catalyst 2016: 5 great ways to externally access and use energycap data
TRANSCRIPT
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©2016 EnergyCAP, Inc.
Dan BehringerSenior Project ManagerEnergyCAP, Inc.
5 Great Ways to ExternallyAccess EnergyCAP Data
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Overview1. Export Data to Excel®
2. Bookmark & Share Hyperlinks
3. Embed a Dashboard on an External Website
4. Develop Ad-Hoc Reports with EnergyCAP Report Designer
5. Develop Custom Solutions Using EnergyCAP’s Application Programming Interface (API)
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Great Way #1Export Data to Excel
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Quickly export PowerView data to work with in Excel:
1. Click the magnifying glass2. Click copy data3. Paste in excel
1 2
3
Export Data to Excel-PowerViews
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1. Using a new or existing Bill List2. Filter bills as desired
Export Data to Excel-Bill ListsQuickly export lists of bills to Excel:
3. Add, remove, order, and sort columns4. Export to Excel
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Export Data to Excel-ReportsAll reports can be exported to Excel
Multiple methods available for exporting to ExcelData only or
With charts
BL23 is great report to export and use pivot tables
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NEW in ECO 4.0!Great Way #2Bookmark & Share Hyperlinks
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Bookmark & Share HyperlinksEnergyCAP Online 4 is HTML based
Every object in EnergyCAP has a descriptive and unique URL. Examples include:
Building Summary:http://vnext.energycap.com/buildings#/building/1231/actual/summary
Building Monthly Calendarized:http://vnext.energycap.com/buildings#/building/1231/calendarized/monthly
Meter Summary:http://vnext.energycap.com/buildings#/meter/2035/actual/summary
Meter Bills:http://vnext.energycap.com/buildings#/meter/2035/bills
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Bookmark & Share HyperlinksObject specific URLs enable greater usability and collaboration
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Bookmark & Share HyperlinksBookmarking-Frequently visited places in EnergyCAP can be bookmarked for easy access
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Bookmark & Share HyperlinksSharing-EnergyCAP URLs can be shared like any other URL: Email, Documents, Presentations
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NEW in ECO 4.0!Great Way #3Embed a Dashboard in an External Website
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Dashboards DefinedEnergyCAP dashboards allow you to configure a custom display of your utility bill information
Each dashboard is composed of user selected widgets
Each widget can be filtered to display a specific setof information
The widgets can be arranged within the dashboard as desired by the user
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Value of embedded dashboardsEnergyCAP information accessible outside of EnergyCAP
Embedded dashboards can be made publically accessible
Eliminates the need to create some user accounts
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Value of embedded dashboardsShift from static to dynamic information
Embedded dashboards are dynamic
Eliminate the need to update websites with new information on a monthly basis
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How Embedding a Dashboard WorksDevelop the dashboard that you want to embed
Copy the dashboard link from EnergyCAP
Paste the dashboard link into an iframe
Bottom LineYour web developer will know how
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MAJOR UPDATES in ECO 4.0!Great Way #4Develop Ad-Hoc Reports with EnergyCAP Report Designer
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EnergyCAP Report DesignerReport Designer is an Excel® add-in
Extends Excel's powerful data model to provide user-configurable tabular reports drawing on data from your EnergyCAP database
Installing adds a toolbar to the Excel Ribbon
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Download data using these
buttons
Edit the connection
settings
EnergyCAP Report DesignerDownloads EnergyCAP data into Excel via the EnergyCAP API (API discussed later)
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EnergyCAP Report DesignerVariety of templates available to get started
Quickly develop ad-hoc reports
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EnergyCAP Report DesignerIn-depth sessions available for more information
Wednesday: 3:00-4:15 – EnergyCAP Report Designer: Introduction and Overview
Thursday: 8:00-8:50 – Report Designer Training 1
Thursday: 9:00-9:50 – Report Designer Training 2
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MAJOR UPDATES in ECO 4.0!
Develop Custom Solutions Using EnergyCAP’s Application Programming Interface (API)
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API BasicsAPI stands for Application-Programming Interface
API is a set of programming instructions and standards for accessing a Web-based software application or Web tool
EnergyCAP API is available to clients to develop custom applications to access and update utility bill data and information in EnergyCAP
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API Example – Automatically UnexportError Bills
EnergyCAP clients commonly implement interfaces between EnergyCAP and Accounting Systems
New method in Bill API enables marking individual bills as “unexported”
Accounting interface can use this method to automatically “unexport” any bill containing error conditions
Previously, this needed to be done manually
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EnergyCAP API DocsProvide an overview of how to use the API
Provide information about what methods and information are available as part of every API
https://staging.energycap.com/api/docs/page/Overview
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EnergyCAP Software Development Kit (SDK)Coming Soon!
EnergyCAP will be releasing a SDK
SDK will be a set of libraries that make interacting with the EnergyCAP API even easier
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Takeaways & Next Steps
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Talk to your Account Manager or Project Manager about:
Participating in Beta Release of EnergyCAP Online 4
EnergyCAP Report Designer
Show other EnergyCAP users at your organization how to externally access EnergyCAP data
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Talk with developers at your organization about:Embedding EnergyCAP dashboards in websites
Developing custom applications or integrations using EnergyCAP’s API
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Questions