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Open Questions for Dave Friellothe Program Team:

Can you provide a brief blurb for the introduction (updating the existing one as needed) to reference what the value/significance of this report is and why Utilities would want to use them?
When using Tableau, will Utilities have the ability to Download the data or is this only a View system?
What is the final link to the Production environment for these Tableau reports?
The information on the EmPower+ SharePoint site reports is limited right now...is there any other guidance or information we should share?

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

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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 filter the data by the earliest possible date for data inclusion.
Completion Date To	Use to filter the data by the latest possible date for data inclusion.

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The Benefits Summary Table contains a high-level overview of the Utilities 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.

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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.

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The NENY EmPower Financial Summary provides budge information pulled from NEIS. 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	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.
Encumbered(the money assigned to a contract but hasn’t been given to them)	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 + Encumbered
Remaining Amount	= Budget - Total Progress

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url	https://tableau-qa.nyserda.org/#/site/Residential/views/NewEfficiencyNewYorkNENYEmPowerSummary/BenefitsSummary?:iid=1

The EmPower+ SharePoint site contains two NENY reports for each Utility representing Electric and Gas incentive data. These reports are updated once per month on The NENY SharePoint reports are updated once per month on the first of each month and should be used in conjunction with the NENY Tableau Reports as needed. The NENY SharePoint Reports differ from the NENY Tableau Reports in several key ways:

They contain customer sensitive information so these reports must be protected at all times, and
They are cumulative. As each report is generated, the new information is appended to the previous report so each report contains all new and historical incentive data.

Additionally, Utilities Utilities are only able to see reports for their specific Utility and will not be able to access the data from any other Utility 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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Once on the Empower+ SharePoint site, access your Utilities document library by clicking the Utility name in the left-hand navigation pane. Once the page refreshes, you will see the two NENY reports, one for Electric incentive data and another for Gas incentive data

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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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Access the EmPower SharePoint site here:

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