Aug 28, 2020
Benchmarking Performance Users can also use the Utilidex system to benchmark their performance. There is both a BI and excel report which allow for performance analysis against both the market and a pre-determined benchmark rate. The below BI displays the Weighted...
Aug 28, 2020
Manage Your Position and MtM Reporting Along with the excel, there is a power BI for the Mark-to-Market reports. There are four tabs which display the underlying data. Below is a screen shot of the Power MtM report: This report values the entire position as well as...
Aug 28, 2020
Uploading Data To Upload the Purchase Requirements, users should follow the below 9 steps: Go to Forecasting >> Forecast Curves Select Create Forecast/Purchase Requirement Fill in the details in the below pop-up: Users can name each purchase...
Jun 5, 2020
Users can also view Market Prices in Power BI. On the home tab, users can view the prices and price history for the forward season and month as well as see the most-recent date data was loaded. Users can change the date range to understand how the prices have moved...
Apr 24, 2020
Counterparties To configure a counterparty, users can follow the below 3 steps: Go to Settings >> My Company >> Counterparties Select Quick Add a Company Define the Name, Product, Address, Tenor, and Daily Volume for the supplier The Name, Tenor,...
Apr 24, 2020
UI Trade Workflow To enter a trade through the workflow, a user should follow the below steps: Trades >> New Gas/Power Trade >> OTC Complete the Trade Details, then the Trade Component screens The Utilidex system will assign a system ID to each...