creating and using custom spreadsheets in energycap
DESCRIPTION
Spreadsheet definitions, security, categories, design, and modification. Simple and creative use cases, limitations, troubleshooting, customized queries, and EnergyCAP Online bill lists. Learn more at www.EnergyCAP.com.TRANSCRIPT
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Standard Operations Track
Creating and Using Custom SpreadsheetsPresented by Ryan Ohlson, VP of Implementation Solutions
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Agenda:What is a Custom Spreadsheet?
Security
Categories
Design
Modify the Design
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Agenda (continued):Simple and Creative Use Cases
Limitations
Troubleshooting
Customized Queries
EnergyCAP Online Bill Lists
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What is a Custom Spreadsheet?
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Example Demonstration
Ad-Hoc Reporting
Pre-Defined Business Areas
Excel friendly
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©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Security
Designs are available for all users who can view reports.
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©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
No custom security
A user has the right to change any design
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A user has the right to create a design
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A user has the right to delete any design
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A user’s filter selections are saved just like with reports
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©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Categories
Account and meter lists provide non-bill information
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©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Meter Summary provides bill data for the meter
Bill Summary provides bill data without consumption
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Bill Summary provides bill data, not consumption, and includes headers
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Line item provides bill data by caption or observation type
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GHG provides bill data with emissions
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Budgets provides bill data with budgets
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Channel provides meter data collected by smart or other methods
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©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Design
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First: Choose a category
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Second: Choose a name
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Third: Choose filters
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Fourth: Choose output
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Do’s and don’ts
Do choose a TopMost for a Filter
Don’t choose a TopMost for an Output
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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’
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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
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Modify Design
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Ask yourself if this is your spreadsheet or not
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Select and modify design
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Changing too many things can result in a failed design
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Simple and Creative Uses
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Locate account, meter, bill
Modify Bills
Export Data
Budget Import
Exception Reportfor Bill Interfaces
Audit of Channel Data
Quick Totals
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©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Limitations
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Results are limited to 50,000 records
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Not distributable through Report Distribution Manager
Only available in the installed client EnergyCAP Enterprise
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Unless you know SQL, data is limited to pre-defined categories
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Includes detail data, not summary data for a Place, Department, etc.
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©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Troubleshooting
No data? Set filters to ‘All’ or modify design filters or outputs
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Too much data? Change filters set to ‘All’ or modify design to add filters
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©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Custom Query Categories
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For knowledgeable SQL and XML clients
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Make available any data in the entire EnergyCAP database
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Read tutorial in the help manual to learn how
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Ask about our custom query service or development tool
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EnergyCAP Online Bill Lists
For bill-based data needs—does not typically contain meter or line item data
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In some ways Bill Lists are more functional than Custom Spreadsheets
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Filtered Output
Choose columns
Export to Excel
Audit Bills andManage Problems
Approve Bills
Delete Bills
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©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Set your filters
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Select your columns
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Output to Excel
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Audit, Approve, Delete multiple bills
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Questions
Check out the Ace Place to learn more!
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Live Demonstration: Create a custom spreadsheet for Bill Meter Details
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Click on design spreadsheet
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Choose Bill Meter
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Choose Meter Summary– Locate Account
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Select filters and outputs
Common use can be preferable to native use when commodities are measured in different units
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©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Click on view spreadsheet to viewthe filters list
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Configure filters
Click on OK to view the Bill Meter Details spreadsheet!
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Use this spreadsheet design to export meter level data from a bill
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