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Being able to identify potential problems with your utility usage is absolutely critical to help you manage your energy effectively and help detect avoidable waste. The idea is that you set-up a number of monitoring strategies to notify you whenever an unusual pattern is identified on your periodic channels.  This is useful in being able to efficiently determine where your energy usage has gone off trend so that investigative or corrective action can be taken quickly to prevent the exception from happening again and avoid potential waste. 

A dynamic profile is where recent data is compared with preceding historical data to determine whether the recent usage might be suspect - i.e. the usage has gone 'off trend'. This is commonly known as precedent based targeting. The system will automatically review the data to notify you of these issues to help prompt proactive investigation to determine whether anything needs to change to bring usage back to something more normal. The sensitivity of these checks and how often they should be performed is entirely configurable. This is often referred to as "spike" or "drop" identification.

For example:

  • every Monday for the past four weeks has used an average of 100 kWh, but the latest Monday has used 150 kWh.
  • the weekly consumption for the previous 2 weeks has been 12,000 kWh, but last week was 15,000 kWh

Adding a Dynamic Profile Strategy

Insert excerpt
Creating a Gaps in Data Strategy
Creating a Gaps in Data Strategy
nameCreating a Monitoring Strategy
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Dynamic Profile Configuration

The Monitoring Strategy Editor also contains an Dynamic Profile Configuration section that allows you to set the specific configuration to use when finding and managing your data.

The settings entered here will control how recent data is compared with previous data to determine whether there is an issue. Ultimately, these options provide you with the tools to choose the granularity you want the check to be performed (e.g. aggregated week / day / hour aggregation or half-hourly) and what the system should use as historical data to compare that against.

Whilst each of the fields are explained below in more detail, please click here to jump to a table that provides a some example configurations and (e.g. I want to check a days behaviour with the behaviour on the same days over the last 2 weeks).

FieldDefaultDescription
Period to MonitorMonth

This represents the period of time you want to compare to. Combined with the offset that can be defined, this will determine what the latest data will be compared to.

Choose from:

  • Year (i.e. compare to previous year)
  • Month (i.e. compare to same period last month)
  • Week  (i.e. compare to same period last week
  • Day (i.e. compare to same period yesterday)


Note

Please note, the period to Monitor selected will drive at what point in time the system will perform the checks and how it determines the latest period of time that is being checked.

  • Year
    • The last full calendar year of data (e.g. 01/01/2018 00:00 to 31/12/2018 24:00)
  • Month
    • The last full calendar month (based on data being available up until 24:00 on the last day of the month)
  • Week
    • The last full week (based on Sunday being the end of the week at 24:00)
  • Day
    • The last full day (based on data being available up until 24:00)

Click here to look at example configurations

Interval to MonitorMonth

This represents the interval within that period that you wish to monitor. The options available in the dropdown will depend on the Period to Monitor that has been chosen.

Period: Year

  • Year

Period: Month

  • Month

Period: Week

  • Week
  • Day
  • Hour
  • Half Hour
  • 15 Minutes

Period: Day

  • Day
  • Hour
  • Half Hour
  • 15 Minutes

Click here to look at example configurations

Source Profile FromData Prior to Check Period

Choose from:

  • Data Prior to Check Period - this will compare recent data against the period of time directly prior to the period being checked.
  • Data Ending on A Fixed Date - this will compare recent data against the period of time directly prior to the end date that has been specified.

Data Prior to Check Period is chosen...

compare recent data against the period of time directly prior to the period being checked.

Offset (<period selected>)1

Specifying a number greater than one here specifies an offset as to how many prior periods should be skipped when determining the period of time to compare the recent behaviour against.

By default this would be "1" and this means:

  • Year - compares against equivalent interval in year directly prior
  • Month - compares against equivalent interval in month directly prior
  • Week - compares against equivalent interval in week directly prior
  • Day - compares against equivalent interval on day directly prior

Some examples where the offset may be changed to something other than "1":

  • if a Period of Monthly, if the offset is one, it would compare the last month of data with the month directly prior. However, if you want to compare a month with the same month in the previous year, an offset of 12 could be specified.
  • if a Period of Daily is used, if the offset is one, it would compare the last day of data with the day directly prior. However, if you want to compare a day with the same day in the previous week, an offset of 7 could be specified.
<period selected> to Average1

This will define the number of prior periods of time that will be used to derive an average profile which the recent data can then be compared to to determine if it is suspect or not.

For example if the period selected is:

  • Daily - it will source the data for equivalent intervals for the previous x days and calculate an average
  • Weekly - it will source the data for equivalent intervals for the previous x weeks and calculate an average

Data Ending on a Fixed Date is chosen...

compare recent data against the period of time directly prior to the end date that has been specified.

Fixed DateCurrent Date

Amend the Fixed date using the arrows or the calendar

<period selected> to Average1As above - it will average the period directly prior to the period ending that has been specified.
Thresholds
High Threshold20

Use the tickbox to the left of the High Threshold label to enable/disable the high threshold check.

The  value entered here is effectively the sensitivity of the upper limit that is permitted when the recent data is compared against the historical data (i.e. where the data spikes). This should be considered in conjunction with the type of threshold listed below. 

Low Threshold30

Use the tickbox to the left of the Low Threshold label to enable/disable the low threshold check.

The value entered here is effectively the sensitivity of the lower limit that is permitted when the recent data is compared against the historical data (i.e. where the data drops). This should be considered in conjunction with the type of threshold listed below. 

Threshold TypePercent

Choose from:

  • Percent - this is to say that the exception should be raised if the recent data exceeds the permitted tolerance by a specified percentage
  • Units - this is to say that the exception should be raised if the recent data exceeds the permitted tolerance by a specified number of units (e.g. 10 kWh or 5m3)
  • Standard Deviations - this is to say that the exception should be raised if the recent data exceeds the permitted tolerance by a number of standard deviations from the mean
Raise a notification after X consecutive breaches1

This setting allows you to control how sensitive the check is and whether it should only alert you if the issue is a consistent problem. 

For example, you maybe performing a daily check against the same day last week. You might only want it to tell you if a problem is found 2 days in a row, in this case this would be set to "2".

Click OK to save the Monitoring Strategy.


Info

Once the Strategy has been set up, Sigma will review the data each night and create any relevant notifications in the Notifications tab


Example Configurations

Managing Dynamic Trend Profiles