Five Ways to Move Data to Excel in EnergyCAP

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Types of data for EnergyCAP, meter bill lists/Powerviews, account bill lists/Powerviews, reports, custom spreadsheets, ECO setup worksheets, direct ODBC via Excel. Learn more at www.EnergyCAP.com.

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  • REMEMBER TO KEEP IT LIGHTHEARTED
  • REMEMBER TO KEEP IT LIGHTHEARTED
  • REMEMBER TO KEEP IT LIGHTHEARTED
  • REMEMBER TO KEEP IT LIGHTHEARTED
  • REMEMBER TO KEEP IT LIGHTHEARTED
  • REMEMBER TO KEEP IT LIGHTHEARTED
  • REMEMBER TO KEEP IT LIGHTHEARTED
  • REMEMBER TO KEEP IT LIGHTHEARTED
  • Five Ways to Move Data to Excel in EnergyCAP

    1. 1. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAnalysis TrackFive Ways to Move Datato ExcelPresented by Ryan Ohlson, VP of Implementation Solutions
    2. 2. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAnalysis TrackFive Six Ways to Move Datato ExcelPresented by Ryan Ohlson, Director of Technical Services
    3. 3. Agenda:Types of Data1. Meter Bill Lists / PowerViews2. Account Bill Lists / PowerViews3. Reports©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
    4. 4. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAgenda (Continued):4. Custom Spreadsheets5. ECO Setup Worksheets6. Direct ODBC via Excel
    5. 5. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comTypes of Data
    6. 6. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comSetup Data–Lists of Accounts, Meters,Rates, Buildings, etc.
    7. 7. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comBill Header Data–Invoice, Control Code,Start / End Date, Cost, etc.
    8. 8. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comBill Meter Data–Usage, Demand, UnitCost, etc.
    9. 9. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comBill Line Item Data–Caption, Cost,Observation Type, Unit, etc.
    10. 10. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comChannel Data–Weather, Submeterreadings, Production, Miles, etc.
    11. 11. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comThere are different tools to get eachtype into Excel
    12. 12. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com#1 Meter Bill Lists/PowerViews
    13. 13. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comFacility Manager: Meter PowerViews
    14. 14. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comFacility Manager: Meter Bills tab
    15. 15. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comBuildings & Meters: Meter PowerViews
    16. 16. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comBuildings & Meters: Meter Bills tab
    17. 17. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com#2 Account Bill Lists /PowerViews
    18. 18. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAccount Manager: Account PowerView
    19. 19. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAccount Manager: Account’s Bills tab
    20. 20. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAccounts: Account PowerView
    21. 21. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAccounts: Account’s Bills tab
    22. 22. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comMore about ECO Bill Lists
    23. 23. Filtered OutputChoose columnsExport to ExcelAudit Bills andManage ProblemsApprove BillsDelete Bills©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
    24. 24. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comSet your filters
    25. 25. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comSelect your columns
    26. 26. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comOutput to Excel
    27. 27. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com#3 Reports
    28. 28. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comBL16/16AReport
    29. 29. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com#4 Custom Spreadsheets
    30. 30. Ad-Hoc ReportingPre-DefinedBusiness AreasExcel friendly©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
    31. 31. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAccount and meter lists provide non-billinformation
    32. 32. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comMeter Summary provides bill data forthe meter
    33. 33. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comBill Summary provides bill data withoutconsumption
    34. 34. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comBill Summary provides bill data, notconsumption, and includes headers
    35. 35. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comLine item provides bill data by caption orobservation type
    36. 36. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comGHG provides bill data with emissions
    37. 37. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comBudgets provides bill data with budgets
    38. 38. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comChannel provides meter data collectedby smart or other methods
    39. 39. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com#5 ECO Setup Sheets
    40. 40. Setup Sheets provide lists of objects andoffer the capability to import and update©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
    41. 41. Setup Sheets dynamic nature providecapabilities beyond just data export©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
    42. 42. VendorsRatesAccounts & MetersPlacesCost CentersGL Codes©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
    43. 43. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com#6 Direct ODBC via Excel
    44. 44. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comDirect ODBC Connection to ExcelOnly available if you host thedatabase on your own server (consultwith your IT)Provides great flexibility and power foradvanced users (we do not provideTech Support for this)
    45. 45. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comCreate the Data Source
    46. 46. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comSelect a Table (or not)
    47. 47. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comUse SQL if you want
    48. 48. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comData retrieved to Excel
    49. 49. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comReuse the connection later!
    50. 50. QuestionsVisit the Ace Place to learn more!©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com

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