Portfolio Metrics

Power BI dashboard overview by year for statewide and local programs Cost Effectiveness, Energy Savings, Environmental Impacts and Financial Performance.

  Summary

Program-level reports by year, integrating data from Budget Filing, Claim, and Monthly Report Modules.

  Record-level Downloads

Raw record-level data downloads of Claims and Budget Filings by year and Program Administrators.

  User-defined

Customizable reports utilizing CEDARS Claims and Budget Filing data. Choose what data to see with custom sorting and filtering.

  Income Qualified Programs

Power BI dashboard overview of energy assistance programs offered by California's Investor-Owned Utilities.

Portfolio Metrics

This interactive Power BI dashboard provides a comprehensive overview of statewide and local program performance by year, focusing on cost effectiveness, energy savings, environmental impacts, and financial performance. Users can analyze cost effectiveness to assess program efficiency, track energy savings trends, evaluate greenhouse gas reductions to measure environmental impacts, and review budget and cost category performance.

  Dashboard Tips
  1. Select a report type from the navigation pane to view.
  2. Use the drop-down filters to select specific metrics, such as Program Administrator or Year.
  3. The group selection filter provides three options: Program Segment, Primary Sector, and Program Category. Selecting any of these options will dynamically filter the metrics displayed in the graph based on your chosen criteria.
  4. For Energy Savings and Environmental Impact the First Year and Lifecycle filters allow you to view the metrics based on their net or gross values, providing flexibility in how the data is.
  5. Hover over the charts to see more detailed data.