BDX and ELX Data Manager User Manual - BuildingLogixsvn.buildinglogix.net/public/releases/BDX/... · To access the BDX Data Manager, navigate to Administration > Manage Data To access

BDX and ELX Data Manager User Manual BuildingLogix

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BDX and ELX Data Manager User Manual Introduction: This manual will explain the features and usage of the BuildingLogix Data Manager application for BDX and ELX. Prerequisites and requirements: - Existing BDX installation (see BDX Install and Setup Guide)

http://www.blxcentral.com/wiki/BuildingLogix_Data_Xchange#Documentation

- Existing ELX installation (if using ELX Data Manager) - BDX User with privileges to access the BDX and ELX Data Manager - License for BDX and ELX Data Manger - Web browser with Adobe Flash Player installed http://get.adobe.com/flashplayer/

About Data Manager: Data Manager for BDX is a powerful tool that enables you to modify or add data in the BDX database with an easy to use graphical interface and without having to know or understand complex SQL commands. With Data Manager you can… - Reconcile your energy data to match monthly utility bills - Correct erroneous readings that result in skewed data - Insert data in the event of communication failures that result in data loss - Adjust values caused by incorrect threshold settings - Import previously collected data from another source Data Manager includes many powerful features such as… - Smart “Automated Adjustment” tools to modify large amounts of data by a common factor - Ability to export to and import from CSV data for use with Excel or other computational software - Generate an “undo” file to revert changes in case of undesired alteration - Reverse values changed by Thresholding - “Automated Analysis” functions that can find gaps or areas where data values did not change The Data Manager is divided into two parts, one solely for EnergyLogix meter data called the “EnergyLogix Data Manager” and one for all other BDX data (including weather data) called the “BDX Data Manager”. Both applications are very similar in form and function except the ELX Data Manager has additional features and functions to work with meter data such as demand calculations, reversing thresholds and integration within EnergyLogix Charts. Downloading, Installing, Licensing and Accessing The BDX and ELX Data Managers are packaged in and deployed with the EAR files for BDX and EnergyLogix respectively. BDX Data Manager is installed with BDX. ELX Data Manager is installed with ELX. No additional EARs, files or scripts are required. If you do not have EnergyLogix installed or licensed, the ELX Data Manager will not be displayed. *Note: BDX Data Manager requires BDX version 1.3.0 or higher. ELX Data Manager requires ELX version 4.3.0 or higher.


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Both require a valid license to unlock and use. The menu options in BDX for “Manage Data” and “EnergyLogix Data Manager” will only display if installed and licensed, and will not display otherwise. *Note: Data Manager must be licensed before it can be used. Contact BuildingLogix to obtain a license.

http://www.blxcentral.com/licenses or 1-888-4-BLOGIX (1-888-425-6449)

System > Manage Licenses


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To access the BDX Data Manager, navigate to Administration > Manage Data

To access the ELX Data Manager, navigate to Energy Services > EnergyLogix Data Manager

Access to both the BDX and ELX Data Managers can be permitted or restricted based on the BDX user or group by editing the roles in the BDX security settings. Administration > Security > Manager Users or Manage Groups

The minimum roles for Data Manager are as follows. BDXUser BDXDataManager EnergyLogixDataManager *Note: It is recommended to also include access to EnergyLogix and/or TrendView for the user that is accessing Data Manager so they can see the data.


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Data Manager Interface and Features 1) Selecting the Data Management Option The BDX Data Manager and ELX Data Manager have different colored headers to differentiate between the two applications. The BDX Data Manager has a BLUE header while the ELX Data Manger has a GREEN header.


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Both have options to Add, Modify (Adjust) and upload from CSV. The ELX Data Manager has an additional option to Reverse Thresholded Values. Refer to the description below the option for an explanation of the feature. *Note: If importing from a CSV file, Data Manager requires CSV data in a specific format with proper header information. Do not attempt to import a CSV file generated elsewhere. Use the offline/CSV export function (see below) to generate a properly formatted CSV file. Select the desired data management option. Use the buttons in the bottom right of the application to navigate the screens of the Data Manager. 2) Selecting the Component to Edit The Component Selector is used to choose which component (point, meter, template) to edit. The tabs at the top display the components in three different viewing formats. Tree: Displays all components in an expandable “parent-child” or tree format, similar to the Niagara nav tree. Components are organized by agent. List: Displays all components in a tabular or list format. Components can be sorted according to their column headers. Building: Displays components by building as set up in BDX. Components are organized by building and then by type. Components must be associated with a building in BDX to be displayed in the building view format. The “Show” drop down box filters the components by the selected type. The “Clear Selections” button clears the selected components. Only one component at a time can be selected except when using the BDX Data Manager to Modify existing data. When modifying BDX (non ELX) data, multiple component selections are possible but they must all be of the same component type (point or template type). When using the ELX Data Manager, only meters will be displayed and only one can be selected.


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3) Selecting the Timeframe to Edit


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The Timeframe selector is used to choose the time range or period associated with the data to edit as well as specify other time related parameters. It has the options to manually choose a timeframe or use one of the related “Automated Analysis” functions to find timeframes that match particular criteria. Manual The Manual option is used to enter the date and time for a specific start time and end time when the time range to edit data is known.

Find Gaps in collected Data “Find Gaps in collected data” is an automated analysis function that finds timeframes where there is no data because there were no records to the BDX database. Find Gaps works by comparing the time between data records against a min and max time length value specified in the function. If the data record time length is in between the min and max values, that timeframe or ‘gap’ is displayed. A time range to search for gaps must be selected and must be less than 7 days in length. The “Evaluate” button is used to execute the search. To find gaps, it is recommended to set the min gap length to one minute greater than the BDX recording interval. *Note: Find Gaps is only available when the “Add Data” option is selected.

Find Long Samples “Find Long Samples” is an automated analysis function that finds timeframes where zero’s were recorded to the BDX database because the meter value did not change. Unlike “Find Gaps” data DOES exist (zero’s) in the database. Find Long Samples works by comparing the time between meter value changes against a min and max time length value specified in the function. If the meter change time length (currentTimeDeltaReading) is in between the min and max values, that timeframe or ‘long sample’ is displayed. For ease of analysis, the resulting timeframe can be extended before or after the long sample by using the “Interval before the long sample” and “Interval after the long sample” time fields. A time range to search for long samples must be selected and must be less than 7 days in length. The “Evaluate” button is used to execute the search. To find long samples, it is recommended to set the min sample length to approximately twice the expected meter update interval. This is independent of the BDX recording interval. For example, you may have a meter that updates every 3.6 minutes or even randomly. *Note: Find Long Samples is only available when the “Adjust Consumption Values” option is selected in the ELX Data Manager.


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Find timeframes where thresholds are active “Find timeframes where thresholds are active” is an automated analysis function that finds timeframes where the meter value was automatically changed from its original value to a thresholded value by the meter template thresholding function (see ELX meter template thresholding for further information). With every meter record, the BDX database records the actual (current) value as well as the original value. When the actual value is different from the original value, a threshold has been activated. Reversing thresholds simple switches the actual and original values, essentially negating the threshold function. A time range to search for activated thresholds must be selected and must be less than 7 days in length. The “Evaluate” button is used to execute the search. *Note: Find Thresholds is only available when the “Reverse Thresholded Values” option is selected in the ELX Data Manager.

Demand Generation Parameters The “Calculate Demand?” option will automatically generate and insert demand values for the meter in the table view on the editing screen (see below) *Note: The Demand Generation option is only available when the “Adjust” or “Add” Consumption Values option is selected in the ELX Data Manager.

Data Generation Parameters The “Data Generation Interval” is used to specify the time interval for which to add data. *Note: The Data Generation option is only available when the “Add Data” option is selected.


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4) Selecting the Property to Edit The Property Selector is used to choose which properties of the selected component to edit. Components contain properties that have values which are recorded and thus can be edited. Point components (type numeric, boolean, enum and string) contain a VALUE property Template components (type vav, meter, weather, etc.) contain integrated points as their properties Generic components (type ‘component’) do not contain recorded/editable properties *Note: The Property Selector is NOT displayed when using the ELX Data Manager to adjust values or reverse thresholded values. This is because the correct properties are already pre-selected. *Note: When using the ELX Data Manager to add data, the properties for consumption in meter units and KBTU (currentResourceDeltaReading and currentKBTUDeltaReading) are already pre-selected and thus not selectable from the list of available properties. Additional properties can be selected if desired. Available properties are displayed in the left column. Use the “Add” “Remove” “Select All” and “Remove All” buttons to manage the list of selected properties. Selected properties are displayed in the right column. The “Include in preview?” and “Preview?” options will display that individual property’s values in the chart (graph) view on the editing screen (see below). The “Load with default value?” and “Default” options will auto-populate that individual property’s values with the entered value, for every entry in the entire timeframe selected, in the table view on the editing screen (see below).


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5) Selecting the Data Entry Method for Editing The Data Entry Method menu is used to choose how the data is edited. Online: Edit the data in the web browser using the editing screen (see below). The online editing screen displays the dataset for the entire timeframe in a table as well as a chart (graph) side by side. Data values are edited from the table and the chart updates dynamically. The online editing screen contains “Automated Adjustment” tools to modify the entire dataset by a common factor. It also contains aggregate information for Average and Total for the entire dataset. Offline: Edit the data in a CSV editor (i.e. Excel) using the exported CSV file. The file must then be imported by using the “CSV Changeset” option. Editing the data offline via CSV allows for greater flexibility with data entry and data manipulation over the online editing screen. Also, there is no timeframe restriction when importing data from a CSV file and thus can be longer than 7 days. However, there are no “Automated Adjustment” tools thus all calculating of correlated values must be manually performed or done after import in the Online Editing Screen. *Note: Data Manager requires CSV data in a specific format with proper header information. Do not attempt to import a CSV file generated elsewhere. Use the offline/CSV export function first to generate a properly formatted CSV file.


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6) Online Editing Screen The editing screen is used to view and edit the data in the web browser. It displays the data values for the selected points and timeframe. Data is edited by changing the value in the cell on the “Manual Adjustments” tab. Upon change, the chart section and aggregate sections will update. The “Automated Adjustments” tab contains tools to modify the entire dataset by a common factor.

Manual Adjustments Tab: The main editing section. It displays the values to be recorded to the database. Values are changed by editing the cell in the table. The table columns can be sorted by clicking the column header. The columns can also be ordered from left to right by dragging them. When the Modify (Adjust) option is selected, initially, the table is populated with the original values from the database to be edited. When the Add option is selected, initially, the table is populated with blank values to be entered. When the Reverse Thresholds option is selected, initially, the table is populated with the original (raw, non-thresholded) and actual recorded (thresholded) values from the database, already reversed. You cannot edit the values, simply verify the reversal and continue. The actual recorded value becomes the original (raw, non-thresholded) value and the original value becomes the thresholded value. Since the values are switched, reversing thresholds twice can restore the value back to the thresholded value, effectively undoing the first reversal. When the CSV Changeset option is selected (importing from a CSV file), initially, the table is populated with the values from the CSV file. The Online Editing Screen is displayed as a final check or to perform any Automated Adjustments.


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If two point values are related to each other by a mathematical factor (such as KWH and KBTU or Demand) Data Manager will automatically perform the calculation and enter the corresponding value, when a value is entered. The “Revert to Originals” button undoes all cell edits or CSV imports from the current session and reverts the values in the table to the values from the database (or blank values if adding data). *Note: Revert to Originals is not available when the Reverse Thresholds option is selected. Chart (Graph) Section: Displays the point values over the timeframe selected. The top chart displays the original (before editing) data as it exists the database. The bottom chart displays the modified (after editing) data. The modified chart will update automatically as the table values are changed. Lines may be hidden/shown by clicking on the name in the legend. Hovering over a point on the chart will display detailed information about that point. Clicking on a point on the chart will highlight that time row in the data table. *Note: When adding data, there is no ‘original’ chart to compare it to. Aggregate Values Section: Displays the points average and total values, both before (original) and after (modified) editing for the timeframe selected. The modified average/total values will update automatically as the table values are changed. *Note: When adding data, there is no ‘original’ average/total to compare it to. Automated Adjustments Tab: Displays the Automated Adjustment tools that modify all the values in the data table by a common factor. There are four tools or functions. *Note: Automated Adjustment tools are not available when the Reverse Thresholds option is selected. - Representative Timeframe Adjust each value in the timeframe to match a different, representative timeframe from existing data in the database. Values can be adjusted to either equal the individual values of the representative timeframe or match the curve of the representative timeframe but retain the totals of the data being adjusted. Use this tool to match data from a similar timeframe if the general shape of the data curve is known. This adjustment can adjust multiple points at once. To use, select the Start Time or End Time and click “Refresh Data”. The Data Manager requires the two timeframes to be of equal length. Select to either match the values or match the curve and retain the totals. Click “Apply” to adjust the data.


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- Percentage Range Adjust each value in the timeframe by a selected percentage. Use this tool to adjust data evenly, by percentage, while retaining the shape of the curve. This adjustment can only adjust one point at a time. To use, select the point to adjust from the drop down list of available points. Enter the percentage to adjust (from -100 to 100). Percentages can be either positive or negative and are calculated away from the current value as a “percentage increase or percentage decrease over the current value”. Click “Apply” to adjust the data. Examples 0 = no change 10 = increase of 10% -10 = decrease of 10% 50 = increase of 50% -50 = decrease of 50% (“half as much”) 100 = increase of 100% (“twice as much”)


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- Average Range Adjust each value in the timeframe so that the Average of the entire timeframe matches a new, entered, average value. Use this tool to adjust data evenly, to a new average, while retaining the shape of the curve. This adjustment can only adjust one point at a time. Negative values, possible because of the nature of the adjustment math, can be permitted or substituted with 0’s. To use, select the point to adjust from the drop down list of available points. Enter the new (adjusted) average. Select whether to allow negative values or substitute with 0’s. Click “Apply” to adjust the data.

- Total Range Adjust each value in the timeframe so that the Total of the entire timeframe matches a new, entered, total value. Use this tool to adjust data evenly, to a new total, while retaining the shape of the curve. This adjustment can only adjust one point at a time. Negative values, possible because of the nature of the adjustment math, can be permitted or substituted with 0’s. To use, select the point to adjust from the drop down list of available points. Enter the new (adjusted) total. Select whether to allow negative values or substitute with 0’s. Click “Apply” to adjust the data.


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6a) CSV Format As stated above, Data Manager requires CSV data in a specific format with proper header information. Do not attempt to import a CSV file generated elsewhere. Use the offline/CSV export function (see above) to generate a properly formatted CSV file. When editing a CSV file, edit only the timestamps and values. Do not edit any of the control header or data header information. Make sure the Start Date and End Date match the dataset. Make sure to save the file as a CSV file and not an XLS or any other type.

7) Undo File Generation The undo file generation option is used to generate a snapshot file of the original dataset before committing the changes. This undo file will reverse the changes made in the event of erroneous data management. Select whether to generate or skip the snapshot/undo file option.


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8) Finishing and Committing the Changes Click “Finish” to commit the changes. The Data Manager will edit the database. Once the changes have been completed, data manager will display a success message. The changes should take between 2 seconds and 5 minutes depending on the amount of changes and the speed of the machine running BDX and SQL.

Integration with EnergyLogix The EnergyLogix Data Manager is directly accessible from within EnergyLogix on Demand or Consumption charts only. This integration makes it easy to go directly to the data manager to edit specific data from a chart in EnergyLogix. To access the ELX Data Manager from within EnergyLogix, first create a Demand or Consumption chart. Second, click the “Data Manager” button to reveal the component and timeframe parameters. Third, select the component, start time and end time. *Note: Clicking on a point on the chart will automatically input that point’s time into the timeframe parameters. Fourth, click the “Modify Data” button to open the ELX Data Manager directly to the online editing screen with the proper components and timeframe already selected. The “Data Manager” button on EnergyLogix charts will only be displayed if the BDX installation is licensed for Data Manager and the User has permissions to the EnergyLogixDataManager.


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Advanced Information When entering correlating values for Usage such as KWH or KBTU, the data manager will auto calculate and convert between the two and input the other into the data table. It will also auto calculate demand based on the change in usage over the change in time if the option to calculate demand is selected. Entering demand will NOT auto calculate usage. With pulse meters (electric and resource), there are four demand values to edit. This is because with pulse meters, you do not have demand to link in, and thus BDX must calculate and record it. BDX calculates and records pulse demands on four common window intervals; 1, 5, 15 and 30 minutes. Selecting which one to use for EnergyLogix is done in the EnergyLogix Configuration. With electric meters (non-pulse), there is one demand value to edit. This is because with electric meters, you do have to link in demand. BDX records the demand value supplied by the meter at the recording interval. With resource meters (non-pulse, non-electric), there is no demand value to edit. This is because with resource meters, you do not have to link in demand, and thus BDX does not record it. The “Reversing Thresholded Values” option does not handle demand. It must be manually edited. To smooth out an accurate data spike caused by comm loss to BDX (i.e. data missing between 15:30 and 15:50) first add data (i.e. between 15:35 and 15:45) at the desired interval, then adjust the data within the timeframe (i.e. 15:30 and 15:50) to the correct values. Calculate and adjust demand where needed. Exporting and Importing Data from Legacy EnergyLogix With EnergyLogix Data Manager, it is possible to import data obtained from legacy EnergyLogix. *Note: Meters in BDX that correspond to meters in legacy EnergyLogix must already be set up and operational. *Note: Data Manager requires CSV data in a specific format with proper header information. Do not attempt to import a CSV file generated from legacy EnergyLogix. Use the offline/CSV export function first to generate a properly formatted CSV file.

1) In legacy EnergyLogix, export the data. This can be done by building a chart for the desired meter and timeframe and using the export to CSV function. It is recommended to select BY MONTH – HOURLY for the data aggregation.

2) In the ELX Data Manager, select “Add Consumption Values” 3) Select the Meter 4) Select the Timeframe and also click “Calculate Demand” to include demand 5) Select the Data Generation Interval. If using BY MONTH – HOURLY set the interval to 60 minutes 6) Do not select any additional properties if just adding time, usage and demand. If you want to add

additional properties such as peak, you may add them. 7) Select “Offline” and export a properly generated CSV file 8) Open both exported CSVs 9) Edit the data manager CSV. Copy and paste values from legacy CSV to the new data manager CSV.

Edit only the time, values and start/end date. Do not edit the header information. In order to get KBTU and Demand values, apply the necessary calculations and formulas to the columns.

10) Save the CSV in csv format 11) Import the CSV file using the “CSV Changeset” option in the ELX Data Manager 12) Verify the data, commit the import

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BDX and ELX Data Manager User Manual - BuildingLogixsvn.buildinglogix.net/public/releases/BDX/... · To access the BDX Data Manager, navigate to Administration > Manage Data To access