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This page provides 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?



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titleNENY: Tableau Reports


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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.

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titlehow to access the report tabs...



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

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titlelearn more...


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This section of the report contains the report filters. Filters provide Utilities the ability to narrow down the report information. Filters cannot be saved. andwill need to be reset each time a Utility accesses the report.

Field TitleField Description
Utility Name
Funding
Measure Category
Completion Date FromUse to locate the earliest possible date for inclusion of data within the report. Utilities can only choose year, month, or a specific date.
Completion Date To


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.





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body<p><br /></p>

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

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titlelearn more...


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Category TitleDefinition

Budget

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



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titleNENY: SharePoint Reports


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


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UI Step

Access the EmPower SharePoint site here: 

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titleEmPower+ External SharePoint Reports Site
urlhttps://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.




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