Open Questions for Dave Friello:
- 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?
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?
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.
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.
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.
Report Filter Details
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.
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.
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.
| 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 |
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
Utilities are only able to see reports for their specific Utility and will not be able to access the data from any other Utility.
This is a once a month process for Utilities to access the SharePoint site to locate the associated folders and documents.
Access the EmPower SharePoint site here: EmPower+ External SharePoint Reports Site
On the SharePoint site, click the applicable tab on the left navigation bar to access the associated documents.
