Balancing to meter reads or usage

Use Balance to Meter Reads or Usage to estimate interval data by using data from another service point channel as the reference for the estimated data. Usage data from the reference service point channel is balanced to have the same graphical shape as the reference data for the same time period. Interval status is not considered when estimating. The entire period being estimated is used to balance the usage.

  1. Go to Meter Data Management > Tools > Editing > Edit Interval Data > Tools > Edit Interval Data.

    Note: As you move through the editing windows, click Cancel to cancel the process and return to the first window. Click Back to move to the previous window. Click Next to advance to the next window.

  2. Enter a Service Point ID and Service Point Channel (SP Channel #) or use the Search utility to select the service point and channel. If you opened editing and estimation from the Diagnostics window in a queue or monitor, the service point and channel are already populated.

    For more information about searching, see Using the search utility.

    Note: Some edit modes allow you to make the same edits to other channels simultaneously. If the edit mode includes this feature, IEE presents an Additional Channels window later in the editing process. If you do not want to add any channels, skip the channel selection by clicking Next in the Additional Channels window.

    To add channels, click Add Channels to Edit when IEE presents the Additional Channels window. Use the Search utility to select a service point. The available service point channels appear in the Channels to Edit list. Select the checkbox of each channel to include in the edit process. Clear the checkbox to exclude the channel from the edit process. Repeat to add channels from another service point. Click Next to proceed with the edit mode.

  3. Define the time period of the data that you are editing.
    • To define a custom time period, enter a Start Time and End Time.
    • To change the time period fields to Month and Year, select the Select Calendar Months checkbox.
    • To use the time period defined by a reading group, click Reading Groups. For more information about using reading groups, see Reading group selection.
  4. Select the Time Zone of the data from the dropdown list.
  5. Select Modify, Create, Copy or Delete Data..
  6. Select Balance to Usage.
  7. Click Next.
  8. Enter the total usage the reference data is intended to match.
  9. (Optional) Click Balance to Meter Reads to enter the total usage the reference data is to match according to known start and end readings for the target.
  10. Specify the Reference Service Point ID and Reference SP Channel # in the appropriate fields.
  11. Choose a Reference Time using the dropdown menu. Choose one of the following options.
    • Time Period. Uses start and end dates.
    • Day of Week. Uses checkboxes to select specific days that can be used to estimate each day of the week. For each day of the week a single specific date is identified. The reference day does not have to be the same day of the week as the day to be estimated.
    • Last nn Days. Specifies the number of days immediately preceding the first day to be estimated.
    • Simple Scaling. Allows the user to specify a usage-value or a usage between two meter readings.
  12. (Optional) Specify a Peak Demand Limit by entering the limit into the field. This specifies that the peak demand for the period being estimated does not exceed the value entered in the field.

    Important The demand unit of measure must be the equivalent of the unit of measure for the usage being estimated.

    If the specified peak demand is exceeded at any points by the reference data, the overage amounts are averaged out over the rest of the interval. The result is that no point exceeds the specified peak limit, but the actual energy consumption is still accounted for in the total interval.

  13. Use the Estimate Holidays as Weekends dropdown menu to specify a holiday list. If a holiday list is not specified, no days are identified as holidays, so no special processing is done. If a holiday list is specified, a holiday is estimated using all weekend days (both Saturdays and Sundays) as reference, and holidays are not used as reference data for weekdays.
  14. Click Next.
  15. (Optional) Some edit modes allow you to adjust register reads when you edit interval data if the interval channel is linked to a register channel. If the edit mode includes this feature, the editing process includes an Adjust Register Readings window.

    If you do not want to adjust register reads, skip register channel selection by clicking Next in the Adjust Register Readings window.

    To adjust register reads, select an adjustment mode in the Adjust Register Readings window then click Validate.

    Caution: When Correct End Read Values is selected:

    • All options in the Register Readings by Channel section are rendered unavailable.
    • The Use Calculated Read checkbox is, by default, selected. Clearing this checkbox does not cause the options in the Register Readings by Channel section to be made available.

    To make the Register Readings by Channel section options available again, or to change your selection, you must go back one screen.

    Caution: When Correct End Read Values is selected and:

    • The Use Calculated Read checkbox is selected with a new value specified in the End Reading field, then the Final Editing Comments screen reflects the Use Calculated Read selection as False.
    • When Correct End Read Values is selected and the Use Calculated Read checkbox is cleared, with a new value specified in the End Reading field, then the Final Editing Comments screen reflects the Use Calculated Read selection as False. The original end reading and the corrected end read are displayed.
    • Adjust Start Read Values. IEE calculates a new start read by subtracting the total edited interval usage from the stop read. Click in the cell and enter the new Stop Read, or use the existing stop read. You must click Validate for the adjustment to be made.
    • Adjust Stop Read Values. IEE calculates a new stop read by adding the total edited interval usage to the existing start read or to a start read. Click in the cell and enter the new Start Read, or use the existing start read. You must click Validate for the adjust to be made.
    • Correct End Read Values. IEE replaces the existing stop read with a new stop read that you provide, regardless of the edited interval usage that has accumulated for the period. Click in the cell and enter the new Stop Read.
  16. Click Next. The Review Changes window shows the editing and estimation results on a graph with the original, unmodified data.
  17. (Optional) To view the results in the context of the readings that immediately proceed or follow the edited readings, change the date range shown in the graph. In the Expand View Period pane, enter a new Start Time and End Time, and then click Go.
  18. (Optional) To view the validation results without submitting the edited or estimated data for actual validation, click Preview Validation. To select a validation set other than the default set, clear the Use Default Validation checkbox and click Preview Validation. When prompted, select a different validation set and click OK.

    Note: Preview Validation only displays the validation results. It does not save the validation statuses. When the edited interval data is submitted, the validation runs again using the default validation set.

  19. To save changes and remain in the Review Changes window to perform more changes, click Save. When you have completed all changes and are ready to advance to the final step of the Editing and Estimation process, click Save ALL. You cannot return to the Review Changes window after you click Save ALL. Save and Save ALL write the edited data and statuses to the IEE logs but do not save the new values to the IEE database.
  20. In the Final Editing Comments window, review the editing and estimation summary in the Comments pane. This summary is read-only.

    Note: The Data Editing and Estimation window cannot be closed until the Final Editing Comments panel is completed. If you attempt to close the Data Editing and Estimation window, a dialog appears with the message "Please complete the Final Editing Comments panel to finish this edit." Click OK to close the dialog and complete the editing process.

  21. Select an edit code from the Select Edit Code dropdown menu. The edit code describes the reason for the edits.
  22. Click Finish. IEE saves the edits and the edit code to the IEE database.