The Portfolio Analyst builds on the functionalities of the Wattics Breakdown tool – developing your energy analytics capabilities. It provides you with an immediate overview of how your portfolio, or building/s, are performing with the ability to dive into your data to whatever extent is useful. This is particularly helpful where there is a sizable portfolio to manage since scaling your analysis is simple and painless. You are able to consolidate all your incoming data with the Portfolio Analyst whether information is arriving from meters, submeters, sensors, IoT, KPIs, environmental or business data.
There are numerous analysis options available from interactive charts to energy management dashboards that can be viewed in a myriad of ways; Thresholds that can be set to any data point; Tags & Groups where you can assign qualitative tags or group equipment/sites by type; a Grid view that permits you to immediately filter all data points that have consumed a certain volume of energy; and an easy-to-use KPI functionality that allows multiple levels of analysis and provides different ways to normalise your data.
At your fingertips is perhaps the core of the Wattics platform. It is a powerful way to keep a handle on the performance of your equipment or building/s, while the various automated analytical tools can simply run in the background doing the work for you, so you don’t have to. This leaves you to focus your attention on the ground armed with clear insight into where interventions are needed.
1. Where to find the Portfolio Analyst in my Wattics dashboard
2. What’s new in the Portfolio Analyst and how is it different from the Breakdown tool?
2ii. Tags & Groups
1- Where to find the Portfolio Analyst in my Wattics dashboard
Log into your Wattics dashboard and click on the ‘Portfolio Analyst’ briefcase icon on the top right of your toolbar to access the ‘Portfolio Analyst’:
Once inside the Portfolio Analyst you will see a view that is likely familiar to you, if you have previously used the Wattics Breakdown tool. All your data points are listed out to the left of the screen and are fully selectable; while on the right you will find your Control Panel, where you can change the visualistion of your chart, the type of data displayed, the granularity, the time period of your data, as well as being able to opt to compare different timeframes:
2- What’s new in the Portfolio Analyst & how is it different from the Breakdown tool?
You will see that alongside the Breakdown tab there are now a number of additional sections which provide you with enhanced monitoring and analysis potential: Threshold; Tags & Groups; Grid; and KPI. For a quick overview please see table below:
|Threshold||Set consumption thresholds that can appear against your energy usage charts. This allows you to quickly see if equipment or your building/s are consuming over an established limit/target - or indeed significantly under, which could suggest that targets need revising.|
|Tags & Groups||Assign tags to your monitored data points so you can directly filter to buildings/sites that you wish to compare to one another; place data points into groups to aggregate similar equipment/sites and so on, which then appears as a group within your organisation hierarchy meaning you can quickly focus in on your area of interest.|
|Grid||The Grid functionality allows you to look at your data in a consolidated view, which is particularly useful if you manage a large portfolio. It can support bill validation and tenant recharging.|
|KPI||Through the KPI tab you can set performance indicators that are specific to your organisation meaning you have more in depth visibility of how different buildings/sites are performing alongside one another.|
2.i – Threshold
In this section you will find your data points listed on the left hand side. Moving along to the right you can label your threshold and then there are further options available to manually feed in energy limits or targets at hourly/daily/monthly or yearly levels.
In order to make changes to the blank cells, double click and simply type – and you can drag the content to your other data points:
Once you have fed in your threshold values, these appear associated with the relevant data point in your control panel as the first icon appearing in green on the far right. If selected, your threshold will appear as a line overlaying your actual energy consumption, so you can immediately see instances where this has been exceeded. The next green icon along overlays an average value line allowing you to compare average usage against your stated threshold. The final option opens up any remarks that have been associated with your selected data point visible at the bottom of the screen.
In this example for MAIN AHU (Fig. 6), we can see that that energy usage per day has been around 100 kWh higher than the stipulated daily threshold for June 2020. This indicates that a targeted intervention is required to understand whether the AHU unit is operating as it should be: Is the unit malfunctioning? Are there perhaps influencing factors such as an early summer heatwave causing the unit to work harder? Or, do threshold target needs to be re-set, as these were not reflective of standard operation?
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