Portfolio View
The Portfolio View allows business customers to see aggregated energy use and cost information across multiple premises. Business customers can use this information to quickly determine if any of their premises need attention.
On this page:
Requirements
Utility Requirements
Same as listed in the product-wide requirements.
Customer Requirements
|
Category |
Description |
|---|---|
|
Billing Frequency |
Monthly, bi-monthly, and quarterly. |
|
Data Delivery Frequency |
Monthly, bi-monthly, and quarterly. |
|
Data Requirements |
Billing Data: Customers must have a minimum of one historical bill to see billing and usage amounts. Interval Data: Interval data is required in order to support downloads of daily interval data over a specified range of days. Premise Data: Premise data (address and premises ID) is required. |
|
Data History |
Billing data from the previous year's bill period is required to determine year-over-year changes in billing information. If there is not enough historical data for the comparison, then the Change from last year column will be blank. |
|
Data Coverage |
100% coverage of billing data is required for the bill periods being compared. (There can be no null reads for the bill periods being compared.) If there is not enough data for the comparison, then the Change from last year column will be blank. |
|
Supported Fuels |
Gas and electricity. |
Limitations
Embedded Widget Limitations: If the Portfolio View is implemented as an embedded widget, the Cost per Sq. Ft. column will be displayed, but its links will be disabled. Additionally, the View Details column will be hidden so that its links cannot be clicked. This is because the embedded widget is separate from the utility-hosted account selector. This means that even though the links in the Cost per Sq. Ft. and View Details columns can redirect to the proper locations, the correct billing account may not be selected since the utility-hosted account selector will override whatever billing account selection was made in the Portfolio View table.
Support Customer Types: The Portfolio view is only available for non-residential customers. If a user has access to both residential and non-residential accounts, the residential accounts will be filtered out from the Portfolio view, and only non-residential accounts will be displayed.
User Experience
The Portfolio View lets business customers view aggregated information about all of their premises in a single list. The list has two tabs or views: Energy Costs and Energy Use. Within each tab, there is a summary of insights, list of premises details, and a download button. Each tab also displays a search bar if there are 10 or more premises in the list. For dual fuel customers, there are also tabs for switching between gas and electricity bills.
Energy Costs and Use Selector
A selector at the top of the widget allows customers to choose between two tabs or views of information: Energy Costs and Energy Use. These tabs display either cost or usage data in the summary of insights and the list of premises.
Summary Insights
The Summary Insights module displays when a business customer has at least two premises. It is hidden if there is only one premises in the list. The data in the module depends on whether the Energy Costs or Energy Use tab is selected. When Energy Costs is selected, the insights reflect cost data. When Energy Use is selected, the insights reflect usage data. Three insights are shown in the module:
- Total Number of Premises: A sum of all the premises in the table. If one or more premises are selected, this field changes to indicate how many premises have been selected.
- Total Cost or Use of Last Bill Period: A sum of all bill or usage amounts across all premises. If one or more premises are selected, this number reflects the total billing or usage amount of selected premises.
- Change from Last Year: A number showing the difference between the current bill period and the same bill period from the previous year. A color-coded percentage tag is shown to the right of the number, where red indicates an increase and green indicates a decrease.
If necessary, the insights can stack vertically to accommodate smaller screen sizes or the width of the content inside each insight (such as in the case of high energy usage or costs resulting in long numbers).
Search Bar
If there are 10 or more premises in the Portfolio View, a search bar displays to allow business customers to run a real-time search and filter of data. For example, a customer may want to search by a word or number to find a specific premises. When a text or numeric value is entered into the search bar, the table list filters dynamically to display rows containing matching information.
The search looks only in the Premise column, which contains premises addresses and billing account numbers. A message appears below the search to indicate any matches.
Note: If a customer selects any rows in the search results list and then clears the search field, the selected rows will remain selected. One or more of the selections might disappear to another page if there are two or more pages of premises. In this case, a customer can use the navigation controls below the table to move between pages and find the selected premises.
Table List
The table list presents rows of information for each premise. Each row represents a unique premises and billing account pair. The premises is the physical location where energy service is supplied.
By default, the rows are sorted by the Last bill column in descending order. A checkbox at the top of the table allows business customers to select all rows if necessary. When there are more than 10 premises to display, navigation controls appear at the bottom of the list to split up the data.
Premise: The address of the premises. The premises is the physical location where energy service is supplied. Below the address, the billing account number is displayed.
Last Bill: The last bill's total charge or usage amount for the premises, followed by the date span of the bill. The value displayed represents the sum of usage or cost for all service agreements associated with the premises.
Change from Last Year: The amount of difference in cost or energy usage between the last bill for the premises and the same bill period from the previous year. A color-coded icon appears in this column to indicate if the change was an increase or decrease.
Cost or Usage Per Square Foot: The cost or usage of the bill per square foot. This is calculated by dividing the bill or total usage by the known square footage of the premises. If the square footage is not known, a message is displayed to prompt business customers to enter the information in their Business Profile.
View Details: A link to Data Browser - Energy Costs view of the selected premises. If the Energy Use tab is selected at the top of the page, then the link redirects to the Data Browser - Energy Use view of the selected premises.
Download
A download button appears above the table list of premises to allow business customers to export data about their premises to a CSV file. Clicking the download button displays a set of options which vary slightly depending on how many premises the customer selected from the list.
Premise Selection Options: These options let customers choose whether to download data for selected premises or all premises. (These options only display if one or more premises have been selected.) If the business customer selects one premises, then only one file for each available fuel type will be downloaded for that premises. If multiple premises are selected, then one or multiple files may be downloaded for each fuel type depending on how the customer chooses to group the data.
Data Grouping Options: These options let business customers choose whether to group all data together in a single place, or to separate the data by premises. If the data is separated, then one CSV file for each premises and fuel type is downloaded. If the data is grouped, then one file for each fuel type is downloaded regardless of the number of premises.
Date Range Options: These options let customers choose whether to download all historical billing totals, or to download interval data by a range of days. If the historical bill totals option is selected, then the downloaded file includes usage as well as cost information. If the range of days option is selected, then the downloaded file includes usage information.
Downloaded File Name
If a business customer has a single premises, then a zip file containing a CSV for each available fuel type is downloaded for that premises. If a business customer has multiple premises, then the following file download behavior may occur:
- A single zip file containing a CSV file per fuel type and per premises is downloaded if the business customer chooses to separate the information.
- A single zip file containing a CSV file for per fuel type is downloaded if the business customer chooses to group the information.
The zip file name includes the utility code, fuel type (electricity or natural gas), business customer ID (displayed as an alphanumeric string), either the premises address or the term “Grouped”, and the data type (such as billing data or daily usage interval data).
The CSV file name will contain the term “Grouped” if the business customer has multiple premises and chose to combine the data from each premises together in the downloaded file. In this case, the term “Grouped” will replace the premises address. In all other cases, the downloaded CSV file will contain the premises address.
Downloaded File Format
The contents of the downloaded CSV files vary depending on the Date Range selected by the customer (that is, whether the business customer selects to download all historical bill totals or by a range of days).
Format for All Historical Bill Totals
If the business customer selects to download all historical bill totals, then the downloaded file includes the columns shown in the example table below.
|
TYPE |
ACCOUNT |
ADDRESS |
SERVICE AGREEMENT |
SERVICE POINT |
START DATE |
END DATE |
USAGE (kWh) |
COST |
NOTES |
|---|---|---|---|---|---|---|---|---|---|
|
Electric billing |
<Billing account number 1> |
<Address> |
<Service Agreement 1> |
<Service Point ID> |
10/23/24 |
11/22/24 |
1,211,556.00 |
$29,966.43 |
|
|
Electric billing |
<Billing account number 1> |
<Address> |
<Service Agreement 1> |
<Service Point ID> |
11/23/24 |
12/24/24 |
1,199,522.00 |
$28,954.31 |
|
|
Electric billing |
<Billing account number 2> |
<Address> |
<Service Agreement 2> |
Multiple |
10/19/24 |
11/20/24 |
9,236,700.00 |
$460,010.86 |
|
|
Electric billing |
<Billing account number 2> |
<Address> |
<Service Agreement 2> |
Multiple |
11/21/24 |
12/22/24 |
8,777,213.00 |
$450,716.34 |
|
Additional notes about the format and contents:
-
When a business customer exports billing data for a service agreement with one service point, the file will contain the service point ID.
-
When a business customer exports billing data for a service agreement with multiple service points, the file will indicate there are multiple service points associated with the account but will not list all of the service point IDs. Instead, the value will say "Multiple".
-
If a business customer has multiple service agreements, the data in the CSV file will be grouped by each unique combination of billing account and service agreement, starting with the oldest data and going down to the most recent data.
For example, in the table above, there are two sets of rows: one for billing account 1 and service agreement 1, and another for billing account 2 and service agreement 2. This represents the fact that there are two unique combinations of an account and service agreement.
Format for Range of Days
If the business customer selects to download a range of days, then the downloaded file includes the columns shown in the example table below.
Compared to the historical bill totals version above, there is a DATE column for usage intervals within individual days, as well as START TIME and END TIME columns for each interval. Additionally, there is no COST column.
|
TYPE |
ACCOUNT NUMBER |
ADDRESS |
SERVICE AGREEMENT |
SERVICE POINT |
DATE |
START TIME |
END TIME |
USAGE (kWh) |
NOTES |
|---|---|---|---|---|---|---|---|---|---|
|
Electric billing |
<Billing account number> |
<Address> |
<Service Agreement 1> |
<Service Point ID> |
4/1/2024 |
0:00 |
0:59 |
7.18 |
|
|
Electric billing |
<Billing account number> |
<Address> |
<Service Agreement 1> |
<Service Point ID> |
4/1/2024 |
1:00 |
1:59 |
7.56 |
|
|
Electric billing |
<Billing account number> |
<Address> |
<Service Agreement 1> |
<Service Point ID> |
4/1/2024 |
2:00 |
2:59 |
7.39 |
|
Summary of File Download Behavior
The table below explains the behavior of the downloaded file depending the number of premises, the data grouping selection, and the date range selection.
|
Number of Premises |
Data Grouping Selection |
Date Range Selection |
General Behavior |
|---|---|---|---|
|
1 premises |
Not applicable |
All historical bills |
Provide 1 file for each available fuel type.
|
|
1 premises |
Not applicable |
Range of days |
Provide 1 file for each available fuel type.
|
|
2 or more premises |
Separate |
All historical bills |
Provide 1 file per fuel type and per premises.
|
|
2 or more premises |
Separate |
Range of days |
Provide 1 file per fuel type and per premises.
|
|
2 or more premises |
Group |
All historical bills |
Provide 1 file per fuel type with usage and cost data, regardless of number of premises.
|
|
2 or more premises |
Group |
Range of days |
Provide 1 file per fuel with usage data only, regardless of number of premises.
|
|
0 premises |
Not applicable |
Not applicable |
Download functionality is disabled. |
User Experience Variations
Dual Fuel Experience
If the customer is dual fuel, the user experience varies in the following ways:
- A fuel toggle appears at the top of the page to allow customers to switch between their electricity and gas portfolios.
- An additional Service column appears in the dashboard and displays icons to indicate whether a specific premises receives gas, electricity, or both.
- The downloaded data file contains data about each of the business customer’s fuel types. See Download above for details.
Mobile Experience
In the mobile experience of the Portfolio View, customers see the following differences:
- The content in the Summary Insights module stacks vertically to accommodate the shorter screen width.
- The table-list of premises shrinks to show two columns: Premise and Last Bill.
- The option to download data is hidden.
- Selecting a row from the table-list redirects the user to the Data Browser page for that single premises.
Limited Number of Premises
If there are nine premises or less in the Portfolio View, the Summary Insights module remains, but the search bar and pagination are hidden.
If there is only one premises, the search bar, Summary Insights module, and pagination are hidden to keep the user experience clean and simple.