Phase 2 will be based on Budget Filing Data and will essentially show the same views as the Phase 1 dashboards, but with a few minor exceptions relevant to this type of filing.
The only issue I noted was: On the C/E tab, the SCT values are incorrect.
[Deleted User]
•
Nov 19, 2025
Noticed some REN and CCA values not aligning yet in the PowerBI Dashboard with MCAL data. One example if when only selecting and viewing 3C-REN TSB values, they are not matching the submitted MCAL filing TSB values (image shows difference in 2025 data but also for other years). Also, scaling for RENs makes it hard to see REN and CCA contributions.
[Deleted User]
•
Nov 13, 2025
Some additional comments:
Chart is very searchable (many filter options) and user friendly, however, if the chart overall could be slightly larger for viewing, that would be great.
Under Goal Achievement in Annual Claims, in the 2024 IOU Claimed TSB by PA chart, the arrow to show all PAs, it is hard to see. Suggest expanding view to see all.
Investigate possibility to save filter as one is toggling between goal achievement, forecast vs. achieved, and other main categories. If someone wanted to view all data for 3C-REN in all categories for example and not have to reset filter every time.
The User Acceptance Testing window is open and will consist of two rounds:
11/05 - 11/13 Round 1: TUAL-based dashboards to review structural aspects, layout and formatting, wording, data views and comparisons.
— It will not be possible to compare data values against those in CEDARS, and we do not recommend opening the record-level data unless you are SME.
— Provide your feedback here in the comments by 11/13.
— Guidehouse will incorporate Round 1 comments, and incorporate them into updated dashboards using real MCAL data.
11/17-21 Round 2: MCAL-based dashboards for final review to verify values are correct.
— Compare the dashboard values against CEDARS to ensure that the visualizations are set-up correctly.
— Feedback here in comments by 11/21
Parallel Track: MCAL QC performed by Quantum. During this period, Quantum (Corina Jump) will send PAs some initial QC of the MCAL filings, and we request that you update your data no later than 11/21.
On 11/21, Guidehouse will again collect all feedback, and rerun the data with any updates that were filed as a result of the QC described above. Guidehouse will provide the final dashboard code on 12/01
On 12/02, the final dashboards will be available for final UAT before going to production on 12/03 (overnight; live on 12/04.)
The updated dashboards now allow users to choose between Claims or Budget Forecast data types. Please provide feedback on this functionality.
For example, I think the buttons should read “Claims” and “Forecasts” and then default to the latest year and let the user select a year from dropdown. I don’t think we should write the years inside the buttons.
Should we change the dimensions of the dashboard window, and if so how?
I tried to suggest decreasing the width of the top margin and reduce the size of the buttons. Everything seems oversized, while the data vizs are a little small.
Can we ask the dev team to make that 30-50% smaller?
I know we’re in draft form, but I want to make sure that no text is cut off on the page buttons in the final version.
Remove the years from those buttons in the final version.
Forecast Cost Effectiveness page:
The top TSB graphic is too busy; can it default to something simplified, such as a stacked bar of the total portfolio, each PA making up their portion of the stack?
the bottom table that shows CE by program, I am not sure if we are showing the correct benefits and TRC cost fields.
The middle graphic should have alternate shading to make it easier to differentiate between PAs in the data.
Forecast Budget Detail page
To see the non-IOU PAs, one must use the filters - will that be confusing?
I’m confuse by the graphic in the upper-right corner that shows budget as percentage of total. It’s just showing 100% all across the board, which is not very valuable 9or possibly it is not correct.)
Forecast Energy Savings page
Cannot select multiple years
Codes and Standards appear to only be in the cross-cutting sector, is that accurate?
It would be nice if the bottom table showing programs had the energy savings columns after the program name, rather than having to scroll for them.
The 3 stacked tiles on the far right of the dashboard should be more clear that they show total portfolio for all years. At the moment, I am not clear what the tiles are depicting.
When I selected just Fuel Sub, the kW graph shows positive kW savings, but the tile on the right says negative kW savings. I’m not checking values because that’s Round 2, but shouldn’t they match? 2024 and 2025 definitely seem off, and I think it might be a code thing.
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Comments4
Jake Richardson (PG&E)
Nov 25, 2025
The only issue I noted was: On the C/E tab, the SCT values are incorrect.
[Deleted User]
Nov 19, 2025
Noticed some REN and CCA values not aligning yet in the PowerBI Dashboard with MCAL data. One example if when only selecting and viewing 3C-REN TSB values, they are not matching the submitted MCAL filing TSB values (image shows difference in 2025 data but also for other years). Also, scaling for RENs makes it hard to see REN and CCA contributions.
[Deleted User]
Nov 13, 2025
Some additional comments:
Chart is very searchable (many filter options) and user friendly, however, if the chart overall could be slightly larger for viewing, that would be great.
Under Goal Achievement in Annual Claims, in the 2024 IOU Claimed TSB by PA chart, the arrow to show all PAs, it is hard to see. Suggest expanding view to see all.
Investigate possibility to save filter as one is toggling between goal achievement, forecast vs. achieved, and other main categories. If someone wanted to view all data for 3C-REN in all categories for example and not have to reset filter every time.
Amyreardon
Nov 5, 2025
The Phase 2 Dashboards, Budget Forecasts, are now on the data tab on CEDARS-2. Energy Efficiency Portfolio - CEDARS
The User Acceptance Testing window is open and will consist of two rounds:
11/05 - 11/13 Round 1: TUAL-based dashboards to review structural aspects, layout and formatting, wording, data views and comparisons.
— It will not be possible to compare data values against those in CEDARS, and we do not recommend opening the record-level data unless you are SME.
— Provide your feedback here in the comments by 11/13.
— Guidehouse will incorporate Round 1 comments, and incorporate them into updated dashboards using real MCAL data.
11/17-21 Round 2: MCAL-based dashboards for final review to verify values are correct.
— Compare the dashboard values against CEDARS to ensure that the visualizations are set-up correctly.
— Feedback here in comments by 11/21
Parallel Track: MCAL QC performed by Quantum. During this period, Quantum (Corina Jump) will send PAs some initial QC of the MCAL filings, and we request that you update your data no later than 11/21.
On 11/21, Guidehouse will again collect all feedback, and rerun the data with any updates that were filed as a result of the QC described above. Guidehouse will provide the final dashboard code on 12/01
On 12/02, the final dashboards will be available for final UAT before going to production on 12/03 (overnight; live on 12/04.)
The updated dashboards now allow users to choose between Claims or Budget Forecast data types. Please provide feedback on this functionality.
For example, I think the buttons should read “Claims” and “Forecasts” and then default to the latest year and let the user select a year from dropdown. I don’t think we should write the years inside the buttons.
Should we change the dimensions of the dashboard window, and if so how?
I tried to suggest decreasing the width of the top margin and reduce the size of the buttons. Everything seems oversized, while the data vizs are a little small.
Can we ask the dev team to make that 30-50% smaller?
I know we’re in draft form, but I want to make sure that no text is cut off on the page buttons in the final version.
Remove the years from those buttons in the final version.
Forecast Cost Effectiveness page:
The top TSB graphic is too busy; can it default to something simplified, such as a stacked bar of the total portfolio, each PA making up their portion of the stack?
the bottom table that shows CE by program, I am not sure if we are showing the correct benefits and TRC cost fields.
The middle graphic should have alternate shading to make it easier to differentiate between PAs in the data.
Forecast Budget Detail page
To see the non-IOU PAs, one must use the filters - will that be confusing?
I’m confuse by the graphic in the upper-right corner that shows budget as percentage of total. It’s just showing 100% all across the board, which is not very valuable 9or possibly it is not correct.)
Forecast Energy Savings page
Cannot select multiple years
Codes and Standards appear to only be in the cross-cutting sector, is that accurate?
It would be nice if the bottom table showing programs had the energy savings columns after the program name, rather than having to scroll for them.
The 3 stacked tiles on the far right of the dashboard should be more clear that they show total portfolio for all years. At the moment, I am not clear what the tiles are depicting.
When I selected just Fuel Sub, the kW graph shows positive kW savings, but the tile on the right says negative kW savings. I’m not checking values because that’s Round 2, but shouldn’t they match? 2024 and 2025 definitely seem off, and I think it might be a code thing.
That’s my feedback so far. Please add yours.