In this article, you're going to learn how to analyse your data with Categories: how to add data blocks, choose Totals and breakdowns, and interpret the results.
Contents of this article:
- Introduction
- Requirements
- How does it work?
- Compare Categories with different parameters
- Good to know
- Common problems
Introduction
Once your Categories are configured, you can analyse them for any part of your portfolio. You choose the locations (and optionally Tags), the Category and parameter, and the platform calculates the Total and its breakdowns for you.
For example: a portfolio consumption KPI, an HVAC Total compared with its devices, or a solar site with Consumption, Import, Export and Generation together.
Requirements
In order to analyse your data with Categories you will need first:
- To have your Categories configured in your locations. See Categories - Configure Categories in your locations.
- That the assigned devices have data for the parameter you want to analyse.
How does it work?
Add a data block
In the analysis, select the location context and click Add data. Then fill in these fields:
- Category: the Category or Subcategory that you want to analyse. You can select several Categories that share the same parameter.
- Parameter: the measurement to retrieve, for example Active energy.
- Total and breakdowns: what you want to see (see below).
- Temporal Operation: how readings are combined over time in each interval (Average, Maximum, Minimum or Sum).
- Hierarchical Operation: how readings are combined across locations, Partials or Subcategories (Average, Maximum, Minimum or Sum).
- Tags: optional, to analyse only the locations with specific tags.
Tip: for energy consumption, use Sum in both operations. For temperatures, use Average: the result is still called "Total", but it is an average.
Total and breakdowns
In Total and breakdowns you can select one or several of these options:
- Total: the Total of the selected Category or Subcategory.
- Partials: the reading of each Partial device.
- Partials Remainder: the part of the Total not covered by the Partials.
- Subcategories: the Total of each Subcategory.
- Subcategories Remainder: the part of the Total not covered by the Subcategories.
Note: selecting an option only requests that data. If, for example, there are no Partials configured, no Partials will be shown.
Yearly resolution
The Yearly resolution is only available in the Readings - By category preset.
Results
In the charts:
- The Total is shown as a line, so you can compare it with its breakdown.
- Partials and Subcategories are shown as stacked bars.
- The Remainder is shown with the lightest colour.
Important: if you show both breakdowns at the same time, compare each of them separately with the Total. Don't stack Partials and Subcategories together, and don't add the Total to its breakdown: you would count the same consumption twice.
Compare Categories with different parameters
Add one data block per Category when they need different parameters. For example, in a solar installation:
- Block 1: Consumption and Import with Active energy.
- Block 2: Generation and Export with Produced active energy.
[SCREENSHOT: solar analysis with two data blocks]
You can also compare different sources (Electricity, Gas, Biomass...) in separate blocks. Choose comparable units, for example MWh.
Note: the platform does not convert volumes (m³) into energy automatically.
Good to know
- Analysis levels: Totals are available at portfolio level. Detailed breakdowns (Partials and Subcategories) are available at location and sublocation level. [VERIFY: breakdown availability at higher levels and in other modules]
- Partial data: when a Total adds up child locations or Subcategories, only the ones with data are included.
- Aggregation limits: the maximum number of devices that can be aggregated depends on the resolution, the period and your licence. If you reach the limit, reduce the period or the resolution, or contact your Customer Success Engineer. [VERIFY: message shown to the user when the limit is reached]
Common problems
The Remainder doesn't appear
Remainders are only calculated with Sum. Check the Temporal and Hierarchical operations.
No data for a Category
Check that the Category has a Total configured in the location and that its devices provide the selected parameter.
I can't select the Yearly resolution
Yearly resolution is only available in the Readings - By category preset.