Managing Fixed Trend Profiles

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

Adding a Monitoring 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:

FieldDefaultDetails
TypeN/A

The field is disabled and displays the Strategy Type being created

NameEmptyEnter a name  - mandatory
DescriptionEmptyEnter a description - mandatory
PriorityLow

Choose the importance of any notifications that are created against this strategy. Available options are:

  • Low
  • Medium
  • High
ContextFixed

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

StatusOffChoose On or Off to determine whether the system performs the checks
EmailEmptyTick if you want Sigma to send summary notifications that are raised on a regular basis.
To addressesEmpty

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 ContactEmptyTick 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.
RecurrenceMonthly

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

Alternatively, 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.

FieldDefaultDescription
Period to MonitorDay

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 ThresholdTickedA tickbox to indicate whether a low thresholds should be performed. This checks whether the recent data drops below the specified thresholds.
High ThresholdTickedA tickbox to indicate whether a low thresholds should be performed. This checks whether the recent data spikes above the specified thresholds.
Threshold MatrixAll 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 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 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. Please note this is based on sample data to help show how the checks will be performed.

The graph has 5 areas:

  • 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

Fixed Profile Notifications

Notifications will be raised that are visible in the Notifications Tab of Data Monitoring.

Each notification will provide key details about the potential problem that has been found. For example, it will include details of the start and end time of the problem and the impact of the the issue (in the units of the applicable channel). The impact is the deviation between the actual usage and the expected usage as per the tolerances that have been set. This will help you identify the problems that have the largest impact and may need following up sooner.

Resolving Fixed Profile Notifications

The "Resolve" functionality ultimately allows you view the potential problem that has been raised in the context of the surrounding data - the problem periods will be clearly highlighted in red, helping you to visualise the impact.

Highlight the applicable Dynamic Profile Notification(s) in the list.

Click  to open the Resolve Notifications popup.

If you select notifications which include types other than gaps, then a prompt will be displayed to confirm which strategy type you want to work with as the options available are contextual to the type of data issue being worked.

The Resolve Notifications popup will be displayed, showing a list of the Notifications selected for resolution.


The graph at the top shows the profile for the first Notification in the list.  Click on others in list to see the graph for that particular Fixed Profile.

The graph has 5 areas:

  • Black line  - the actual channel data
  • Green line - the acceptable lower threshold that has been calculated based on the settings in the data monitoring strategy 
  • Blue line - the acceptable upper threshold that has been calculated based on the settings in the data monitoring strategy 
  • 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.

Drag the mouse around the area to zoom in

Click  to reset the zoom back to the default.

Actions - Fixed Profile 

Work All Notifications

Click  which will display the Work Notification pop up:

The Status will default to In Progress and is not editable - the Resolve and Ignore features will update the status.

If you want to update the Sub-status, select the required option from the drop down list. The default options are:

  • Under Investigation
  • Assigned to Third Party
  • Pending Resolution

You can customise the options available for selection to suite your needs here by using the Database Object Setup activity.

You can also create  reports in Energy Intelligence to keep track of the Notifications and their status, filtered as required to show the information as per your needs.

If you want to update the Note for the Notification(s), then Tick Update Note and enter the note in the text box.

Click OK to Save.


Ignore All Notifications

Tick , then click to ignore all Notifications

Ignoring a notification will make sure you are not notified of the same issue again for the same period of time.

Cancel

Click to return to the Data Monitoring Activity

Click to return to the Data Monitoring Activity to show a list of the Notifications as per the filter criteria that was previously set.