Wifi: Catalyst Password: training · EnergyCAP provides easy-to-use tools to organize, filter, and...

Wifi: CatalystPassword: training

©2017 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Groups, Benchmarks, and Custom Fields

David UlmerVice President, Software DevelopmentEnergyCAP, Inc.

EnergyCAP provides easy-to-use tools to organize, filter, and compare your billing data

Custom Fields let you individualize your EnergyCAP database

Building and Meter Groups make viewing and reporting your data faster and easier

Benchmarks save you time by finding outliers and identifying savings opportunities

BONUS: EnergyCAP v4 Groups and Benchmarks


EnergyCAP Custom Fields (a.k.a., User-Defined Fields)Add unique data fields to Accounts, Buildings, Meters, and Vendors

Specific data types available:

Yes/No Flag Text

Numbers Web Links

Dates Selectable Lists

Can be updated in bulk via Setup Spreadsheets


Demo: Creating and Populating Custom Fields (UDFs)


EnergyCAP Building and Meter GroupsOrganize your data – can cross hierarchy constraints

Groups created in Categories (folders)

Three Group Types:Manual Groups (orange) – created and maintained by you

Auto Groups (blue) – created and maintained by EnergyCAP

User-Defined Auto Groups (purple) – created by you; maintained by EnergyCAP


Power of User-Defined Auto GroupsLet EnergyCAP keep your groups up-to-date

When combined with Custom Fields (UDFs), the possibilitiesare endless

Examples:GL Subcode Groupings Construction Types

Similar Sized Buildings Similar HVAC Equipment

Geographical Regions Chargeback Meters

ENERGY STAR Ratings Facility Age©2017 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

User-Defined Auto Groups: Available Filters


Demo: Creating and Populating Building and Meter Groups


Additional Benefits of GroupsReport Filters!

Visual comparison of Meter Groups in Buildings & Meters Hierarchy


Building and Meter BenchmarksBuilt-in comparisons based on your groups

Building Group Comparisons:Total Cost Total Use Demand per Area

Cost per Area Use per Area HDD/CDD Sensitivity

Meter Group Comparisons:Total Cost Unit Cost Total Use

Outliers can be excluded without removing them from the group


Demo: Building and MeterBenchmarks


Unleash Your Productivity with EnergyCAP v4Easier to Use

Easier to Share

Easier to Get Value from Your Data


Demo: EnergyCAP v4 Benchmarks


Where are we heading next?Expand the role of groups even further

Benchmarks coming to the dashboard

Additional benchmarks: ENERGY STAR Rankings, Custom Benchmarks


Wifi: Catalyst Password: training · EnergyCAP provides easy-to-use tools to organize, filter, and...

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