Page History

Aura - Panel

tab	1
styles	{"body":{},"header":{"backgroundColor":{"color":"#f0f0f0"}},"headline":{"text":{"text":"Introduction","color":"#002d72","textAlign":"left","fontWeight":"bold","fontSize":18},"alignment":{"horizontal":"start"}},"base":{"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]},"borderRadius":{"radius":4},"backgroundColor":{"color":"#f0f0f0"}}}
body	<p><br /></p>

This page provides infromation information that explains the NENY EmPower Benefits and Financial Summary that are built into a Tableau report (the two tabs added to this workbook functions independently). The SharePoint Tab also provides instructions on the monthly process of accessing the related documents on the site.

A blurb providing a high-level overview on the difference between the Tableau and SharePoint reports - what is the high-level need we want to convey regarding why they would want to/need to access these reports?

Blurb on the purpose of these reports

Aura - Tab Group

settings

{"generalSettings":{"tabSpacing":0,"tabWidth":100,"tabHeight":40,"direction":"horizontal"},"activeSettings":{"backgroundColor":{"color":"#002d72"},"text":{"fontSize":16,"color":"#fff","textAlign":"left","fontWeight":"normal"}},"inactiveSettings":{"backgroundColor":{"color":"#f4f5f7"},"text":{"fontSize":16,"color":"#5e6c84","textAlign":"left","fontWeight":"normal"}},"contentSettings":{"backgroundColor":{"color":"#fff"},"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","is":"drop-shadow","x":0,"y":0,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":3,"blur":2,"spread":-2}]},"border":{"style":"solid","width":2,"top":true,"bottom":false,"left":false,"right":false,"color":"#002d72"},"padding":{"top":10,"right":10,"bottom":10,"left":10}},"hoverSettings":{"backgroundColor":{"color":"#0073a4"},"text":{"fontSize":16,"color":"#ffffff","textAlign":"left","fontWeight":"normal"}}}

tab

1

Aura - Tab

Info

Aura - Tab

title	NENY: Tableau Reports

Aura - Panel

tab	1
styles	{"body":{"text":{"color":"#002d72","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#1d428a#f3f4f9"}},"headline":{"alignment":{"horizontal":"start"},"text":{"text":"Benefits SummaryGeneral NENY Tableau Reports Information","color":"#ffffff#002d72","textAlign":"left","fontWeight":"bold","fontSize":18}},"base":{"backgroundColor":{"color":"#ffffff"},"borderRadius":{"radius":4},"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]}}}
body	<p><br /></p>

The NENY Tableau Reports contain two separate reports available to Utility companies, the Benefits Summary and the Financial Summary, and are accessed from the tabs at the top of the report tableau site. Learn more about each of these two reports below.

Expand

title	learn morehow to access the report tabs...

Image Added

Aura - Panel

tab	1
styles	{"body":{"text":{"color":"#002d72","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#f3f4f9"}},"headline":{"alignment":{"horizontal":"start"},"text":{"text":"Benefits Summary Report","color":"#002d72","textAlign":"left","fontWeight":"bold","fontSize":18}},"base":{"backgroundColor":{"color":"#ffffff"},"borderRadius":{"radius":4},"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]}}}
body	<p><br /></p>

Info
The Benefits Summary table is an overnight batch process that holds data from the Project Management Database for completed work.

Expand

title	learn more...

Section

Column

width	35%

UI Steps

size	small

UI Step

The filters allows Utility to further filter and look at specific measures.

Tip
The Completion Date From filter allows user to chose only year, month, or specific date. The filter however, may not be saved.

UI Step
Utility can see an overview of the funding at a high level to see where the New Efficiency NY funding is being used.

UI Step

The Incentive Budgets information is pulled from NEIS(incentive only), it provides a snapshot of what the expenditures are for a particular utility.

Tip
Even if the top part of the page is filtered, the Incentive Budgets table does not get filtered.

Column

width	65%

Aura - Panel

tab	1
styles	{"body":{"text":{"color":"#002d72","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#6787b7#f3f4f9"}},"headline":{"alignment":{"horizontal":"start"},"text":{"text":"Financial Summary Report","color":"#ffffff#002d72","textAlign":"left","fontWeight":"bold","fontSize":18}},"base":{"backgroundColor":{"color":"#ffffff"},"borderRadius":{"radius":4},"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]}}}
body	<p><br /></p>

Expand

title	learn more...

Info

The NENY EmPower Financial Summary provides budge information pulled from NEIS. The information allows the tracking of the new efficiency NY funding. Use this tab to learn about each of the categories.

Tip
Evaluation will be added down the road under the Activity Category.

Expand

title	learn more...

Section

Column

width	35%

Category Title	Definition
Budget	Budget Amount
Expended	What Has Been Invoiced
Encumbered(the money assigned to a contract but hasn’t been given to them)	What is Encumbered in a Contract
Total Progress	Expended Amount + Encumbered Amount
Remaining Amount	Budget Minus Total Progress Amount

Column

width	65%

Aura - Tab

title	NENY: SharePoint Reports

Info
This is a once a month process for Utilities to access the SharePoint site to locate the associated folders and documents.

Section

Column

width	30%

UI Steps

size	small

UI Step

Access the EmPower SharePoint site here:

UI Button

color	blue
newWindow	true
size	small
title	EmPower+ External SharePoint Reports Site
url	https://tableau-qa.nyserda.org/#/site/Residential/views/NewEfficiencyNewYorkNENYEmPowerSummary/BenefitsSummary?:iid=1

UI Step
On the SharePoint site, click the applicable tab on the left navigation bar to access the associated documents.

Column

width	70%

HTML

<style type="text/css">
.aura-tab-contentpanel {margin-top: 0px!important;padding
margin-top: 0px!important;}.aura-panel {
margin-topleft: 0px!important;
margin-leftright: 0px!important;
margin-rightbottom: 0px!important;
}
.panel, .alertPanel, .infoPanel aura-body {
marginpadding-top: 0px10px!important;
}
.panelHeader {
font-size: 20pxpadding-bottom:10px!important;
padding-topleft: 5px10px!important;
padding-bottomright: 5px10px!important;
}
.panelContentaura-header {
display: none;
}
.aura-body {padding-left:10px!important;
padding-right:10px!important;
padding-top:5px10px!important;
padding-bottom:5px10px!important;
}
.aura-headline {
padding-bottom:0px!important;
}
.innerCell .aura-panel {
margin-left:5px0px!important;
paddingmargin-right:5px0px!important;
}
.aura-headertab-collection .aura-tab-content {
padding-left:5px 0px!important;
padding-right:5px0px!important;
padding-top:5px0px!important;
padding-bottomright:5px0px!important;
}
</style>

Space shortcuts

Versions Compared

Old Version 13

New Version 14

Key