catalyst 2016: 5 great ways to externally access and use energycap data

©2016 EnergyCAP, Inc.

Dan BehringerSenior Project ManagerEnergyCAP, Inc.

5 Great Ways to ExternallyAccess EnergyCAP Data

Overview1. Export Data to Excel®

2. Bookmark & Share Hyperlinks

3. Embed a Dashboard on an External Website

4. Develop Ad-Hoc Reports with EnergyCAP Report Designer

5. Develop Custom Solutions Using EnergyCAP’s Application Programming Interface (API)

Great Way #1Export Data to Excel

Quickly export PowerView data to work with in Excel:

1. Click the magnifying glass2. Click copy data3. Paste in excel

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Export Data to Excel-PowerViews

1. Using a new or existing Bill List2. Filter bills as desired

Export Data to Excel-Bill ListsQuickly export lists of bills to Excel:

3. Add, remove, order, and sort columns4. Export to Excel

Export Data to Excel-ReportsAll reports can be exported to Excel

Multiple methods available for exporting to ExcelData only or

With charts

BL23 is great report to export and use pivot tables

NEW in ECO 4.0!Great Way #2Bookmark & Share Hyperlinks

Bookmark & Share HyperlinksEnergyCAP Online 4 is HTML based

Every object in EnergyCAP has a descriptive and unique URL. Examples include:

Building Summary:http://vnext.energycap.com/buildings#/building/1231/actual/summary

Building Monthly Calendarized:http://vnext.energycap.com/buildings#/building/1231/calendarized/monthly

Meter Summary:http://vnext.energycap.com/buildings#/meter/2035/actual/summary

Meter Bills:http://vnext.energycap.com/buildings#/meter/2035/bills

Bookmark & Share HyperlinksObject specific URLs enable greater usability and collaboration

Bookmark & Share HyperlinksBookmarking-Frequently visited places in EnergyCAP can be bookmarked for easy access

Bookmark & Share HyperlinksSharing-EnergyCAP URLs can be shared like any other URL: Email, Documents, Presentations

NEW in ECO 4.0!Great Way #3Embed a Dashboard in an External Website

Dashboards DefinedEnergyCAP dashboards allow you to configure a custom display of your utility bill information

Each dashboard is composed of user selected widgets

Each widget can be filtered to display a specific setof information

The widgets can be arranged within the dashboard as desired by the user

Value of embedded dashboardsEnergyCAP information accessible outside of EnergyCAP

Embedded dashboards can be made publically accessible

Eliminates the need to create some user accounts

Value of embedded dashboardsShift from static to dynamic information

Embedded dashboards are dynamic

Eliminate the need to update websites with new information on a monthly basis

How Embedding a Dashboard WorksDevelop the dashboard that you want to embed

Copy the dashboard link from EnergyCAP

Paste the dashboard link into an iframe

Bottom LineYour web developer will know how

MAJOR UPDATES in ECO 4.0!Great Way #4Develop Ad-Hoc Reports with EnergyCAP Report Designer

EnergyCAP Report DesignerReport Designer is an Excel® add-in

Extends Excel's powerful data model to provide user-configurable tabular reports drawing on data from your EnergyCAP database

Installing adds a toolbar to the Excel Ribbon

Download data using these

buttons

Edit the connection

settings

EnergyCAP Report DesignerDownloads EnergyCAP data into Excel via the EnergyCAP API (API discussed later)

EnergyCAP Report DesignerVariety of templates available to get started

Quickly develop ad-hoc reports

EnergyCAP Report DesignerIn-depth sessions available for more information

Wednesday: 3:00-4:15 – EnergyCAP Report Designer: Introduction and Overview

Thursday: 8:00-8:50 – Report Designer Training 1

Thursday: 9:00-9:50 – Report Designer Training 2

MAJOR UPDATES in ECO 4.0!

Develop Custom Solutions Using EnergyCAP’s Application Programming Interface (API)

API BasicsAPI stands for Application-Programming Interface

API is a set of programming instructions and standards for accessing a Web-based software application or Web tool

EnergyCAP API is available to clients to develop custom applications to access and update utility bill data and information in EnergyCAP

API Example – Automatically UnexportError Bills

EnergyCAP clients commonly implement interfaces between EnergyCAP and Accounting Systems

New method in Bill API enables marking individual bills as “unexported”

Accounting interface can use this method to automatically “unexport” any bill containing error conditions

Previously, this needed to be done manually

EnergyCAP API DocsProvide an overview of how to use the API

Provide information about what methods and information are available as part of every API

https://staging.energycap.com/api/docs/page/Overview

EnergyCAP Software Development Kit (SDK)Coming Soon!

EnergyCAP will be releasing a SDK

SDK will be a set of libraries that make interacting with the EnergyCAP API even easier

Takeaways & Next Steps

Talk to your Account Manager or Project Manager about:

Participating in Beta Release of EnergyCAP Online 4

EnergyCAP Report Designer

Show other EnergyCAP users at your organization how to externally access EnergyCAP data

Talk with developers at your organization about:Embedding EnergyCAP dashboards in websites

Developing custom applications or integrations using EnergyCAP’s API

Questions