A fixed profile is where recent data is compared with very specific thresholds that have been manually set to determine whether the recent usage might be suspect. Depending on the period being monitored will control the granularity that the check is being performed (i.e. hourly, daily or monthly). A number of units for each time interval is specified, and if the actual usage breaches that, then the exception will be raised. This is often referred to as "spike" or "drop" identification.

For example:

check overnight consumption against a sensitive values to determine whether a low volume of energy is being used overnight as expected
check monthly consumption against an outline budget that was set at the start of a financial year.

Adding a Fixed Profile Strategy

Creating the Strategy

From the Strategy Configuration Tab, click
Choose the Strategy Type from the dropdown

Click OK to take you to the Monitoring Strategy Editor

Monitoring Strategy Details

The top section of the Monitoring Strategy Editor is common to all the different monitoring strategy types that can be setup.

The details that need to be entered are as follows:

Field	Default	Details
Type	N/A	The field is disabled and displays the Strategy Type being created
Name	Empty	Enter a name - mandatory
Description	Empty	Enter a description - mandatory
Priority	Low	Choose the importance of any notifications that are created against this strategy. Available options are: Low Medium High
Context	Fixed	Choose from: Fixed - allows you to drag and drop individual Channels. Click here for more details Flexible - allows you to configure the set up to automatically include Channels, see below for more details
Status	Off	Choose On or Off to determine whether the system performs the checks
Email	Empty	Tick if you want Sigma to send summary notifications that are raised on a regular basis. Note, you can also manage a Strategy in Schedule Management Activity if an email address is added
To addresses	Empty	Enter email address(s) to send a summary notification to. More than one email address can be entered, and will need to be separated with a comma.
Send to Site Contact	Empty	Tick if you want to send an email to the Site Contact (entered in the Site Editor) with a summary of notifications that relate to the assets on their site only.
Recurrence	Monthly	Choose from Daily Weekly Monthly Note, there are more options depending on which of the above you have chosen, see below for more details on the configuration options.

Channel Context Configuration

It is possible to define which periodic channels the strategy should run for. This will help you ensure your strategies continue to run as your energy estate evolves and assets change/get added.
A monitoring strategy can have a "context" of either:

Fixed - assign the channels you want the strategy to run for on a case by case basis. Doing it this way will only run for the channels that you have specifically assigned so it will not run against new periodic channels that you might add unless you also specifically assign them to the strategy. Click here for instructions on how to do this.
Flexible - configure the attributes of the channel that the strategy should run for when setting up the strategy (e.g. run for all channels, run for channels of commodity type x etc.). Doing it this way will help make sure that the strategy will run for the assets you want it to as they evolve or new assets are added - you don't have to specify the periodic channel when you add new ones.

Setting up Flexible configuration:

Choose Flexible from the Context dropdown

Click on to show the Flexible Context Configuration popup

Either:

Tick Yes to run for all Channels

OR

Leave as No and choose your own configuration using the dropdown options based on the attributes of the channel and their relates assets

The available options are: Commodity, Data type, Unit, Site Property Keys, Meter Property Keys, Channel Property Keys.

For example, the above configuration would include all Electricity and Gas Channels that have a unit set to kWh. As new channels that match these parameters are added to your estate, the monitoring strategy would automatically include them when it runs.

Click Save to return to the Monitoring Strategy Editor to continue configuring the Strategy

Email Options

If you want to be notified of new issues by email, you can choose how often you should get an email and who the email should be sent to.

Tick
Enter the email address(es) you want to send the notification to. Any email addresses entered here will receive a summary of all notifications raised across the entire estate. Note: for more than one email, add a comma between the addresses
Tick if you want to send an email to the Site Contact (entered in the Location tab in the Site Editor). If this option is selected, the site contact will receive an email containing a summary of notifications only for the sites that they are responsible for
Recurrence: Choose from Daily, Weekly or Monthly (each option then has further choices for the configuration to configure exactly when the email will be sent).

Emails will contain a summary of new notifications that have been raised since the last email was received. It will also contain a summary of all the outstanding notifications.

Fixed Profile Configuration

The bottom section allows you to set the specific fixed profile configuration to use when finding and managing your data.

Field	Default	Description
Period to Monitor	Day	This controls the granularity at which the data will be checked against the thresholds that have been set. The options available are: Year - this allows specific thresholds to be set for each month of the year Week - this allows specific thresholds to be set for each day of the week Day - this allows specific thresholds to be set for each hour of the day
Low Threshold	Ticked	A tickbox to indicate whether a low thresholds should be performed. This checks whether the recent data drops below the specified thresholds.
High Threshold	Ticked	A tickbox to indicate whether a low thresholds should be performed. This checks whether the recent data spikes above the specified thresholds.
Threshold Matrix	All values 0	This matrix will change depending on the Period to Monitor selected. It is where the acceptable low and/or high threshold values are entered for the period of time being monitored (i.e. month of the year, day of the week, or hour of the day).
Raise a notification after X consecutive breaches	1	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 check for each day of the 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" and it will only raise notifications if the tolerances are exceeded on two consecutive days.

Visualiser

Once you have set the Low and High thresholds, click to give you an example.

Note, this is based on sample data to help show how the checks will be performed.

The graph has 5 lines of data:

Black line - the sample "actual" channel data
Green line - the acceptable lower threshold that has been calculated based on the settings in the data monitoring strategy (if it is enabled)
Blue line - the acceptable upper threshold that has been calculated based on the settings in the data monitoring strategy (if it is enabled)
Green area - acceptable region (i.e. the area between the acceptable upper and lower region)
Red area - exception region (i.e. the area between the actual data line and the acceptable upper or lower threshold regions)

The different components of the graph can be enabled or disabled, just click on the different items in the legend which sits on top of the graph on the right hand side.

The visualiser screen also allows you to change the criteria, like in the underlying Monitoring Strategy Editor. Change the settings in the top section of the Visualise Dynamic Profile popup, then click

Once you are happy with the criteria, click to return you to the Monitoring Strategy Editor. Alternatively, you can click Cancel if no changes were made.

Tip: Take note of the line at the bottom of the pop that explains what criteria you have chosen.

Click OK to save the Monitoring Strategy.

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

Sigma Online User Manual

Creating a Fixed Trend Profile