Monthly Data Tab

The Monthly Data Tab allows the user to view the monthly load determinants required for the long-term forecasting problem. The top part of the tab displays a graph of the data. The bottom part of the tab of the tab provides a standard monthly data grid. Monthly data are calculated from the underlying interval data using Tools > Calculate Meter Data.

The toolbar and View menus provide several standard options to control the way the data are presented. These include:

  • View > With Losses. This option shows monthly values including losses.
  • View > Annual Data. This option shows monthly values including losses.
  • View > Show Chart. This option turns the chart on and off.
  • View > Show Grid. This option turns the grid on and off.
  • View > Zoom. Zoom options are All, 1 Year, 6-3 months.
  • View > Data Range. Set the time range of the data to view.
  • View > MPI. View data Daily or Interval.
  • View > Options. Include Zero, Variable Scale, Fixed Max/Min.

Drop-down lists on the tool bar control the data that are shown. The first drop-down list is used to select the long-term model. The second drop-down list controls selection of the model contributor. The third drop-down list selects the concept set to view. Options are:

  • Energy. Shows monthly energy, HLH energy and LLH energy.
  • Factor. Shows load factor, various coincidence factors, HLH Fraction, Min Ratio, and Power Factor.
  • Peak. Shows average monthly loads and loads coincident with various peaks.
  • NCP. Shows monthly peak values for a POD. Multiple values are shown for each month (e.g., top 5 POD peaks). For a Customer this option shows the sum of NCP values added across contributors.
  • CP. Shows POD loads at the time of Customer Peaks. Multiple values are shown for each month (e.g., for the times of the top 5 Customer Peaks). For a Customer, this option shows the Customer customer peak values at each of the peak times in a month.

Data cannot be edited or extended at the Customer level. Customer numbers are computed.

Data can be edited on the grid for POD contributors to a Customer Model. Data values can be edited directly by typing over the existing number. Data values can also be modified by Paste operations. Finally, data can be modified using Adjust Values options. Data can also be marked bad at the POD contributor level, and this status will roll up to the Customer levels for model estimation purposes.

Users will only be able to edit data without losses. Loss factors will be applied to the edited values to compute the concepts with losses. When the user edits a concept, the data is marked as filled and the background of the data cell is color coded as filled. Values that depend on the edited concept will be recomputed and also marked as filled. The following rules will be applied.

  • Energy. If the user edits a monthly energy value, the HLH Energy and LLH Energy values will be recomputed using the HLH Fraction defined by the original data and also will be marked as filled. The aMW, HLH aMW and LLH aMW computed values will be recomputed and also marked as filled. The Load factor and Min Ratio will also be recomputed and marked as filled. Customer totals for each of these items will be recomputed and marked as filled.
  • HLH Energy. If the user edits a monthly HLH energy value, the HLH Fraction will be recomputed using the current values of Energy and the recomputed value will be marked as filled. The HLH aMW computed value will be recomputed and also marked as filled. Customer totals for each of these items will be recomputed and marked as filled.
  • LLH Energy. If the user edits a monthly LLH energy value, the HLH Fraction will be recomputed using the current values of Energy, and HLH Energy and marked as filled. The LLH aMW computed value will be recomputed and also marked as filled. Customer totals for each of these items will be recomputed and marked as filled.
  • NCP. If the user edits a monthly NCP value for a POD, the Customer Coincidence Factor will be recomputed using the current value of the CP and marked as filled. The Load Factor will be recomputed and also marked as filled. The Customer NCP will be recomputed. The edit would have no change on the Customer Load Factor as this value is computed using the Customer CP not the Customer NCP.
  • CP. For a contributor POD to a Customer Model, this option If the user edits a monthly CP value for a POD, the Customer Coincidence Factor will be recomputed using the current value of the NCP and marked as filled. The Customer CP will be recomputed and marked as filled. In addition the Customer Load Factor will be recomputed and marked as filled.
  • MinLoad. If the user edits a monthly MinLoad value, the Min Ratio will be recomputed using the current value of the aMW and marked as filled. No modifications will be made to the customer data.
  • GSP. If the user edits a monthly GSP value, the GSP Coincidence Factor will be recomputed using the current value of the POD NCP and marked as filled. The Customer total for the GSP and GSP Coincidence Factor will be recomputed and marked as filled.
  • TTSL. If the user edits a monthly TTSL value, the TTSL Coincidence Factor will be recomputed using the current value of the POD NCP and marked as filled. The Customer total for the TTSL and TTSL Coincidence Factor will be recomputed and marked as filled.
  • CA. If the user edits a monthly CA value, the CA Coincidence Factor will be recomputed using the current value of the POD NCP and marked as filled. The Customer total for the CA and CA Coincidence Factor will be recomputed and marked as filled.

When a user begins to edit data, a transaction will be started and the Save/Discard changes buttons on the toolbar will be activated. When the changes are saved by the user, the changes to any factors will be validated to make sure that they are numbers between 0 and 100. If any factors fall out of this range, a message box will indicate that the changes cannot be saved because one or more factors are out of range. Additional changes can be made to bring the factors into range, or the changes can be discarded.

Adjust Values Dialog. This dialog is available on the monthly data grids through the right-click menu. Value adjustment settings will be applied to the selected cell or cells in the grid. For monthly data, three options are available:

  • Add to Values. If this option is selected, the value entered in the text box on the dialog will be added to the values in all selected cells.
  • Multiply Values. If this option is selected, the value entered in the text box on the dialog will be applied to the values in all selected cells as a multiplier.
  • Set Values. If this option is selected, the value entered in the text box on the dialog will be added entered as the value in all selected cells.

When a user begins to edit data, a transaction will be started and the Save Changes and Discard Changes buttons will be activated on the Toolbar.

Bad Flags. Forecasters can exclude data from long-term models by marking the data as bad. This action is available from the right-click menu on the data grid. The user can apply the action to a single cell or a contiguous range of cells in the data grid. When a data value is marked as bad, all values which depend on that value are also marked as bad. The background color for these data points will all be color as Bad.

Forecasters can clear bad flags on the Monthly Data Tab. This action is available from the right-click menu on the data grid. The user can apply the action to a single cell or a contiguous range of cells in the data grid.