Settlements dashboard

The Settlements Dashboard manages and monitors the settlement process. The dashboard displays readiness of the day's settlements data. Operators can see the official load values that have been submitted to each market operator for the day, see pending load value submissions, and mitigate Settlement Point data quality issues.

The Settlements Dashboard is divided into three sections or panels: the Load Summary panel, the Zone Settlements Summary Panel, and the Daily Settlements Workbench Panel. The panels can be collapsed by the operator to maximize focus on the current task. For example, after the operator skims the Load Summary, they can collapse the panel to give more space to the Daily Settlements Workbench.

All graphs and tables display data relative to the Settlement Date, shown in the upper left corner. The operator selects the Settlement Date. This Settlement Date is retained between sessions, until the operator changes dates.

Load Summary Panel

The Load Summary includes two graphs: the Market Load Summary and the Zone Load Summary.

The Market Load Summary graph displays an hourly line graph showing settlement load values for the day. Each market has its own line in the graph, shown in different colors. Clicking on a market in the legend displays the graph for the selected market and display all zones, in the Zone Load Summary on the right, for the selected market. This automatically selects the market in the Market dropdown list in the header of the Load Summary. Clicking on the same market in the legend will plot all active markets in the graph. The graph remembers the user's selected Market between sessions.

The Zone Load Summary graph displays an hourly line graph showing the settlement day's load values for the selected Market. When more than Market exists, the user can select which Market to view. Each Zone within the selected Market has its own line in the graph, shown in different colors. The graph remembers the user's selected Market between sessions.

Zone Settlements Summary Panel

The Zone Settlements Summary summaries the Daily Settlements and Monthly Settlements for the selected Market, by zone.

Each day, operators are focused on submitting accurate settlements to the market. The challenge is to understand when the data is ready to be sent to the market. Although most data are collected before operators arrive, some number of meters are not available in the early morning.

For example, by default, a utility may automatically submit load values to the Market before operators arrive in the morning. This is handled by recurring schedules using ADE tasks. As new data arrives, operators compare to the current load values (ULV) to the data already submitted to the Market (SOLV). Generally, when the ULV and SOLV are not equal, the operator must submit updates to the market. The Daily Settlements table summarizes the current settlement day’s data, along with two prior days for reference. More specifically, the table shows the following:

  • Current Settlement Date: Readiness score, SOLV, and ULV

  • Settlement Date – 1: SOLV and ULV

  • Settlement Date – 2: SOLV and ULV

The Monthly Settlements table summarizes monthly SOLV and ULV for the current month, plus two prior months.

  • The current month displays month-to-date (MTD) values.

  • The prior two months show the monthly totals.

  • The MTD values can be more realistically compared to previous months at the end of the current month.

Operators can perform the following actions from the Zone Settlements Summary:

  • Collapse the Zone Settlements Summary panel

  • Populate the Daily Settlements Workbench by selecting one or more zones.

  • Right-click actions:

    • Export (selected zones) to Excel

    • Request Data (Official Load Values) from the Market for selected zones

    • Submit Data (Unofficial Load Values) to the Market for selected zones

Daily Settlements Workbench Panel

The Daily Settlements Workbench summarizes the daily Settlements for the selected zone(s).

Operators can perform the following actions from the Zone Settlements Summary:

  • Collapse the Daily Settlements Workbench panel

  • Refresh the workbench

  • Compare two selected channels

Based on the two selected channels, the Difference column is recalculated when the Compare button is clicked.

Right-click actions for a single settlement point:

  • Request Data (Official Load Values) from the Market for selected settlement points

  • Submit Data (Unofficial Load Values) to the Market for selected settlement points

Right-click actions for multiple settlement points:

  • Drill down to the Diagnostics UI.

  • Export (selected settlement points) to Excel .

  • Request Data (Official Load Values) from the Market for selected settlement points.

  • Submit Data (Unofficial Load Values) to the Market for selected settlement points.