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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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title	NENY: 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. These reports contain no customer sensitive information. Learn more about each of these two reports below.

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title	how 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. report provides specific details regarding incentives paid out to Utilities and should be used to determine the current incentives expenditures with respect to the Utilities annual budget and only references completed work. This data is updated once per day outside of normal working hours.

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Additionally, the available filters only effect the Benefits Summary Table section of this report and will not filter the Incentive Budget table at the bottom of this report or the Financial Summary report found in the other tab.

UI Step
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 and will need to be reset each time a Utility accesses the report.
Field Title	Field Description
Utility Name	Funding	Measure Category

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iconColor	#0073A4
linkText	Report Filter Details
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Filter Name	Filter Description/Requirements
Utility Name	Utilities must select their company from this filter to see their organizations data.
Funding	Use to filter for NYSEG and/or RGE Electric or Gas data as needed.
Measure Category	Use this filter to show data only for specific measures. Multiple options can be selected.

Completion Date From

Use to

locate

filter the data by the earliest possible date for

inclusion of data within the report. Utilities can only choose year, month, or a specific date

data inclusion.

Completion Date To

The filters allows Utility

Use 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.

filter the data by the latest possible date for data inclusion.

UI Step
Utility can see an The Benefits Summary Table contains a high-level overview of the funding at a high level to see where the New Efficiency NY funding is being usedUtilities performance with respect to Efficiency NY funding as well as a detailed breakdown based on Measure. Any change to, or use of, the filters at the top of the report will only filter this section of the report.

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

The Incentive Budget section of the report provides a high-level overview of how each Utility is performing compared to their annual incentive budgets, broken out first by Year, then by Funding. While this data is updated daily the report filters at the top. of the report will not filter this table. Utilities will need to scroll through the alphabetized list to locate their company and associated budget information.

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.
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The NENY EmPower Financial Summary provides budge information pulled from NEIS. The This 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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Category Title	Definition
Budget	Budget Amount	Represents the Incentive Budget broken out first by Utility Type (Electric or Gas), then by Activity Category.
Expended	Represents the value of incentives that have already been Invoiced against and paid out by NYSERDA.	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	Represents the value of incentives that have been earmarked in our systems but have not yet been paid out to the Utility.
Total Progress	= Expended Amount + Encumbered Amount
Remaining Amount	= Budget Minus - Total Progress Amount

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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.

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Access the EmPower SharePoint site here:

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

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

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