five ways to move data to excel in energycap

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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

Rates

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

Technology

update2013 energycap

reports2013 energycap

data export2013 energycap

bill data forthe meter

meter lists

bill data withoutconsumption

meter bill listspowerviews

meter bill lists powerviews2