters (OR-linking)

Scenario: You tagged all your systems as residential , commercial , or utility .

Use case: You want to see only residential and commercial systems in the systems list.

Solution: Perform a simple filtering and choose both tags residential and commercial . Because of the OR-linking for multiple filters, systems with either residential or commercial tag are displayed.


Combine multiple tags as filter criteria in one filter (AND-linking)

Scenario: You tagged all your systems as residential , commercial , or utility . And you also tagged all your systems by ownership as investor 1 , investor 2 , or investor 3 .

Use case: You want to see only commercial systems owned by investor 2.

Solution: Perform an advanced filtering combining the two Filter criteria Tag is commercial AND Tag is investor 2 . Because of the AND-linking, only systems that meet both criteria are displayed. You can also save this combination as user-defined filter for later use.

Do not use only the one Filter criterion Tag is and just add the values commercial investor 2 . This will result in an OR-linking, where only one of the values must be true in order to meet the criteria.


Combine tags with other filter criteria in one filter (AND-linking)

Scenario: You tagged all your systems by ownership as investor 1 , investor 2 , or investor 3 .

Use case: You want to see only systems from investor 2 that are larger than 500 kWp in the systems list.

Solution: Perform an advanced filtering combining the two Filter criteria Tag is investor 2 AND Nominal power greater than 500 kW. Because of the AND-linking, only systems that meet both criteria are displayed. You can also save this combination as user-defined filter for later use.