Introduction

Associated Data can be used within Reporting and validating Bills.

This section will show how to set up the general ones, ie Floor Area, Population, Occupancy etc.

For details on how to set up Degree Days or PPU (pence per unit), click on the links.

Once created, it can be viewed and updated in the Estate Management Activity.

Click here for details on how to update Associated Data Values.

Creating a new Associated Data Channel Type (if it doesn't already exist)

From Database Object Setup Activity:

Open the Database Object Setup Activity
Choose the Object type - Associated Data to view all the existing Types

Click to add a new Type
Enter the name of the Channel, for example PPU ELEC RATE 1

Click OK to save
Repeat to add any others you want to use

These types will now be available in the dropdown list when creating the Channel (see below).

Creating the Associated Data Channel

Associated Data can be set up at any level, including Supply Point, Site, Account and Meter, depending on what the data is.

Adding Associated Data to a Site

For example, adding Floor Area, Population or Occupancy figures.

From the Estate Management Activity:

Highlight the Site in the Data Selector
Click Actions
Click Manage Associated Data

All existing Associated Data for the Site will show (including those set at Supply Point, Account or Meter level)
Click New Data for Site

Adding Associated Data to a Supply

From the Estate Management Activity:

Click on the Supply Point tab
Highlight the Supply Point
Click Manage Associated Data

All existing Associated Data for the Supply Point will show in the pop up
Click New Data for Supply Point

Adding Associated Data to an Account

For example the Pence Per Unit for an Account.

From the Estate Management Activity:

Click on the Accounts tab
Highlight the Account
Click Manage Associated Data

All existing Associated Data for the Account will show in the pop up
Click New Data for Account

Adding Associated Data to a Meter

Click on the Meters & Channels tab
Highlight the Meter
Click Manage Associated Data

All existing Associated Data for the Meter will show in the pop up
Click New Data for Meter

All of the above, will open the Associated Data Editor

Complete as follows:

Field	Suggested Value
Channel Name	Individual to each Associated Data item (Good practice is to prefix the type of Associated with the type chosen, ie Multree Headquarters Floor Area) Note: Complete this after you have chosen the Data type as it will default to whichever Data Type you have chosen
Data Load ID 1	Automatically generated (do not change if setting up manually) When data is loaded against the channel in bulk using a CSV file, this data load ID needs to be used.
Timezone	usually set to Europe/London
Data type	Choose the most appropriate option from the dropdown to reflect what the data represents. You can use the + to add a new type -for example Electricity Rate 1 PPU
Unit of Measurement	This is the format that the data will be loaded in. for example m2
Conversion Factor	Defaults to 1
Asset Type	Choose from the dropdown, types such as Fiscal Grid Import and External Lighting
Meter Readings	Do not tick for Associated Data Channels

Click OK to create the Associated Data item

Viewing the Associated Data Channel

Once you have added the Associated Data Channel using one of the above methods, the pop up will update to show the new added line.

The below example is showing the Site Associated Data pop up (which shows all Associated Data for the Site, Supply Point, Account and Meter

Note: No values have been added yet, therefore the Effective Value, Latest Value and Latest Date columns are blank.

Adding a Value to the Associated Data Channel

Highlight the newly created Channel
Click Add Value To End

The Add Readings pop up appears

Amend the Start date to the date you want to start using the Associated Data
Ignore HFD Period (not required)
Enter the Value, for example the m2 for the Site
Keep the Status as Data Edited Manually