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Who’s Got Solar?
David Stier
Principal
David Stier + Associates
Leverage cities’ open data
and apply machine learning
To show who’s got solar
To predict who wants solar
THE GOAL
Level the playing field for installers and
consumers
Reduce the cost of selling solar
Improve ease of selecting solar
Encourage cities to provide open data
BENEFITS
Using publicly available information
how well can we model
the adoption of solar panel systems
among residential home owners ?
THE PROJECT
HYPOTHESIS
Machine learning applied to parcel level
data will generate significantly greater
profit than applying a ‘naïve’ approach
NREL SEEDS program has funded over a dozen
studies to understand who will adopt residential solar
To date, no study has used parcel-level information as
main data source
BACKGROUND
H	E	L	L	O
I’m	Boston
Study focused on solar panel use in Boston:
• 48 square miles | 660k+ population
• Largest city in New England | 23rd largest city in US
• Significant # of green initiatives at local level and the state
has been active sponsor of solar
2 0 1 5 R E S I D E N T I A L S O L A R
M a r k e t s i z e ( i n s t a l l a t i o n s )
107,000
United States
8,700MA
650Boston
400Owner Occupied
Single Family home
BACKGROUND
25
142
177
295
438
16
94
72
97
216
0
50
100
150
200
250
300
350
400
450
500
2011 2012 2013 2014 2015
BACKGROUND
Boston solar panel
installations
2011 - 2015
Single Family Two-Three Family
DATASETS CHOSEN
DP04 Selected Housing Characteristics 570
fields
B25096 Mortgage Status By Value 37 fields
B25093 AGE OF HOUSEHOLDER BY SELECTED MONTHLY OWNER COSTS AS A %OF HOUSEHOLD INCOME IN PAST 12 MONTH 63
fields
B01001 Population by Age 103 fields
B5001 Citizenship Status 17 fields
B19049 MEDIAN HOUSEHOLD INCOME IN PAST 12 MONTHS (INFLATION-ADJUSTED) BY AGE OF HOUSEHOLDER 15 fields
B25040 House Heating Fuel 25 fields
DATASETS CHOSEN
US CENSUS TRACT LEVEL DATA ON HOUSING AND POPULATION
Total of 7 tables with 830 fields
B Y T H E N U M B E R S
6datasets /1.4Mrecords /4kinstallations / 6Year period
Final cleaned dataset:
25,303 x 1,628
BY THE NUMBERS
GEOGRAPHIC DATA
STRUCTURING AND SUMMARIZING LOCATION DATA
STREETS ARE THE KEY
- S T R E E T N A M E A N D T Y P E
GEOGRAPHIC DATA
STRUCTURING AND SUMMARIZING LOCATION DATA
STREETS ARE THE KEY
Example: Number of parcels per block
- S T R E E T N A M E A N D T Y P E
- H O U S E N U M B E R
A l t h o u g h ‘ o r d e r e d ’ s i g n i f i c a n t
v a r i a t i o n s e x i s t
S t i l l u s e f u l f o r 0 - 1 0 0 i n c r e m e n t s
GEOGRAPHIC DATA
STRUCTURING AND SUMMARIZING LOCATION DATA
STREETS ARE THE KEY
Example: Half mile grid based on Lat/Lon
- S T R E E T N A M E A N D T Y P E
- H O U S E N U M B E R
A l t h o u g h ‘ o r d e r e d ’ s i g n i f i c a n t
v a r i a t i o n s e x i s t
S t i l l u s e f u l f o r 0 - 1 0 0 i n c r e m e n t s
- G R I D B A S E D G R O U P I N G
C r e a t e ½ m i l e s q . g r i d s ( s h o w n )
a n d a l s o ¼ m i l e s u b g r i d s
GEOGRAPHIC DATA
STRUCTURING AND SUMMARIZING LOCATION DATA
STREETS ARE THE KEY
2010 US Census Tracts
- S T R E E T N A M E A N D T Y P E
- H O U S E N U M B E R
A l t h o u g h ‘ o r d e r e d ’ s i g n i f i c a n t
v a r i a t i o n s e x i s t
S t i l l u s e f u l f o r 0 - 1 0 0 i n c r e m e n t s
- G R I D B A S E D G R O U P I N G
C r e a t e ½ m i l e s q . g r i d s ( s h o w n )
a n d a l s o ¼ m i l e s u b g r i d s
- S O C I A L / P O L I T I C A L G R O U P I N G
C e n s u s t r a c t ( F e d e r a l )C e n s u s t r a c t ( F e d e r a l )
N e i g h b o r h o o d ( M u n i c i p a l )
- S T R E E T N A M E A N D T Y P E
GEOGRAPHIC DATA
STRUCTURING AND SUMMARIZING LOCATION DATA
STREETS ARE THE KEY
- H O U S E N U M B E R
A l t h o u g h ‘ o r d e r e d ’ s i g n i f i c a n t
v a r i a t i o n s e x i s t
S t i l l u s e f u l f o r 0 - 1 0 0 i n c r e m e n t s
- G R I D B A S E D G R O U P I N G
C r e a t e ½ m i l e s q . g r i d s ( s h o w n )
a n d a l s o ¼ m i l e s u b g r i d s
- S O C I A L / P O L I T I C A L G R O U P I N G
C e n s u s t r a c t ( F e d e r a l )
N e i g h b o r h o o d ( M u n i c i p a l )
5,748 ¼ mile combos
5,369 address blocks
3,453 streets
761 ½ mile grids
165 census tracts
16 neighborhoods
}
SORT ALL BY % OF ADDRESS BLOCK WHO HAVE SOLAR
THEN SORT BY # OF PROSPECTS
NAÏVE MODEL
RANDOM FOREST
STRATIFIED SHUFFLE SPLIT
Hold	out	2016	installations	(n	=	219)
Split	50/50	train/test
Feature-level contribution to classification path
Top 100 Features – grouped by source, type & aggregation level
‘Raw’ Engineered
Data Source
Parcel
level
Address
Block
(eg 0-100 Main)
Parcel
level
1/4
Mile
Census
tract
Neighbor
hood
1/2
Mile Total
permit 0.137 0.013 0.048 0.002 0.010 0.210
assessor 0.052 0.045 0.030 0.022 0.016 0.031 0.196
311 0.011 0.017 0.056 0.016 0.008 0.004 0.111
Assessor
webscrape 0.010 0.003 0.013
Top 100 0.073 0.201 0.099 0.087 0.026 0.035 0.010 0.530
Features	that	I	thought	might	have	more	impact….
- Heat	type:	145th
for	address	block	average
- Roof	type:		411th
FIND PROFIT IN
YOUR CONFUSION MATRIX
B U Y E R S
N O S A L E
G L A D I
P I T C H E D
T H E M
A L L TA L K
N O S A L E
Inaccuracy
=
opportunity
Machine Learning Naïve Method
Prediction
Threshold Sales # calls
Cumul.
Cost # calls Cumul. Cost
15% 85 1,181 $10,039 4,285 $36,423
10% 123 1,811 $15,394 7,856 $66,776
6.75% 146 2,421 $20,579 11,843 $100,666
5% 163 2,880 $24,480 13,749 $116,867
SAVE $90K WITH
MACHINE LEARNING
Assume direct sales cold call is $8.50/contact
(40 houses/hour | 5% at home | $17/hour)
$92,387
savings
PROOF OF CONCEPT
whowantssolar.com
Show solar installers which homeowners are most likely to
adopt solar in there area
Provide the methodology to run this analysis in new markets
Beta map showing Boston results
PROOF OF CONCEPT
whosgotsolar.com
Most people considering solar want to talk to someone in
their neighborhood who has already installed solar.
whosgotsolar.com shows homeowners the names &
addresses of nearby neighbors who have installed solar
‘shovel ready’ cities:
San Francisco, Seattle, LA County,
Austin, Minnesota, Washington DC,
New York City
Thank you!

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Applying Machine Learning to Open Data Sets to find new customers

  • 1. Who’s Got Solar? David Stier Principal David Stier + Associates
  • 2. Leverage cities’ open data and apply machine learning To show who’s got solar To predict who wants solar THE GOAL
  • 3. Level the playing field for installers and consumers Reduce the cost of selling solar Improve ease of selecting solar Encourage cities to provide open data BENEFITS
  • 4. Using publicly available information how well can we model the adoption of solar panel systems among residential home owners ? THE PROJECT
  • 5. HYPOTHESIS Machine learning applied to parcel level data will generate significantly greater profit than applying a ‘naïve’ approach
  • 6. NREL SEEDS program has funded over a dozen studies to understand who will adopt residential solar To date, no study has used parcel-level information as main data source BACKGROUND
  • 7. H E L L O I’m Boston Study focused on solar panel use in Boston: • 48 square miles | 660k+ population • Largest city in New England | 23rd largest city in US • Significant # of green initiatives at local level and the state has been active sponsor of solar
  • 8. 2 0 1 5 R E S I D E N T I A L S O L A R M a r k e t s i z e ( i n s t a l l a t i o n s ) 107,000 United States 8,700MA 650Boston 400Owner Occupied Single Family home BACKGROUND
  • 9. 25 142 177 295 438 16 94 72 97 216 0 50 100 150 200 250 300 350 400 450 500 2011 2012 2013 2014 2015 BACKGROUND Boston solar panel installations 2011 - 2015 Single Family Two-Three Family
  • 11. DP04 Selected Housing Characteristics 570 fields B25096 Mortgage Status By Value 37 fields B25093 AGE OF HOUSEHOLDER BY SELECTED MONTHLY OWNER COSTS AS A %OF HOUSEHOLD INCOME IN PAST 12 MONTH 63 fields B01001 Population by Age 103 fields B5001 Citizenship Status 17 fields B19049 MEDIAN HOUSEHOLD INCOME IN PAST 12 MONTHS (INFLATION-ADJUSTED) BY AGE OF HOUSEHOLDER 15 fields B25040 House Heating Fuel 25 fields DATASETS CHOSEN US CENSUS TRACT LEVEL DATA ON HOUSING AND POPULATION Total of 7 tables with 830 fields
  • 12. B Y T H E N U M B E R S 6datasets /1.4Mrecords /4kinstallations / 6Year period Final cleaned dataset: 25,303 x 1,628 BY THE NUMBERS
  • 13. GEOGRAPHIC DATA STRUCTURING AND SUMMARIZING LOCATION DATA STREETS ARE THE KEY - S T R E E T N A M E A N D T Y P E
  • 14. GEOGRAPHIC DATA STRUCTURING AND SUMMARIZING LOCATION DATA STREETS ARE THE KEY Example: Number of parcels per block - S T R E E T N A M E A N D T Y P E - H O U S E N U M B E R A l t h o u g h ‘ o r d e r e d ’ s i g n i f i c a n t v a r i a t i o n s e x i s t S t i l l u s e f u l f o r 0 - 1 0 0 i n c r e m e n t s
  • 15. GEOGRAPHIC DATA STRUCTURING AND SUMMARIZING LOCATION DATA STREETS ARE THE KEY Example: Half mile grid based on Lat/Lon - S T R E E T N A M E A N D T Y P E - H O U S E N U M B E R A l t h o u g h ‘ o r d e r e d ’ s i g n i f i c a n t v a r i a t i o n s e x i s t S t i l l u s e f u l f o r 0 - 1 0 0 i n c r e m e n t s - G R I D B A S E D G R O U P I N G C r e a t e ½ m i l e s q . g r i d s ( s h o w n ) a n d a l s o ¼ m i l e s u b g r i d s
  • 16. GEOGRAPHIC DATA STRUCTURING AND SUMMARIZING LOCATION DATA STREETS ARE THE KEY 2010 US Census Tracts - S T R E E T N A M E A N D T Y P E - H O U S E N U M B E R A l t h o u g h ‘ o r d e r e d ’ s i g n i f i c a n t v a r i a t i o n s e x i s t S t i l l u s e f u l f o r 0 - 1 0 0 i n c r e m e n t s - G R I D B A S E D G R O U P I N G C r e a t e ½ m i l e s q . g r i d s ( s h o w n ) a n d a l s o ¼ m i l e s u b g r i d s - S O C I A L / P O L I T I C A L G R O U P I N G C e n s u s t r a c t ( F e d e r a l )C e n s u s t r a c t ( F e d e r a l ) N e i g h b o r h o o d ( M u n i c i p a l )
  • 17. - S T R E E T N A M E A N D T Y P E GEOGRAPHIC DATA STRUCTURING AND SUMMARIZING LOCATION DATA STREETS ARE THE KEY - H O U S E N U M B E R A l t h o u g h ‘ o r d e r e d ’ s i g n i f i c a n t v a r i a t i o n s e x i s t S t i l l u s e f u l f o r 0 - 1 0 0 i n c r e m e n t s - G R I D B A S E D G R O U P I N G C r e a t e ½ m i l e s q . g r i d s ( s h o w n ) a n d a l s o ¼ m i l e s u b g r i d s - S O C I A L / P O L I T I C A L G R O U P I N G C e n s u s t r a c t ( F e d e r a l ) N e i g h b o r h o o d ( M u n i c i p a l ) 5,748 ¼ mile combos 5,369 address blocks 3,453 streets 761 ½ mile grids 165 census tracts 16 neighborhoods }
  • 18. SORT ALL BY % OF ADDRESS BLOCK WHO HAVE SOLAR THEN SORT BY # OF PROSPECTS NAÏVE MODEL
  • 19. RANDOM FOREST STRATIFIED SHUFFLE SPLIT Hold out 2016 installations (n = 219) Split 50/50 train/test
  • 20. Feature-level contribution to classification path Top 100 Features – grouped by source, type & aggregation level ‘Raw’ Engineered Data Source Parcel level Address Block (eg 0-100 Main) Parcel level 1/4 Mile Census tract Neighbor hood 1/2 Mile Total permit 0.137 0.013 0.048 0.002 0.010 0.210 assessor 0.052 0.045 0.030 0.022 0.016 0.031 0.196 311 0.011 0.017 0.056 0.016 0.008 0.004 0.111 Assessor webscrape 0.010 0.003 0.013 Top 100 0.073 0.201 0.099 0.087 0.026 0.035 0.010 0.530 Features that I thought might have more impact…. - Heat type: 145th for address block average - Roof type: 411th
  • 21. FIND PROFIT IN YOUR CONFUSION MATRIX B U Y E R S N O S A L E G L A D I P I T C H E D T H E M A L L TA L K N O S A L E Inaccuracy = opportunity
  • 22. Machine Learning Naïve Method Prediction Threshold Sales # calls Cumul. Cost # calls Cumul. Cost 15% 85 1,181 $10,039 4,285 $36,423 10% 123 1,811 $15,394 7,856 $66,776 6.75% 146 2,421 $20,579 11,843 $100,666 5% 163 2,880 $24,480 13,749 $116,867 SAVE $90K WITH MACHINE LEARNING Assume direct sales cold call is $8.50/contact (40 houses/hour | 5% at home | $17/hour) $92,387 savings
  • 23. PROOF OF CONCEPT whowantssolar.com Show solar installers which homeowners are most likely to adopt solar in there area Provide the methodology to run this analysis in new markets Beta map showing Boston results
  • 24. PROOF OF CONCEPT whosgotsolar.com Most people considering solar want to talk to someone in their neighborhood who has already installed solar. whosgotsolar.com shows homeowners the names & addresses of nearby neighbors who have installed solar ‘shovel ready’ cities: San Francisco, Seattle, LA County, Austin, Minnesota, Washington DC, New York City