Creating an interactive graph

Interactive graphs consist of two parts: plotted data and tabular data. The table appears directly beneath the graph and shows the interval date and time period, reading value, and status. Statuses represent the validation result and are defined by data collection systems.

Most graphs support a maximum of six channels. However, the Summary Type > Peak and Low Demand graph supports a maximum of three channels.

In multi-point graphs, the table content changes to reflect different values as you select different service points.

Note: For more information about how IEE reports and displays intervals with missing and empty status codes, see Missing and Empty Intervals in IEE.

  1. Go to Meter Data Management > Tools > Interactive Graphing.

  2. Select the Graph Type from the dropdown menu. The valid values are as follows.

    • Detail Demand. Graphs demand (converted from usage if necessary) and displays details for each interval read, including date and time, value, and status.

    • As Recorded. Graphs actual interval values from the database for a specified time period.

    • Peak Day. Determines which day of the period has the peak demand and graphs that day for one or more service point channels.

    • Summary. Displays one value per calendar month for the service point. The type of value displayed is determined by selecting a Summary Type of Peak Demand, Low Demand, Total Consumption, Load Factor, and Peak and Low Demand.

    • KVA/Power Factor. A two-part graph that requires the entered channel to be part of a kVa set. The top section graphs power factor. The bottom section graphs KW, kVar, and kVa.

    • Load Duration. Graphs each interval as a percentage of the maximum demand for the period, in decreasing order.

  3. (Conditional) Select a Summary Type. Under Graph Type, if you selected Summary, a Summary Type dropdown menu displays next to Graph Type. Select one of the following Summary Types:

    • Peak Demand. Displays the peak demand for the selected time.

    • Low Demand. Displays the lowest demand for the selected time.

    • Total Consumption. Displays the total monthly consumption for the selected time.

    • Load Factor. Displays the total kWh/(max kW demand x total number of intervals for a selected time), which is a utilization factor expressed as a ratio of average demand to maximum demand. The closer the load factor value is to 1.0, the more level the load.

    • Peak and Low Demand. Displays a combination of the values related to both a Peak Demand and Low Demand for the selected time.

      Note: The Peak and Low Demand graph allows a maximum of three channels.

  4. Select an ID.

  5. Use the radio buttons on the right to select Service Point to compare multiple service point values, or Formula to calculate a service point with data from an existing service point channel.

    • If you select Service Point, enter a service point ID and the channel number or use the Search function to run a database query with the option of applying filters. From the query Results page, click the arrow to the left of the ID you want to add to the graph. The service point ID appears in the graph parameters of the interactive graph setup page.

    • If you select Formula, enter a formula or click Build Formula to create a new formula. For more information about formulas, see UCE and interactive graphing.

  6. Select the Time Span.

    • Enter the start date and end date or select a date range using the Time Period dropdown menu, Reading Groups button, or Schedule Dates button.

    • Change the time zone if it is different from the default.

    • Use the Select Time Span button to select a version of data to graph.

      • Current Version. Graphs the current version of data for the time span.

      • Version Date. Graphs the most recent version of data for the time span as of the specified version date and time.

        Note: When you use the reading group selection dialog and select either Received/Exported Date or Calculation Date, the Version Date automatically updates to match the selected row.

      • Original Version. Graphs the most recent data imported from the meter for the selected time span. A reading manipulated after the import by one or more VEE processes, is not considered original data.

      • Selected Group. Graphs the readings associated to the selected reading group. This option is automatically set when you select Selected Group in the reading group selection dialog.

        Note: When you use the reading group selection dialog and select the Selected Group button, the Creation Method and Group Type fields are copied form the selected group.

      • Significance. Graphs the most recent version of data for the selected Significance type. Significance types are created by IEE administrators and may include billing, load research, settlements, or other purposes.

      • Confirmed. Graphs the most recent version of confirmed data for the selected Significance type. Only data that has been confirmed by the external system is selected. This field is enabled when you select Significance.

        Note: The Significance and Confirmed options appear when the Show Version Confirmation Controls in Reports and Exports system setting is enabled.

  7. Configure the following parameters:

    ClosedOutput Interval

    Defines the length of the output interval data in minutes, regardless of how data is stored. This value must be a multiple of the recorded interval length and an even factor of 60.

    ClosedMinutes to Roll

    Defines the length of time over which to average the demand, and allows you to smooth demand. Rolling demand may be required for billing purposes.  For example, if the export is for billing, and the customer contract specifies billing on a 60 minute rolling demand for data that is metered in 15 minute intervals, set the Minutes to Roll to 60.  When you export the data, there is an interval value every 15 minutes. However, the value is an averaged demand value over 60 minutes that ends at the time stamp for each 15 minute interval.  In this case, the averaged intervals are the current interval plus the three previous intervals.

    ClosedAs Metered

    Defines the data that is graphed. Select this checkbox to override the Output Interval and Minutes to Roll options and graph the data as metered. It uses the configuration of the service point for graphing. The As Metered default is controlled by the Default Output Interval Is As Metered workgroup setting.

    ClosedMaximum Scale

    Defines the upper limit for the graph independent of the upper value of the data. If this value is set to 0, IEE automatically determines the scale based on the actual maximum value.

    ClosedMinimum Scale

    Defines the lower limit for the graph independent of the lowest value of the data. If this value is set to 0, IEE automatically determines the scale based on the actual minimum value.

    ClosedOutput

  8. Click Add to Graph. Repeat step 4 and then step 11 for each additional service point channel or formula you want to graph.

    Note: The Label field automatically includes the Service Point Channel ID. When you use the Selected Group option, the Creation Method and Group Type fields are appended to the Label field. Before clicking the Create Graph button, you can edit the Label field for each row that is added to the graph.

  9. Click Create Graph when setup is complete.

  10. The graph displays in a new tab. This tab is labeled with the graph type, such as detail demand or summary.

  11. To modify the input parameters and create a new graph, click the Setup tab. For example, you can add a service point or change the time period. Then click Create Graph to update the graph. If you change the graph type, IEE creates a new tab with the new graph.

    Note: When the graph displays, there are many available options in the graph toolbar. These are provided by ChartFX, which is the IEE graph engine. You can change the look and feel of the graph, print the graph, print only the data, or copy and save the image. Position the cursor over each icon for a tooltip describing the button.