Portfolio Analytics Manager

| Portfolio Analytics Manager

Portfolio Analytics Manager or PAM allows you to create dashboards with different types of predefined and custom visualizations. You can use these dashboards to view energy consumption details across the buildings of the portfolio for a specific time period. You can create widgets (charts and graphs) for better understanding of the configured energy mappings of the buildings and to monitor the savings in energy consumption. You can observe system behavior using trend charts along with energy consumption on various dashboards. Currently, the Portfolio Analytics Manager runs on version 1.7.47.0

See also:

• Dashboards
• Visualizations

 

| Dashboards

You can get analytics and visualizations from dashboards to monitor energy usage and trends across buildings.

Advantages

With dashboards, you can:

• Monitor energy and trends with add/copy/duplicate/delete dashboards functionalities. 
• Configure and use predefined/custom widgets for monitoring energy.
• Customize visualization with various editable configurations.
• Move or copy visualizations between dashboards.
• Create hybrid dashboards with various kinds of visualizations. 
• Download reports of various graphs. 
• View all previously set configurations of any dashboard and visualizations. 
• View different queries that is used by the system for retrieving data based on the setting. 
• Switch between widget types. 

See also:

• Adding New Dashboard
• Editing Dashboard
• Viewing Dashboard
• Deleting Dashboard
• Duplicating Dashboard

| Adding New Dashboard

You can add a dashboard to analyze and monitor energy consumption, energy cost index, and site intensity. You can create your own visualizations of widgets using these data. The dashboard created appears on the dashboard home page. These dashboards can be saved or shared across team members having access to the internal portal or facility managers having access to the Facilisight portal.  
Procedure

1. Log onto the internal portal.
2. Click More (…) dropdown list and select Portfolio Analytics.

The Portfolio Analytics Manager page is displayed.

3. Click the New Dashboard dropdown list and select Add New Dashboard from the list.

3. To edit the name of the dashboard, click Edit ( ) icon.
4. Type the name of the dashboard and click icon to save the changes.
5. Complete the following fields:

Field Name	Description
Dashboard Scope	You can set the scope of building selection for which portfolio data is to be analyzed and monitored. Scope can be limited to one building or multiple buildings based on user navigation preference.
Group By	You can use this option to view the desired data in grouping.  You can group data by the following options: Hourly: If data is group by hourly, then hour wise data can be viewed. Daily (default): If data is group by daily, then per day data can be viewed.  Weekly: If data is group by weekly, then data per week can be viewed. Monthly: If data is group by weekly, then data per week can be viewed.
Date Range	You can select a date range based on the period for which you want to view and analyze from the following options: - Today - Last 3 Days - Last Week - Last Month - Last 6 Months - Last Year - Click Calendar icon to select a date range
Normalize for Weather	Normalized impact of weather on the energy consumption across multiple buildings. This needs to be derived from cooling degree day and heating degree day calculations for a building location.
Unit Selection	You can select kWh or kBTU. By default, kWh is selected. Note: When you change the unit selection, it will impact all the charts where consumption data is used. The units and values across charts will be changed and will also display the value in the new unit.
Page Refresh	You can select page refresh interval.  - Widget refresh options for energy charts are in hours (24 Hrs/12 Hrs/6 Hrs/3 Hrs/1 Hr)   - Widget refresh options for equipment charts are in minutes (24 Hrs/12 Hrs/6 Hrs/3 Hrs/1 Hr, 5 Min, 1 Min)
Export	You can export selected data and download one or more existing widgets displayed on the dashboard in PDF, PNG, or XLSX format.  See Exporting and Downloading Visualization.
Add Visualization	You can add predefined widget or create a custom visualization.

         5. Click Add Visualization. The Widget page is displayed.

See Visualizations to create your own widgets.

The dashboard thus created is saved under Personal Dashboard by default for future reference or can be shared across other internal team members or facility manager who can access it from the Facilisight portal.

| Editing Dashboard

You can edit the name of the dashboard you have created.

Procedure

• Select the dashboard you want to share from the dashboard dropdown list.
• Hover the mouse on the dashboard title until the icons appear.
• Click Edit  icon to update the name of the dashboard.
• Click Confirm to save the changes.

| Viewing Dashboard

You can view dashboards that are shared to you. These dashboards can be accessed from the Shared Dashboard category in the dashboard dropdown list.

| Deleting Dashboard

You can delete the dashboard you have created. You cannot delete a shared dashboard.

Procedure

• Select the dashboard you want to delete from the dropdown list.
• Hover the mouse on the dashboard title until the icons appear.
• Click Delete icon.
• A delete confirmation message is displayed as shown.

• Click Delete. A message that the dashboard is deleted successfully appears.

| Duplicating Dashboard

You can create more than one instance of the dashboard you created by using the Duplicate from Current feature.

Procedure

1. Select the dashboard you want to duplicate from the dropdown list.
2. Scroll down the list and click the Duplicate from Current option.

A duplicate dashboard is created with the name of the dashboard incremented by 1. For example, if you are duplicating the dashboard called Sample Dashboard, then the name of the duplicated dashboard is Sample Dashboard1.

| Visualizations

You can create visualizations to monitor energy usage and trend data across the buildings. You can create widgets with the parameters you want to analyze and monitor. These visualizations appear on the dashboard page.

You can create:

• Predefined Visualizations
• Custom Visualizations

| Adding Predefined Visualizations

Predefined Visualizations

You can choose from any of the following predefined visualizations:

• Trend Chart 
• Terrain Chart
• Saving Scorecard 
• Carbon Footprint Reduction 
• Portfolio Energy Usage 
• Site Comparison 
• Average Demand 
• Energy Usage Map

| Trend Chart 

Trend charts show trends in data over time to understand the real-time performance of a process. All the trending points associated with a building or multiple building can be plotted using a trend chart.  

For video on trend chart, click here. 

Creating Trend Chart

Procedure

• From the dashboard page, click Add Visualization.
• Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
• Select Trend Chart from the Widget Type dropdown list.
• Click Select Level Type as Builder. This option allows you to build a query using the UI points.  Select Custom option allows you to build a custom query for the zone or the equipment. 

Notes:

• • With Builder option, you can select specific zones, floor, or equip and see all the points.
  • With Custom option, you can use custom query such as 'cmd and Fan' that will show relevant points.
• Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Select Tags	You can use tags to choose points that need to be plotted in the chart. You can choose from the following tags: air, airflow, alarm, analog, base, co2, conditioning group, id and so on. If you select the temperature tag, then all the points related to temperature is plotted. You can choose more than one tag.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.
Equips	By default, all the equips are selected. To select individual equips from the list, clear Select All checkbox. Click an equip to select it. The points for that equips is selected as well.
Floors	By default, all the floors are selected. To select individual floors from the list, clear Select All checkbox.
Rooms	By default, all the rooms are selected. To select individual rooms from the list, clear Select All checkbox.
Devices	By default, all the devices are selected. To select individual devices from the list, clear Select All checkbox.
Retrieve Points	After equips, floors, rooms, and devices are selected, you can click this button to get all the related points on the right-hand-side pane. If any of the previous selection such as scope, tags or equip/floor/room/device is modified, then clicking Retrieve Points displays the updated list of related points.
Points	- Separate Charts: You can select this option to plot separate charts for each of the selected points. Click the Chart Type Selector icon to select from the options (line chart/area chart/bar chart/dashed line chart) along with color for each of the points.  - Combine Equips: You can select this option to plot separate charts for each of the equips and its points. Click the Chart Type Selector icon to select from the options (line chart/area chart/bar chart/dashed line chart) along with color for each of the equips. - Combine Points: You can select this option to combine all selected points in one chart. Click the Chart Type Selector icon to select from the options (line chart/area chart/bar chart/dashed line chart) along with color for each of the equips. You will also have an option to name the chart.
Color Gradient	You can select the legends provided to change the colors of the graphs. This appears only on selecting Combine Equips and Separate Charts.
Chart Type Selector	You can customize the chart by clicking this icon.
Widget Refresh	Select the frequency you want the data to be refreshed by clicking this.

      6. Click Save Visualization. Dashboard is refreshed with the latest visualization.

For a demo video of how to create a trend chart, click here.

To learn more about other actions possible on the chart, see Additional Features.

| Terrain Chart

The terrain chart plots energy consumption on a three-dimensional surface in a similar way that topographic maps visualize elevation. The colors and patterns represent parameters within the same range. This chart type is especially useful for finding the optimum results when comparing two or more sets of building data. 

For video on terrain chart, click here.

Creating Terrain Chart

Procedure

1. From the dashboard page, click Add Visualization.
2. Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
3. Select Terrain Chart from the Widget Type dropdown list.
4. Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select from the parameter category such as Consumption, Cost Index, and Site Intensity.
Parameters	Depending on the parameter category chose, the parameters are displayed. For example, the parameters for Cost Index include Energy Cost Index, Gas Cost Index, and Electricity Cost Index.
Group By	You can select the Same as Dashboard option or select from Hourly, Daily, Weekly, or Monthly options.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

     5. Click Save Visualization. Dashboard is refreshed with the latest visualization.

To learn more about other actions possible on the chart, see Additional Features.

Saving Scorecard 

You can use this widget to check savings in energy consumptions of the building based on the details entered on the Energy Configuration page of the internal portal. The data benchmarked for the previous year prior to 75F® system installation is used to compare the energy savings.

Creating Saving Scorecard
Procedure

• From the dashboard page, click Add Visualization.
• Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
• Select Savings Scorecard from the Widget Type dropdown list.
• Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select the parameter category as consumption.
Parameters	Depending on the parameter category chosen, the parameters are displayed. For example, the parameters for Consumption include Energy Consumption, Electricity Consumption, Gas Consumption, HVAC Electricity, HVAC Gas, and Light.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

       5. Click Save Visualization. Dashboard is refreshed with the latest visualization.

To learn more about other actions possible on the chart, see Additional Features.

Example

Let us consider an example where you want to plot a Saving Scoreboard chart for energy consumption of a selected building.

In this example, the benchmark data is set as 7500 kWh while the actual energy consumption was 7045 kWh for the year prior to 75F® system installation in the building. The Saving Scorecard chart shows an energy consumption of 455 kWh and $300 in savings after 75F® system was installed.

| Carbon Footprint Reduction

You can use this widget to check the reduction in carbon footprint for energy consumption, electricity consumption, gas consumption, HVAC electricity, HVAC gas, or light of a building. This chart is plotted based on the computations of the Energy Configuration page of the internal portal.

Creating Carbon Footprint Reduction

Procedure

• From the dashboard page, click Add Visualization.
• Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
• Select Carbon Footprint Reduction from the Widget Type dropdown list.
• Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select the parameter category as consumption.
Parameters	Depending on the parameter category chosen, the parameters are displayed. For example, the parameters for Consumption include Energy Consumption, Electricity Consumption, Gas Consumption, HVAC Electricity, HVAC Gas, and Light.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

      5. Click Save Visualization. Dashboard is refreshed with the latest visualization.

To learn more about other actions possible on the chart, see Additional Features.

Example

Let us consider an example where you want to plot a Carbon Footprint Reduction chart for energy consumption of a selected building.

The chart shows a carbon footprint reduction of 12850 lbs of carbon of electricity saved and 7000 lbs of carbon of gas saved after 75F® system was installed in Building B.

| Portfolio Energy Usage 

You can use this widget to view and compare the data with any other parameters and range for the selected buildings. If you do not choose another building for comparison, then the benchmark data set in the Consumption Data section of the Energy Consumption page on the internal portal is considered by default.

Creating Portfolio Energy Usage Chart

Procedure

1. From the dashboard page, click Add Visualization.
2. Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
3. Select Portfolio Energy Usage from the Widget Type dropdown list.
4. Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select from the parameter category such as Consumption, Cost Index, and Site Intensity.
Parameters	Depending on the parameter category chosen, the parameters are displayed. For example, the parameters for Cost Index include Energy Cost Index, Gas Cost Index, and Electricity Cost Index.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

    5. Click Compare if you want to compare the data with any other parameter and range.

Notes:

• If you select the Compare option, then it will be mapped as per your preference and parameters in the Compare
• If you do not select the Compare option, then it will compare the selected parameters with the benchmark data if previous year’s data is entered and marked as benchmark.
• The energy entities dropped at the floor level are considered as parent level and those below them are children. Adding entities at parent level overrides the entities added at children level.
•    In the Comparing with section, select the parameters and the date range.
•    Click Save Visualization. Dashboard is refreshed with the latest visualization.

To learn more about other actions possible on the chart, see Additional Features.

Example

Let us consider an example where you want to compare the same set of parameters across two buildings.

| Site Comparison 

You can use this widget to plot comparisons of energy consumption, cost index, or site intensity across various sites. The Site Comparison visualization shows a box and whisker plot along with maximum consumption for the building. This type of box and whisker plot shows the shape of the parameter distribution, its central value, and its variability. In a box and whisker plot, the ends of the box are the upper and lower quartiles, so the box spans the interquartile range. 

The maximum to minimum consumption building list highlights the maximum to minimum energy consumers among all the sites if multiple sites are selected; if only one site is selected, then all the floors are compared. 

Creating Site Comparison Chart

Procedure

1. From the dashboard page, click Add Visualization.
2. Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
3. Select Site Comparison from the Widget Type dropdown list.
4. Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select from the parameter category such as Consumption, Cost Index, and Site Intensity.
Parameters	Depending on the parameter category chosen, the parameters are displayed. For example, the parameters for Cost Index include Energy Cost Index, Gas Cost Index, and Electricity Cost Index.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

      5. Click Save Visualization. Dashboard is refreshed with the latest visualization.

• Click on the widget to get a better view of the data.

To learn more about other actions possible on the chart, see Additional Features.

Example

In the following example, site comparison for energy consumption is done for all buildings in the portfolio for the selected date range.

The graph shows the energy consumption for the two buildings for the date range selected. Hover the mouse over the horizontal graph to view the energy consumption across the floors of the selected building. Click the areas indicated by arrows to read median, quartile, and whisker values on the chart. If you click the horizontal line graph, a sunburst chart is displayed with the dynamic energy distribution that can be viewed by floor or equip level. The sunburst chart shows the hierarchical consumption data of buildings/CCUs/zones and equip type distribution. Each level of the hierarchy is represented by one ring or circle with the innermost circle as the top of the hierarchy.  Hover the mouse over the sunburst chart until the cursor changes to hand pointer and click to get different representations of the sunburst chart.

| Average Demand

You can use this widget to plot the average demand of energy consumption, cost index, or site intensity across various sites. The chart shows the average maximum and minimum demand against the benchmark maximum and minimum load that is set in the Energy Consumption page of the internal portal.

Creating Average Demand Chart

Procedure

• From the dashboard page, click Add Visualization.
• Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
• Select Average Demand from the Widget Type dropdown list.
• Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select the parameter category as Consumption.
Parameters	Depending on the parameter category chosen, the parameters are displayed. For example, the parameters for Consumption include Energy Consumption, Electricity Consumption, Gas Consumption, HVAC Electricity, HVAC Gas, and Light.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

• Click Save Visualization. Dashboard is refreshed with the latest visualization.

To learn more about other actions possible on the chart, see Additional Features.

Example

In the following example, site comparison for energy consumption is done for all buildings in the portfolio for the selected date range.

In this chart, the average maximum demand is 5.19kWh against the benchmark maximum load of 50kWh whereas the average minimum demand is 0.89kWh against the benchmark minimum load of 10 kWh for the selected building in the selected date range. Hover the mouse over the chart to view the electricity consumption at an hourly basis.

| Energy Usage Map

Based on the building(s) selected, you can see the energy consumption across the buildings.

Creating Energy Usage Chart

Procedure

• From the dashboard page, click Add Visualization.
• Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
• Select Energy Usage Map from the Widget Type dropdown list.
• Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select from the parameter category such as Consumption, Cost Index, and Site Intensity.
Parameters	Depending on the parameter category chosen, the parameters are displayed. For example, the parameters for Consumption include Energy Consumption, Electricity Consumption, Gas Consumption, HVAC Electricity, HVAC Gas, and Light.
Group By	You can select the Same as Dashboard option or select from Hourly, Daily, Weekly, or Monthly options.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the various options are disabled.

      5. Click Save Visualization. Dashboard is refreshed with the latest visualization.

To learn more about other actions possible on the chart, see Additional Features.

Example

Let us consider an example where you want to plot an energy usage chart for electricity, energy, and gas consumption of two buildings across the globe.

In this example, the total consumption for the selected building is shown as 7086.65 kWh computed as the sum of electricity, energy, and gas consumption. Hover the mouse over the pinned locations to view the daily consumption as shown. Click the pinned location to zoom in.

| Adding Custom Visualizations

Custom Visualizations

Custom visualizations are made up of combination charts allowing you to plot multiple datasets on the same chart. You can use combination charts to plot multiple chart types on the same chart. For example, you can show the donut and line chart on the same or multiple area charts on the same chart canvas. 

You can choose from any of the following custom visualizations:

•  Line Chart
• Area Chart
• Donut Chart
• Pie Chart
• Horizontal Bar Chart
• Vertical Bar Chart
• Line + Donut Chart 
• Horizontal + Donut Chart
• Vertical + Donut Chart
• Heatmap 

| Line Chart

A line chart uses lines to connect individual data points that display quantitative values over a specified time interval.  

For a video on line chart, click here.

Creating Line Chart

Procedure

• From the dashboard page, click Add Visualization.
• Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
• Select Custom Chart from the Widget Type dropdown list.

The custom widget options are displayed.

• Hover the mouse over the Line Chart icon and select it.
• Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select from the parameter category such as Consumption, Cost Index, and Site Intensity.
Parameters	Depending on the parameter category chose, the parameters are displayed. For example, the parameters for Cost Index include Energy Cost Index, Gas Cost Index, and Electricity Cost Index.
Group By	You can select the Same as Dashboard option or select from Hourly, Daily, Weekly, or Monthly options.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

    6. Click Save Visualization. Dashboard is refreshed with the latest visualization.

 

To learn more about other actions possible on the chart, see Additional Features.

Example 

Let us consider an example where you want to plot a line chart for energy and electricity consumption for a selected building.

In this example, the energy, gas, and electricity consumption for a building is plotted for the selected date range. Hover the mouse over the chart to view the daily consumption as shown.

| Area Chart

An area chart represents data that follows a time-series relationship.

Creating Area Chart 

Procedure

• From the dashboard page, click Add Visualization.
• Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
• Select Custom Chart from the Widget Type dropdown list.

The custom widget options are displayed.

• Hover the mouse over the Area Chart icon and select it.
• Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select from the parameter category such as Consumption, Cost Index, and Site Intensity.
Parameters	Depending on the parameter category chose, the parameters are displayed. For example, the parameters for Cost Index include Energy Cost Index, Gas Cost Index, and Electricity Cost Index.
View By	You can view the graph by selecting any of these options: - Summate Parameters & Scope: All the building scope data as well as selected parameters are aggregated.  - Segregate Parameters & Summate Scope: Parameters are separated but building scope data is aggregated. - Summate Parameters & Segregate Scope: Parameters are aggregated but building scope data is segregated. - Segregate Parameter & Scope: Parameters and scope are segregated.
Group By	You can select the Same as Dashboard option or select from Hourly, Daily, Weekly, or Monthly options.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

    6. Click Save Visualization. Dashboard is refreshed with the latest visualization.

To learn more about other actions possible on the chart, see Additional Features.

Example 

Let us consider an example where you want to plot an area chart for energy, gas, and electricity cost index of a selected building.

In this example, the energy, gas, and electricity consumption for a building is plotted for the month selected. Hover the mouse over the chart to view the daily consumption as shown.

| Donut Chart

 A donut chart is a variant of the pie chart, with a blank center allowing for additional information about the data as a whole to be included. Each point is specified by an arc that length is proportional to the circumference as the data value to the total sum of all values.

Creating Donut Chart

Procedure

• From the dashboard page, click Add Visualization.
• Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
• Select Custom Chart from the Widget Type dropdown list.

The custom widget options are displayed

• Hover the mouse over the Donut Chart icon and select it.
• Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select from the parameter category such as Consumption, Cost Index, and Site Intensity.
Parameters	Depending on the parameter category chose, the parameters are displayed. For example, the parameters for Cost Index include Energy Cost Index, Gas Cost Index, and Electricity Cost Index.
View By	You can view the graph by selecting any of these options: - View by Building: If you select two buildings, then the graph is split into two parts and shows selected parameters for Building A and Building B.   - View by Floor: If you select only one building as scope, then the graph is split into multiple parts and shows selected parameters for various floors.  - View by CCU: If you select only one building as scope, then the graph is split into multiple parts depends on the number of CCUs paired in the building. You can see the selected parameters for each CCU level.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

    6. Click Save Visualization. Dashboard is refreshed with the latest visualization.

To learn more about other actions possible on the chart, see Additional Features.

Example 

Let us consider an example where you want to plot a donut chart for HVAC electricity consumption for three buildings.

In this example, 8 CCUs in three buildings are selected, and the total consumption is shown as 21820.24kWh. The color codes distinguish the different buildings. Hover the mouse over the donut chart to view the consumption by each floor as View By selection is floor.

| Pie Chart

A pie chart is a chart in which a circle is divided into sectors that each represent a proportion of the whole.

Creating Pie Chart

Procedure

• From the dashboard page, click Add Visualization.
• Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
• Select Custom Chart from the Widget Type dropdown list.

The custom widget options are displayed.

• Hover the mouse over the Pie Chart icon and select it.
• Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select from the parameter category such as Consumption, Cost Index, and Site Intensity.
Parameters	Depending on the parameter category chose, the parameters are displayed. For example, the parameters for Cost Index include Energy Cost Index, Gas Cost Index, and Electricity Cost Index.
View By	You can view the graph by selecting any of these options: - View by Building: If you select two buildings, then the graph is split into two parts and shows selected parameters for Building A and Building B.  - View by Floor: If you select only one building as scope, then the graph is split into multiple parts and shows selected parameters for various floors.  - View by CCU: If you select only one building as scope, then the graph is split into multiple parts depends on the number of CCUs paired in the building. You can see the selected parameters for each CCU level.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

• Click Save Visualization. Dashboard is refreshed with the latest visualization.

To learn more about other actions possible on the chart, see Additional Features.

Example 

Let us consider an example where you want to plot a pie chart for energy consumption in all buildings.

In this example, 8 CCUs in three buildings are selected, and the total energy consumption index is shown as 21825.59 kWh. The color codes distinguish the different buildings. Hover the mouse over the pie chart to view the energy cost index by each CCU as View By selection is CCU.

| Horizontal Bar Chart

A horizontal bar chart represents the data horizontally. It is a graph whose bars are drawn horizontally. The data categories are shown on the vertical axis and the data values are shown on the horizontal axis.

Creating Horizontal Bar Chart

Procedure

• From the dashboard page, click Add Visualization.
• Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
• Select Custom Chart from the Widget Type dropdown list.

The custom widget options are displayed.

• Hover the mouse over the Horizontal Bar Chart icon and select it.
• Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select from the parameter category such as Consumption, Cost Index, and Site Intensity.
Parameters	Depending on the parameter category chose, the parameters are displayed. For example, the parameters for Cost Index include Energy Cost Index, Gas Cost Index, and Electricity Cost Index.
Group By	You can select the Same as Dashboard option or select from Hourly, Daily, Weekly, or Monthly options.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

• Click Save Visualization. Dashboard is refreshed with the latest visualization.

To learn more about other actions possible on the chart, see Additional Features.

Example  

Let us consider an example where you want to plot a horizontal bar area chart for energy and electricity consumption for a selected building.

In this example, the horizontal bar shows the daily energy consumption in pink, Electricity consumption in orange, and HVAC Electricity in yellow for the selected building. Hover the mouse over the chart to view the daily cost index as Group By selection is daily.

| Vertical Bar Chart

 A vertical bar chart represents the data in columns. One axis of the chart shows the specific categories being compared, and the other axis represents a measured value.

Creating Vertical Bar

Procedure

• From the dashboard page, click Add Visualization.
• Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
• Select Custom Chart from the Widget Type dropdown list.

The custom widget options are displayed.

• Hover the mouse over the Vertical Bar Chart icon and select it.
• Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select from the parameter category such as Consumption, Cost Index, and Site Intensity.
Parameters	Depending on the parameter category chose, the parameters are displayed. For example, the parameters for Cost Index include Energy Cost Index, Gas Cost Index, and Electricity Cost Index.
Group By	You can select the Same as Dashboard option or select from Hourly, Daily, Weekly, or Monthly options.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

• Click Save Visualization. Dashboard is refreshed with the latest visualization.

To learn more about other actions possible on the chart, see Additional Features.

Example 

Let us consider an example where you want to plot a vertical bar chart for energy, gas, and electricity cost index for a selected building.

In this example, the vertical bar shows the energy consumption in pink, & Electricity consumption in orange and HVAC consumption in yellow for the selected building. Hover the mouse over the chart to view the daily cost index as Group By selection is daily.

| Line + Donut Chart 

This is a combination of a line chart and a donut chart.

Creating Line + Donut Chart

Procedure

• From the dashboard page, click Add Visualization.
• Hover the mouse over the Widget Title until the Edit  icon appears. Click the Edit icon and edit the title.
• Select Custom Chart from the Widget Type dropdown list.

The custom widget options are displayed

• Hover the mouse over the Line + Donut Chart icon and select it.
• Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select from the parameter category such as Consumption, Cost Index, and Site Intensity.
Parameters	Depending on the parameter category chose, the parameters are displayed. For example, the parameters for Cost Index include Energy Cost Index, Gas Cost Index, and Electricity Cost Index.
Group By	You can select the Same as Dashboard option or select from Hourly, Daily, Weekly, or Monthly options.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

• Click Save Visualization. Dashboard is refreshed with the latest visualization.

 

To learn more about other actions possible on the chart, see Additional Features.

Example 

Let us consider an example where you want to plot a line + donut chart for energy, gas, and electricity cost index for a selected building.

In this example, the donut chart shows the energy consumption in pink, & Electricity consumption in orange and HVAC consumption in yellow for a selected building. Along with the weekly cost index, the total cost index is also displayed. Hover the mouse over the chart to view the daily consumption as shown.

| Horizontal + Donut Chart

This is a combination of a horizontal chart and a donut chart.

Creating Horizontal + Donut Chart

Procedure

• From the dashboard page, click Add Visualization.
• Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
• Select Custom Chart from the Widget Type dropdown list.

The custom widget options are displayed.

• Hover the mouse over the Horizontal + Donut Chart icon and select it.
• Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select from the parameter category such as Consumption, Cost Index, and Site Intensity.
Parameters	Depending on the parameter category chose, the parameters are displayed. For example, the parameters for Cost Index include Energy Cost Index, Gas Cost Index, and Electricity Cost Index.
Group By	You can select the Same as Dashboard option or select from Hourly, Daily, Weekly, or Monthly options.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

• Click Save Visualization. Dashboard is refreshed with the latest visualization.

To learn more about other actions possible on the chart, see Additional Features.

Example 

Let us consider an example where you want to plot a horizontal + donut chart for energy, gas, and electricity cost index of a selected building.

In this example, the donut chart shows the daily energy consumption in pink, & Electricity consumption in orange and HVAC consumption in yellow along with total cost index for the selected building. The horizontal chart shows the energy, gas, and electricity cost index for the month selected. Hover the mouse over the chart to view the daily cost index as shown.

| Vertical + Donut Chart

This is a combination of a vertical chart and a donut chart.

Creating Vertical + Donut Chart

Procedure

• From the dashboard page, click Add Visualization.
• Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
• Select Custom Chart from the Widget Type dropdown list.

The custom widget options are displayed.

• Hover the mouse over the Vertical + Donut Chart  icon and select it.
• Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select from the parameter category such as Consumption, Cost Index, and Site Intensity.
Parameters	Depending on the parameter category chose, the parameters are displayed. For example, the parameters for Cost Index include Energy Cost Index, Gas Cost Index, and Electricity Cost Index.
Group By	You can select the Same as Dashboard option or select from Hourly, Daily, Weekly, or Monthly options.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

• Click Save Visualization. Dashboard is refreshed with the latest visualization.

To learn more about other actions possible on the chart, see Additional Features.

Example

Let us consider an example where you want to plot a vertical + donut chart for energy, gas, and electricity consumption of a selected building.

In this example, the donut chart shows the daily energy consumption in pink, & Electricity consumption in orange and HVAC consumption in yellow for a selected building. The vertical chart shows the electricity and energy consumption plotted for the days selected. Hover the mouse over the chart to view the daily consumption as shown.

| Heatmap 

A heatmap represents data in the form of a map or diagram in which data values are represented as colors.

Creating Heatmap Chart

Procedure

• From the dashboard page, click Add Visualization.
• Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
• Select Custom Chart from the Widget Type dropdown list.

The custom widget options are displayed.

• Hover the mouse over the Heatmap  icon and select it
• Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select from the parameter category such as Consumption, Cost Index, and Site Intensity.
Parameters	Depending on the parameter category chose, the parameters are displayed. For example, the parameters for Cost Index include Energy Cost Index, Gas Cost Index, and Electricity Cost Index.
View By	You can view the graph by selecting any of these options:   - View by Building: If you select two buildings, then the graph is split into two parts and shows selected parameters for Building A and Building B.   - View by Floor: If you select only one building as scope, then the graph is split into multiple parts and shows selected parameters for various floors.   - View by CCU: If you select only one building as scope, then the graph is split into multiple parts depends on the number of CCUs paired in the building. You can see the selected parameters for each CCU level. - View by Equip: If you select only one building as scope, then the graph is split into multiple parts depends on the number of equipment in the building. You can see the selected parameters by each equipment.
Group By	You can select the Same as Dashboard option or select from Hourly, Daily, Weekly, or Monthly options.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

• Click Aggregate Rows and Columns for aggregation of the heatmap data as below.

• Click Save Visualization. Dashboard is refreshed with the latest visualization.

To learn more about other actions possible on the chart, see Additional Features.

Example 

Let us consider an example where you want to plot a heatmap chart of electricity consumption for a selected building.

In this example, the heatmap chart shows the daily electricity consumption in shades of pink for a selected building. Hover the mouse over the chart to view the daily electricity consumption as shown.

| Editing Visualization

You can edit the visualization you have created.

Procedure

• Select the visualization you want to edit from the dashboard page.
• Hover the mouse on the selected visualization until the Setting icon appears.
• Click the Setting icon and select Edit in Builder.

The Widget page appears.

• Edit the widget.
• Click Update Existing Visualization to overwrite the changes in the existing visualization or click Create as New Visualization if you want to save as a new visualization.

The updated visualization appears on the dashboard page.

| Moving Visualization

You can move the visualization you have created from one dashboard to another.

Procedure

• Select the visualization you want to move from the dashboard page.
• Hover the mouse on the visualization until the Setting icon appears.
• Click the Setting icon and select Move Visualization To.

 

• Select the dashboard you want to move the visualization to.

• The visualization is moved to the selected dashboard instance.

| Copying Visualization

You can copy the visualization you have created to another dashboard.

Procedure

• Select the visualization you want to edit from the dashboard page.
• Hover the mouse on the visualization until the setting  icon appears.
• Click the Setting icon and select Copy Visualization To.
• Select the dashboard you want to copy the visualization to.

 

The visualization is copied to the selected dashboard instance.

| Exporting and Downloading Visualization

You can export the visualization you have created at system level and zone level. At the system level, you can select all the widgets in one go from the dashboard home page of Portfolio Analytics page or individually at the Site Analytics page and export them to the desired format or web page. At the zone level, you can select only one widget and export them to the desired format or web page.

Procedure 

| System Level

• On the Dashboard home page, select the visualization(s) you want to edit and click Export on the top right-hand-side of the Dashboard page.

• Select the file type in which you want to export the visualization.

• Click Download to save the file on your system.
• If you want to export the visualization as a Webpage, then click Share as Webpage.

• The selected visualizations are exported and shared, linked, or embedded as Webpages.

| Zone Level

• Select the visualization you want to export and click the Setting icon appears.
• Click Export.

The Export page appears.

• Select the file type in which you want to export the visualization.
• Click Download to save the file on your system.

• If you want to export the visualization as a Webpage, then click Share as Webpage.
  

• The selected visualizations are exported and shared, linked, or embedded as Webpages.

| Deleting Visualization

You can edit the visualization you have created.

Procedure

• Select the visualization you want to edit from the dashboard page.
• Hover the mouse on the visualization until the Setting  icon appears.
• Click the Setting icon and select Delete.

1.  

A confirmation message that the visualization is deleted appears.

| Additional Features

The following additional features can be found on the visualizations on the Dashboard page:

Action	Description
Mouse Hover	You can hover the mouse over any visualization to view the data as shown.
Drag and Drop/Reorder	You can drag and drop/reorder the visualizations on the Dashboard page. Hover the mouse over the visualization you want to move until you see the Drag and Drop/Reorder  icon and the shape of the cursor changes. Pressing the mouse, you can drag and drop the visualization around the page.
Resize	Hover the mouse to the bottom right of the visualization until you see the mouse change to . Now use the mouse to resize the visualization.