Knowledgebase: EC Enterprise - v6
EC Enterprise: Setup Sheet Creation through Custom Spreadsheet
Posted by - NA -, Last modified by Joel Brickell on 14 January 2013 03:15 PM
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Setup Sheet View required for Custom Spreadsheet: Setup Sheet Custom Spreadsheet .xml File: http://support.energycap.com/index.php?/default_import/Knowledgebase/Article/View/188/22/setup-sheet We have created a Custom Spreadsheet that allows a user to export their current tree structure in EnergyCAP into our Setup Sheet format. This spreadsheet requires the installation of a database view as well as the .xml file for the Custom Spreadsheet. Reasons you may want to do this are:
The order for the columns is very critical. You can find the order listed in our help documentation here: http://help.energycap.com/setting-up-your-organization/setup-sheet-import/setup-sheet-import-6.0 Base import sheet to paste into: http://help.energycap.com/setting-up-your-organization/setup-sheet-import/SetupDataImportv6.xls/view Info/EnergyCAP Data Field should be your first column and also how you sort the spreadsheet. This field displays the number of levels deep in the tree structure that the account and meter are. (Sort Ascending A - Z/ 1 - 3) Meter Code Meter Display Commodity Code Template Code Meter Serial Account Code Account Display Account Address Line 1 Account Address City Account Address State Account Address Postal Code Cost Center Code Cost Center Display Parent Cost Center Code Parent Cost Center Display Parents Parent Cost Center Code Parents Parent Cost Center Info Vendor Code Vendor Display Place Code Place Name Place Address Line 1 Place City Place State Place Postal Code Place Size Place Size Begin Date (Must be reformatted to MMDDYYYY style) Parent Place Code Parent Place Display Parents Parent Place Code Parents Parent Place Info PP Place Code PP Place Name GL Code GL Subcode 1 - 20 (In numerical order, 1, 2, 3, etc...) Account Note (Is not tied to the account notes in EnergyCAP) Rate Code To import this custom spreadsheet follow the instructions in our help manual here for the .xml in this article. This custom spreadsheet will be found in the Account and Meter Lists Section when imported successfully. http://help.energycap.com/analyzing-data/custom-spreadsheets/custom-spreadsheets-overview/ Once you create your custom spreadsheet in this output order you will need to add at least one field to your filters. (Even if you want everything in the database a single filter is required.) For help on designing your custom spreadsheet please reference our help manual here. When following these steps you will start with Account and Meter Lists Section, then choose Account and Meter Setup in the design wizard. http://help.energycap.com/analyzing-data/custom-spreadsheets/creating-a-custom-spreadsheet After you export the import into the Excel file you will need to reformat the Place Size Date information to be in the MMDDYYYY format as well as adding the X for the *EndOfRecord field. Updated 08/31/2011
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