Learn to use EnergyBI

Set up your account

Open the Uplight email invitation in your email client and click the “Set Password” link

Tendril's login screen will open in a new browser tab. (Your username is assigned by Uplight’s support team and will be pre-populated.)

Enter and confirm your password.

When the screen refreshes, enter your username and password and click the button to log in.

Data Explorer

With the Data Explorer, information that was previously available only to Uplight's experts is now at the fingertips of utility Data Scientists, Program Managers, and Marketers. Query massive amounts of data, learn demograhic information about your customers, layer on Uplight's Models to gain insight into behavioral characteristics and influences, and save that segment as an Insight. 

Create an Insight

To filter the data and create an Insight, select a data dimension from the list on the left and click the "Filter" button. This will add it to the Filters list on the right. To refine the filter options, click the field next to the filter name and either enter the appropriate value or select from a dropdown of options.

Apply a Model

Uplight has developed propensity modeling based on a number of environmental, demographic, and behavioral factors. To apply a Uplight model to your segment, simply select from the "Models" listed on the left, click "Filter" next to the desired model, and use the drop down or enter a value in the field next to the model name to refine the query.

Get definitions of all available models, as well as the ones on our roadmap.

Run a Visualization

Once you have defined the parameters of your Insight, open the "Visualization" tab. Pick the visualization type you would like to see. Visualization types are explained here.

Save an Insight

Give your Insight a name. Make it as unique as possible so that you can differentiate this Insight from others that are similar. Tag your Insight so that you can find it again in the future.

Saved Insights

All of your saved insights will appear on this tab. Saved insights are labeled with the name you gave them when you saved them. Tags are displayed next to the names. Insights will be organized by date in order of recency. You can expand and collapse Insights, edit them, or download the data as a .csv.
 

Edit Insight

Hover over the Insight you would like to edit. Click the kabob to reveal the dropdown menu. Select “Edit Insight” from the dropdown.

Update the data dimensions and visualization as appropriate. 

To update your existing Insight with the changes you have made, click “Update.” To save a new Insight that reflects the changes you have made, click “Save As,” give the new Insight a new name, and tag it.

Export .CSV

Hover over the Insight you would like to export. Click the kabob and select “Export .CSV” 

Confirm Dialogue: For most Insights, the .CSV will be available almost immediately. For Insights containing larger populations, the download could take longer- sometimes up to 20 minutes- to prepare. If you see the dialogue box stating, “Your file is being prepared for export,” your request has been successfully processed. Closing your browser will not impact the file export.