Creating and Using Custom Spreadsheets in EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Standard Operations Track

Creating and Using Custom SpreadsheetsPresented by Ryan Ohlson, VP of Implementation Solutions


Agenda:What is a Custom Spreadsheet?

Security

Categories

Design

Modify the Design


Agenda (continued):Simple and Creative Use Cases

Limitations

Troubleshooting

Customized Queries

EnergyCAP Online Bill Lists


What is a Custom Spreadsheet?


Example Demonstration

Ad-Hoc Reporting

Pre-Defined Business Areas

Excel friendly



Security

Designs are available for all users who can view reports.



No custom security

A user has the right to change any design


A user has the right to create a design


A user has the right to delete any design


A user’s filter selections are saved just like with reports



Categories

Account and meter lists provide non-bill information



Meter Summary provides bill data for the meter

Bill Summary provides bill data without consumption


Bill Summary provides bill data, not consumption, and includes headers


Line item provides bill data by caption or observation type


GHG provides bill data with emissions


Budgets provides bill data with budgets


Channel provides meter data collected by smart or other methods



Design


First: Choose a category


Second: Choose a name


Third: Choose filters


Fourth: Choose output


Do’s and don’ts

Do choose a TopMost for a Filter

Don’t choose a TopMost for an Output


Do’s and don’ts

Do choose a Group for a Filter

Don’t choose a Group for an Output unless you give a value for the Filter other than ‘All’


Do’s and don’ts

Do choose BillID as an output column

Don’t leave BillID out as an output column because you risk suppressing bill data


Modify Design


Ask yourself if this is your spreadsheet or not


Select and modify design


Changing too many things can result in a failed design


Simple and Creative Uses


Locate account, meter, bill

Modify Bills

Export Data

Budget Import

Exception Reportfor Bill Interfaces

Audit of Channel Data

Quick Totals



Limitations


Results are limited to 50,000 records


Not distributable through Report Distribution Manager

Only available in the installed client EnergyCAP Enterprise


Unless you know SQL, data is limited to pre-defined categories


Includes detail data, not summary data for a Place, Department, etc.



Troubleshooting

No data? Set filters to ‘All’ or modify design filters or outputs


Too much data? Change filters set to ‘All’ or modify design to add filters



Custom Query Categories


For knowledgeable SQL and XML clients


Make available any data in the entire EnergyCAP database


Read tutorial in the help manual to learn how


Ask about our custom query service or development tool


EnergyCAP Online Bill Lists

For bill-based data needs—does not typically contain meter or line item data


In some ways Bill Lists are more functional than Custom Spreadsheets


Filtered Output

Choose columns

Export to Excel

Audit Bills andManage Problems

Approve Bills

Delete Bills



Set your filters


Select your columns


Output to Excel


Audit, Approve, Delete multiple bills


Questions

Check out the Ace Place to learn more!


Live Demonstration: Create a custom spreadsheet for Bill Meter Details


Click on design spreadsheet


Choose Bill Meter


Choose Meter Summary– Locate Account


Select filters and outputs

Common use can be preferable to native use when commodities are measured in different units



Click on view spreadsheet to viewthe filters list


Configure filters

Click on OK to view the Bill Meter Details spreadsheet!


Use this spreadsheet design to export meter level data from a bill


Creating and Using Custom Spreadsheets in EnergyCAP

Technology

Transcript of Creating and Using Custom Spreadsheets in EnergyCAP