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Five Ways to Move Data to Excel in EnergyCAP

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EnergyCAP, Inc.
EnergyCAP, Inc.

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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©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Analysis Track Five Ways to Move Data to Excel Presented by Ryan Ohlson, VP of Implementation Solutions
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Analysis Track Five Six Ways to Move Data to Excel Presented by Ryan Ohlson, Director of Technical Services
Agenda: Types of Data 1. Meter Bill Lists / PowerViews 2. Account Bill Lists / PowerViews 3. Reports ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Agenda (Continued): 4. Custom Spreadsheets 5. ECO Setup Worksheets 6. Direct ODBC via Excel
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Types of Data
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Setup Data–Lists of Accounts, Meters, Rates, Buildings, etc.
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Bill Header Data–Invoice, Control Code, Start / End Date, Cost, etc.
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Bill Meter Data–Usage, Demand, Unit Cost, etc.
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Bill Line Item Data–Caption, Cost, Observation Type, Unit, etc.
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Channel Data–Weather, Submeter readings, Production, Miles, etc.
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com There are different tools to get each type into Excel
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com #1 Meter Bill Lists/ PowerViews
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Facility Manager: Meter PowerViews
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Facility Manager: Meter Bills tab
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Buildings & Meters: Meter PowerViews
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Buildings & Meters: Meter Bills tab
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com #2 Account Bill Lists / PowerViews
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Account Manager: Account PowerView
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Account Manager: Account’s Bills tab
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Accounts: Account PowerView
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Accounts: Account’s Bills tab
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com More about ECO Bill Lists
Filtered Output Choose columns Export to Excel Audit Bills and Manage Problems Approve Bills Delete Bills ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Set your filters
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Select your columns
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Output to Excel
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com #3 Reports
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com BL16/16A Report
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com #4 Custom Spreadsheets
Ad-Hoc Reporting Pre-Defined Business Areas Excel friendly ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Account and meter lists provide non-bill information
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Meter Summary provides bill data for the meter
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Bill Summary provides bill data without consumption
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Bill Summary provides bill data, not consumption, and includes headers
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Line item provides bill data by caption or observation type
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com GHG provides bill data with emissions
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Budgets provides bill data with budgets
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Channel provides meter data collected by smart or other methods
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com #5 ECO Setup Sheets
Setup Sheets provide lists of objects and offer the capability to import and update ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Setup Sheets dynamic nature provide capabilities beyond just data export ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Vendors Rates Accounts & Meters Places Cost Centers GL Codes ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com #6 Direct ODBC via Excel
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com 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)
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Create the Data Source
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Select a Table (or not)
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Use SQL if you want
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Data retrieved to Excel
©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Reuse the connection later!
Questions Visit the Ace Place to learn more! ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com

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Five Ways to Move Data to Excel in EnergyCAP

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