Resource usage trend reporting for budget planning

**Purpose**

1.1. Automatically collect, consolidate, and analyze resource usage (water, electricity, staff hours, chemicals, and utilities) from diving pool operations to identify trends and inform future budget allocations, cost-saving strategies, and efficiency improvements for aquatic facility management.
1.2. Enable real-time and historical reporting, actionable dashboards, and automated scheduling of detailed trend analyses for finance and operations planning.
1.3. Remove manual entry errors, accelerate financial review periods, and provide stakeholders with up-to-date consumption data for optimal budget planning.

**Trigger Conditions**

2.1. Scheduled time-based triggers (e.g., weekly/monthly reports).
2.2. Data update events in source systems (sensors, spreadsheets, ERP updates).
2.3. Manual trigger via dashboard or by authorized personnel.
2.4. Threshold-based alerts (e.g., usage spike beyond predefined range).
2.5. API webhook notifications from IoT or resource monitoring devices.

**Platform Variants**

3.1. Microsoft Power BI
• Feature/Setting: Data connectors to Excel, SQL, IoT; configure scheduled refresh; set up DAX calculations for usage trends.
3.2. Google Data Studio
• Feature/Setting: Link to BigQuery or Sheets API; automate resource reports using scheduled email distributions.
3.3. Tableau
• Feature/Setting: Connectors to cloud folders, REST API streams for consumption logs, create trend dashboards.
3.4. AWS QuickSight
• Feature/Setting: Connect to S3 buckets or Athena; scheduled reports with usage patterns and budget forecasting.
3.5. SAP Analytics Cloud
• Feature/Setting: Live connection to SAP S/4HANA; automate comparison of historical versus current resource metrics.
3.6. Azure Logic Apps
• Feature/Setting: Orchestrate API polling for water/electricity meters, save reports to OneDrive or SharePoint.
3.7. Salesforce Platform
• Feature/Setting: Use Analytics API; trigger dataflows from IoT data streams for utility tracking.
3.8. Smartsheet
• Feature/Setting: Data shuttle from sensor logs, auto-generate trend charts, send to key staff via notifications.
3.9. Zapier
• Feature/Setting: Trigger on new row in Google Sheets; relay usage statistics to reporting destination.
3.10. IBM Cognos Analytics
• Feature/Setting: Import CSV logs via API; set alerts for outlier trends in water/electricity use.
3.11. Airtable
• Feature/Setting: Use Automations to trigger when new resource data is entered; email PDF of usage summary.
3.12. Monday.com
• Feature/Setting: Integration recipe—log resource entry; send dashboard visualization to finance channel.
3.13. Domo
• Feature/Setting: Configure connector to utility provider API; real-time dashboard of cost trend lines.
3.14. Oracle Analytics Cloud
• Feature/Setting: Connect to Oracle DB; automated scheduling for resource cost comparison reporting.
3.15. Klipfolio
• Feature/Setting: Webhook inputs from IoT pool sensors; create and schedule sharing of trend klips.
3.16. Notion
• Feature/Setting: Use API integration to update tables; create auto-refreshed visual timelines of resource usage.
3.17. Qlik Sense
• Feature/Setting: Connectors to local/remote data sources; automate generation and delivery of resource usage reports.
3.18. Looker
• Feature/Setting: Model resource tables via LookML; schedule trend notification emails to management.
3.19. Sisense
• Feature/Setting: Integrate with cloud file sources; anomaly detection and reporting pipeline scheduling.
3.20. Alteryx
• Feature/Setting: Data import workflow from multiple pool sensors; configure batch output of trend insights PDF.
3.21. Google Sheets API
• Feature/Setting: Trigger script on edit; compile and email usage summary as automated report.
3.22. Redash
• Feature/Setting: Scheduled queries on cost logs; auto-PDF export and cloud archive.

**Benefits**

4.1. Consistent, accurate, and prompt trend analysis without manual handling.
4.2. Rapid detection of resource inefficiencies or waste, supporting corrective action.
4.3. Reduced administrative burden for finance and operations.
4.4. Improved visibility for all facility stakeholders, enhancing transparency.
4.5. Data-driven evidence enables proactive budget and resource allocation.
4.6. Supports compliance and sustainability through detailed historic usage reports.