EST Home Analytics v3 – Basic User Guide
Contents
1. attachment size If you choose this option be aware that the size of the resultant report file may exceed any firewall limits for email attachments set by your organisation s IT policy and be blocked In addition Microsoft Outlook has a built in 35MB limit for attachment size approximately 90K rows If your file is likely to be larger than this you will be unable to email it Support Email Address The support email address for all technical issues or further information is Home Analytics est org uk Sept 2014 Page 26 of 32 energy saving trust Home Analytics Online Basic User Guide v1 1 2 Resetting Your Password If you forget or lose your password you can request your password be reset Use the Reset Password link under Password Reset on the EST HEED Online 3 web portal page Password Reset forgotten your password please click Reset Password ff you wish to change your password please click Change Password This opens the Reset Password Request dialogue box Reset Password Request User Name Enter your User Name where indicated Indicates a required field Click the Submit button to submit the password reset request Sept 2014 Page 27 of 32 energy saving trust Home Analytics Online Basic User Guide v1 1 3 Changing Your Password You may change the password you were issued with if you wish Use the Change Password link under Password Reset on the EST HEED Onlin2. energy saving trust Home Analytics Online Basic User Guide v1 1 Section 4 Using the GIS Dashboard How to use the GIS Dashboard From the Home Analytics Reports menu select the Home Analytics Scotland GIS Dashboard option Fig 29 Fig 29 Home Analytics Reports gt Home Analytics Scotland v3 0 Name Hae Home Analytics Scotland GIS Dashboard fae Home Analytics scottanti Aggregate Level Extract Hie Home Analytics Scotland Address Level Extract This opens a new Choose Geographical Area report menu where you can select the geographical area you are interested in Fig 30 Fig 30 Choose Geographical Area View Aggregate Level Data For Selected Data Zones Local Authority Dumfries amp Galloway Data Zone Optional 501000897 501000901 Optional Additional Filters Optional Filters Do Not Apply Additional Filters The example shown in Fig 30 will display the Dumfries amp Galloway local authority area map showing data for every Data Zone Use the Data Zone Optional menu to analyse selected Data Zones Once you have selected the geographical hierarchy you want to use you can use the Optional Filters option if you wish to narrow the report dataset see p10 Fig 14 Skipping this step returns all the available data for the geographical area s selected Click Next This opens a new Choose GIS Output Area Level report menu where you can select which map display the geograp
3. 501000907 501000907 501000908 501000908 501000909 501000909 501000910 501000910 501000911 501000911 Geo Area ID 501000928 Geo Area Name 501000928 Dwellings 455 Luce Bay 01000912 01000912 Crummore 501000913 501000913 Bartow Haad 501000914 501000914 Mull of Gallovray J FA EJ EA EA EJ EJ EJ eE 1 Selected geographical hierarchy 4 Scale bar 7 Data search area 2 Tools menu 5 Filter icon 8 Geo Area information 3 Zoom tool 6 Export data icon GIS Dashboard components in detail 2 Tools menu a Fig 36 Map Contents menu Map Contents Check un check to turn Data Zones on off map layers W Local Authorities Ea BackgroundMaps Sept 2014 Page 22 of 32 energy saving trust Home Analytics Online Basic User Guide v1 1 b Fig 37 Tools menu Map Contents Navigation Pan amp Zoom tool Zoom to full extent Measuring tool Create an image for the mar W Open legend box Clear all graphics Fig 37 Create Image icon Click to create a saveable image png or bmp format Opens in a new window or tab Right click the image and Save as to save to a location of Ci your choice You can then insert into a Word document or add as an attachment to an email Fig 38 Measuring Tool icon The Ruler window opens in Path as default Use the drop down menu to select the unit of length The Path option from the Ruler window allows you to calculate the distance b
4. Analytics est org uk Your Home Analytics Reports Fig 8 Home Analytics Reports Name gt 3 Home Analytics Scotland v3 0 Home Analytics Scotland LA Fig 8 shows the type of report that you have access to The example used throughout this guide is for a Scottish local authority user which uses the Home Analytics Scotland v3 0 report format Non Scottish local authority users will use other report formats depending on their security credentials Clicking on the high level link opens a new page which lists the reports that the user can run The options presented are dependent on the level of user access Fig 9 Fig 9 Home Analytics Reports gt Home Analytics Scotland v3 0 Name gt Hie Home Analytics Scotland GIS Dashboard fal Home Analytics Scotland Aggregate Level Extract aa Home Analytics Scotland Address Level Extract Reporting access users can run Home Analytic reports and will see only the Address Output and Summary Output reports listed Those users with GIS Dashboard access will see the three options shown in Figure 8 above GIS Dashboard access allows users to run the two types of reports plus use a built in GIS Tool to produce and export GIS maps and their underlying datasets Sept 2014 Page 7 of 32 energy SAVING trust Home Analytics Online Basic User Guide v1 1 Home Analytics Scotland Address Level Extract This produces an address level report for domestic properties in a given location You can ru
5. Home Analytics Report Updates GIS Dashboard was released in Live on 07 12 2012 Terms of Use Address Output Report was released in Live on 07 12 2012 All users must understand and comply with the Home Analytics agreement that applies to their Summary Output Report was released in Live on 07 12 2012 organization System Maintenance Internet Explorer Settings All non emergency system maintenance will be scheduled outside of core operating hours Mon Please refer to this document to avoid losing critical functionality particularly when downloading Fri 9am 5pm Where possible maintenance tasks are scheduled to take place on weekends reports to Excel Recommended Internet Explorer settings To see a list of scheduled production maintenance activities where the system may be inaccessible dick here Disclaimer While Energy Saving Trust will use reasonable endeavours to provide accurate data and reports to the extent permitted by law the Energy Saving Trust expressly excludes any liability for any direct indirect or consequential loss or damage incurred by any use in connection with Home Analytics Online portals Home Analytics reports or analysis or Home Analytics data provided in any form or in connection with the use inability to use or the results of the use of Home Analytics data in any form Energy Saving Trust including without limitation any liability for loss of income or revenue loss of business loss of profits or co
6. Zone or Wards you want to select You can use the Ctrl and Shift keys to make multiple selections Choosing optional additional filters Use the Apply Additional Filters option from the Optional Filters menu if you wish to narrow the report dataset Fig 14 and then select the query parameters from the menus provided Fig 15 Fig 14 Optional Additional Filters Optional Filters Do Not Apply Additional Filters Sept 2014 Page 10 of 32 w Additional Filters PYNT I kY s5 E E J energy saving trust Home Analytics Online Basic User Guide v1 1 The example shown below is to identify Owner Occupied or Private Rented Solid Wall properties in Off Gas areas Fig 15 Optional Additional Filters Optional Filters Apply Additional Filters Property Type Detached End Terraced Flat Semi Detached Terraced Property Tenure Housing Association Local Authority Owner Occupied Privately Rented Property Age Pre 1919 1919 1949 1950 1983 1984 1991 1992 2002 Main Fuel Type S S atye ia LPG Mains Gas No heating hot water system Oil Boiler Efficiency Band A B Wall Construction Solid Brick or Stone Timber Frame Skipping this optional step will return all the available data for the geographical area s selected Click Get results to run the report Selecting a delivery method At this point you can leave the report to run and wait
7. non disclosure model which anonymises actual data while attaining a high degree of accuracy outputting to address level or higher This Guide This manual provides a user guide which describes the basic functions of EST Home Analytics On line such as logging in running reports and using the built in GIS tool Links are also provided at the end of this document to sources of further information including a technical guide Sept 2014 Page 3 of 32 energy saving trust Home Analytics Online Basic User Guide v1 1 Section 2 Getting Started Before you can have access to EST Home Analytics online users must first obtain a licence and sign a Provision of Data Agreement The terms and conditions of this contract cover the authorised use of EST Home Analytics modelled data by users Once signed users will be issued logon credentials a unique user ID and password which they can use to access the EST Home Analytics GIS and reporting tool Contact email for details of how to obtain EST Home Analytics Home Analytics est org uk Logging In for the first time Use the following URL to access EST Home Analytics Online click on the link below or enter into your web browsers address bar LINK https homeanalytics est org uk This will open the EST HEED Online 3 web portal same portal used by EST Home Analytics Fig 1 Fig 1 energy Saving trust HEED Online 3 Registered Users Login HEED Online 3 is a web portal allowing re
8. your Local Authority area using the drop down menu provided Fig 12 Sept 2014 Page 9 of 32 energy saving trust Home Analytics Online Basic User Guide v1 1 Fig 12 Choose Geographical Area View Address Level Data For Selected Data Zones If your local authority area is eee Clasgow City not selected use the drop Data Zone Optional 501003025 501003026 501003027 501003028 01003029 down menu to select Optional Additional Filters Optional Filters Do Not Apply Additional Filters cet Rests This field represents the highest geographical area for which you have access and the options presented will be dependent on your logon credentials For example some users may have access to data for multiple areas which will be listed in the menu Only one area may be selected at a time If you have chosen Selected Postcode Sectors you will have to select the postcode Area and District from the relevant drop down list Choosing optional geographical filters Once you have made your selection Home Analytics will populate the optional LSAO Data Zone menu or Wards if you had previously selected the Ward option Fig 13 Fig 13 Data Zone Optional Aree If you want all the data for your geographical area e g for all the LSOAs 501000835 Data zones in a local authority your 501000836 report will run faster if you don t select x all the optional areas Click on the LSAO Data
9. For Selected Electoral Wards Local Authority Glasgow City Ward Optional East Centre Garscadden Scotstounhill Greater Pollok Hillhead x Table C Location Postcode Area gt District gt Sector Dwellings G gt G13 gt G13 1 301 G gt G13 gt G132 135 G gt G13 gt G133 5 071 G gt G13 gt G13 4 2 801 G gt G14 gt G140 3 254 G gt G14 gt G149 2 788 Choosing optional additional filters Use the Apply Additional Filters option from the Optional Filters menu if you wish to narrow the report dataset see p10 Skipping this optional step will return all the available data for the geographical area s selected Choosing optional Display options When running aggregated reports you have the option to exclude from your report those dataset variables which you are not interested in Fig 26 Optional Additional Filters Optional Filters Do Not Apply Additional Filters Display Options Get Results Click the Display Options button to open the Display Option dialogue window Fig 27 Sept 2014 Page 16 of 32 energy saving trust Home Analytics Online Basic User Guide v1 1 Fig 27 Display Options Report Pages All Pages Statistical Calculation Median Y Included Variable Groups IV Property Type J Property Tenure I Property Age V Building Type _ Number Of Habitable Rooms _ Floor Area J Main Fuel Type J Boiler Efficiency J Wall Construction amp Insulati
10. OAs in the selected Eilean Siar DataZone of S01002348 Table B Fig 24 Choose Geographical Area View Aggregate Level Data At COA Level View Aggregate Level Data For Selected Data Zones Local Authority Eilean Siar Data Zone Optional S01002344 South Benbecula al 501002345 North Benbecula to Grimsa__ 501002346 East North Uist to Berneray 501002347 West North Uist to Balesha 501002348 South Harris Table B LA gt Data Zone gt COA Dw ellings Eilean Siar gt S01002348 South Harris gt 800042413 41 Eilean Siar gt 801002348 South Harris gt 800042414 45 Eilean Siar gt 801002348 South Harris gt 800042415 47 Eilean Siar gt 801002348 South Harris gt 800042416 36 Eilean Siar gt S01002348 South Harris gt S00042417 49 Eilean Siar gt S01002348 South Harris gt S00042418 45 Eilean Siar gt S01002348 South Harris gt S00042419 106 Eilean Siar gt S01002348 South Harris gt S00042568 66 Eilean Siar gt S01002348 South Harris gt S00042603 46 Eilean Siar gt S01002348 South Harris gt S00042604 54 The example in Fig 25 below will return one line of aggregated data for each of the Postcode Sectors in the selected Ward Table C Sept 2014 Page 15 of 32 energy saving trust Home Analytics Online Basic User Guide v1 1 Fig 25 Choose Geographical Area View Aggregate Level Data At Postcode Sector eg EH3 7 Level View Aggregate Level Data
11. T website Internet Explorer Settings For GIS reports use IE9 or above If you experience any report functionality issues please see the recommended Internet Explorer settings Data Updates Home Analytics data v3 0 gt 28 08 2014 Home Analytics data v1 5 v2 1 gt 18 12 2013 Support Report Updates If you have any technical problems or questions about Home Analytics Online GIS Dashboard gt v3 0 28 08 2014 v1 5 v2 1 18 12 2013 please email Address Extract gt v3 0 28 08 2014 v1 5 v2 1 18 12 2013 Home Analytics est org uk Aggregate Summary Extract gt v3 0 28 08 2014 v1 5 v2 1 18 12 2013 Terms of Use All users must understand and comply with the Home Analytics agreement that applies to their organization System Maintenance All non emergency system maintenance will be scheduled outside of core operating hours Mon Fri 9am 5pm Where possible maintenance tasks are scheduled to take place on weekends Latest infrastructure updates outages Maintenance schedule Disclaimer While Energy Saving Trust will use reasonable endeavours to provide accurate data and reports to the extent permitted by law the Energy Saving Trust expressly excludes any liability for any direct indirect or consequential loss or damage incurred by any use in connection with Home Analytics Online portals Home Analytics reports or analysis or Home Analytics data provided in any form or in connection with the use inability t
12. ding negligence breach of contract or otherwise Energy Saving Trust Use the Registered Users Login hyperlink to open the Log on dialogue box Fig 2 Homes Energy Efficiency Database Sept 2014 Page 4 of 32 energy saving trust Home Analytics Online Basic User Guide v1 1 Fig 2 Log on Help Please type your credentials for authentication Namespace Active Directory Enter your User name here Enter your Password here Licensed Materials Property of IBM Corp Copyright IBM Corporation and other s 2005 2013 IBM the IBM logo ibm com and Cognos are trademarks or registered trademarks of International Business Machines Corp registered in many jurisdictions worldwide Click OK Once you have entered your user credentials the Home Analytics Online web page opens Fig 3 Fig 3 B ide t oO oe iz Home Analytics Online HEED Onine MyFolders ener i SY Home Analytics Online SAVING Status and Information trust Home Analytics Reports Name Home Analytics Scotland Summary Support Home Analytics Online v1 1 0 was released in Live on 07 12 2012 If you experience any technical problems or have any questions about Home Analytics Online please email Home Analytics est org uk Data Updates Home Analytics data was updated on 04 12 2012 User Guide Please visit our web page for documentation and further information about
13. e 3 web portal page Password Reset f you have forgotten your password please click ff you wish fo change your password please click Change Password This opens the Change Password Request dialogue box Change Password Request User Name Current Password New Password Repeat New passwerd Enter your User Name and Current Password where indicated Enter the new password you wish to use in the New Password text box Indicates a required field NB Passwords must be a minimum of 8 characters with at least 1 number and at least 1 uppercase character Confirm your new password by re typing the new password in the Repeat New Password text box Click the Submit button to submit the change request Sept 2014 Page 28 of 32 energy saving trust Home Analytics Online Basic User Guide v1 1 Section 6 Additional Information Further information about EST Home Analytics can be found on EST s website at the following locations EST Home Analytics web pages http Awww energysavingtrust org uk scotland Organisations Business services Home Analytics housing data and analysis Background information public sector http Awww energysavingtrust org uk scotland Publications2 Local authorities and housing associations Existing housing ES T Home Analytics services for organisations in the public sector A detailed description of methodology and data variables can be found here http ww
14. e Click Custom Level find the Settings and change to o Use Popup Blocker Disable o Automatic prompting for file download Enable o File download Enable Once these settings have been changed save and close Internet Explorer Start a new session and login to HEED Online You should be able to run reports to Excel see below To download an Excel or PDF output of a report Click on the View Options icon top right of screen once a report has been run and select the required option see below Sept 2014 Page 31 of 32 energy saving trust Home Analytics Online Basic User Guide v1 1 Keep this version p gt a oA Ae v le E Add this report View in HIML Format View in PDF Format View in XML Format m View in Excel 2007 Format J View in Excel Options FH View in Excel 2002 Format View in CSV Format Further guidance on Excel outputs can be found here htto www energysavingtrust org uk Publications2 Housing professionals HEEDPDFs HEED Online 2 Download Reports To Excel Format Disable Popup security warnin The warning message below is likely to popup when running all Heed Online reports Do you want to view only the webpage content that was delivered securely This webpage contains content that will not be delivered using a secure HTTPS connection which could compromise the secunty of the entire webpage ee ere i To disable this message With Trusted Site
15. e slider to MP vs 134 ay adjust the opacity of ox P i the GIS layer to view R R the underlying map G Be When viewing aggregated date Home Analytics displays the underlying dataset of the GIS layer as data densities and displays the values by default in equal intervals You can use the Interval menu to select between Equal interval or Quantile Sept 2014 Page 24 of 32 energy saving trust Home Analytics Online Basic User Guide v1 1 3 Zoom tool Fig 44 Click to zoom into GIS map Click to zoom out Zoom In 5 Filter icon Fig 45 Opens the Optional Filters page You can then apply filters to the underlying dataset 6 Export data icon Fig 46 Opens a Home Analytics Scotland Aggregate EL Level Extract window You can then run an aggregated report for the geographic area being viewed 7 Data search area Fig 47 This window displays the Geographical IDs area names if allocated and number of dwellings for the geographical level mapped Fig 47a At Data Zone level Fig 47b Map Data Zone ID Data Zone Dwellings 2 Catia Zones 197 71 045 501002375 Search icon Click to zoom into selected area on 8 Geo Area information hold cursor over Geo map Fig 47b Area to display area ID and number of dwellings Sept 2014 Page 25 of 32 energy saving trust Home Analytics Online Basic User Guide v1 1 Section 5 Troubleshooting 1 Things to consider Use the R
16. ecommended IE Settings to avoid loss of reporting functionality The Recommended Internet Explorer settings link on the Status and Information Area of the Home Analytics Online window takes you to an EST website page where you can download a reference pdf covering the recommended Internet Explorer IE settings to use to ensure you have full reporting functionality You can also find this document reproduced in the Appendix section at the end of this guide Failure to use these recommended settings may result in loss of critical functionality and prevent IE downloading Home Analytics reports to your workstation If you find that the IE window goes blank and the report fails to download when attempting to download Home Analytics reports for the first time follow the recommendations in the document to change your IE settings You may have to re start your web browser for the changes to take effect Excel Issues with reports Pre Excel 2007 versions up to Excel 2003 are limited to a maximum of 65 536 record rows If you are running a pre Excel 2007 version be aware that opening your EST Home Analytics report may result in loss of data if the resultant dataset row size is greater than this limit A workaround using a macro to open the file and automatically break the data into multiple worksheets can be found here http support microsoft com kb 120596 en us Excel 2007 and 2010 versions are limited to 1 048 576 rows Email delivery method
17. egated to local authority level Sept 2014 Page 19 of 32 energy saving trust Home Analytics Online Basic User Guide v1 1 Fig 32b Map LA At Data Zone energy Home Analytics Scotland GIS Dashboard Dumfries amp Galloway at Data Zone Map Data Zone ID Data Zone Dwellings Data Zones 193 Q 01000897 01000897 326 501000898 501000898 299 501000899 501000899 383 501000900 501000900 245 501000901 501000901 278 501000902 501000902 501000903 501000903 501000904 501000904 501000905 501000905 501000906 501000906 501000907 501000907 501000908 501000908 501000909 501000909 501000910 501000910 501000911 501000911 Luce Bay 01000912 01000912 Crummore 01000913 501000913 501000914 501000914 J PJ FA EA EA EA Hr Ea eoe This displays data aggregated to Data Zone level Fig 32c Map LA At Ward energy Home Analytics Scotland GIS Dashboard Dumfries amp Galloway at Ward ator A an acces t Map Ward D j a Wards 13 513002537 Abbey 513002544 Annandale Ea 513002543 Annandale North 513002542 Annandale South 513002536 Castle Dougl 13002535 Dee 13002540 Lochar 13002539 Mid and Uppe 13002534 Mid Galloway G on on o n o g 513002541 Nith 513002538 North West D P p 513002532 Stranraer an 13002533 Wigtown West Luce Bay Drummore Burrow Head Muil of Galloway This displays data aggregated to Ward level From here double clicking the map in area you want w
18. en your address book Subject Report Home Analytics Report Address Output ITM COA With Fuel Poverty Body Change to plain text gt fi eel 8 B Compose your message here Ca Apc te report Ensure Attach the Report is checked OK najt AlB VS Text of message here Cancel Click OK to finish and email the report Sept 2014 Home Analytics Online Basic User Guide v1 1 Page 12 of 32 energy saving trust Home Analytics Online Basic User Guide v1 1 Downloading the data Once the report is complete the File Download dialogue box opens Fig 19 Fig 19a Do you want to open or save Home Analytics Scotland_ Address Level Extract xlsx 102 KB from homeana Choose the option you want by clicking the correct button on the File Download dialogue box Fig 19b Fig 19b s Save as Open Save and open Open launches Excel click Save to save the report opens the Save As dialogue box Fig 20 Fig 20 Save As _ _ _ __ gt ae aa rE C wW E G a gt Libraries Documents Public Documents gt v 4 Search Public Documents Organize v New folder Jz v E Desktop B Downloads lt 9 Dropbox El Recent Places Documents library Arrange by Folder v Public Documents Name Date modified J microsoft 09 03 2012 14 41 MB Desktop 3 Libraries C Documents a Public Documents di microsoft a Mus
19. energy saving trust Home Analytics Online Basic User Guide v1 1 energy saving trust EST Home Analytics v3 Basic User Guide Sept 2014 Page 1 of 32 energy Saving trust Table of Contents Section 1 Introduction Background wsveshedaietsnniensasnaynavadidessieauiommetens Section 2 Getting Started Logging In for the first time Navigating the Home Analytics Online window Section 3 Running Home Analytics Reports Address Output report Choosing optional geographical filters Choosing optional additional filters Selecting a delivery method Downloading the data Summary Output report Choosing the Geographic Hierarchy Using optional geographical filters Choosing optional additional filters Section 4 Using the GIS Dashboard Using optional filters Map SCIOCTION ccccsccsseccseeeseceeceesenseeeees The GIS Dashboard GIS Dashboard components in detail Exporting the underlying dataset Section 5 Troubleshooting Things to consider Resetting your password Changing your password Section 6 Additional Information Section 7 Appendix Sept 2014 Home Analytics Online Basic User Guide v1 1 Page 2 of 32 energy saving trust Home Analytics Online Basic User Guide v1 1 Section 1 Introduction Background EST Home Analytics Retrofit assessment tool To help local authorities and housing associations target retrofit activity effectively understand their housing stock and meet their carbon reduction as
20. etween any two points Place the cursor over your start point Click once to start then move the cursor to your end point and double click to start the distance calculation The result displays next to the end point You can have several intermediate waypoints Click once to anchor the waypoint then move the cursor to the next Click Start Over to reset Sept 2014 Page 23 of 32 energy saving trust Home Analytics Online Basic User Guide v1 1 The Area option allows you to calculate the size of a selected area Fig 40 Path Area Length unit Mie Ares umit Square Mile Start Over Select the area you want to calculate by clicking waypoints to outline the area Double click at the end point to Use the drop down menus to select the required units calculate the area The result displays at the centre of the selected area Click Start Over to reset To move the Ruler window left click the grey window bar and drag Release to anchor the window Click X to close Fig 41 Legend Box icon Click to open the Legend Fig 42 Legend Legend Choose which GIS Property Age 1975 1549 l layer you wish to E l Glazing Doub Triple 7 15 68 20 58 view from the Mains Gas Fuel Type i aa drop down menu Fuel Type Oil i fa ta in bE a ch 20 25 Fuel Type Electricity 21 3 Fuel ane ee B i6 00 17 70 ES 42 21 Use th
21. for it to complete Depending on the number of records you are reporting on the report may take between a few minutes to more than half an hour For example a filtered report for only Cavity Walls in a single LSOA Data zone vs a full extract for a local authority area with 250K domestic properties If you don t want to wait you can use the Select a delivery method option to email the report to your email address or to another recipient Fig 16 Sept 2014 Page 11 of 32 Your report is running s Instead of waiting you can select a delivery torunthe renort in the background Select a delivery method Click Select a delivery method The Email Report Option box opens Fig 17 Fig 17 Your report is running Instead of waiting you can setit to run in the background with one of the following delivery options Email Report Click Email Report to open the Set the email options dialogue box Fig 18 Fig 18 f Set the email options Home Analytics Report Address Output ITM COA With Fuel Poverty Help Q Specify the recipients and contents of the email To add recipients dick Select the recipients or type the email addresses separated by semi colons To indude an 1 HTML report as the message body leave the Body box empty and select the report as the only attachment To Enter the recipient here or use the c Select the recipients option to Select the recipients Show Bec op
22. gistered If you have forgotten your password please click users access to run reports based on data in the Homes Energy Efficiency Database HEED Reset Password For more information on HEED and HEED Online if you wish to change your password please click including user guides and how to register for an Change Password account please refer to the HEED webpage For all queries regarding HEED please email System Maintenance HEED est org uk All non emergency system maintenance will be scheduled outside of core operating hours Mon Fri 9am 5pm Where possible maintenance tasks are scheduled to take place on weekends For latest downtime information please see the following schedule Disclaimer While EST will use reasonable endeavours to provide accurate data and reports to the extent permitted by law the Energy Saving Trust expressly excludes any liability for any direct indirect or consequential loss or damage incurred by any use in connection with HEED Online reporting portals HEED reports or analysis or HEED data provided in any form or in connection with the use inability to use or the results of the use of HEED data in any form including without limitation any liability for loss of income or revenue loss of business loss of profits or contracts loss of anticipated savings loss of data loss of goodwill wasted management time and for any other loss of damage of any kind however arising and whether caused by tort inclu
23. hical level you wish to use Fig 31 Sept 2014 Page 18 of 32 energy saving trust Home Analytics Online Basic User Guide v1 1 Fig 31 Choose GIS Output Area Level Map Region at LA Map LA at Data Zone Map LA at Ward Local Authority Dwellings Data Zone Dwellings 5 Ward Dwellings Local Authorities 4 67 929 Data Zones 193 67 929 67 929 Dumfries amp Galloway 67 929 501000897 326 Abbey 5 462 501000828 299 Annandale East an 5 329 501000899 383 Annandale North 5 B41 301000900 245 Annandale South 6 341 501000901 278 Castle Douglas an 4 542 501000902 453 Dee 4 352 501000903 481 Lochar 5 341 501000904 347 Mid and Upper Nit 5 303 301000905 297 Mid Galloway 4 495 01000906 243 Nith 6 156 501000907 433 North West Dumfries 6 432 Select relevant button above to map all listed geographical areas within their parent geographical level Click on an individual Data Zone or Ward to map at address level This dashboard gives you several options in how to display maps Map Region at LA Map LA at Data Zone Map LA at Ward These three Map buttons along the top will produce the following GIS outputs Figs 32a c Fig 32a Map Region at LA end Home Analytics Scotland trust GIS Dashboard A at Local Authority A s r seik Eldon EN Map Local Authority ID Local Authority Dwellings lt 7 Leacemon 7 Local Authorities 1 Q 512000006 Dumfries amp G Burrow Head Muil of Galloway This displays data aggr
24. ic ml M ed snnm File nn me aO Analytics Report Address Output IT M COA With Fuel Poverty xisx Save as type Microsoft Excel Worksheet Hide Folders Navigate to the location where you want to save the file Rename the file as required Click Save Sept 2014 Page 13 of 32 energy saving trust Home Analytics Online Basic User Guide v1 1 How to run a Home Analytics Report Aggregate Level Extract Home Analytics Reports gt Home Analytics Scotland v3 0 Name To run a summary level report click the Home Analytics Scotland Aggregate Level Extract This will open a new Choose Geographical Area web page Fig 21 Fig 21 energy Saving trust Home Analytics Scotland Aggregate Level Extract Choose Geographical Area View Aggregate Level Data At Local Authority Level v A Region Level kiaw ege TeelDaa Eor Local Authority Level Data Zone Level Optional Addi COA Level ard Level founds Area eg EH Level Postcode Sector eg EH3 7 Level Display Options Get Results Torun an aggregated summary report you have to select both the required level of aggregation and the geographical area you want the report for First use the View Aggregated Level Data At drop down list to choose which level of aggregation you are interested in For example choosing Local Authority Level aggregates the data to this level and returns a single line of data Selecting Da
25. ill drill down to the address layer below and display an address level map for the selected area Alternatively if you want to skip viewing maps at the intermediate Data Zone etc level and go straight to the address level map you can by clicking on the Data Zone or Ward code from the list displayed Fig 33 Sept 2014 Page 20 of 32 energy saving trust Home Analytics Online Basic User Guide v1 1 Fig 33 Choose GIS Output Area Level Data Zone Dwellings gt Identify the area you want from the 325 displayed list and click the ID This will open the selected area s map at address level Fig34 Fig 34 R Home Analytics Scotland GIS Dashboard 501000900 at Address WGF O EN Eggemess Pom i de Port William Seo AN 4 Portyerrock E bay Cain Head St Nirlian s Fara J Sept 2014 Page 21 of 32 energy saving trust Home Analytics Online Basic User Guide v1 1 The GIS Dashboard in detail The GIS Dashboard for your selected area opens and shows the Data Zone LSOA or Ward boundaries depending on which hierarchy was selected Fig 35 Navigating the GIS Dashboard Fig 35 GIS Dashboard ana reap Home Analytics Scotland pe ale trust GIS Dashboard ae amp Eas at Data Zone le N aN i F Map Data Zone ID Data Zone l A a E al C Pa PP Data Zones 193 Q 501000897 501000897 501000903 501000903 501000904 501000904 501000905 501000905 501000906 501000906
26. less prevalent in other internet browsers e g Google Chrome Therefore a simple resolution could be to use an alternative browser to Internet Explorer However if it is not possible to switch to an alternative browser it is highly recommended that you modify your Internet Explorer settings as recommended in this document NB Some organizations do not grant individuals the necessary permissions to set their own Internet Explorer settings If you experience difficulty in modifying your Internet Explorer settings it is recommended that you speak to an IT administrator in your organization before taking any further action An IT Administrator should be able to modify the relevant settings on your behalf Add HEED Online 3 into your Trusted Sites list Adding HEED Online to your trusted sites and modifying the settings for this zone is a more secure way to implement modifications to your IE settings as they will only apply to web sites you trust e g HEED Online rather than all web sites you may visit NB You will need to add the new URL for HEED Online 3 even if HEED Online 2 has previously been added to you trusted sites list Open an Internet Explorer browser and Click 1 Tools 2 Internet options 3 Security 4 Trusted Sites 5 Sites button Type hitps homeanalytics est org uk into the Add this website to the zone box and then click Add See screenshot below Sept 2014 Page 30 of 32 trust Home Analytics On
27. line Basic User Guide v1 1 i amp mr Intemet Options E es j Genera Secunty Privacy Content Connections Programs Advanced Select a zone to view or change security settings amp G J sites Intemet Loca intranet Trusted aites Restricted You can add and remove websites from the zone All websites in a this zone wil use the zone s security settings Trusted sites f Ths zone contains websites that you met not to damage your computer or Add this website to the zone your tiles You hawe websites in this zone Security level for thie zane Websites hipa homeanal ytce est ang uk Custom Custom settings T change the settings click Custom level To use the recommended setings cick Oe fault level Enable Protected Mode requires restarting Internet Explorer Custom level Default evel Reset all zones to defoultlerd OK App e3 wi Trortad citar How to resolve problems when running HEED Online reports with an Excel output Please follow the instructions below if you experience the following symptoms when running a HEED Online Cognos report to Excel e The Cognos Report Viewer window displays a blank page e The Cognos Report Viewer window closes and returns you to the portal page or folder page Change the following settings to allow HEED Online reports to be provided in Excel With Trusted Sites selected on the Security Tab see screenshot above
28. lose critical functionality which will result in you being unable to download reports to Excel A link is provided to a downloadable pdf from the EST website in the Status and Information Area of the Home Analytics Online window Recommended Internet Explorer settings Selecting the correct report Fig 10 Home dasa a Reports gt Home Analytics Scotland v3 0 Name gt Hie Home ai ts aE Sa p Home ay een Scotland address level Extract To run an address level report click the Home Analytics Scotland Address Level Extract link This will open a new Choose Geographical Area web page Fig 11 Fig 11 energy SAVING trust Home Analytics Scotland Address Level Extract Choose Geographical Area View Address Level Data For Selected Data Zones A Local Authority Area Local Authority Selected Data Zones Data Zone Optional Selected Electoral Wards Selected Postcode Sectors eg EH5 7 Optional Additional Filters Optional Filters Do Not Apply Additional Filters X cco Choose which geographical area you are interested in From the View address Level Data For drop down list select the Selected Data Zones option if you want to be able to produce reports for LSOAs Data zones in Scotland or the Selected Electoral Wards option for data on Council Wards You can also run address level reports for a local authority or postcode sector If you are a local authority user you are required to select
29. n a full report for all properties in your local authority area or customise the report by selecting particular geographical areas and or selecting optional data filters For example you may want to identify only the solid wall properties that are off gas in a particular ward or data zone Home Analytics Scotland Aggregate Level Extract This produces an aggregated summary report for domestic properties in a given location As with the Address Output reports you can customise the report by selecting particular geographical areas and or selecting optional data filters For example you may want to produce a summary report which shows the numbers of domestic properties of a given tenure in particular Wards or Data Zones Home Analytics Scotland GIS Dashboard Users who have GIS Dashboard access can make use of a built in GIS reader This allows users to render the Home Analytics data in a geographically visual format one layer data parameter at a time and to produce and export maps In addition the dataset which underlies the particular map being viewed can be exported to Excel Sept 2014 Page 8 of 32 energy saving trust Home Analytics Online Basic User Guide v1 1 Section 3 Running Home Analytics Reports How to run a Home Analytics ScReport Address Level Extract Before you attempt to run a report for the first time ensure that the recommended Internet Explorer settings are used If you don t use the correct settings you may
30. ntracts loss of anticipated savings loss of data loss of goodwill wasted management time and for any other loss of damage of any kind however arising and whether caused by tort including negligence breach of contract or otherwise Sept 2014 Page 5 of 32 energy SAVING trust Home Analytics Online Basic User Guide v1 1 Navigating the Home Analytics Online window Your Tool bar Area Fig 4 Your User Name appears here while you are logged on Log off Click Log Off to end your Home Analytics session Fig 5 You are logged off Log on again Your Web portal Tabs When you login to Home Analytics you will be directed to the Home Analytics Online tab If you are also registered as a HEED user you will see both tabs Fig 6 Fig 6 The Status and Information Area This contains useful information which for your reference including a Disclaimer and Terms of Use which you should refer to these before using EST Home Analytics for the first time Fig 7 Fig 7 Home Analytics Online Status and Information Current Status General Information Summary Home Analytics Scotland gt v3 0 Select EPC COA aggregation gt 28 08 2014 Home Analytics Scotland gt v2 1 Select EPC COA aggregation gt 18 12 2013 Home Analytics EST gt v1 5 Experian COA aggregation gt 18 12 2013 User Guide For further information and documentation about Home Analytics please visit the ES
31. o use or the results of the use of Home Analytics data in any form including without limitation any liability for loss of income or revenue loss of business loss of profits or contracts loss of anticipated savings loss of data loss of goodwill wasted management time and for any other loss of damage of any kind however arising and whether caused by tort including negligence breach of contract or otherwise Energy Saving Trust Sept 2014 Page 6 of 32 energy saving trust Home Analytics Online Basic User Guide v1 1 The Status section provides details of the Home Analytics version release and latest updates plus a link click here to the latest System Maintenance information This provides information on scheduled production maintenance activities during which the system may be inaccessible In the Links section you can find links to the User Guide and to a pdf describing recommended settings for Internet Explorer both of which are downloadable for your reference Please refer to the Recommended Internet Explorer settings document for a how to and description of the recommended Internet Explorer settings that need to be applied before attempting to run Home Analytics reports Failure to do so may result in loss of critical functionality particularly when downloading competed reports to Excel A support email address is also supplied which you can use to raise technical issues or request further information Home
32. on J Loft Insulation I Glazing J EPC Energy Efficiency Rating V EPC Environmental Impact Rating J Fuel Bills J CO2 Emissions Iv Hi To Treat Cavi Listed Buildings Distance To Gas Meter _ Distance To Biofuels Supplier _ Roof Orientation Wind Speed J ECO Eligibility M Fuel Poverty Indicators Cancel Report Filters Get Results Check or un check the check boxes from the list provided to choose which data columns will display in your report Click Get results to run the report The Your report is running dialogue box opens Fig 28 Fig 28 Your report is running Instead of waiting you can select a delivery method to run the report in the background Select a delivery method At this point you can leave the report to run and wait for it to complete Depending on the number of records you are reporting on the report may take between a few minutes to more than half an hour For example a filtered report for only Cavity Walls in a single LSOA Data zone vs a full extract for a local authority area with 250K domestic properties If you don t want to wait you can use the Select a delivery method option to email the report to your email address or to another recipient See the bookmarked Selecting a delivery method section above To download your report see the bookmarked Downloading the data section above Sept 2014 Page 17 of 32
33. pirations the Energy Saving Trust has developed EST Home Analytics Using survey data statistical modelling and GIS EST Home Analytics is the first address level profile of all 26 million homes in the UK in terms of their key property attributes and opportunities for low carbon retrofit EST Home Analytics data can be used to maximise uptake of retrofit opportunities such as ECO HEEPS ABS the Green Deal Feed in Tariffs and the Renewable Heat Incentive It also enables organisations to understand the current challenges and opportunities facing their housing stock in moving to a low carbon future and enables them to set evidence based targets and actions plans to mitigate CO2 emissions and alleviate fuel poverty The modelled data provided by EST Home Analytics helps to identify e Which homes are suitable for which energy efficiency measures e The overall potential for retrofit in an area e Those households most likely to be at risk of fuel poverty The Home Analytics Statistical Model Weighting coefficients are produced by combining baseline data from house condition surveys with predictor variable information These weightings are then used to model the UK housing stock from 5 2 million installation and survey records held by EST Multi nomial regression is used to produce address level propensities for over 19 million properties for which no survey data exists During this process data is aggregated and then disaggregated to produce a
34. s selected on the Security Tab see screenshot above e Click Custom Level find the Setting below and change to o Display mixed content Enable NB Some users may also need to apply this setting in the Internet zone Sept 2014 Page 32 of 32
35. ta Zone Level will return a single line of aggregated data for each Data Zone selected Next use the View Aggregated Level Data For drop down list to start the selection process for the geographical area Fig 22 Fig 22 Choose Geographical Area View Aggregate Level Data At Data Zone Level View Aggregate Level Data For All Areas Optional Add Local Authority Area Selected Data Zones Optional Filters Se ected Electoral Wards Selected Postcode Sectors eg EH5 7 Display Options GetResults Three examples to demonstrate the flexibility in reporting are shown below The example in Fig 23 will return one line of aggregated data for each of the Data Zones in Eilean Siar Table A Sept 2014 Page 14 of 32 energy saving trust Home Analytics Online Basic User Guide v1 1 Fig 23 Choose Geographical Area View Aggregate Level Data At Data Zone Level View Aggregate Level Data For A Local Authority Area Local Authority Eilean Siar Table A Location LA gt Data Zone Dw ellings Eilean Siar gt S01002339 Vatersay to Castlebay 324 Eilean Siar gt S01002340 North Barra 374 Eilean Siar gt 801002341 Eriskay to South Boisdale 308 Eilean Siar gt S01002342 Loch Boisdale 307 Eilean Siar gt S01002343 Loch Eynort to lochdar 365 Eilean Siar gt S01002344 South Benbecula 213 The example in Fig 24 below will return one line of aggregated data for each of the Census Output Areas C
36. w energysavingtrust org uk scotland Publications2 Local authorities and housing associations Existing housing ES T Home Analytics detailed description of data variables EST will be regularly updated with new data sets and the reporting functions are subject to on going development and improvement Where possible the Home Analytics team will endeavour to provide updates on the availability of new reports and new data at the earliest opportunity Full user training is recommended Contact the Home Analytics team on Home Analytics est org uk Sept 2014 Page 29 of 32 energy saving trust Home Analytics Online Basic User Guide v1 1 Section 7 Appendix HEED Online Recommended Internet Explorer settings This document describes how to implement some recommended seitings in Internet Explorer The implementation of the recommended settings is necessary due to changes to default settings in recent versions of Internet Explorer that has resulted in a degraded experience when using HEED Online particularly when running reports with an Excel output The behaviour of Internet Explorer is driven by Microsoft s modifications to recent versions of Internet Explorer and or by internet security policies implemented by some organizations Clearly EST has no control over these activities however this document will provide advice on how to modify settings to ensure that useful functionality is not lost when using HEED Online The issues appear to be much
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