ECAM-UserGuide Version 1

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Users GuideEnergy Charting and Metrics Tool (ECAM)

Version 1.0

PECIPortland Energy Conservation Inc.

1400 SW 5th Avenue, Suite 700Portland, Oregon 97201

Voice: 503-595-4441Fax: 503-295-0820

Web: www.peci.org


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2/12/2008 Energy Charting and Metrics Tool Users Guide Page 1 of 17

Users GuideEnergy Charting and Metrics Tool (ECAM)

Version 1.0

Introduction

This tool for energy charting and metrics is intended to facilitate the examiniation of energyinformation from buildings, reducing the time spent analyzing trend and utility meter data.. In

addition to being easy-to-use, this tool is also flexible. Key features include the following:

Data processing to attach schedule and day-type information to time-series data;

Filtering by day-type, occupancy schedule, binned weather data, month/year, pre/post, etc;

Normalization of data based on user-entered information;

Creation of standard charts for the points selected by the user; and

Calculation of normalized metrics for the points selected by the user.The users original data is not modified in the process of using the tool, but is copied into a new

workbook automatically. The tool makes extensive use of Excel

PivotTables to facilitate

summarization and filtering of the data. It goes beyond normal PivotTables and PivotCharts,

however, by automating the creation of scatter charts based on PivotTable data.

This document describes the tools general functions and features.

1. Quick Start

This tool was developed using Excel 2003 and has not been tested on earlier or later

versions. It should work on versions as early as Excel 2000.The system requires continuous, uniform interval data. Change-of-value data, or data

with different parameters stored at different time intervals, must be pre-processed. One

tool designed to assist and automate such pre-processing is the Universal Translator,

available at www.utonline.org.

1.1. Installation

The energy charting and metrics tool is installed as an Excel Add-In. Save the tool file inyour chosen location. Please note that Microsoft Add-Ins are installed, by default, in a

common location, such as Documents and Settings. It can, however, be saved to any

location.To install the application, open Excel and go to Tools, Add-Ins, and Browse to thelocation where the file was saved. Select the filename, and click OK. PECI Metrics will

be in the list of Add-Ins. There will also be a Menu called ECAM in the Excel Toolbar.


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1.2. Using the Tool to Create Metrics and Charts

Here are the top-level items in the tool menu:

Steps:

1. Select data from existingspreadsheet (required)

2. Define points (optional)

3. Create schedules (optional)

4. Input dates for comparison ofpre and post (optional)


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The first 4 items in the menu should be used in order. Here is a brief description of their

function:

Select DataSelect the data range (range of cells) to be included in the analysis,using either the mouse or the keyboard.

Definition of PointsMap (correlate) the point names in the users data to

standard point names recognized by the tool.

Create SchedulesEnter the operating schedule applicable to the building or

equipment, using the input forms included.

Input Dates for Comparison of Pre and PostIf there is an energy project to

be evaluated, input the date when the energy project started and the date it was

completed.

Everything after Select Data is optional, but issues may arise depending upon whatsubsequent menu item(s) are used. For example, if the user does not enter a schedule, but

does create metrics, then the fields for metrics that are dependent upon occupancy will

show NA. Similarly, if data for comparison of pre and post is not input before trying tocreate a load profile by date range the chart will only show a single line with a seriesname of (blank).

When using the application to create metrics and charts, the workbook created by the tool

must be the active (visible) workbook. Using the metrics and charts menu items (steps 5-

8 above) will add new worksheets to the active workbook. Repeated use of the samemenu items will overwrite prior work, since the worksheet names are not changed. to

avoid losing work, the user should change the names of any tool-created worksheets that

you wish to save, prior to recreating a metric or chart. This is especially important if anynew formulas or customization has been added.

1.3. Tool Notes

Only the tools VBA code is protected. Therefore, all Excel

formatting and other

customization options should be available.

Scatter charts require that the point name to be used for the independent value (to be

placed on the X-axis) be selected first. Dont drag the mouse or use the Shift key to

select subsequent point names. Use the Ctrl key to select the second and subsequentpoint names for the dependent values.

Important: Do not enter any data or information in the cells directly below the

PivotTables.

2. Menu Items for Preprocessing of Data

2.1. Select Data

This menu item asks the user to select the data to be processed. The data must be

continuous (i.e., there should not be any completely blank rows or columns).


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Step 1: Choose "Select Data" from the ECAM menu

Step 2: Select the correct time stamp format


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Step 3: Select the range of cells that contain the data

The data must be continuous (i.e., there should not be any completely blank rows orcolumns). To select data:

When prompted, select the first (upper-left) cell in the data.

Hold down the Ctrl and Shift keys, and hit the right arrow and then the left arrow.This should select all continuous data.

Click OK.

If there are timestamps or data that need to excluded, then it may be easier to select a

subset of data by using the mouse. Select the first cell of desired data, scroll until the lastcell of desired data is visible, hold down the Shift key and select the last cell, and click

OK. Of course, it is also possible to manually type in the data range.


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Step 4: Select whether ambient temperature data is included.

Note any cell within the column containing the ambient temperature data can be

selected.

Step 5: Processed data created in new workbook

2.2. Definition of Points

This menu provides forms to input the building area and to map the users point names

to the point names recognized by the program. This mapping function enablesnormalizations, calculated points, and certain metrics and charts to be created

automatically.


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Step 1: Choose "Definition of Points" from the ECAM menu

Step 2: Input the building area and the voltage for 3-phase equipment

Note that the building area is used to normalize the data and metrics by square foot.


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Step 3: Define map points

The form above consists of a list of the users point names; an adjacent area where the

mapped tool point names are listed; two lists (Subsystems and Subsystem

Components) that are used to filter the possible Component Measurement choices;and the list of Component Measurements.

Sometimes, when first opening the form, the user must un-select and then re-select a

choice to get the lists to filter.

The tool point names are based on the naming convention inA Specifications Guide for

Performance Monitoring Systems.

Below is a more compete list of mapped points. Note that the outside air temperaturepoint is mapped via the AHU subsystem as shown below. It is not crucial to map the

outside air temperature point as no automatically-generated points currently require the

outside air temperature point.

After the points are defined, some points will be created and added to the points list

automatically and their values stored on the data sheet. The automatically created pointsallow for certain metrics and charts to be created. For example, the Watts per square

foot (W_perSF) point allows for Multiple Points Watts per SF Metrics to be created. The

required mapped points needed to create the automatically created points are defined inTable 1 .


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Table 1: Automatically created points

Generated Point Point type Mapped Points Required Parameters

Watts per square

foot (W_perSF)

normalized Any kW

Equipment status status Any kW Only if a status point

is not available>3% of max= On

3% of max= On


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Step 1: Choose "Create Schedules" from the ECAM menu

Step 2: Input Schedule information

Tab 1 of 3: Day Schedules


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Tab 2 of 3: Week Schedules

Tab 3 of 3: Annual Schedule


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Completing tabs one through three will polulate the data for the DaySchedule and

Occupancy columns

2.4. Input Dates for Comparison of Pre and Post

This menu item will prompt you for the input of two dates: the date when an energyproject was started, and the date when it was completed. An additional data field will be

created that can be used for categorization and filtering of the data.

Step 1: Choose "Input Dates for Comparison of Pre and Post" from the ECAM menu

Step 2: Enter the date when an energy project was started

Step 3: Enter the date when an energy project was completed


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2.5. Utilities Menu

2.5.1. Convert Table format to ECAM List format

This menu item is intended to be used if the original data is not in a list format.This function trasposes a dataset in matrix form, with dates in a column and times

along a row, to a list format with time stamps in a column and data in thesubsequent columns. If the data is in this format this is first step that needs to bedone, prior even to selecting the data.

2.5.2. Create Bin Data from Temperatures

This menu item is intended to be used if temperature data was unavailable at theonset, but was then added at a later date. After the temperature data has been

added, the Define Data by System, Equipment, and Measurement form will

open so that it can be defined and properly recognized.

3. Menu Items to Create Metrics or ChartsWhen creating metrics or charts, select just the point name(s) to be included; do not select

the data.

Each metric and chart type has a uniquely named worksheet which will be created thefirst time a metric or chart type is selected. The exceptions to this are the Create 3d

Load Profile and Create Energy Colors (surface chart) chart types. These require that

an existing Load Profile by Day worksheet must be the active worksheet to createthese chart types.

Once a metric or chart worksheet has been created, reselecting the metric or chart from

the menu will recreate the chart , overwriting the existing worksheet. If you wish to

preserve the metrics and charts on the current worksheet, the worksheet must be renamedbefore reselecting the metric or chart from the menu.

All metrics and charts will automatically update as their pivot table fields are changed

except for the Load Profile Calendar chart which needs to be reselected from the menu

in order to be updated.

The charts are created with a number of default page fields selected. You can customizethe charts by modifying the selections in the dropdown of the page fields to filter the

entire PivotTable and PivotChart to display data for the selected item. .

3.1. Create Per Sq. Foot Metrics

Multiple Points Watts per SF Metrics

This menu item will create metrics for all points that can be converted to a Watts persquare foot (W/sf). Any points that were a measured kW will be converted to W/sf after

the user enters the building size as part of the point definition process. The metrics thatare created are average W/sf by Daytype (Weekday, Saturday, Sunday) and occupancy

(Occ and Unocc).


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3.2. Create Other Metrics

General Metrics

This menu item allows the user to pick the points they want to summarize as metrics.The selected points will be summarized as average by Daytype and Occupancy

3.3. Load Profile Charts

Most of these charts should be self-explanatory. Charts that are Load Profile by will

only show the by portion (e.g. Load Profile by Daytype), if just a single point is

selected.

When multiple points are selected, the chart may become confusing, and the by fieldis placed in the filter dropdown list of the source PivotTable. For example, if two points

are selected for a Load Profile by Daytype, then the chart will not show the data by

Daytype. Instead, the two points will each be a separate line on the chart, and the

Daytype field will be be moved to the PivotTable filter field (PageField) area. The

Daytype field will be set to Weekday.

3.3.1. Load Profile by Daytype

This creates a line chart with four linesthe average load profiles for each of four

Daytypes: Weekday, Saturday, Sunday, and Holiday.

3.3.2. Load Profile by Month-Year

This creates a line chart showing the average load profile for each month in thedata set. Months with incomplete data are included.

3.3.3. Load Profile by Date Range (Pre/Post)

This is a line chart with up to three lines, including: one line for the average loadprofile before the energy project started; one line with the average load profileafter the project; and one line for the average load profile during the project.

3.3.4. Load Profile by Year

This is an average load profile for each year in the data set.

3.3.5. Load Profile by Day

This menu item requires a second step to get a meaningful chart. Selecting the

item creates a line chart with 31 lines. Each line is the average for a day number

(e.g., day number 10 is the 10th

day of the month) for all the months in the dataset. The next step is to select a particular Month or MonthYr using the PivotTable

filter field (PageField) dropdowns.

Making this Month or MonthYr selection is a prerequisite for creating the last

three types of Load Profiles.


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3.3.6. Create 3d Load Profile

Load Profile by Day must be completed first. This item will convert a monthsworth of daily Load Profiles to a 3d chart, with the Weekdays and Weekends

separated by color.

3.3.7. Create Energy Colors (surface chart)As with the Create 3d Load Profile function, Load Profile by Day must becompleted before using this menu item. . This function will convert a months

worth of daily Load Profiles to a surface (contour) chart, with the values shown

by color.

3.3.8. Load Profile Calendar

As with the two previous items, the Load Profile by Day must be completed

before using this item. The Load Profile Calendar will convert a months worthof daily Load Profiles to a calendar format, with each day shown as a thumbnail

chart on the calendar. To create a Load Profile Calendar a particular MonthYr

must be selected from the PivotTable filter field (PageField) dropdown.

Note that a Load Profile Calendar will not update to the proper day of the week ifa different MonthYr is selected on the Load Profile by Day output worksheet

(ptLPchartDay). The Calendar should be recreated if a different MonthYr is

selected.

3.4. Scatter Charts

Scatter charts require that the point name to be used for the independent value (to beplaced on the X-axis) be selected first. Dont drag the mouse or use the Shift key to

select subsequent point names. Use the Ctrl key to select the second and subsequent

point names for the dependent values.

Note that the scatter charts include some aggregation (averaging) of the values for theindependent variable. For example, if the independent variable is AHU2_TempOa, and

there are 7 occurrences in the data set when the temperature is 77.3 F, only 1 instance of

77.3 F will show up in the chart, and the dependent variable value will be the average forthe 7 occurrences.

Complete scatter charts without aggregation can be created using the raw data on

Worksheet Data.

3.4.1. Scatter Chart by Occupancy

This creates a scatter chart with 2 series: one for the occupied times and one forthe unoccupied times. Note that, depending upon how the schedule is defined,

extra scatter will appear in whichever series includes the startup and shutdown

time periods.


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3.4.2. Scatter Chart by Date Range (Pre/Post)

This creates a scatter chart with three series: one series with data before theenergy project started, one series with the data after the project was completed,

and one series representing operation during the project.

4. Known Issues and Reminders

4.1. Issues

The following list summarizes known issues of this tool:

In defining the points, when first opening the form, the user must sometimes de-select and then re-select a choice to get the lists to filter.

Input schedules are remembered by the application. The schedules, however,dont show up in the Input Schedule Information form if the workbook is savedand re-opened.

The toolbar menu disappears if a chart is selected. Click on the worksheet, and themenu will reappear.

Some of the filter drop-downs for metrics pages and PivotTables dont makecomplete sense for certain procedures. For example, a typical metrics table shows

the average value of the selected parameter(s) for the following categories: AllPeriods, Weekdays, Saturdays, Sundays, Occupied, and Unoccupied. The filter

selections, however, include Daytype, Weekday, and Occupancy. Use of these

selections will just result in an error value for the categories that filter to an empty

set when using the drop-down (e.g., selecting a Weekday of Wednesday willresult in N.A. values for Saturday and Sunday).

For most metrics and charts, number of digits displayed is not adjusted for the

number of significant digits.4.2. Reminders

One important note regarding the automated charting is that the user should not putanything in cells directly below the PivotTables.

The name should be changed for any tool-created worksheets that you wish to save, prior

to re-creating the same metric or chart. Otherwise work may be lost, since a new

worksheet will overwrite any prior worksheet with the same name.


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Acknowledgements

Funders

Northwest Energy Efficiency Alliance

California Energy Commission, Public Interest Energy Research (PIER) BuildingsProgram

New Buildings Institute

Project Team

Lead Developer: Bill Koran

Project Support: Hannah Friedman, Marci Shuman, Kathy Hile, Ryan Fedie

Fall 2007 Pilot Participants

Paul Ham Target

Gregory Cmar Interval Data SystemsBill Gnerre Interval Data SystemsMichael Kuk Sieben Energy Associates

Matt Denny QuEST

David Jump QuESTSteven Long Southern California Edison

Brian Smith TRC

Sachin Jamadagni Strategic Building Solutions