Editing algorithms

Use Editing Algorithms to make simple changes to all interval data within the specified range. For example, if a meter multiplier was found to be inaccurate, you can use Editing Algorithms to raise or lower the values of all the interval data to reflect an accurate multiplier value.

Modifying All Interval Data Values

  1. Go to Meter Data Management > Tools > Editing > 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 Editing Algorithms.

  7. Click Next.

  8. The Value Options pane shows the Constant Value box and the different ways that you can edit interval data by applying a constant value. What you enter in the Constant Value box depends on which editing method you choose.

    Select one of the following editing methods and enter the corresponding value in the Constant Value box.

    • Set all interval values to CONSTANT VALUE. Sets all data points in the specified time period to the value entered in the Constant Value box. Click Energy to interpret the entered value as energy. Click Demand to interpret the entered value as demand. Depending on the unit of measure, the values are calculated accordingly.

    • Add CONSTANT VALUE to all interval values. Adds the value entered in the Constant Value box to each data point. The result is that all the values move up or down in unison. Click Energy to interpret the entered value as energy. Click Demand to interpret the entered value as demand. Depending on the unit of measure, the values are calculated accordingly.

    • Multiply all interval values by CONSTANT VALUE. Multiplies the data point values by the number entered in the Constant Value box. The result is that all values move up or down while maintaining the same relationship bewteen one value to the next.

    • CONSTANT VALUE is a Formula. Applies a formula to each data point. You can use an existing Named Formula or create a new formula for one-time use.

      • Select Named Formula. Click to open the Select Named Formula dialog. All available Named Formulas are listed. Click the formula to select it and then click OK. If there are no Named Formulas in IEE, the list will be empty. Click Cancel to exit and return to the Basic Editing Algorithms window.

      • Build User Defined Formula. Click to open the Formula Builder. Users should be familiar with basic principles of algorithm construction to use this feature correctly. For more information about creating formulas in IEE, see . Note that the Validate button does not validate the data; it only looks for basic errors in your formula. You must debug the formula manually.

  9. Click Apply to all data within selected time range to make the change to every data point within the selected interval range.

    To limit your edits to one or more status codes, click Apply only to intervals with status of, and then click one of the radio buttons to select All Statuses, Validation Statuses, or Interval Statuses. Or, to specify one or more status codes, click Select Statuses. A pop up selection window appears where you can check one or more status codes. After checking the desired codes, click OK.

  10. Click Set exclude status on edited data to assign an exclude status code to the modified data. Click Clear exclude status on edited data to remove any status code that is currently assigned to the modified data. Click DO NOT modify exclude status to leave all exclude status codes as they originally were.

  11. Click Next.

  12. (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.

  13. Click Next. The Review Changes window shows the editing and estimation results on a graph with the original, unmodified data.

  14. (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.

  15. (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.

  16. 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.

  17. 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.

  18. Select an edit code from the Select Edit Code dropdown menu. The edit code describes the reason for the edits.

  19. Click Finish. IEE saves the edits and the edit code to the IEE database.