five ways to move data to excel in energycap

Analysis Track

Five Ways to Move Datato ExcelPresented by Ryan Ohlson, VP of Implementation Solutions

Analysis Track

Five Six Ways to Move Datato ExcelPresented by Ryan Ohlson, Director of Technical Services

Agenda:Types of Data

1. Meter Bill Lists / PowerViews

2. Account Bill Lists / PowerViews

3. Reports

Agenda (Continued):4. Custom Spreadsheets

5. ECO Setup Worksheets

6. Direct ODBC via Excel

Types of Data

Setup Data–Lists of Accounts, Meters, Rates, Buildings, etc.

Bill Header Data–Invoice, Control Code, Start / End Date, Cost, etc.

Bill Meter Data–Usage, Demand, Unit Cost, etc.

Bill Line Item Data–Caption, Cost, Observation Type, Unit, etc.

Channel Data–Weather, Submeter readings, Production, Miles, etc.

There are different tools to get each type into Excel

#1 Meter Bill Lists/PowerViews

Facility Manager: Meter PowerViews

Facility Manager: Meter Bills tab

Buildings & Meters: Meter PowerViews

Buildings & Meters: Meter Bills tab

#2 Account Bill Lists / PowerViews

Account Manager: Account PowerView

Account Manager: Account’s Bills tab

Accounts: Account PowerView

Accounts: Account’s Bills tab

More about ECO Bill Lists

Filtered Output

Choose columns

Export to Excel

Audit Bills andManage Problems

Approve Bills

Delete Bills

Set your filters

Select your columns

Output to Excel

#3 Reports

BL16/16A Report

#4 Custom Spreadsheets

Ad-Hoc Reporting

Pre-Defined Business Areas

Excel friendly

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

#5 ECO Setup Sheets

Setup Sheets provide lists of objects and offer the capability to import and update

Setup Sheets dynamic nature provide capabilities beyond just data export

Vendors

Accounts & Meters

Places

Cost Centers

GL Codes

#6 Direct ODBC via Excel

Direct ODBC Connection to Excel

Only available if you host the database on your own server (consult with your IT)

Provides great flexibility and power for advanced users (we do not provide Tech Support for this)

Create the Data Source

Select a Table (or not)

Use SQL if you want

Data retrieved to Excel

Reuse the connection later!

Questions

Visit the Ace Place to learn more!

five ways to move data to excel in energycap

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bill data forthe meter

meter lists

bill data withoutconsumption

meter bill listspowerviews

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